SD Mayer & Associates, LLP
SD Mayer & Associates, LLP
Bogdan & Frasco, LLP has merged with SD Mayer & Associates, LLP. We are a full-service tax firm based in San Francisco, CA. I specialize in Equity Compensation and the nuances that come with exercising, holding or selling employee stock options. Can help with Pre-IPO, Post-IPO and exit strategy employee stock option planning.
Greg Egan
February 12, 2024
Experience working with SD Mayer & Associates, LLP
Client of JT Forbus for 6 years from Bogdan & Frasco.
Easy to communicate with, punctual, handled Airbnb IPO and many of my abnb coworkers too great, would recommend worth the $.
Easy to communicate with, punctual, handled Airbnb IPO and many of my abnb coworkers too great, would recommend worth the $.
Disclosure:This review reflects the personal experience of the reviewer and does not represent an endorsement by Sam’s List
Clients who would be a good fit
Clients looking for us to be part of their financial team (e.g. CPA, financial advisor, estate planner, etc). Clients that need help navigating their equity compensation from Pre-IPO to Post- IPO to Exit.
Qualified Small Business Stock.
Clients that are looking for long-term meaningful relationships.
Clients looking for taxes to be explained in plain English.
Our firm has tax preparation, accounting and bookkeeping, financial advisory and estate attorney in-house.
Qualified Small Business Stock.
Clients that are looking for long-term meaningful relationships.
Clients looking for taxes to be explained in plain English.
Our firm has tax preparation, accounting and bookkeeping, financial advisory and estate attorney in-house.
Clients who wouldNOTbe a good fit
Those looking for tax preparation services below $3,000. We thrive on more complex matters and believe we can provide more value to clients in that space.
Minimum Financial Requirements
Annual Income
No minimum required
Annual Revenue
No minimum required
Client Specialties
Preferred Industry
Client Type
Services Offered
Service Pricing
Hourly Rate
$150 to $450
Project-Based Fee
$3,000
Meeting Options
In person meetings
Video meetings
Phone
Email
Client Portal/Online Platform
Disclaimer
Sam’s List is a platform that connects users with independent financial professionals, including accountants, bookkeepers, fractional CFOs, and financial advisors. Sam’s List does not provide, endorse, or guarantee any financial, accounting, or investment services. Some professionals on this platform participate in paid programs for additional visibility or leads. Users are responsible for conducting their own due diligence before engaging with any professional. Learn more in ourTerms of Service.
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