Tax Accountant San Bruno

one of the most well respected CPA firms in Bay Area

Many privately-held businesses in San Bruno pay more in taxes than they should, due to complex tax regulations and ever-changing tax rules. Working with a tax accountant can help ensure that your company is filing taxes correctly, while minimizing the tax you owe. As one of the most well respected and longest-standing Bay Area CPA firms, you can rely on the team at Shea Labagh Dobberstein to help you navigate the complexities with solid, practical advice and expert tax accounting services. We assist high net worth individuals, nonprofits, and private companies in a range of industries, including real estate, manufacturing, construction, logistics, distribution, wholesale, food and beverage, and professional services.

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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

five-to-one staff-to-leadership ratio

Accountant working on paperwork - Tax accountantSLD tax accountants take the time to understand your needs through a collaborative process. With approximately 100 employees and a five-to-one staff-to-leadership ratio, we provide the responsive, personalized benefits of a local firm. However, we’re also a member of DFK International, a strategic association of over 200 independent accounting and consulting firms throughout the world. This association grants us access to a global network of independent CPAs, advisory firms, and resources in over 90 countries, enabling us to deliver the broader service capabilities of a larger firm.

Our tax accounting services include:

  • Planning and Compliance – Our tax accountants assist clients with business and personal planning issues, estate tax planning, projecting tax liability, and various forms of estate planning.
  • Tax Minimization – SLD can ensure that you’re able to take full advantage of tax laws, as well as provide guidance on up-to-date techniques for preserving businesses and assets.
  • Tax Returns – We prepare tax returns for individuals, C corporations, S corporations, partnerships, LLCs, and trusts.

meet our team

America’s Top Recommended Tax & Accounting Firms

SLD has the distinction of earning seven consecutive “unmodified” peer review without comments from the American Institute of Certified Public Accountants (AICPA). This achievement has been obtained by less than 10% of accounting firms in the US, pointing to our adherence to strict quality control. Additionally, we were ranked on Forbes magazine’s 2020 list of “America’s Top Recommended Tax & Accounting Firms,” and named a “Top 200 Firm” and “Best of Best Firm” in 2020 by INSIDE Public Accounting. Our success is due to the exceptional expertise of our team members, like Principal Ed Hanley. Ed has more than 30 years of experience in public accounting, tax services, business advice, and strategy consulting. He has worked extensively in the real estate and restaurant sectors, as well as partnership planning. Ed, along with the rest of the SLD team, is committed to empowering our clients and helping them succeed.