SD Mayer Welcomes Bogdan & Frasco for Enhanced Client Services

SD Mayer Expands Its Reach with Strategic Merger

In an exciting development for the accounting industry, SD Mayer & Associates LLP is thrilled to announce its merger with Bogdan & Frasco, LLP, a renowned boutique accounting firm. This union reflects SD Mayer's ongoing commitment to delivering exceptional client service and broadening their expertise in the field.

A Legacy of Personalized Services

Established in 1995, Bogdan & Frasco has earned a stellar reputation for providing tailored accounting and tax solutions to both individuals and businesses. The firm’s extensive experience encompasses various services, such as estate and trust tax preparation, international taxation, and thorough tax planning. This merger marks a key milestone in their journey, enhancing the offerings available to clients.

The Addition of Esteemed Professionals

As part of this merger, Greg Bogdan, a partner and one of the firm’s co-founders, is set to join SD Mayer as a Partner. With over 40 years of expertise in estate planning, tax compliance, and financial consulting, his background includes leadership roles at prestigious firms. His addition promises to enrich SD Mayer's service portfolio significantly.

Additionally, Craig Lewis, another long-time partner at Bogdan & Frasco, will bring his significant experience in estate and general tax planning, further solidifying the firm's capabilities. His academic background includes a Bachelor’s degree from the University of California, Berkeley, and a Master’s in Taxation from Golden Gate University.

Seamless Transition for Clients

Clients of Bogdan & Frasco can expect a smooth transition as they will continue to work with the familiar faces they have come to trust. The combined offices will be conveniently situated close to the Financial District, enabling easy access for continuing client relationships.

Commitment to Client Success

Steve Mayer, Managing Partner of SD Mayer, expressed enthusiasm about the merger, saying, "We are excited to integrate Greg, Craig, and the talented team from Bogdan & Frasco into the SD Mayer family. Their dedication to personalized client care aligns perfectly with our mission of helping our clients thrive in various aspects of their lives. Together, we will provide an even wider array of accounting and advisory services while ensuring that we maintain the intimate, boutique-level approach that our clients cherish."

About the Firms

Bogdan & Frasco, LLP

Since its establishment, Bogdan & Frasco has consistently prioritized client-centric values, focusing on responsive and clear communication. Known for their hands-on approach, they have successfully fostered client success through their dedicated service.

SD Mayer & Associates LLP

Founded in 2012 by Stephen D. Mayer, CPA, SD Mayer & Associates LLP is an innovative firm recognized for its commitment to client success and community service. With a broad range of services including tax, audit, and advisory solutions, the firm's mission revolves around empowering clients to achieve their business and personal financial goals.

Frequently Asked Questions

What will happen to the team at Bogdan & Frasco?

The team at Bogdan & Frasco will transition to SD Mayer, ensuring clients continue to work with familiar professionals.

When was SD Mayer & Associates LLP founded?

SD Mayer & Associates LLP was founded in 2012 and has since grown significantly in the accounting and advisory fields.

What services will the merged firm offer?

The newly formed entity will provide an expanded range of services, including personalized tax and accounting solutions, estate planning, and financial consulting.

How does this merger benefit clients?

Clients will benefit from enhanced service offerings and access to a broader pool of expertise within the merged firm.

Is the merger expected to change the firm's approach to client care?

No, the merger aims to maintain the personalized attention clients have come to value while expanding the available resources and services.

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