SD Mayer Merges in Bogdan Frasco in California

Artistic representation for SD Mayer Merges in Bogdan Frasco in California

The merger will create a leading firm in the San Francisco Bay Area, offering a wide range of services including estate planning, tax compliance, and financial planning.

A New Era for SD Mayer & Associates

SD Mayer & Associates, a San Francisco-based top 400 accounting firm, has embarked on a new journey by merging with Bogdan & Frasco. This strategic move aims to create a leading firm in the San Francisco Bay Area, providing a comprehensive range of services to its clients. The merger brings together two experienced and reputable firms, combining their expertise and resources to deliver exceptional results.

Key Benefits of the Merger

  • Enhanced expertise: The merger will bring together the expertise of Greg Bogdan, a seasoned professional with over four decades of experience in estate planning, tax compliance, and financial consulting. Expanded services: The combined firm will offer a wide range of services, including estate planning, tax compliance, and financial planning, catering to the diverse needs of its clients. Increased resources: The merger will provide the combined firm with increased resources, enabling it to deliver high-quality services to its clients. ## The Role of Greg Bogdan*

    • The Role of Greg Bogdan

    Greg Bogdan, a seasoned professional with over four decades of experience, will join SD Mayer & Associates as a partner. His expertise in estate planning, tax compliance, and financial consulting will be a valuable asset to the combined firm. Bogdan’s extensive experience and knowledge will enable the firm to provide exceptional services to its clients.

    What to Expect from Greg Bogdan

  • Estate planning: Bogdan will bring his expertise in estate planning, helping clients to create comprehensive plans that meet their unique needs. Tax compliance: Bogdan’s experience in tax compliance will enable the firm to provide expert guidance on tax planning and compliance.

    The firm also provides accounting services including financial statement preparation, budgeting, and financial analysis.

    Overview of Bogdan & Frasco

    Bogdan & Frasco is a reputable accounting and tax services firm that caters to the needs of individuals and small and medium-sized businesses. With a comprehensive range of services, the firm helps clients navigate the complexities of tax laws and accounting regulations. From estate and trust tax preparation to international taxation and tax planning, Bogdan & Frasco’s expertise is unmatched.

    Services Offered

    Estate and Trust Tax Preparation

  • Preparation of estate and trust tax returns
  • Representation in tax court
  • Ongoing tax planning and compliance

    • Estate and trust tax preparation is a critical aspect of Bogdan & Frasco’s services. The firm’s experienced professionals help clients navigate the complexities of estate and trust tax laws, ensuring that their tax obligations are met.

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