From Mission District to Pacific Heights — tax, bookkeeping, and advisory for San Francisco businesses with fixed fees and no surprise invoices.
Tax, books, payroll, and planning under one roof — so you stop stitching together a preparer, a bookkeeper, and a spreadsheet.
Federal and state returns for individuals and entities — reviewed and signed by a licensed CPA.
Monthly reconciliation and clean financials in QuickBooks or Xero.
LLC, S-Corp, and C-Corp filings with multi-state, payroll, and K-1 handling.
Payroll runs, filings, and sales-tax registration kept current across states.
Quarterly projections that lower next year's bill, not just file last year's.
Management reporting, cash-flow forecasting, and growth planning.
Local activity we're seeing reflected in new-client work this year.
The SF Office of the Treasurer & Tax Collector issued Regulation 2025-1 on October 24, 2025, requiring businesses to update sales sourcing methods, increasing accounting workload for tax recalculations.
www.pwc.com ↗Proposition M waives approximately $10 million in permit and license fees starting March 31, 2026, driving accounting demand for fee reconciliation and combined Annual Business Registration filings.
beancount.io ↗Fixed fees, confirmed in writing before any work begins. No hourly surprises.
Fixed-fee quote confirmed up front. CPA licensure is state-issued; we connect you with licensed CPAs and never imply a license we don't hold.
Full price list across every service — CPA, tax, bookkeeping, business returns, payroll, and add-ons.
A short intake — your income, entity, and what you need. We review and send a fixed-fee quote in writing.
Send documents through a secure portal. A licensed CPA prepares and checks every deduction.
We walk you through it, answer questions, and e-file once you're happy. Year-round support after.
Tell us your situation and we'll send a transparent, written quote — usually within one business day.
Get your fixed-fee quote