Business Details
24 Years
experience
Your Trusted San Francisco CPA Firm
Bol Global has been serving individuals and businesses in the San Francisco Bay Area since 2002. Our firm is built on a philosophy of prioritizing client success through personalized accounting and tax advisory services. With over 60 years of combined experience among our CPAs and tax professionals, we specialize in small to medium business accounting, tax optimization, and financial planning. Our award-winning team (Best Accounting Firm 2018, San Francisco Award Program) offers tailored solutions for complex financial situations, including stock option taxation, entity structure optimization, and IRS compliance.We provide flexible service delivery through in-person meetings or virtual consultations, maintaining transparency with no hidden fees. Our commitment to continuous improvement has earned us recognition as a top 3 accounting firm in San Francisco's SMB sector through our proven track record of client-focused service.
Services
Accounting Services
Tax Advisory
Payroll Processing
Bookkeeping
QuickBooks Support
IRS Representation
Financial Planning
Business Start-Up
Tax Preparation
Entity Structure
Details
- Year established: 2002
Highlights and features
- Over 60 years of combined experience in accounting and tax advisory services
- Award-winning service named Best Accounting Firm 2018 in San Francisco
- Specialized expertise in stock options, tax optimization, and entity structuring
- Flexible virtual and in-person consultation options available
- Transparent pricing with no hidden fees
Associations and certifications
- San Francisco Award Program (2018 Best Accounting Firm)
What people say
Kindness and availability
Great service
Reasonably affordable
Pragmatic approach
Highly recommend
Services
Small Business Accounting
Specialized accounting services for small to medium businesses, including bank reconciliations, income statements, and balance sheets. Our team maintains clean general ledgers while providing unlimited consultations for financial clarity. Services help business owners make informed decisions through accurate financial reporting while saving time for core business activities.
Tax Advisory
Expert tax advisory services for high-net-worth individuals and businesses, focusing on tax optimization strategies. Our CPAs specialize in complex tax situations including stock options, entity structure planning, and IRS compliance. We help clients maximize after-tax income through proactive planning while ensuring complete tax code compliance with evolving regulations.
QuickBooks Support
Comprehensive QuickBooks services including setup, training, and ongoing support. Our certified professionals ensure proper implementation and provide troubleshooting through QuickTuneup services. Businesses benefit from accurate bookkeeping, improved cash flow tracking, and efficient financial management using industry-leading accounting software tailored to their specific needs.
Payroll Processing
Full-service payroll solutions ensuring compliance with federal and state regulations. Our services include direct deposit processing, tax withholding calculations, and mandatory reporting. Businesses receive comprehensive support for W-2/W-3 processing, unemployment claims, and worker's compensation while maintaining accurate payment records for audit readiness.
IRS Representation
Specialized IRS representation services for tax problems including audits, liens, and wage garnishments. Our enrolled agents and CPAs negotiate payment plans and resolve back tax issues while maintaining client confidentiality. We help individuals and businesses achieve compliance through legally sound solutions that minimize financial exposure and penalties.
People
Benjamin Lee
Managing Partner/CPA
CPA with 22 years of experience, specializing in tax planning and business growth strategies. Graduated from Griffith University (Australia) in 2000 and established BOL Global in San Francisco in 2002. Focuses on personalized financial solutions for small businesses and individuals.
Victor Joshi
Director of Client Services
40+ years business experience including financial services and client relationship management. Holds multiple professional licenses including Series 7 stock broker. Focuses on delivering client value through team expertise and personalized service solutions.
Charlie Liu
CPA/Senior Tax Accountant
Joined firm in 2016, specializing in complex tax matters including stock options and international asset trusts. Provides expert tax preparation and advisory services while maintaining high client service standards through detailed analysis and clear communication.
Anson Zeng
Senior Tax Accountant/Enrolled Agent
Enrolled Agent with specialized expertise in stock compensation taxation (ISO, NSO, RSU, ESPP). Combines accounting experience with IRS certification to provide comprehensive tax solutions for individuals and businesses facing complex tax situations requiring professional representation.
Hang Dimeff
Tax Accountant
20+ years finance experience including eco-tourism and banking sectors. Holds Masters degree in Financial Accounting from Berlin and actively pursuing CPA certification. Specializes in California financial regulations with focus on accurate tax compliance and reporting.
Questions
What benefits do I receive from using a professional CPA firm for tax preparation?
Professional CPAs ensure complete tax code compliance, identify legitimate deductions worth more than their fees, and help avoid costly mistakes. Over 77% of taxpayers benefit from professional assistance according to government studies.
How does BOL Global approach tax planning for high-net-worth individuals?
We provide personalized tax strategies focusing on maximizing after-tax income through legal optimization techniques, including stock option planning, estate structuring, and entity selection strategies tailored to individual financial situations.
What accounting services are specifically available for small businesses?
We offer complete accounting solutions including bank reconciliations, financial statements, general ledger maintenance, payroll processing, and QuickBooks support specifically tailored to meet the needs of small and medium sized businesses.
Do you offer flexible consultation options?
Yes, we provide both in-person meetings at our San Francisco office and virtual consultations via Zoom to accommodate client preferences and ensure convenient access to our services.
How does BOL Global handle IRS compliance and tax problems?
Our Enrolled Agents and CPAs specialize in IRS representation, including audit defense, lien resolution, and payment plan negotiations. We help clients achieve compliance while protecting their interests through legal tax resolution strategies.
What payment options are available for your services?
We offer transparent pricing with flexible monthly or one-time payment options. Payment plans can be customized to match client budgets while maintaining high-quality service standards without compromise.
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