KBF Advisory San Francisco
KBF Advisory
400 Concar Drive
San Mateo, CA, 94402
Monday: 8:00 AM - 5:00 PM
Tuesday: 8:00 AM - 5:00 PM
Wednesday: 8:00 AM - 5:00 PM
Thursday: 8:00 AM - 5:00 PM
Friday: 8:00 AM - 5:00 PM
Saturday: Closed
Sunday: Closed
Tax, Assurance, and Advisory Services in San Francisco
San Francisco sits at the center of one of the most dynamic business ecosystems in the world. The Bay Area is home to thousands of venture-backed startups, pre-IPO companies, and publicly traded technology and life sciences firms — businesses facing some of the most complex tax and financial reporting challenges in any market.
KBF Advisory serves companies at every stage of that lifecycle, from emerging growth businesses navigating their first audit to publicly traded companies managing global tax positions and SEC reporting obligations. Our San Francisco team brings the technical depth of a national firm with the responsiveness of a local practice, giving Bay Area clients a trusted advisor who understands both the pace of their business and the complexity of their tax environment.
California's regulatory and tax environment adds another layer of complexity. Our professionals are well-versed in California's unique income tax rules, combined reporting requirements, and the evolving state and local tax landscape that affects companies operating in the Bay Area.
Who We Serve in San Francisco
KBF Advisory works with publicly traded companies, venture-backed and pre-IPO businesses, private equity-owned firms, and closely held companies across the Bay Area. We serve clients in technology, software, life sciences, clean energy, and financial services — industries that demand precision, speed, and advisors who keep up with rapid growth and change.
Many of our Bay Area clients have international operations, and our international tax team, supported by our offices in the Philippines, provides the cross-border expertise to match. Whether you're scaling into new markets or managing complex transfer pricing arrangements, we bring the technical resources to support global operations from a local relationship.
Our Services
Our San Francisco Team
Danit Neeman Dinai
Controller
400 Concar Drive
San Mateo, CA, 94402
Kerry Chow
Controller
400 Concar Drive
San Mateo, CA, 94402
Popular Services
in San Francisco
- IPO & SEC Readiness - The Bay Area produces more IPOs than any other market in the country, and the path from private company to public registrant demands rigorous financial reporting preparation. KBF Advisory helps companies get SEC-ready — assessing your accounting policies, internal controls, and financial statement presentation well ahead of your offering. We've worked with companies at every stage of the IPO process and understand what auditors and regulators expect.
- Research & Development Credits - For technology and life sciences companies, the R&D tax credit is one of the most significant tax incentives available — and one of the most frequently underutilized. KBF helps Bay Area companies identify, document, and defend qualifying research activities across software development, product innovation, and clinical research. We build a defensible credit position that holds up under scrutiny
- State and Local Tax (SALT) - California's state and local tax environment is among the most complex in the nation. With high income tax rates, aggressive combined reporting rules, sales and use tax obligations that vary by product and delivery method, and active audit enforcement, Bay Area companies face meaningful SALT exposure at every stage of growth. KBF's SALT team helps clients manage California compliance, minimize multistate tax liability, and navigate audits with a clear strategy
- Accounting for Income Taxes (ASC 740) - KBF is a nationally recognized leader in ASC 740 — the accounting standard governing income tax reporting for financial statements. For publicly traded and pre-IPO companies in San Francisco, accurate and defensible tax provision work is non-negotiable. Our team prepares complex provisions, supports internal tax departments, and provides the documentation that auditors and investors expect from Bay Area companies operating in a high-scrutiny environment.
Choose KBF for Your Tax, Assurance, and Advisory Needs
KBF Advisory is not a generalist firm. Our practice is built around the complex tax and financial reporting requirements that define the Bay Area market — publicly traded companies, high-growth venture-backed businesses, and globally active organizations that need more than a compliance vendor. We need to get it right, and so do you.
Our senior professionals lead every engagement. You won't be handed off to junior staff — the people who win your business are the people who do your work. That consistency builds the kind of institutional knowledge that makes us a better advisor year after year.
With offices across the U.S. and in the Philippines, we offer the national reach and technical resources of a large firm, delivered through relationships that feel like a local partner. For San Francisco companies that expect precision, depth, and responsiveness, KBF is built for exactly that.