Business tax
Business Tax Preparation
Thorough federal and California filings for sole proprietors, partnerships, LLCs, and S corporations — reviewed carefully so deductions are claimed and deadlines stay clean.
Shawn E. Greene, CPA · Established 2013
Boutique CPA guidance for Bay Area businesses and high-net-worth individuals
One-on-one tax preparation, planning, and accounting from a San Francisco CPA who thinks beyond the return — protecting what you have built and opening room to grow.
- Business & HNW tax
- Real estate & 1031
- Tech · fintech · biotech
- SF · Oakland · Bay Area
Principal-led
Direct access to Shawn E. Greene, CPA
Since 2013
Established boutique practice in San Francisco
Free consultation
Start with a no-obligation conversation
Secure portal
Document exchange for existing clients
Principal
Shawn E. Greene, CPA
San Francisco Bay Area
Meet your CPA
Personal attention. Professional standards. Numbers that move you forward.
If you need a certified public accountant in San Francisco or the Bay Area, the firm of Shawn E. Greene, CPA is built for clients who want more than a seasonal filing. Established in 2013, the practice serves high-net-worth businesses and individuals with care, thoroughness, and strategies that improve tax efficiency and accounting processes.
You engage one-on-one with seasoned judgment — whether you meet virtually or in person. Shawn enjoys learning the details of your company or personal finances and helping you build plans that support healthier profits and protected assets.
The firm’s values are simple and deliberate: professionalism, responsiveness, and quality. High standards, specialization, and availability as a trusted advisor are the difference clients feel.
Services
Tax and accounting that surpass the checklist
From business returns to high-net-worth planning and IRS resolution, every engagement is shaped around your objectives — not a generic package.
Planning
Business Tax Planning
Year-round strategies that go beyond compliance. Proactive recommendations help you lower liability legally while keeping your books and entity structure aligned with growth.
HNW prep
Tax Prep for High-Net-Worth Individuals
Personalized returns for complex personal and investment profiles — including real estate holdings and pass-through business income reported on individual returns.
HNW planning
Tax Planning for High-Net-Worth Individuals
Portfolio-aware planning across income timing, depreciation, retirement vehicles, and investment decisions — with year-round support when opportunities or risks appear.
Formation
Startup & Entity Consulting
Clear counsel when weighing an LLC against an S corporation or launching a new venture — balancing liability, tax efficiency, and the realities of how you operate.
IRS matters
Tax Problem Resolution
Discreet help with audits, unfiled returns, back taxes, liens, levies, payment plans, offers in compromise, and related IRS issues — efficient and professional.
Industry focus
Real estate and technology expertise beyond standard personal tax
Bay Area clients often face accounting questions that generic firms miss. Shawn brings practical experience in the industries that define this region.
Real estate & 1031 exchanges
Commission splits, rental portfolios, and like-kind exchanges demand precise tracking. Shawn helps real estate clients structure transactions and filings for the full available tax benefit.
Technology, fintech & biotech
Tech founders and operators get accounting policies and R&D credit awareness that fit how modern companies actually grow — not a one-size personal-tax approach.
Boutique books & platforms
Small-business accounting, QuickBooks® and Xero support, and practical back-office guidance so you stay focused on the business — without hiring a full in-house team.
Why clients choose this firm
The pathway to clearer finances and steadier growth
Whether you operate in San Francisco or Oakland, you gain a knowledgeable CPA nearby — ready to develop strategic plans, keep you compliant with the IRS, and turn your numbers into insight. Many clients appreciate avoiding the cost of a full back-office staff while still getting professional coverage.
Schedule your free consultationOne-on-one with a seasoned CPA
You work directly with Shawn — approachable, thorough, and invested in the details of your company or personal wealth picture.
Built for Bay Area complexity
Serving San Francisco, Oakland, and the Bay Area since the firm was established in 2013 — with virtual or in-person meetings that fit how you work.
High-net-worth boutique care
Personalized accounting for high-net-worth individuals and businesses: tax efficiency, asset protection mindset, and plans that maximize what you keep.
More than April compliance
Strategic business planning, industry-aware advice for real estate and technology, and meaningful numbers you can actually use to grow.
FAQ
Answers before you call
Prefer to talk it through? Call (415) 816-9667 or request a free consultation below.
Call nowWho does Shawn E. Greene, CPA serve?
High-net-worth individuals and businesses in San Francisco, Oakland, and the broader Bay Area — including business owners, executives, independent professionals, real estate clients, and technology companies.
What services does the firm offer?
Business and individual tax preparation and planning (including high-net-worth work), startup and entity consulting, 1031 exchange and real estate consulting, small-business accounting, QuickBooks® and Xero support, and IRS tax problem resolution.
Is there a free consultation?
Yes. Shawn offers a free consultation to learn about your situation and determine how the firm can best help. Call (415) 816-9667 or use the contact form on this page to request a time.
Do you work with real estate and technology clients?
Yes. The practice has significant experience in real estate accounting and 1031 exchanges, as well as technology consulting with particular strength in financial technology and biotechnology contexts — including awareness of research and development tax credits when you qualify.
How do existing clients share documents securely?
Clients use a secure online portal to store and retrieve tax documents, exchange working papers, and sign electronically. A portal login link is available in the site footer for current clients.
Contact
Let’s talk about your taxes and your next move
Shawn will answer your questions as they affect both your tax and financial situations. Reach out anytime for a free consultation.
Request a free consultation
Share a few details and Shawn will follow up. For the fastest response, call (415) 816-9667.