[FREE GUIDE] TAX SECRETS FOR THE SELF EMPLOYED Download
[FREE GUIDE] TAX SECRETS FOR THE SELF EMPLOYED Download
Searching for a CPA near you in San Francisco? KDA's licensed CPAs and Enrolled Agents provide tax preparation, LLC & S Corp formation, IRS and FTB audit defense, and proactive tax strategy for San Francisco business owners, self-employed professionals, real estate investors, and high-income individuals. We know San Francisco's local economy — and we build tax strategies around it.
From solo consultants to multi-entity real estate investors, KDA handles the full spectrum of San Francisco tax needs.
Individual and business returns prepared by licensed CPAs who understand California's complex dual-filing requirements — federal IRS and California FTB.
We run the numbers, handle the S Corp election, set up payroll, and optimize your entity structure — so you save on self-employment tax from day one.
KDA represents San Francisco taxpayers before both the IRS and California FTB — handling correspondence, appeals, and settlements.
San Francisco is the global tech and finance hub with the highest concentration of venture capital, IPOs, RSU compensation, and startup equity in the world. Whether you are a new LLC owner navigating your first California tax filing, a self-employed professional trying to reduce your 15.3% self-employment tax, a real estate investor who just sold a rental property, or a high-income professional looking for aggressive but legal tax reduction — KDA's licensed CPAs and Enrolled Agents have the California-specific expertise to help.
San Francisco's economy is defined by global tech, finance, venture capital, and startup equity. Tech employees with RSU vesting schedules, ISO/NSO stock options, and equity compensation from pre-IPO companies face massive unexpected tax bills if they don't plan ahead — this is one of the most common issues KDA addresses for San Francisco clients.
These are the tax situations KDA sees most often from San Francisco clients — and where proactive planning makes the biggest difference.
San Francisco tech employees receive RSU grants that vest as ordinary income — often $100,000-$500,000+ per year on top of salary. Without proactive planning, this creates massive California state tax bills (up to 13.3%) plus federal. KDA structures withholding, estimated payments, and ISO exercise timing to minimize the tax hit.
San Francisco has its own city-level Gross Receipts Tax that applies to all businesses operating in the city, on top of California state taxes. KDA helps San Francisco business owners understand their combined city + state + federal tax burden.
Many San Francisco tech workers attempt to establish Nevada or Texas residency while continuing to work remotely in California. The FTB aggressively audits these claims. KDA advises on California's residency rules and represents clients in FTB residency disputes.
San Francisco startup founders and early employees face complex decisions around 83(b) elections, QSBS exclusions (up to $10M tax-free), and ISO exercise timing. KDA works with San Francisco startup clients to maximize the federal QSBS exclusion and minimize California's tax on startup exits.
KDA works with a wide range of San Francisco clients. Here are the profiles we see most frequently — and how we help each one.
KDA specializes in equity compensation tax planning for San Francisco tech employees. We model RSU vesting scenarios, ISO vs NSO exercise strategies, and AMT exposure to minimize your total tax bill.
From 83(b) elections on founder shares to QSBS planning for a potential exit, KDA helps San Francisco startup founders and early employees protect their equity gains from unnecessary taxation.
San Francisco real estate investors face some of the highest property values and rental income in the country. KDA helps with depreciation optimization, 1031 exchanges, and California's Prop 19 rules.
San Francisco professionals earning $500K+ face California's top marginal rate of 13.3%. KDA builds multi-year tax plans using retirement accounts, business entity optimization, and charitable giving strategies.
KDA serves clients in all San Francisco ZIP codes: 94102, 94103, 94104, 94105, 94107, 94108, 94109, 94110, 94111, 94112, 94114, 94115, 94116, 94117, 94118, 94121, 94122, 94123, 94124, 94127, 94131, 94132, 94133, 94134. We also serve surrounding San Francisco County communities and can meet in person or virtually.
KDA's licensed CPAs and Enrolled Agents serve San Francisco and all of San Francisco County. Book a free consultation — no obligation, no sales pitch.
Book a Free ConsultationThese anonymized case studies represent real outcomes for clients in San Francisco and the surrounding area. Individual results vary based on income, entity structure, and tax situation.
Real outcomes from KDA clients across California. Individual results vary based on income, entity structure, and tax situation.
In addition to San Francisco, KDA serves clients throughout San Francisco County, including: oakland, berkeley, daly-city, south-san-francisco, san-mateo, and more. View all city guides →
These are the questions KDA gets most often from San Francisco clients. If your question isn't here, book a free consultation.
Use these free calculators to estimate your potential tax savings before booking a consultation.
See how much you save by converting your LLC to an S Corp in San Francisco.
Calculate now →Estimate your 15.3% SE tax and find legal ways to reduce it as a San Francisco freelancer or contractor.
Calculate now →Estimate your San Francisco business tax liability and identify deductions you may be missing.
Calculate now →KDA's licensed CPAs and Enrolled Agents serve San Francisco business owners, investors, and self-employed professionals. Whether you need tax prep, LLC setup, audit defense, or a full tax strategy — we're ready. Book a free consultation and find out exactly how much you could save.
