Shea Labagh Dobberstein, CPA, provides a comprehensive portfolio of audit, tax, accounting, and advisory services for Burlingame businesses, nonprofits, and high net worth individuals. As one of the most well-respected and longest-standing CPA firms in the Bay Area, our team offers extensive expertise in an array of industries, including real estate, manufacturing, construction, logistics, distribution and wholesale, food and beverage, and professional services.
Our CPA firm provides both the personalized, responsive benefits of a local firm, and the broader resources and capabilities of a larger firm. SLD is a member of DFK International, a strategic association of over 200 independent consulting and CPA firms throughout the world, allowing us to scale your services as your business grows. With a five-to-one staff-to-leader ratio and ongoing open communication policies year-round, you can feel assured that your accounting needs are being addressed by the most experienced certified public accountants. Our services include:
- Audits, reviews, and compilations
- Employee benefit plan audits
- Planning and compliance
- Tax returns
- Tax minimization
- COR2E Accounting
- Flexible outsourced end-to-end accounting services, including transactions, payroll processes, financial reporting, audit preparations, tax filings (state, local, sales & use, and property), and more.
- Financial Advisory
- Guidance on debt financings, ownership transitions, capital structure, cost structure, and other types of complex transactions.
Our exceptional service, deep expertise, and global reach have earned us a ranking on Forbes magazine’s 2020 and 2021 lists of “America’s Top Recommended Tax & Accounting Firms.” We were also named a “Top 200 Firm” and “Best of Best Firm” in 2020 by INSIDE Public Accounting. Additionally, we have received seven consecutive “unmodified” peer reviews without comments from the American Institute of Certified Public Accountants (AICPA), an achievement attained by less than 10% of accounting firms in the US. Our accolades are a testament to the diverse skills and experience of our CPAs, many of whom have been on our team for decades. Principal Ronald “Ron” Simonian, for example, has been with SLD for over 30 years and is an expert in strategic business and tax consulting, accounting, and auditing, with specializations in real estate, nonprofits, construction, and distribution and wholesale.
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