It’s not what you make, but what you keep that counts.
Scott Porter, CPA builds custom accounting, tax, and wealth-strategy packages for small and midsized businesses and high net worth clients across the Bay Area — with the personal support owners deserve.
Trusted credentials
CPA · California & Colorado · AICPA · QuickBooks ProAdvisor · Montgomery Street, SF
Who we serve
Whether you need day-to-day books, a sharper tax plan, or long-horizon wealth strategies, you get a customized package — and a CPA focused on lasting results.
Budgets, bookkeeping, cloud accounting, and consulting packaged around the reporting your small or midsized business actually needs — not a one-size binder.
Business and individual returns with proactive planning — so tax season is the finish line, not the first time strategy shows up.
Tax-aware planning for professionals and families with significant assets — estate, trusts, charitable giving, and succession — aligned to your long-term goals.
Services
From cloud books to estate-minded planning, every engagement starts with understanding your business or family situation — then designing the package that fits.
Financial management for small and midsized businesses — books you can trust, reporting tailored to your entity, and a partner who understands your numbers month to month.
Personal and business returns prepared with current federal and California rules in mind — including corporate, LLC, high net worth, and estate filings.
Year-round techniques aimed at lowering liability and protecting income — for owners and individuals who want fewer April surprises.
Set up and support for cloud-based books so you and your CPA see the same live data — chart of accounts, bank feeds, invoice templates, and tax-ready mapping.
Beyond compliance: cash flow monitoring, internal controls, budgeting, risk management, and guidance when mergers or acquisitions are on the table.
Preserve assets and reduce tax drag for busy professionals and families — retirement, college savings, trusts, charitable giving, and succession planning.
Industries
Experience across sectors that need more than generic bookkeeping — including real estate, professional practices, closely held companies, and new businesses finding their footing.
Accounting and tax support for real estate owners and related entities.
Specialized accounting for professional design and engineering practices.
Hands-on support for multi-generational and closely held companies.
Accounting built around the cash-flow rhythms of staffing firms.
Tax and wealth strategies for professionals and families with complex affairs.
Entity setup guidance, books from day one, and advisory as early-stage owners grow.
Principal
California & Colorado CPA
Tax planning and wealth strategies for high net worth individuals and business owners — with deep experience in real estate accounting, hedge fund administration, and trusts and estates.
Meet Scott
Scott specializes in tax planning and wealth strategies for high net worth individuals and business owners. His work also covers real estate accounting, hedge fund administration, and trusts and estates — always with an eye toward balancing risk while protecting long-term wealth.
Solution-oriented and highly client-focused, Scott looks for the unique tax advantages in each situation. As he puts it: it is so important to deliver what’s valuable to the client — and to leave clients with the most assets possible.
When you become a client, the goal is a long-standing professional relationship. Every request is treated as an opportunity to exceed expectations — with personal support the firm’s San Francisco Bay Area clients have come to expect.
“It’s not what you make, but what you keep that counts!”
Why Scott Porter, CPA
Custom packages, dual-state CPA licensing, and a principal who has been solving tax and accounting problems for decades.
Scott’s approach to taxation and consulting is solution-oriented and client-focused: find the unique tax advantages in each situation so more of what you earn stays yours.
You work with a CPA who has been in public accounting since 1990 and running this firm since 2001 — built for long-standing professional relationships, not a revolving door.
CPA licenses in California and Colorado, with offices serving the San Francisco Bay Area (including Petaluma) and Colorado Springs.
Accounting and tax services packaged to match your reporting requirements — whether you are launching, growing, or stewarding significant wealth.
Free consultation
Talk with Scott Porter, CPA about your business or personal tax situation. The introductory consultation is free — call or book online today.
FAQ
Straight answers about who we serve, credentials, consultations, and how to reach the firm.
Call 707-664-5200Contact
Offices in San Francisco and Colorado Springs — serving clients across the Bay Area, including Petaluma, and beyond.
San Francisco
315 Montgomery Street, 8th and 9th Floors, San Francisco, CA 94104
Colorado Springs
7730 N Union Boulevard, Suite 205, Colorado Springs, CO 80920
