A Boutique San Francisco CPA & Tax Consulting Firm

Based in San Francisco, Saybe & Lefkowitz Inc. is a woman-owned boutique CPA and tax consulting firm catering to small businesses and individuals seeking a trustworthy, hands on, long-term relationship for their tax and accounting needs.


TAX SERVICES WE OFFER

Saybe & Lefkowitz Inc. provides innovative industry experience, backed by in-depth accounting, tax, and consulting services.

We have a hands-on approach with a focus on forward ways of thinking.

San Francisco Business Tax Services

Business Tax Services

We specialize in managing all aspects of tax preparation and planning for corporations, partnerships, and trusts.

Tax Compliance Reporting - San Francisco

Compliance Reporting

Staying compliant with tax laws can be daunting, especially as tax codes evolve and new regulations are introduced.

Tax Consultation - San Francisco CA

Tax Consultation

Proactive tax planning is critical for minimizing liabilities and ensuring long-term financial success.

Individual Tax Services - San Francisco CA

Individual Tax Services

We provide comprehensive individual tax services designed to take the stress out of tax season.

FREQUENTLY ASKED QUESTIONS

What makes Saybe & Lefkowitz different from other San Francisco CPA firms?

At Saybe & Lefkowitz, we take a hands-on, boutique approach that’s rare in the accounting world. Instead of treating you like just another file, we work closely with San Francisco small businesses and individuals—and clients nationwide—to understand your unique goals and challenges. Our team combines deep tax expertise with proactive, year-round planning to not only reduce liabilities but also help you grow with confidence. Because we’re a woman-owned local firm, we value building long-term relationships and being a trusted partner you can reach out to anytime—not just during tax season. For us, it’s about creating personalized strategies that fit your life and your business, whether you’re here in the Bay Area or anywhere in the U.S.

What types of businesses do you specialize in for tax preparation and planning?

We work with San Francisco corporations, partnerships, and small business owners across a wide range of industries. Our expertise includes local tax regulations and entity-specific strategies to help businesses maximize deductions and minimize liabilities. Whether you’re a startup in Mission Bay or an established company in SOMA, we provide tailored tax solutions designed to fit your unique needs.

Do you offer year-round tax support or just during tax season?

We provide comprehensive, year-round tax support for San Francisco businesses and individuals. Our ongoing services include compliance monitoring, tax planning, and strategic guidance so you’re never scrambling at the last minute. Staying engaged throughout the year helps us catch opportunities early and keep you in full compliance with California and federal tax laws.

Can you help with both business and individual tax services in San Francisco?

Yes, we provide expert tax services for both San Francisco businesses and individuals, and we also serve clients nationwide. Our business tax strategies cover corporations, partnerships, and trusts, while our individual services handle everything from simple returns to complex multi-state filings. This combined approach allows us to support business owners with both their company and personal tax needs seamlessly, no matter where they’re located.

Do you offer complimentary consultations for new clients?

Yes. Saybe & Lefkowitz provides complimentary initial consultations for small businesses and individuals in San Francisco. This allows us to understand your tax and accounting needs, answer questions, and outline a personalized strategy before you commit to working with us. Call 415-640-1024 or contact us to schedule your free consultation today.

ABOUT SAYBE & LEFKOWITZ

Saybe & Lefkowitz proudly serves small businesses and individuals throughout San Francisco and the greater Bay Area. While our focus is on helping local businesses thrive, we also work with clients nationwide who value our boutique, hands-on approach to tax planning and compliance.

Yvette specializes in working with small business enterprises and individuals and provides tax planning, tax compliance, and accounting services. When she's not at her desk, she’s likely traveling or spending time with her dogs, Bella and Buddy, and her partner, Nick.

Lori specializes in providing thoughtful advice to her clients, with an emphasis on strategic tax and process planning. She focuses on individuals, small and evolving businesses, and their owners and shareholders. When she's away from her desk, you’ll find her on a walk, a long run, or spending time with her husband and two cats in San Francisco.

CONTACT US

Saybe & Lefkowitz, Inc.

1225 4th Street, Ste #128

San Francisco CA 94158


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