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Assurance Services

Tax
Services

Richard Avril
Richard Bellucci
Jenise Gaskin
Brad Holsworth
Mark Loveless
Geralyne Mahoney
Roy Maynard
Jeffery A. Pearson
Mark Shumaker
Michael S. Spence
Scott Taylor

Carolyn Amster
Marc H. Berger
Dennis R. Brach
John Brogan
Rich Gunn
Phillip L. Hutson
Sandy Murray
William A. Schulte
Douglas Schultz

   

Consulting
Russell K. Burbank
Curtis Burr
Andrea G. Cope
Phil Leibowitz
Steve Mayer
Maureen Lucey Mihelich
Michael N. Teutschel

Wealth
Management

Robert Anderson
Brian Frazier
Henry Pilger

Internal
Operations

Alfie S. Adona
Susan Harris

     

Stephen D. Mayer

Responsibilities
Founder and Managing Partner.

Experience
Over thirty years of experience working with businesses and individuals providing a wide variety of accounting, tax, consulting and wealth management services. Steve's professional experience touches almost every area of the firm's services, including financial statements, implementation of computer and accounting systems, preparation of forecasts and budgets, litigation support, bankruptcy consultation, and business plan and loan package development. Consults with management concerning SEC requirements, mergers, reorganization and acquisition of businesses and negotiation of venture capital financing.

Steve has received numerous awards, including the San Francisco Chamber of Commerce James R. Sylla Award for outstanding community achievement.

Education
MBA - University of California, Berkeley
BS/Business Administration - University of California, Berkeley
Graduate of Leadership San Francisco

Activities
Board of Directors - Bay Area Council
Board of Directors - Carey Elementary School
Board of Directors - Hillsborough Little League
Board of Directors - Presidio Bank
Board of Directors - Riordan High School
Board of Directors - San Francisco Center for Economic Development
Board of Directors - San Francisco Chamber of Commerce
Board of Directors - San Francisco School Alliance Advisory Committee
Board of Directors - St. Francis Foundation
Member - American Institute of Certified Public Accountants (AICPA)
Member - California Society of CPAs (CalCPA)
Member - The Leading Edge Alliance (LEA)
Past Chair - Fiscal Advisory Board, San Mateo/Foster City School District.

Interesting Tidbit
A man of many traditions and annual events, including 31 consecutive years backpacking with childhood friends, 32 of 33 CAL vs. Stanford Big Games, and 34 consecutive Giant's Openers!





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