CPA services for San Francisco businesses and startups.

From the Mission District to SoMa, our San Francisco-based CPA firm provides tailored accounting, tax, and advisory services designed for the city’s dynamic business landscape. We work with tech startups in FiDi, content creators in the Castro, and small business owners from Hayes Valley to the Inner Sunset.

"Had questions with tax filing due to my situation. I inquired online to get in contact with a tax expert and immediately (and I mean immediately!) got in contact with Sugam. He answered all my questions and took time to verify his info for the current tax year versus prior tax years. Would recommend!"

– Peter Daniel Oh

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Your financial partner in San Francisco.

Navigating the complexities of San Francisco’s business environment—from the regulatory nuances of Union Square retail to equity comp in SoMa startups—requires a knowledgeable and proactive accounting partner.
Bookkeeping & Accounting Services

Stay organized with accurate books tailored to SF businesses—from Valencia Street shops to fully remote teams in Bernal Heights.

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Tax Planning & Strategy

Plan ahead with tax strategies shaped by California laws and San Francisco-specific tax nuances, including local business registration and gross receipts tax.

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Year-Round Compliance Support

Whether you're filing for the SF Business Tax or managing statewide obligations, we keep your compliance current and complete.

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Startup Accounting & Advisory

Support for YC alums, bootstrapped founders, and Series A teams—from South Park to Potrero Hill.

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Industries We Serve

Supporting San Francisco's diverse business community.

Our services are designed to cater to the varied industries that make up San Francisco's vibrant economy, providing specialized support to help each sector succeed.

Content Creators & Influencers

Track your income across platforms and make tax season simpler.

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Startups & Entrepreneurs
Build investor-ready books and scale with smart financial systems.

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E-Commerce & Online Businesses
Manage multi-platform sales, inventory, and tax filings with ease.

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Real Estate Professionals
Stay on top of property income, 1031 exchanges, and cash flow.

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Crypto & Web3 Entrepreneurs
Make sense of complex transactions and stay ahead of IRS rules.

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Benefits of Partnering with a Local Expert

We regularly meet with clients at our WeWork space in the Financial District—right at 44 Montgomery St.
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In-Depth Local Knowledge

We understand SF-specific rules, deadlines, and filings.

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Personalized Service

Local access means more face time and fast answers.

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Community Connections

We know the SF business scene—and we know who to call.

Core Bookkeeping

$600/mo

Tax Reduction Strategy

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Bookkeeping: Up to 50 transactions/month

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Business Income Tax Preparation

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Tax Planning Meetings: Annual

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Financial Reporting: Quarterly

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Additional Virtual Consultations: Annual Meeting

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Preparation of Annual 1099's (up to 10)

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24/7 Cloud Access to Tax Returns & Documents

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CPA Support

$1,200/mo

Tax Reduction Strategy

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Bookkeeping: Up to 200 transactions/month

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Business Income Tax Preparation

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Tax Planning Meetings: 2x Per Year

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Financial Reporting: Monthly

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IRS Notice Response

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Electronic Bill Pay Services

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Additional Virtual Consultations: Quarterly (Maximum)

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Preparation of Annual 1099's (up to 10)

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24/7 Cloud Access to Tax Returns & Documents

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Prioritized Communication System

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Monthly Newsletter

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Peak Performance

$4,500/ Mo

Custom Quoted

Tax Reduction Strategy

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Full Service Bookkeeping

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Business Income Tax Preparation

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Tax Planning Meetings: Biweekly

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Financial Reporting: Monthly

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IRS Notice Response

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Electronic Bill Pay Services

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Additional Virtual Consultations

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Preparation of Annual 1099's (up to 10)

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24/7 Cloud Access to Tax Returns and Documents

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Prioritized Communication System

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Monthly Newsletter

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Worldwide Pickup/Delivery Service

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Software Fees Included

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Flexible pricing plans.

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