Business Details
14 Years
experience
Your Trusted Partner for Accounting & Wealth Management Solutions
SD Mayer & Associates is a full-service accounting, advisory, and wealth management firm dedicated to providing comprehensive financial solutions for businesses and individuals. With over 40 years of combined experience, our team of experts delivers personalized services including audit and assurance, tax planning, business advisory, and wealth management. We leverage innovative technology and a client-centric approach to address complex financial challenges, ensuring our clients achieve long-term success.Our commitment to community engagement and ethical practices has earned us recognition as a trusted partner in the San Francisco Bay Area and beyond. We prioritize transparency, continuous learning, and adaptability to meet evolving client needs, fostering lasting relationships built on trust and integrity.
Services
Audit & Assurance
Tax Planning
Wealth Management
Business Advisory
Outsourced Accounting
Details
- Year established: 2012
Highlights and features
- We offer over 40 years of combined experience in accounting and financial advisory services.
- Our cloud-based solutions ensure seamless and up-to-date financial management for clients.
- Personalized service tailored to the unique needs of businesses and individuals.
- Commitment to community and ethical practices enhances client trust and reliability.
- Comprehensive service portfolio covering audit, tax, advisory, and wealth management.
Associations and certifications
- BDO Alliance USA
What people say
Expertise
Personalized service
Reliable support
Trustworthy
Comprehensive solutions
Services
Audit & Assurance
Our Audit & Assurance services combine technical expertise with business acumen to ensure compliance and accurate financial reporting. We assist clients in preparing for audits, maintaining regulatory standards, and identifying operational efficiencies. Our team delivers objective insights to enhance transparency and build stakeholder confidence.
Tax Planning
We provide strategic tax planning solutions to minimize liabilities while ensuring compliance with evolving regulations. Our services cover individual, corporate, and nonprofit tax needs, including international tax strategies and grant-related audits.
Wealth Management
Our wealth management services focus on long-term financial security through estate planning, investment guidance, and retirement strategies. We tailor solutions to align with clients' personal and professional goals, emphasizing sustainability and growth.
Business Advisory
We offer actionable insights for business growth, from startup planning to succession strategies. Our advisory services address financial reporting, human capital, and operational efficiency to support sustainable development and competitive advantage.
Outsourced Accounting
Our outsourced accounting solutions streamline back-office operations for businesses of all sizes. Services include payroll processing, financial statement preparation, and interim accounting support to improve accuracy and efficiency.
People
Osbaldo Amador
Senior Audit Associate
Osbaldo Amador is a Senior Audit Associate at SD Mayer with expertise in accounting procedures and capital expenditures. He holds a Bachelor's in Business Administration from San Jose State University and is pursuing an MBA.
Eric Anderson
CPA Manager
Eric Anderson, a CPA Manager, specializes in outsourced accounting with over a decade of experience. He holds degrees in Electrical Engineering and Accounting, ensuring technical and financial proficiency in client service.
Greg Blanton
Senior Tax Manager
Greg Blanton, a Senior Tax Manager, has two decades of experience in tax return preparation and review. He is a licensed CPA in California and holds a Bachelor's in Accounting from San Jose State University.
Michael Breetzke
Audit Manager
Michael Breetzke is a dual-qualified CPA and Chartered Accountant with international experience in finance and taxation. He holds advanced degrees from the University of Cape Town and Nelson Mandela Metropolitan University.
J.T. Harold Forbus
Senior Tax Manager
J.T. Harold Forbus brings over 30 years of tax expertise, specializing in stock-based compensation planning. He holds a Bachelor's in Business from California State University, East Bay, and is a CalCPA member.
Questions
What services does SD Mayer & Associates offer?
We provide audit, tax planning, wealth management, business advisory, and outsourced accounting services for businesses and individuals.
What industries do you specialize in?
We serve diverse industries, including nonprofits, private businesses, and individuals, with tailored financial solutions.
Are you affiliated with any professional organizations?
We are an Independent Member of BDO Alliance USA and affiliated with CalCPA and AICPA.
How do you ensure client confidentiality?
We adhere to strict ethical standards and compliance protocols to protect client data and maintain trust.
What areas do you serve?
We are based in San Francisco and serve clients throughout the Bay Area, including San Mateo, Menlo Park, and San Leandro.
Videos
