We’ve helped thousands of San Francisco clients with their taxes. Tech employees with stock to sell. Founders building a business. Families juggling salaries, investments and a rental property. Bring us your questions, and we’ll work through the numbers with you.
Our San Francisco team helps with personal taxes, business accounting and the decisions that affect next year’s bill.
Federal and California returns for employees, couples, investors and landlords. We bring your W-2s, stock sales, rental income and any out-of-state earnings into one review.
Individual taxPlanning for RSUs, stock options, employee stock purchases and IPOs. We review exercise dates, sale plans and withholding so you can decide with the tax cost in front of you.
IPO tax strategyTax returns and planning for LLCs, partnerships, S corporations and startups. Help with owner pay, California operations and the filings your business needs.
Business taxMonthly bookkeeping, bank reconciliations and catch-up work. Know what you earned, what you spent and which records still need attention before tax season.
BookkeepingMonthly financial reporting, cash-flow forecasts and budgeting for growing companies. Practical finance support when you need more than bookkeeping.
CFO servicesHelp responding to IRS and California FTB notices, audits and residency questions. We review the issue, gather the records and explain your next steps.
Audit helpReconcile transactions across wallets and exchanges, including sales, staking and DeFi activity. We identify missing records and prepare the tax reporting.
Crypto taxUS tax help for people with overseas income, foreign accounts or business interests. We review your return and any separate international reporting requirements.
International taxStock compensation, a new business, a rental, a move. These are common reasons San Francisco clients need an accountant. Here’s what that work can involve.
Stock compensation
An engineer has shares vesting throughout the year and sells some for a home deposit. We review the payroll and brokerage records together, including withholding and the cost basis reported on the sale.
Founders & consultants
A SoMa founder starts hiring, or a consultant leaves a salaried role to work independently. We help organize the books, review the business structure and plan for tax payments.
Property owners
A couple moves out of their San Francisco flat and rents it out. We review the rental start date, expenses, improvement records and the information needed for their return.
Moving out of California
An employee relocates while an old equity award continues to vest. We review residency dates, work locations and the award history to work out the California reporting.
DIMOV TAX REVIEWS
“Great communication, very detailed work”
Ryan’s review covers two LLCs and multiple stock sales.
“They made the process as painless as possible.”
Molly needed help with employment, self-employment and rental income.
“always on time, affordable, informative”
Megan describes working with the team since 2019, including multistate and international finances.
“incredibly responsive and knowledgeable”
Maxwell’s review discusses support with both personal taxes and a new company.
Short excerpts from client reviews featured on our Dimov Tax reviews page.
The details matter: when an award was granted, where you worked, when it vested and what you sold. We review those records together before preparing your return or planning your next sale.
Part of an equity award may remain taxable in California after you move, depending on where you worked during the relevant period. We check the award dates and your work history. California equity guidance.
We compare brokerage statements with payroll and equity records, checking the proceeds and cost basis before the sale goes on your return.
A large vest or bonus can change your annual tax bill. We review what has already been withheld and whether additional payments may be needed.
Your federal and California returns are only part of the paperwork. We also review San Francisco registration and business tax requirements, based on what your company does and where it earns revenue.
For tax year 2025, most businesses with $5 million or less in San Francisco gross receipts do not need to file the Gross Receipts Tax return. Residential landlords have different rules.
Annual business registration can still be required. We check the exemption and renewal separately.
Read the city's Prop M summaryServing customers across the Bay Area can affect how receipts are assigned to San Francisco. The calculation depends on the business activity.
We review your revenue records and payroll locations before preparing the city filing.
Treasurer and Tax CollectorBusiness registration and commercial rental activity need their own review. A federal or state filing does not automatically complete the city requirements.
We identify which registrations and returns apply to your business.
Registration and renewalWe check your accounting records against the information needed for federal, California and San Francisco filings.
If something is missing, we explain what we need and help you get it organized.
Franchise Tax BoardTell us what changed this year. A new job, a stock sale, a marriage or a move can change what we need to prepare your return.
It helps us understand your filing history and identify information to follow up on.
Include your W-2s, 1099s, brokerage statements and equity transaction reports, plus business or rental records where relevant.
Let us know about letters from the IRS, California FTB or San Francisco, especially anything with a response deadline.
Our team includes CPAs and Enrolled Agents who work on individual returns, business taxes and tax planning. Tell us what you need help with when you get in touch.
Visit us at 555 4th Street in SoMa, or arrange to work with us remotely. We help clients throughout San Francisco and the wider Bay Area.
Moving within the Bay Area, leaving California or arriving from overseas? Tell us your move dates and where you’ve been working. We’ll review how the change affects your filing requirements.
Open 7am to 10pm, seven days a week
Call (866) 681-2140Call to arrange an appointment at our 4th Street office or ask about working remotely. We’ll confirm the next steps and which documents you need.
Need this year’s return prepared, help with a notice, or advice before selling stock? Tell our San Francisco team what’s happening.
