Business Details
50+ Years
experience
Your Trusted Partner for Tax & Consulting Solutions
South City Tax & Consulting has served South San Francisco and surrounding communities for over 50 years. Our firm specializes in delivering personalized tax services and strategic consulting tailored to diverse industries including construction, manufacturing, real estate, and retail. With a commitment to combining technical expertise with a human touch, we help clients anticipate and minimize tax liabilities while developing long-term growth strategies. Our team of licensed professionals brings decades of combined experience in public accounting, with specialized knowledge in estate and gift taxes, stock option compensation, and multi-state tax planning. We utilize cloud-based technology to streamline bookkeeping and payroll processes, allowing businesses to focus on strategic decision-making.Our services extend to IRS representation, second review of returns, and comprehensive estate, gift, and trust return preparation. As a locally rooted firm, we maintain strong community ties through active participation in organizations like the SSF Rotary Club and Daly City-Colma Chamber of Commerce. Our professionals hold advanced degrees and certifications from institutions including San Francisco State University, Golden Gate University, and Sul Ross State University. We serve both small businesses and large corporations, emphasizing transparent communication and customized solutions. Our decades of experience working with federal and state taxing authorities position us to effectively address complex tax compliance issues.
Services
Tax Filing & Compliance
Tax Planning
Bookkeeping
Payroll Services
Estate & Trust Returns
IRS Representation
Second Review
Business Advisory
Details
- Year established: 1973
Highlights and features
- We offer 50+ years of combined experience in public accounting and tax consulting
- Our team includes licensed CPAs with specialized expertise in multi-state tax planning
- We utilize cloud-based technology for efficient bookkeeping and payroll management
- Our professionals maintain active roles in local business community organizations
- We provide comprehensive IRS representation services with proven success
Associations and certifications
- California Society of Certified Public Accountants
- American Institute of Certified Public Accountants
Services
Tax Filing & Compliance
We provide comprehensive tax compliance services for individuals, businesses, and non-profits. Our expertise covers foreign asset reporting, sales tax, property tax, and multi-jurisdictional filings. With decades of experience handling complex tax scenarios, we ensure accurate submissions while identifying potential savings opportunities for our clients.
Tax Planning
Our strategic tax planning helps clients minimize liabilities through proactive approaches. We specialize in estate and gift taxes, stock option compensation, and multi-state planning. By analyzing current financial situations and future goals, we develop customized strategies that optimize tax benefits while maintaining compliance with evolving regulations.
Business Advisory
We offer end-to-end business advisory services from entity selection to exit strategies. Our team assists with accounting system setup, performance analysis, and merger/acquisition planning. With industry-specific knowledge across construction, manufacturing, and real estate, we provide actionable insights to support sustainable business growth and operational efficiency.
Bookkeeping
Our cloud-based bookkeeping solutions streamline financial record-keeping for businesses. We implement modern technology platforms that improve accuracy while reducing administrative burdens. This service enables clients to maintain real-time financial visibility and make informed business decisions through reliable, up-to-date financial data.
IRS Representation
We provide professional IRS representation for tax-related issues of all sizes. Our experienced team handles audits, collections, and compliance matters with proven success. By managing communications and negotiations with tax authorities, we alleviate client stress while working toward favorable resolutions through established compliance frameworks.
People
Megan Valentine Smith
Director
20+ years public accounting experience with specialization in real estate and construction tax. Licensed CPA and CalCPA member. Holds MBA from University of Phoenix. Recognized for exceptional client service across business sizes.
Joe Kashani
Principal
30+ years public accounting experience. California licensed CPA with expertise in taxation policy. Former CalCPA committee chair. Active community leader with SSF Rotary Club and Chamber of Commerce involvement.
Justin Arney
Associate Director
California CPA with 10+ years experience. Focus on client decision-making and tax implications. Holds BS in accounting from CSU San Bernardino. Committed to ongoing professional development in tax matters.
Julie Brasil
Senior Tax Manager
15+ years corporate and individual tax experience. San Francisco State University graduate. Developed strong communication skills through diverse client interactions. Specializes in tax compliance and strategic planning.
Eric Boi
Senior Tax Advisor
20+ years public accounting experience with focus on individual tax. Assists with various accounting projects. Combines technical expertise with practical client solutions through extensive industry knowledge.
Questions
What tax services do you offer for small businesses?
We provide comprehensive tax services including compliance, planning, and multi-state tax strategies specifically tailored for small businesses in construction, manufacturing, real estate, and retail sectors.
Can you help with IRS audit representation?
Yes, we offer professional IRS representation services with experienced CPAs who handle audits, collections, and compliance matters to achieve favorable resolutions for our clients.
What industries do you specialize in?
Our primary industry specializations include construction, manufacturing, real estate, and retail. We provide tailored tax solutions and business advisory services for these sectors.
Do you offer cloud-based accounting solutions?
Yes, we implement cloud-based bookkeeping technology that streamlines financial processes and provides real-time data access for improved business decision-making.
How do you handle estate and trust tax preparation?
Our team specializes in estate, gift, and trust return preparation with strategies to minimize tax burdens while ensuring compliance with complex tax regulations.
What's your approach to tax planning?
We develop personalized tax planning strategies focusing on estate planning, stock option compensation, and multi-state tax optimization to minimize liabilities while maintaining compliance.
Reviews (1)
Russell Tate
Jun 22, 2021
Report
I have been a client of Bickford Accountacy for over 35 years. Megan is Great to work with. She is very efficient and responds quickly to any of my questions or concerns. I would Highly Recommend their services to anyone looking for a Great Accounting Firm.
