MEDIA /

FAST FACTS

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FOUNDED IN 1957

FOUNDER

Donald H. Seiler

CHIEF EXECUTIVE OFFICER

George D. Marinos

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LOCATIONS

  • Redwood City, CA (Headquarters)
  • San Francisco, CA
  • San Jose, CA
  • Walnut Creek, CA
  • 700 other Global Locations via HLB International*

*HLB is a global network of independent professional services firms with offices in over 160 countries and jurisdictions.

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EXPERTISE

Tax and Advisory

  • Tax for High-Net-Worth Families and Individuals
  • Tax for Emerging Wealth Individuals
  • Trust, Estate, and Gift Tax
  • Privately Held Businesses (U.S. and International Tax)
  • Real Estate Entities
  • Private Foundations and Non-Profit Organizations

Audit and Assurance

  • Privately Held Businesses
  • Family Offices
  • Real Estate Entities
  • Private Foundations and Non-Profit Organizations

Family Office

  • Bill Pay, Budget Creation, and Cash Management
  • Payroll and HR Administration
  • Partnership, Small Business, and Private Foundation Accounting
  • Trust and Estate Planning
  • Real Estate
  • Insurance Reviews and Risk Management
  • Internal Controls and Special Projects

Litigation Support for Family Law Matters

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SECTORS SERVED

  • Family Offices
  • Financial Services (RIAs, Broker-Dealers, Investment Funds, Funds of Funds)
  • Hospitality
  • Import / Export
  • Insurance
  • Life Sciences
  • Manufacturing and Distribution
  • Private Foundations
  • Professional Services
  • Public Charities and Other Non-Profits
  • Real Estate and Construction
  • Retail and Consumer Goods
  • Retirement and Pension Plans
  • Technology
  • Wholesale
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RECOGNITIONS

  • Best of the Best Accounting Firms in the USA, INSIDE Public Accounting (14 years and counting)
  • Top 100 Firm, INSIDE Public Accounting (17 years and counting)
  • Top 100 Firm, Accounting Today (15 years and counting)
  • Best Places to Work, San Francisco Business Times and Silicon Valley Business Journal (2022, 2021, 2020, and 2017)