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San Francisco, CA · Local advisory
San Francisco and the Bay Area are the center of venture-backed technology. Our advisors work with founders, startups and employees on equity, credits and California tax, remotely with on-site visits as needed.
What we handle
Startups here need research credits and section 174A planning, the payroll tax offset, 83(b) elections and clean financials for investors. San Francisco also imposes its own gross receipts and payroll-related business taxes, which change as companies grow.
Employees and founders hold RSUs, ISOs and secondary sale proceeds, and many eventually leave California. We plan equity events, residency changes that hold up to Franchise Tax Board review, and represent clients in IRS and FTB audits.
Speak with an advisorWhere we help
Credits and investor reporting.
RSU, ISO and ESPP planning.
Carried interest and QSBS.
California and federal planning.
Our approach
A senior advisor reviews your situation.
Scope, fees and timeline in an engagement letter.
Secure document exchange, meetings and filings.
IRS contact, planning and support all year.
Questions
If your question isn't here, call (703) 880-8412 and you'll reach a person.
Possibly. California taxes the part of option and RSU income earned while you worked in California, even after you leave.
Yes. San Francisco imposes a gross receipts tax and other business taxes in addition to California taxes.
Our offices are in Northern Virginia, Washington, DC and New York. We serve San Francisco clients remotely with secure document exchange and video meetings, and visit on site when an engagement needs it.
Yes. Our CPAs represent individuals and businesses in IRS examinations, appeals and collections nationwide under a Form 2848 power of attorney.
Latest updates
Authorized representatives can now make balance-due, amended return, extension, proposed assessment and federal tax deposit payments for business clients online. Appropriate authorization for the client and tax matter is required.
Source: IRS (IR-2026-134)
For 2027 the joint-return standard deduction rises to $33,200, the estate tax basic exclusion to $15,480,000, the annual gift exclusion to $20,000 and the Section 179 expensing limit to $2,640,000. Our advisors recommend revisiting year-end gifting and equipment purchase plans with these figures in mind.
Source: IRS (IR-2026-133)
All 6,576 nominated census tracts, including 2,594 rural tracts eligible for enhanced benefits, become Opportunity Zones on January 1, 2027 for ten years. Investors with capital gains should review the new map before committing funds.
Source: IRS (IR-2026-132)
Related
VG CPA PC serves San Jose, CA businesses and families: RSU and stock option planning, FBAR and foreign assets, R&D credits, California FTB matters and IRS audit representation in San Jose and Silicon Valley.
Learn moreSan Diego, CAVG CPA PC serves San Diego, CA businesses and families: biotech R&D credits, defense contractor DCAA compliance, military family tax, California FTB matters and IRS audit representation in San Diego.
Learn moreLos Angeles, CAVG CPA PC serves Los Angeles, CA businesses and families: California FTB audits, entertainment and real estate tax planning, IRS audit representation, audits and M&A due diligence across Los Angeles.
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Tell us what you're facing. A senior advisor will reply within one business day with a clear next step.
Header photo: Craig Howell, CC BY 2.0, via Wikimedia Commons.