Accountants · Taxes

Recommendation for a personal accountant in SF/Bay Area?

Jeff Axup Sr. Manager, Palo Alto UX Design Research Group at Bosch

October 29th, 2013

My current personal cpa/accountant isn't very tech-savvy and isn't up to speed on how my LLC or S-Corp will affect my personal taxes.

Can anyone recommend a CPA/accountant that is:
  • willing to do personal taxes
  • also able to grow into handling accounting for a startup as it grows
  • capable of handling paperwork digitally (e.g. e-signatures, online forms etc.)
  • familiar with tax issues around LLCs/S-corps
  • fairly rapid in their response to issues
  • Not too expensive
  • Preferably based around the Bay Area.

I tried someone recommended off of one of the older discussion topics and they said they don't handle personal taxes at all.



Matt Monday Partner at STRV

October 29th, 2013

Hi Jeff, 

I highly recommend David Burleigh over at H&R block (located at Golden Gate and Van Ness - easy parking nearby so you can visit in person if you like).  

David worked at Apple early on, and is an entrepreneur himself, so he "gets it".  Plus, he and his teammate (I forget her name) have been doing this for 15 years each, so they are extremely fast and efficient.  They can easily help you with your personal filings (I REALLY wish I would have gone to them two years ago when I first started out) and they know corporate tax law inside and out and will be able to help you save money as well as the stress of trying to deal with these things on your own.  

Plus, David is working closely with Xero, as he thinks that's going to be the accounting system of the future.  He's a great guy, definitely worth a chat.  

Let me know if you'd like an intro.


Jeff Axup Sr. Manager, Palo Alto UX Design Research Group at Bosch

November 26th, 2013

I just wanted to thank everyone for the excellent contacts/leads for an accountant.
It's hard to know who to call out of the phonebook and know I have a bunch of quality candidates to start from.
Happy Holidays,

Jeevan Koneru Software Developer

October 29th, 2013


John Litz Founder, CEO Thumbkandi

October 29th, 2013

Books in Balance, 415- 979-0706, based on SF union Square. Ask for Pattie, tell her John litz from Anagram and Thumbkandi referred you. Best, John

Jason Crawford Founder without portfolio

October 29th, 2013

Try Moss-Adams:

My CPA is with them (after they acquired Mohler-Nixon). He's familiar with startup issues.

Karen Knight

October 29th, 2013

Hi Jeff I use Dee Pencer- based in Moraga & she is fantastic! I do not have her number handy, but her email is . Let her know I referred you. Karen Knight

Kym McNicholas TV Host, Tech Jounalist, Director of Extreme Tech Challenge, Host of KDOW Radio's NewFocus On Innovation

October 29th, 2013

Actually I have someone amazing who used to do mark z's for the firm he worked at. But he just had twins and wanted to move back to Marin to be closer to them. I can put u in touch? He now works for a firm there: Michael loskutoff. Lmk Sent from my iPhone

Matty Sallin System Financial, Inc.

October 30th, 2013

My accountant, Rick Belgarde, is a great guy, I've been with him for years. In his own words:

"If you own a small business or start-up, chances are you don’t have a full-time accounting department. CFO Rick provides the perfect solution by filling the role of your CFO and support staff."

Fahd Bangash Product Leader

October 31st, 2013

Jeff Amin is great. Cheers