Seifer, Murken, Despina, James & Teichman, ALC

For individuals and businesses across California, navigating the intricacies of financial planning, tax compliance, and legal matters related to estates and business transactions can be incredibly complex. In a state with a dynamic economy and ever-evolving regulations, having a trusted partner who can offer both expert accounting and legal services is invaluable. For those in San Francisco and the wider California region, Seifer, Murken, Despina, James & Teichman, ALC (SMDJT) has long been a go-to resource, now offering an even more integrated approach as part of SD Mayer & Associates LLP.

Seifer, Murken, Despina, James & Teichman, ALC, originally founded in 1979, built a strong reputation over more than four decades for its comprehensive tax planning, preparation, and representation services. The firm also provided a full range of professional legal and tax advice to individual and business clients throughout the Bay Area. In a significant development for their clients, the tax practice of SMDJT officially joined SD Mayer & Associates LLP, one of the Bay Area's fastest-growing full-service accounting, wealth management, and business advisory firms, in February 2023.

This strategic integration means that clients of what was formerly SMDJT now have access to an expanded array of high-quality, integrated tax and financial services. Douglas Murken, a founder of SMDJT, and Randi Teichman, a partner, have joined the SD Mayer team, bringing their extensive expertise in tax and probate law, trust administration, business transactions, and real estate transactions. This partnership enhances the service offerings, providing a seamless experience for clients seeking comprehensive financial and legal guidance. For locals in California, this collaboration ensures access to a deep bench of expertise, combining the legacy of SMDJT with the broad resources of SD Mayer & Associates LLP.

For local Californians seeking the expert tax and legal services offered by the team formerly of Seifer, Murken, Despina, James & Teichman, ALC (now integrated with SD Mayer & Associates LLP), the office is conveniently located at 2135 Lombard St, San Francisco, CA 94123, USA. This address places the firm in a more accessible and often less congested part of San Francisco compared to the bustling Financial District, making it a practical choice for many clients.

The Lombard Street location offers a neighborhood feel while still being well-connected for those commuting from various parts of the city and surrounding areas. For clients who drive, street parking might be available, and the area generally provides more accessible parking options than the dense downtown core. Public transportation via MUNI bus lines is readily available, ensuring ease of access for those relying on transit. This approachable location underscores the firm's commitment to serving the local California community efficiently and comfortably, recognizing that financial and legal matters often require convenient and stress-free access to professional advice. The office environment is designed to be welcoming, fostering clear communication and a personalized client experience.

While Seifer, Murken, Despina, James & Teichman, ALC's tax practice has merged with SD Mayer & Associates LLP, the core expertise and services for which SMDJT was known are now integrated and expanded within SD Mayer's offerings. This means clients benefit from a broader suite of financial and legal advisory services. Based on the historical focus of SMDJT and the capabilities brought by Douglas Murken and Randi Teichman to SD Mayer, the primary services offered to clients include:

• Tax Planning, Preparation, and Representation: Comprehensive services for individuals and businesses to optimize tax strategies, prepare and file tax returns, and provide representation in case of audits or disputes with tax authorities. This includes advanced tax planning to minimize liabilities and ensure compliance with California and federal tax laws.

• Estate Planning: Assisting clients in planning for the distribution of their assets, including drafting wills, trusts, and powers of attorney. The goal is to ensure a smooth transfer of wealth, minimize estate taxes, and provide for loved ones according to clients' wishes.

• Probate Law and Trust Administration: Guiding executors, administrators, and trustees through the complex legal process of managing and distributing a deceased person's estate or administering a trust. This involves fulfilling legal obligations, settling debts, and distributing assets to beneficiaries.

• Business Transactions and Advisory: Providing legal and advisory services for businesses on various transactions, including entity formation, mergers and acquisitions, contract drafting and negotiation, and general business consulting. This helps companies navigate legal complexities and achieve their strategic objectives.

• Real Estate Transactions: Offering legal guidance on real estate matters, including property purchases and sales, leasing agreements, and addressing complex real estate issues. This ensures that clients' real estate dealings are legally sound and their interests protected.

• Wealth Management Advisory (Expanded through SD Mayer): Clients now have access to SD Mayer's comprehensive wealth management services, which include investment advice, financial planning, retirement planning, and insurance strategies, providing a holistic approach to financial well-being.

• Audit & Assurance Services (Expanded through SD Mayer): For business clients, the expanded firm provides expert guidance in compliance, financial records, and audit preparation, ensuring accuracy and regulatory adherence.

The combined strengths of the team from Seifer, Murken, Despina, James & Teichman, ALC, now integrated with SD Mayer & Associates LLP, offer several compelling features and highlights for locals in California seeking comprehensive tax and financial legal services.

• Legacy of Expertise (40+ Years): SMDJT was founded in 1979, bringing over four decades of experience in tax and probate law, trust administration, and business and real estate transactions. This long-standing history signifies deep-rooted expertise and a proven track record.

• Integrated Service Offerings: The merger with SD Mayer & Associates LLP means clients receive a truly holistic approach. Instead of separate firms for tax, legal, and wealth management, they now access a comprehensive suite of services under one roof, streamlining financial and legal planning.

• Specialized Attorneys: Douglas Murken, a founder of SMDJT, brings extensive business and real estate expertise, while Randi Teichman specializes in estate planning, trust, and probate law. This specialized knowledge within the team ensures high-level competency in critical areas.

• Client-Centric Approach: The team's commitment to "delivering superior, personalized legal and tax services" aligns perfectly with SD Mayer's emphasis on revolutionizing client service. This focus ensures that clients receive tailored advice and attentive support.

• Community-Minded Firm: SD Mayer & Associates LLP is described as a "community-minded accounting and business advisory firm," suggesting a commitment to local engagement and client relationships that extends beyond mere transactions.

• Access to Broader Resources (BDO Alliance): SD Mayer's membership with BDO Alliance, the fifth-largest association of accountants, consultants, and professional services firms in the U.S., provides access to a vast network of global resources and specialized knowledge, benefiting clients with complex or international needs.

• Award-Winning Parent Firm: SD Mayer has consistently been named a "Best Places to Work" and listed as a "Fastest Growing Private Company" and "Best Firm" by industry publications. This recognition reflects a strong organizational culture and a commitment to excellence, which positively impacts client service.

As a professional services firm specializing in tax, legal, and financial advisory, Seifer, Murken, Despina, James & Teichman, ALC (now integrated with SD Mayer & Associates LLP) typically does not offer "promotions" or "special offers" in the consumer retail sense. Their value proposition is built on expertise, comprehensive service, and long-term client relationships.

However, the integration of SMDJT's tax practice into SD Mayer & Associates LLP inherently provides significant value and benefits to clients:

• Integrated and Streamlined Services: The ability to receive tax, legal (in specific areas like estate and probate), and wealth management services from a single, cohesive entity represents a significant efficiency and cost-effectiveness. Clients no longer need to coordinate between multiple firms, saving time and ensuring a more unified strategy across their financial and legal matters.

• Enhanced Expertise under One Roof: By bringing together the specialized knowledge of Douglas Murken and Randi Teichman with SD Mayer's existing capabilities, clients gain access to a deeper and broader pool of experts. This integrated expertise can lead to more comprehensive and optimized financial and legal solutions.

• Strategic Tax Planning: The firm’s long-standing focus on tax planning, preparation, and representation, now bolstered by SD Mayer’s resources, aims to help clients minimize tax liabilities and achieve significant long-term savings through effective strategies, which is a core value proposition rather than a temporary offer.

• Proactive Advisory: The emphasis on business advisory and proactive real estate and estate planning means the firm works to prevent future problems and optimize financial outcomes, often avoiding costly disputes or missed opportunities down the line. This preventative approach is a significant benefit.

For specific details regarding their service packages or to discuss how their integrated approach can benefit your unique financial and legal needs, it is highly recommended to contact SD Mayer & Associates LLP directly.

For individuals and businesses in California seeking expert tax, estate, and business transaction services from the team now associated with SD Mayer & Associates LLP, you can reach them via:

• Address: 2135 Lombard St, San Francisco, CA 94123, USA

• Phone: (415) 749-5900

• Mobile Phone: +1 415-749-5900

When contacting the office, clearly state the nature of your inquiry – whether it relates to tax planning, estate matters, business transactions, or broader financial advisory – to ensure their professional team can efficiently direct you to the most appropriate expert and assist with scheduling a consultation.

For locals throughout California, particularly those in the San Francisco Bay Area seeking comprehensive and integrated financial and legal services, the team from Seifer, Murken, Despina, James & Teichman, ALC, now operating under the umbrella of SD Mayer & Associates LLP, offers an exceptionally suitable and advantageous solution. This firm represents a powerful combination of established legal expertise and expanded accounting and wealth management resources.

Firstly, the legacy of over 40 years from SMDJT in tax planning, estate law, and business/real estate transactions provides a deep foundation of specialized knowledge that is crucial in California's complex regulatory environment. With experienced professionals like Douglas Murken and Randi Teichman at the helm, clients can be confident in receiving precise and strategic advice for their tax, probate, trust administration, and transactional needs.

Secondly, the integration with SD Mayer & Associates LLP significantly enhances the value proposition for locals. This merger creates a seamless, one-stop solution for integrated tax, legal, and wealth management services. This holistic approach not only saves clients the time and effort of coordinating with multiple firms but also ensures that all aspects of their financial and legal lives are aligned and optimized, from tax strategies to estate planning and business advisory.

Finally, the convenient Lombard Street location in San Francisco offers easy accessibility, and the overall firm culture, as evidenced by SD Mayer's "Best Places to Work" accolades, suggests a client-centric and professional environment. For any Californian looking for a trusted partner to navigate complex financial landscapes, safeguard their assets, and plan for the future with integrated expertise, the combined strength of Seifer, Murken, Despina, James & Teichman, ALC and SD Mayer & Associates LLP makes them an ideal and highly recommended choice.