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exa — ten to the eighteenth powerTHE TAX CUTTERY®

Tax & Wealth Advisors · Compliance. Planning. Resolution.

THE TAX CUTTERY®

Tax & Wealth Advisors·Tax Resolution & IRS Defense

Enrolled Agents · Admitted to Practice Before the IRS

National Toll-Free (888) 525-1040

Start a conversation — right now

San Francisco Tax Help — California

Tax help for clients in San Francisco, California — one national firm, 100% virtual

Call (888) 525-1040

THE TAX CUTTERY helps individuals and small businesses across San Francisco and roughly 30 miles of the surrounding Bay Area, working entirely virtually and in writing.

THE TAX CUTTERY serves San Francisco and the surrounding Bay Area.

THE TAX CUTTERY handles returns for the tech professionals, startup founders, and contractors across San Francisco and the Bay Area — equity compensation, RSU dispositions, multi-state filings, crypto and stock options, and the back-tax and IRS-letter work that follows when any of it gets reported wrong. One national firm with a coast-to-coast practice behind it. 100% virtual by design — no driving, no waiting room, secure document sharing, one standard of care. Start a conversation below.

Frequently Asked in San Francisco

Do I need a tax preparer near me in San Francisco, or can I work with you remotely?
You can work with us entirely remotely, and most of our clients do. THE TAX CUTTERY is 100% virtual by design — secure document sharing, no driving, no waiting room — backed by a national virtual practice.
I have RSUs and stock options. Can you handle equity compensation?
Yes. Equity compensation is one of the most common reasons San Francisco taxpayers reach out. RSU vesting events, ISO/NSO dispositions, ESPP purchases, and 83(b) elections each have their own tax treatment. We read your brokerage statements, your W-2s, and your 1099-Bs, and make sure the cost basis is correct — which is where most returns go wrong.
I haven't filed in a few years. Can you actually fix that?
Yes. We reconstruct your records from whatever you have — W-2s, bank statements, prior-year transcripts from the IRS — file the missing years, and get you a current account transcript so you know exactly where you stand. Most people in this situation are surprised by how straightforward the process is once someone who knows the system takes over.
What makes THE TAX CUTTERY different from a regular San Francisco tax preparer?
We’re one national firm — not a franchise, not a chain, not a call center — backed by a coast-to-coast practice with Enrolled Agent representation rights before the IRS. Same person, same file, same standard of care — whether you're in San Francisco or anywhere else in the country.
Is this a real firm?
THE TAX CUTTERY is one national, trademarked firm backed by a coast-to-coast virtual practice. No call center. No routing menu. The practitioner assigned to your file knows your situation before responding.

Living in Canada, or a Canadian national with a U.S. tax responsibility? We have a dedicated desk — see THE TAX CUTTERY in Canada →

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This form is for prospective clients only. No solicitation. Existing clients — please use the chat or call us directly.

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