Sign In  |  Register  |  About Walnut Creek Guide  |  Contact Us

Walnut Creek, CA
September 01, 2020 1:43pm
7-Day Forecast | Traffic
  • Search Hotels in Walnut Creek Guide

  • CHECK-IN:
  • CHECK-OUT:
  • ROOMS:

SD Mayer & Associates LLP Merges In Bogdan & Frasco, LLP, Expanding Expertise and Personalized Service Offerings

SD Mayer & Associates LLP, a fast-growing, full-service accounting, advisory, and outsourced accounting firm headquartered in San Francisco, is excited to announce the merging in of Bogdan & Frasco, LLP, a distinguished boutique accounting firm based in San Francisco. This strategic merger marks a significant milestone in SD Mayer’s continued growth and commitment to providing exceptional client service.

Founded in 1995 by Greg Bogdan, CPA, and Alex Frasco, CPA, Bogdan & Frasco has built a stellar reputation for delivering personalized, responsive accounting and tax services to individuals and businesses. The firm’s expertise spans estate and trust tax preparation, international taxation, tax planning and preparation, reviews and compilations, and more.

“Joining SD Mayer is a natural progression for our firm and clients,” said Greg Bogdan, Partner at Bogdan & Frasco, LLP. “SD Mayer’s depth of resources, innovative approach, and community-minded ethos align seamlessly with the values we have instilled since founding the firm. This transition ensures that our clients will continue to receive the highest level of personal service, now enhanced by SD Mayer’s expanded capabilities.”

As part of the combination, Greg Bogdan, CPA, will join SD Mayer as a Partner, bringing over four decades of expertise in estate planning, tax compliance, and financial consulting. Greg’s wealth of experience, cultivated through roles at esteemed firms such as Peat Marwick, Arthur Andersen, and Sugarman & Company, complements SD Mayer’s robust service portfolio.

Craig Lewis, CPA, a long-time partner at Bogdan & Frasco, will also join SD Mayer as a Partner. With extensive experience in estate and general tax planning, tax compliance, and employee stock option compensation and planning, Craig has been a vital part of Bogdan & Frasco since 1998 and became a partner in 2014. He previously worked with the national accounting firm Price Waterhouse and holds a B.A. from the University of California, Berkeley, as well as a Master’s in Taxation from Golden Gate University.

Co-founder Alexander Frasco is retired, leaving behind a legacy of exceptional service that has shaped the firm’s success over nearly three decades.

Clients can expect a seamless transition, continuing to work with the trusted team they already know within SD Mayer’s office, conveniently located on Montgomery Street in the heart of the Financial District, just two blocks from the offices of Bogdan & Frasco.

“We are thrilled to welcome Greg, Craig, and the talented team from Bogdan & Frasco to the SD Mayer family,” said Steve Mayer, CPA, Managing Partner of SD Mayer & Associates LLP. “Their dedication to personalized client care and their impressive range of tax and accounting expertise perfectly align with our mission of helping clients succeed in business and life. Together, we’ll offer an even broader array of services while maintaining the boutique-level attention our clients value.”

This further solidifies SD Mayer’s position as a leader in the accounting and advisory industry. The firm’s dynamic team of professionals, coupled with its affiliation with the BDO Alliance USA, provides clients with access to extensive domestic and international resources.

About Bogdan & Frasco, LLP

Since 1995, Bogdan & Frasco, LLP has delivered personalized accounting and tax solutions to individuals and businesses, emphasizing responsiveness, clarity, and expertise. Co-founded by Greg Bogdan and Alex Frasco, the firm has excelled in estate and trust tax preparation, international taxation, and tax planning, among other services. Known for their hands-on approach, the team has a long-standing tradition of fostering client success.

About SD Mayer & Associates LLP

SD Mayer & Associates LLP, founded in 2012 by Stephen D. Mayer, CPA, is a San Francisco-based accounting, advisory, and wealth management firm with offices across the Bay Area. Renowned for its innovative solutions, client-centric approach, and commitment to community, SD Mayer offers a comprehensive range of services, including tax, audit, business advisory, outsourced accounting, and wealth management. Recognized as a “Best Place to Work” and a “Fastest Growing Private Company,” the firm’s mission is to help clients achieve success in business and in life.

For additional information, visit http://www.sdmayer.com or contact Greg Barber at gbarber@sdmayer.com.

Contacts

Stock Quote API & Stock News API supplied by www.cloudquote.io
Quotes delayed at least 20 minutes.
By accessing this page, you agree to the following
Privacy Policy and Terms and Conditions.
 
 
Copyright © 2010-2020 WalnutCreekGuide.com & California Media Partners, LLC. All rights reserved.