Bogdan & Frasco, LLP
Bogdan & Frasco, 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.
Minimum Financial Requirements
Annual Income
No minimum required
Annual Revenue
No minimum required
Services Offered
Client Type
Clients who would be a good fit
Those that see us as part of their team (CPA, financial advisor, estate planner, etc). Those that need help navigating their equity compensation from Pre-IPO to Post- IPO to Exit.
Those with a sense of humor and have a pleasant disposition.
Those with a sense of humor and have a pleasant disposition.
Clients who wouldNOTbe a good fit
Those that do not value our time and experience. Tax season is not just hard on clients, it is extremely hard on accountants. Go easy on us.
Disclaimer
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Works with clients across the US
6 Client Reviews
Requirements:
$250,000 Minimum Revenue
White-Glove CPA Services for Solopreneurs (Ad Agencies, Consultants, Attorneys, and More) with $250K–$2M in Revenue
Advisory Services
Bookkeeping
Fractional CFO Services
Payroll Services
Tax Preparation
Budgeting & Forecasting
Cash Flow Management
Individual Tax Preparation
Tax Planning & Strategy
Specialities
Solopreneurs
SMB Owners
$1,700-Monthly
Find & Connect with Accountants, Fractional CFOs, and Financial Advisors
Sam’s List is a platform that connects users with independent accountants, bookkeepers, fractional CFOs, and financial advisors. We do not provide financial, investment, tax, or legal advice, nor do we recommend or endorse any specific professional. Some professionals participate in paid programs for additional visibility or leads. Users should independently verify any professional before engaging their services. Learn more in ourTerms of Service.
