Zante & Company CPA

Samy is trusted California CPA Expert with 25 years of experience in the field, helping clients navigate the complexities of finance with confidence. We deliver CFO-level insights tailored for small businesses across diverse sectors, including real estate, construction, and creative agencies. Our firm provides expert B2B accounting and tax consultation services throughout California, providing the dedicated support you need to thrive.

Mercer Advisors is proud to help families in San Francisco with their comprehensive wealth management needs. We specialize in handling complex and often sophisticated financial situations for the city's entrepreneurs, industry leaders, and families with multi-generational wealth. C-suite executives and private company founders: Business leaders have a unique set of needs and challenges. Our team has deep experience addressing them. Private market investment: Our institutional-grade investing provides access to otherwise hard-to-reach private investments, for those who qualify. Multi-generational wealth management: Our team specializes in helping ultra high-net-worth families manage and preserve their wealth, as well as navigate family dynamics and other complexities that arise.