Tax planning, accounting, and advisory services for individuals, families, entrepreneurs, and growing businesses across San Francisco and the Bay Area.
Strategy before the return.
Year‑round tax planning that gets ahead of equity events, business moves, real estate, and life changes — so April is the easy part of the year, not the stressful one.
Personal returns, handled properly.
From W‑2s with equity comp to multi‑state, self‑employment, rental property, and family returns — preparation with strategy, not just data entry.
Clean books, clear picture.
Monthly bookkeeping, reconciliation, payroll, and reporting for owner‑operators who want to actually understand how the business is doing.
Built for Bay Area founders.
A single firm that grows with the business — from entity setup to S‑corp strategy, payroll, and the tax return that closes out the year.
A partner for the big decisions.
Quarterly conversations on growth, hiring, pricing, and structure — the financial voice in the room before the decision gets made, not after.
Long‑term clarity for Bay Area life.
Multi‑year planning that respects how Bay Area lives actually work — real estate, equity, family, career, and the long arc of building real stability.
SF Bay Tax is intentionally not a high‑volume firm. We take on a limited number of new clients each year so the work stays personal, the advice stays strategic, and the relationship has room to grow.
Our best fit is Bay Area individuals, families, and business owners who want a long‑term financial partner — someone who's still here next year, and the year after that.
A short consultation is the easiest way to figure out what you actually need — and what long‑term financial guidance would look like for you.