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Margo Inc. Certified Public Accountants

Margo Inc.

Certified Public Accountants, San Francisco, CA

San Francisco, CA CPA Firm

Margo Inc. provides accounting and tax services to small and medium businesses across San Francisco and the Bay Area. Clients usually reach us at a particular moment — the books have drifted a few months behind, a notice has arrived, or the business has outgrown handling it in-house. What they need is someone who will look at the real numbers and say plainly what should happen next.

We work the way a small firm can. You deal directly with the person doing your work, calls come back the same day, and advice arrives before the deadline rather than after it. Tell us what you're dealing with and we'll tell you how we'd approach it.

Reviewing financial statements with a client

Enough technical depth for the complicated years. Small enough that you always know who is doing your work.

Accounting Services

Bookkeeping, monthly close, financial reporting and business formation — so the numbers you make decisions on are current.

Tax Services

Planning through the year, preparation at filing time, and representation if a notice arrives.

Industries We Serve

We work with small and medium businesses of every kind, with particular depth in construction, non-profit and technology.

We can help

Your Taxes — Use a CPA or DIY?

So who actually prepares your return? Doing it yourself is more than a tedious way to spend an evening — done without help, it can put you in the way of penalties and risk you never intended to take on.

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Not sure where to start?

Tell us what you're dealing with and we'll come back with how we'd approach it. The first conversation is free.

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Margo Inc. is a proud member of

American Institute of Certified Public Accountants