Financial Statement Audit San Mateo

one of the most well-respected and long-standing independent CPA firms

Shea Labagh Dobberstein provides a comprehensive portfolio of tax, accounting, advisory, and audit services in San Mateo, including financial statement audits. Founded in 1944, SLD is one of the most well-respected and long-standing independent CPA firms in the Bay Area. We have received seven consecutive “unmodified” peer reviews without comments from the American Institute of Certified Public Accountants (AICPA), an achievement that’s been attained by less than 10% of accounting firms in the US. We have extensive expertise 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

America’s Top Recommended Tax & Accounting Firms

Financial Statement Audit - Accountants viewing numbersWe perform financial statement audits for private businesses, non-profits, and high net worth individuals. Our firm implements best practices while staying up to date on the latest regulations to help you give your investors, lenders, and other stakeholders the assurance they need. All of our team members have participated in training on efficient auditing practices to help them perform optimally and consistently with professional standards, while also minimizing the disruption to your business. Our audit services include:

  • ■ Traditional financial statement audits, reviews, and compilations.
  • Employee benefit plan audits with expertise in AICPA, DOL, ERISA, and IRS requirements; annually, we provide audit services to over 100 employee benefit plans.

Our highly personalized services, coupled with our commitment to professional standards, has received several accolades. We were ranked on the 2020 list of “America’s Top Recommended Tax & Accounting Firms” with Forbes magazine, as well as a “Top 200 Firm” and 2020 “Best of Best Firm” by INSIDE Public Accounting. This is due in part to our experienced and dedicated team.

Principal Robert “Bob” Zurcher has been providing audit and assurance services for businesses for over thirty years. He has expertise in a diverse range of industries, including manufacturing, distribution and wholesale, professional services, technology, consumer and industrial products, retail, and architectural/engineering. Bob has worked with companies in various stages of growth, assisting clients with audited financial statements, capital stock transactions, and business combinations. He was also a former audit partner with PricewaterhouseCoopers, where he was responsible for delivery auditing and financial reporting services to over 60 Bay Area companies. In addition to providing financial reporting and assurance, Bob also specializes in mergers and acquisitions.

meet our team