Business Details
25 Years
experience
Trusted San Francisco CPA Services for Business & Tax Solutions
Scott Porter, CPA has been serving businesses and individuals in the San Francisco Bay Area since 2001. Our firm was founded on the principle that accounting should be more than numbersit's about understanding each client's unique needs and providing tailored solutions. With a team of certified CPAs and financial professionals, we combine decades of experience in tax planning, business consulting, and accounting technology to deliver exceptional service. Our founder, Scott Porter, brings over 30 years of public accounting experience to every client relationship, holding licenses in both California and Colorado. We specialize in helping high net worth individuals and business owners maximize wealth through strategic tax planning, while offering comprehensive accounting services for businesses of all sizes.Our commitment to personalized attention has made us a trusted advisor for industries ranging from real estate to staffing companies. We differentiate ourselves through innovative cloud accounting solutions that provide real-time financial insights, and our Certified QuickBooks ProAdvisor team ensures seamless accounting software implementation. Every client receives direct access to experienced professionals who prioritize clear communication and proactive financial guidance. Our track record of client retention demonstrates our dedication to forming long-term partnerships based on trust and measurable results. Whether you're launching a new business or managing complex tax scenarios, our firm provides the expertise and personalized attention needed to achieve financial success.
Services
Small Business Accounting
Tax Planning
Wealth Management
Cloud Accounting
QuickBooks Setup
Business Consulting
New Business Advisory
Estate Tax Planning
Mergers & Acquisitions
Financial Forecasting
Details
- Year established: 2001
Highlights and features
- Over 30 years of public accounting experience combined with industry-specific expertise
- Personalized service packages tailored to each client's unique financial situation
- Complimentary initial consultation for all businesses and individuals
- Specialized knowledge in real estate accounting and high net worth tax strategies
- 24/7 cloud accounting access with continuous professional support
Associations and certifications
- California CPA Board
- Colorado State Board of Accountancy
What people say
Exceptional tax savings
Personalized support
Reliable financial advice
Proactive guidance
Industry expertise
Services
Small Business Accounting
Comprehensive accounting services for small to midsize businesses include customized financial reporting, cash flow management, and budgeting support. Our CPAs work closely with business owners to understand their specific needs and implement tailored accounting solutions. Clients benefit from timely financial insights that enable data-driven decision making while ensuring compliance with all regulatory requirements.
Tax Planning
Our strategic tax planning services focus on minimizing liabilities while maximizing long-term wealth preservation for individuals and businesses. We analyze each client's unique financial situation to develop customized tax strategies that take advantage of available credits and deductions. With continuous tax law monitoring, our clients receive year-round planning to optimize their tax positions.
Cloud Accounting
Cloud-based accounting solutions provide 24/7 access to financial data with real-time collaboration between clients and our CPAs. We implement secure systems that streamline financial processes while maintaining accurate, up-to-date records. Clients gain greater financial visibility and control through customizable dashboards and automated reporting features.
Wealth Management
We specialize in developing comprehensive wealth management strategies for high net worth individuals and families. Our approach focuses on tax-efficient wealth preservation, estate planning, and investment strategy optimization. Clients receive personalized guidance that balances risk management with long-term wealth growth objectives.
QuickBooks Setup
Our Certified QuickBooks ProAdvisors provide complete setup and ongoing support for QuickBooks accounting software. We ensure proper configuration tailored to each business's specific needs while providing training for optimal system utilization. Continuous technical support helps clients maximize their accounting software investment through efficient workflows and accurate financial tracking.
People
Scott Porter
Certified Public Accountant
Scott Porter is a licensed CPA in California and Colorado with over 30 years of public accounting experience. He specializes in tax planning for high net worth individuals and complex business structures, bringing an innovative, client-focused approach to financial strategy. A graduate of San Francisco State University, Scott established his firm in 2001 with a commitment to personalized service and practical financial solutions.
Questions
What accounting services do you offer for small businesses?
We provide comprehensive accounting services including bookkeeping, financial reporting, cash flow management, and business consulting tailored to each client's specific needs.
How are you different from other accounting firms?
Our approach combines personalized service with innovative technology solutions, focusing on understanding each client's unique business and financial goals to deliver actionable insights.
Do you offer tax planning services for individuals?
Yes, we specialize in tax planning for high net worth individuals, developing strategies to minimize liabilities and maximize long-term wealth preservation.
Can you help with business startup accounting?
We provide complete new business advisory services including financial structure setup, business plan development, and tax strategy implementation for startups.
How does your cloud accounting service work?
Our cloud accounting solutions provide 24/7 access to financial data with real-time collaboration between our CPAs and clients, streamlining processes while maintaining accuracy.
What industries do you specialize in?
We have particular expertise in real estate accounting, staffing companies, family-owned businesses, and serving high net worth individuals and professionals.
