WELCOME TO F DORSEY TAX SERVICE

Managing All of Your

Tax Preparation and Accounting Needs

For over 40 years, F Dorsey Tax and Financial Services has been providing clients with personalized tax preparation and accounting services throughout California. We offer high-touch tax preparation and advisory for small businesses, working professionals, and mission-driven nonprofits. We handle the complexity so you can focus on what you do best.

A Partnership, Not a Transaction.

Most tax firms are "seasonal." We are a year-round resource. Our clients choose us because they value:

Direct Experience: We have over two decades of accounting and tax preparation experience, advising our clients on tax and accounting resolutions in order to make sure tax schedules are filled accurately and online time. We have expertise in managing RSU/ISU capital gains and current year tax strategy, planning for 1031 exchanges, and annual rental property and small business tax returns.
Proactive Communication: We don't just talk to you in April. We offer quarterly check-ins to prevent surprises and adjust strategies in real-time.
Community Roots: Our firm has grown for 40 years through the referrals of satisfied San Francisco professionals. We treat your reputation—and ours—with the highest level of care.

Our Services

Standard Returns

Looking for a straightforward solution for your tax return? Our basic tax return service is designed for both singles and married couples, making it the perfect starting point for many clients.

This package includes a personal return, one state personal return, and relevant extension filing, along with handling W-2, 1099 forms, HSA, retirement accounts, and standard forms.

Plus, we respond to any related IRS correspondence, ensuring you have peace of mind during tax season.

Schedule a Tax Review

Comprehensive Returns
Quarterly Estimates

Many of our clients rely on us for comprehensive tax returns, benefiting from our expertise in year-round and quarterly tax planning.

This service is particularly advantageous for clients in the technology and startup sectors.

We offer a range of services including comprehensive returns, tax advice for rental properties and business ownership, and assistance with stock options and QSBS stacking.

Our services also cover federal personal returns, state returns, quarterly estimates extension filing, and more, ensuring all your tax needs met efficiently.

Schedule a Complex Tax Review

Business Owner Returns and
Accounting Services

We understand the challenges of small business owners who require comprehensive tax coverage and year-round advice.

We specialize in year quarterly tax planning, state sales filing, and provide tailored support for clients in estate, the restaurant industry, and small franchises.

Our services include tax advice on entity, business distributions, deductions, QSBS planning, and more. We offer a complete package that personal and business tax returns, quarterly estimates, and responses to IRS correspondence.

Schedule a Consultation

Who We Serve

Tailored Solutions to Solve Your Tax Preparation Challenges

Small Business Owners: From entity selection (S-Corp vs. LLC) to strategic payroll and year-end planning, we act as your external CFO to ensure your business is tax-efficient.
Working Professionals: Navigating complex W-2s, equity compensation (RSUs/ISO), multi-state filings, and career transitions requires experience to learn about your unique position.
The Self-Employed & Freelancers: We help you maximize your deductions, manage estimated payments, and build a scalable tax foundation for your independent practice.
Non-Profit Organizations: Specialized 990 filing and compliance services to ensure your organization remains transparent and focused on its mission.