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Steven Mayorga, CPA

Former Auditor, CFO, and Professor of Finance

Fully Booked Through July
Reserve Your Free Consultation for August 2026

Never Outsourced

One-on-One Support

Secure Client Portal

Tax Planning & Preparation for Individuals & Small Businesses
Across the San Francisco Bay Area

Tax Preparation & Filing

Tax preparation and filing for individuals and small businesses. Transparent pricing, expert guidance.

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Tax Prep

Expert Handling for Complex Returns

Tax Planning & Strategy

Comprehensive tax planning for high-earners and business owners. Plan ahead to save more.

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Tax Strategy

Smart Strategies for High-Earners

California S-Corp Advisory

See if a California S-Corp is right for you with a customized analysis and estimated tax savings.

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S-Corps

Guidance on S-Corp Benefits & Risks

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RSUs & Stock Options

Retirement Accounts

Rental Property

Trusts & Estates

Tax Extensions

S-Corporations

Self-Employed Taxes

Startup Advisory

Bookkeeping Cleanup

QuickBooks Setup

Accounting, Advisory, & Tax

Solutions Tailored to You

Tax Planning for S-Corps
Comprehensive advisory for S-Corps, including distribution planning, accountable plans, & pass-through entity (PTE) tax elections. Perfect for businesses like dentists, contractors, physicians, attorneys, & consultants looking to maximize tax efficiency year-round.

Business Start-Up Advisory
Choose a business structure that’s tax-efficient and aligned with your goals. Set up QuickBooks the right way to keep your finances organized from day one.

Tax Advisory for Complex Income
One-on-one guidance for high-income earners and investors with rental properties, RSUs, stock options, crypto transactions, retirement accounts, and major life changes like buying or selling a home. We simplify the most complicated tax scenarios so you can file with confidence.

Self-Employed Tax Planning
Set up a Solo 401(k), IRA, or HSA tailored to your goals. Get personalized, year-round support to stay ahead of quarterly estimated taxes and avoid surprises.

Monday - Friday
9:00 AM - 6:00 PM

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