Planning for your family, your business, and your future.
At SD Mayer, we're motivated by every opportunity to work as your financial partner throughout the various stages of your life, from growing your business to raising your family to retirement planning. Our goal is to provide holistic personal and business advice, which reflects our years of combined service experience as one of the most highly regarded, full-service accounting, advisory, and wealth management firms in the San Francisco Bay Area, serving clients here and worldwide.
Our Focuses
Having a trusted advisor by your side, especially in times of turmoil or crisis, like we are experiencing now, can provide a sense of reassurance that you are not navigating these difficult decisions alone. Our teams are working virtually, or creating virtual, cloud-based environments for your business; our tax team can provide you update-to-date information on moving tax filing and payment deadlines, including capturing any disaster relief credits; our wealth management team can help you build a solid financial plan that gets you through life's storms; and our business advisors can help you with grants, loans, and relief for sales tax, payroll tax and operational costs we all need help with right now.
Our Services
We offer a comprehensive range of services designed to meet the unique needs of our clients. From audit and assurance to tax planning, business advisory, wealth management, and more, our expert advisors are dedicated to providing personalized guidance and support.
Audit & Assurance
Our expert advisors combine business, market, and technical skills to deliver objective advice and expert guidance in compliance, records, and audit preparation.
Tax
The tax landscape is always changing. Our tax experts will help you stay up-to-date and compliant on all individual, corporate, and nonprofit tax matters.
Outsourced Accounting & Managed Services
Outsourced accounting solutions to quickly scale up your back-office capacity, from privately-held companies to nonprofit organizations.
Retirement Services
We can guide your employees in everything from opening retirement accounts and making elections to helping your company to succeed as a plan sponsor, all while staying ERISA-compliant.
Business Advisory
Advisory services for new and expanding businesses, providing actionable insights to solve today's business issues and strategize for future growth.
Wealth Management
Planning for your family and future has never been so reassuring. Have forty years of a successful, holistic approach to wealth management behind you as you make a plan for meeting your long-term financial goals.
The SD Mayer Difference
We're committed to providing exceptional service and guidance to our clients. Learn more about what sets us apart and how we can help you achieve your financial goals.
Overall Experience
Reviews of SD Mayer & Associates are mixed, with some clients having a highly positive experience while others have reported significant issues.
Positive Experiences
Clients who have had a positive experience with SD Mayer & Associates have praised the company's team of professionals, citing their attentiveness, courtesy, and expertise. They appreciate the level of organization and attention to detail provided, which has allowed them to trust and rely on the company. The team has been described as friendly, responsive, and accurate, making it a great fit for startups looking to improve their accounting practices.
Negative Experiences
On the other hand, some clients have reported negative experiences with SD Mayer & Associates. One reviewer had a poor experience due to mistakes in filings, poorly worded and unclear responses, and billing practices that were unclear and often resulted in unexpected extra bills. The company's lack of acceptance of their mistakes was also a point of contention.
