San Francisco-based top 400 accounting firm SD Mayer & Associates has combined with Bogdan & Frasco, a boutique accounting firm also based in the “City by the Bay.”
As part of the merger, Bogdan & Frasco co-founder Greg Bogdan will join SD Mayer as a partner, bringing more than four decades of expertise in estate planning, tax compliance, and financial consulting. The firm’s other co-founder, Alexander Frasco, is retiring. Craig Lewis, a longtime partner at Bogdan & Frasco, will also join SD Mayer as a partner.
“We are thrilled to welcome Greg, Craig, and the talented team from Bogdan & Frasco to the SD Mayer family,” Steve Mayer, managing partner of SD Mayer, said in a statement. “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.”
Founded in 1995, Bogdan & Frasco provides accounting and tax services to individuals and small and medium-sized 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,” Greg Bogdan said. “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.”
SD Mayer, a member of the BDO Alliance, also has offices in San Mateo, San Leandro, and Menlo Park, CA, along with consultants located in other locations throughout the country.
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