Client Satisfaction

What Our Clients Say

As a Director of Tax, my favorite part is guiding clients through complex tax situations. And, it’s not always business transactions. Often clients are named as executors of estates, or as trustees of family trusts. They then enter a completely alien world of deadlines, tax rules, fiduciary responsibilities, and family dynamics they are not expecting, nor prepared to handle. Preparing the way and helping them successfully carry out their new responsibilities is truly a kind, compassionate, and personally fulfilling service we offer here at SLD.
Dan Swart
Tax Director
- Dan Swart
I feel so fortunate to have a position working for a well-respected and established firm, with a diverse group of interesting clients and knowledgeable colleagues, and plenty of challenging projects and deadlines to make it interesting, in the heart of a world class city. Oh, and the perks are nice too – conveniently located in the financial district of San Francisco, fun social events (parties at unique venues and ball games for sports fans), and plenty of pampering (complimentary snacks, beverages, chair massages, yoga).
Phoebe Fearing
Staff Accountant
- Phoebe Fearing
SLD has provided me with the opportunity to expand my accounting and auditing knowledge. Everyone I have worked with has been genuinely helpful and I feel my managers care about my professional development.
Jorge Maldonado
Staff Accountant
- Jorge Maldonado
My favorite part about working at SLD is being able to see the same friendly faces every day. My co-workers are great people and easy to work with!
Mune Saelee
Billing Specialist
- Mune Saelee
As a recent college graduate starting out my career, I did not know what to expect when starting full-time here at SLD. Fortunately, SLD is filled with professionals with years of expertise who are always willing to answer any questions. The diversity in the people of SLD contributes to a rich pool of knowledge that is helpful to any newcomers to the firm.
Angela Lee
Staff Accountant
- Angela Lee
As a member of the administrative team, I appreciate working with people who will go above and beyond as they strive for excellence on behalf of the firm and our clients.
Debbie Sarpalius
Office Manager, San Mateo Office
- Debbie Sarpalius
The diversity of our clients and clients’ appreciation of our services.
Teresa Montano
Audit Director
- Teresa Montano
It all stems from the people we work with to the clients we partner with.
Adam Buttery
Principal
- Adam Buttery
SLD has a depth of expertise in many different industries and service lines, which has allowed me to develop my own such knowledge at a much faster pace then I otherwise would have been able to at larger scale firm. My superiors come from a wide range of backgrounds and I feel that on each engagement I have been a part of, my superiors are able to add value to both the client they are servicing and to the staff who work on the engagement.
Christian Larsen
Staff Accountant
- Christian Larsen

We replaced a ‘Big Four’ accounting firm with SLD to perform audits on our defined benefit pension plan and our savings and investment plan. Not only did they meet our aggressive deadline schedule, they provided an exceptional level of customer service while delivering a quality product. The SLD team was professional, courteous and responsive. We look forward to building a strong relationship over time.

- Michael A. Ray, Executive VP – CFO & Treasurer, California Casualty Management Co.

SLD is always available to consult with us on happenings with our businesses and works with us to ensure we are making the best tax decisions for our situation.

- Sarah Woodberry Trauner, SWT Consulting

We can depend on [SLD] not only for advice but to know that they are current with all the new and old tax regulations and what needs to be done to properly report our extensive real estate holdings, GST Trusts and LLCs.

- Personal Income Tax Client

Due to the work of SLD, our business efficiencies have improved dramatically. We have a much firmer grasp on the state of our business at any given time. SLD has provided us with peace of mind in knowing that we are financially sound and tax compliant. I would suggest that any potential client select SLD. Hiring SLD has been the most important decision Future Bars has made as an organization.

- Brian Sheehy, Future Bars Group

We are very happy with the response time from SLD. The information they provide is always very pertinent to the questions we have asked. There are never any loose ends, we are always fully apprised of all that we need to know, from a CPA firm in touch with our industry.

- Rick Altomare, President, AMtec Industries Inc.

Shea Labagh worked with our employees to create a strategy for us to be able to switch from performing a time consuming and costly year-end inventory, to a much more efficient process of daily cycle counting. Through this change we will not only have a more accurate picture of our inventory on a daily basis, but will not be forced to shut down our warehouse at year end and lose valuable sales for a day and a half.

- Zachary Barulich, Chief Financial Officer, BiRite Foodservice Distributors

We have been working with SLD for the past 15+ years. They have consistently been able to provide exceptional tax advice and offer guidance in setting up new companies for us. In addition, SLD has offered solid financial reviews and been able to be there whenever we need.

- Eugene Lupario, President, SVS Group

We needed an accounting firm that could support us both personally and professionally… We wanted them to partner with us, treating our money like it was their own and keeping us abreast of current tax laws and how they affected us.  SLD is always available to consult with us on happenings with our businesses and works with us to ensure we are making the best tax decisions for our situation.

- Sarah Woodberry Trauner, SWT Consulting

The most significant improvements/benefits are that we now have Mr. Cain and Mr. Hanley that we can depend on not only for advice but to know that they are current with all the new and old tax regulations and what needs to be done to properly report our extensive real estate holdings, GST Trusts and LLCs.  We encouraged our daughter and her husband to leave their tax preparer and engage our new team at SLD to prepare their returns and the trust returns for their minor children. As a family we would recommend SLD since we have been satisfied with the service and attention we have received for several years now and for the ‘peace of mind’ knowing that our business needs are in the hands of true professionals.

- Beverly Sebanc (for Allan Sebanc, Stacey Sebanc Dobos and Theodore Dobos)