Magid Accountancy

Who We Are

Magid Accountancy Corporation, APC (MAC) is a highly specialized CPA firm offering comprehensive wealth management and accounting services to small to mid-sized companies, business owners, and high net-worth individuals in the San Francisco Bay Area. Founded on the principles of personalized attention and customized strategies, MAC has been helping individuals and businesses achieve financial success since 1986.

Our Mission

Our mission is to empower our clients to navigate the complexities of financial planning and achieve their financial goals. We achieve this by:

• Providing personalized attention and understanding each client's unique needs and circumstances.
• Developing customized strategies tailored to each client's specific goals and objectives.
• Implementing effective tax strategies to minimize tax liabilities.
• Guiding clients through the financial planning process and empowering them to make informed decisions.

Tax Services

• Comprehensive tax planning and compliance services for individuals and businesses
• Tax optimization strategies and wealth preservation planning
• International tax compliance and planning
• Tax consulting and controversy resolution

Wealth Management

• Comprehensive financial planning that addresses all aspects of wealth accumulation, preservation, and distribution
• Investment management and portfolio optimization
• Retirement planning and distribution strategies
• Estate planning and legacy management

Business Consulting

• Business valuation and financial analysis
• Strategic planning and succession planning
• Operational efficiency consulting
• Risk management and insurance planning

Additional Services

• Real estate services
• Trust and estate planning

Our Team

Our team of experienced and certified professionals is dedicated to providing exceptional client service and achieving positive results. Led by Sandy Magid, CPA, PFS, AEP, our founder and CEO, MAC boasts a deep understanding of financial planning and a proven track record of success in helping clients achieve their financial goals.

Our Commitment

MAC is committed to providing clients with:

• Commitment: We are dedicated to building lasting client relationships and providing exceptional service throughout the process.
• Capabilities: Our team has extensive expertise in all aspects of financial planning and accounting.
• Caring: We are passionate about understanding our clients' unique needs and working collaboratively to achieve their goals.