Our home base. We work with clients across the city, from downtown and SoMa to the neighborhoods further out — many of them working professionals at companies headquartered or based in the city, in healthcare, tech, and public-sector roles who want a tax preparer who actually knows the local cost of living, San Francisco's business and property tax rules, and how California's tax code interacts with a city-sized paycheck.

A significant part of our client base commutes from Oakland, Berkeley, and Alameda into San Francisco each day — which often means navigating city business taxes, multi-jurisdiction considerations, and the kind of income complexity that comes with a dual-county household. We handle East Bay clients remotely just as thoroughly as we do in-office visits, with the same year-round planning approach.

For clients working at companies along the Peninsula tech corridor, equity compensation, RSUs, and multi-state considerations are often part of the picture. We help Peninsula-based professionals plan around bonus timing, stock vesting, and retirement contributions well before tax season starts.

Marin clients often come to us for a mix of personal tax planning and small business or rental property considerations. We work with Marin-based professionals and business owners both remotely and by appointment.

We also support clients working at South Bay and Silicon Valley employers who live and file in California

Not near San Francisco? We work with clients throughout California by phone, video, and secure document sharing — so distance from our office is rarely a reason not to work together.

Even in a remote-friendly world, where you live and work affects your taxes: San Francisco's local business tax rules, California's state income tax, multi-state filings for hybrid workers, and Bay Area property and rental tax considerations all require someone who actually knows this region — not a generic national tax prep chain. That local knowledge is exactly what four decades in San Francisco gives us.