SD Mayer, a Springline company

SD Mayer, a Springline company SD Mayer, a Springline company, is a fast-growing, full-service, community-minded accounting, advisory and outsourced accounting firm.

We can also help clients plan for their future through our retirement and wealth management services. With a focus on applying technology and a fresh way of thinking to each client engagement, SD Mayer is transforming the nature of client service in the accounting industry. For our business clients, we are your trusted advisor, providing actionable insights to solve today’s business issues and str

ategize for future growth. For our individual clients, we focus on helping you achieve financial security through estate planning, investment guidance, insurance and tax planning, and retirement planning. Whatever life stage you or your business are in, SD Mayer will have your back as your trusted advisor.

After-Tax, Non-Roth 401(k) Contributions Explained
06/02/2026

After-Tax, Non-Roth 401(k) Contributions Explained

Should you make after-tax, non-Roth 401(k) contributions? Learn the tax rules, 2026 limits, and if this strategy is right for your retirement goals.

Does Your College-Age Child Need an Estate Plan?
05/29/2026

Does Your College-Age Child Need an Estate Plan?

Learn why an 18-year-old college student needs an estate plan, including health care and financial power of attorney documents, to help during emergencies.

Donating Artwork to Charity: Maximize Your Tax Deductions
05/20/2026

Donating Artwork to Charity: Maximize Your Tax Deductions

Planning to donate artwork to charity? Learn how the IRS unrelated-use rule, AGI limits, and appraisal requirements impact your charitable tax deduction.

We care our community! That’s why SD Mayer shows up for amazing events like . The audit team had fun running down the s...
05/18/2026

We care our community! That’s why SD Mayer shows up for amazing events like . The audit team had fun running down the streets of San Francisco! Join us next year as we ring - and run! - around the bay!

The SD Mayer team out in the community at in San Francisco!
05/17/2026

The SD Mayer team out in the community at in San Francisco!

Moving States? Understand the Hidden Tax Implications First
05/12/2026

Moving States? Understand the Hidden Tax Implications First

Relocating to a new state? Learn how income, property, and estate taxes affect your finances, and discover 5 steps to legally establish your new domicile.

2 Retirement Plans for Small Businesses on a Budget
05/07/2026

2 Retirement Plans for Small Businesses on a Budget

Discover how SEP IRAs and SIMPLE IRAs provide small businesses with affordable, tax-advantaged ways to offer employee retirement plans.

End Feast-or-Famine Fundraising for Your Nonprofit
05/06/2026

End Feast-or-Famine Fundraising for Your Nonprofit

Learn how to move a nonprofit away from stop-and-start campaigns. Build a strategic, year-round fundraising plan to ensure long-term stability and growth.

Tax-Smart Strategies for Rebalancing Portfolios
05/01/2026

Tax-Smart Strategies for Rebalancing Portfolios

Learn how to rebalance your investment portfolio while minimizing your tax burden. SD Mayer shares expert strategies for managing your asset allocation.

Strategic Alliances: Collaborate Now, Combine Later
04/30/2026

Strategic Alliances: Collaborate Now, Combine Later

Learn how strategic alliances can boost your company's short-term profitability and pave the way for a successful long-term merger or exit.

Address

235 Montgomery Street
San Francisco, CA
94104

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+14156809401

Website

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