MEDIA /

FAST FACTS

FOUNDED IN 1957

FOUNDER

Donald H. Seiler

CHIEF EXECUTIVE OFFICER

George D. Marinos

LOCATIONS

The balance between life and work is an important one, which is why we believe in taking time off to refresh and recharge. Enjoy a generous amount of paid personal time, in addition to a wide number of observed federal and state holidays.

  • 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 700 offices in more than 150 countries.

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

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

RECOGNITIONS

  • Best of the Best Accounting Firms in the USA, INSIDE Public Accounting (13 years and counting)
  • Top 100 Firm, INSIDE Public Accounting (16 years and counting)
  • Top 100 Firm, Accounting Today (14 years and counting)
  • Best Places to Work, San Francisco Business Times and Silicon Valley Business Journal (2021, 2020, and 2017)
  • Fastest-Growing Firms, INSIDE Public Accounting (2016)