Firm Profile

Firm Profile:

Our clients are small to medium-sized businesses, in a range of industries, including realtors, rental property owners, construction, consulting, professional services, business and consumer services.

While the majority of our clients are in the San Francisco bay area, we have serviced clients as far away as Chicago, Colorado, Phoenix, Tel Aviv, Sydney, and Manila.

Our clients rely on us for quick answers and quick turnaround.  Unisource Financial Group provides a full range of services to individual and business clients, including:

Mid-To-High Net Worth Individuals

  • Stock option and executive compensation issues

  • Generational wealth transfer issues

  • Real estate holdings

  • Minimization of exposure to AMT (alternative minimum tax)

  • Trust compliance, estate compliance issues

  • Retirement planning, IRAs, Roth IRAs, 401k accounts, 403b accounts, etc.

  • Budgeting and tax planning strategies

  • Clergy

  • IRS Audit representation


  • Closely held corporations

  • Sub-chapter S corporations

  • Partnerships

  • Succession planning and strategies

  • Sale or Purchase of Business

  • Budgeting, cash flow, financial planning, tax planning strategies

  • Financial statement compilations and reviews

  • Sales tax filings

  • Payroll tax filings

Industry Expertise & Experience

  • Manufacturing companies

  • Retailers

  • Wholesalers

  • Technology companies

  • Service industries

  • Professional firms (legal, medical, insurance)

  • Nonprofit organizations and foundations

If you are seeking a positive, personal relationship with an accounting professional to help build and preserve wealth, call us today to set up an initial consultation.

Our office is conveniently located in San Francisco, CA, just minutes from SFO. We provide accounting services to individuals and businesses in San Mateo, Belmont, Foster City, San Carlos, Redwood City, Millbrae, and South San Francisco.

At Unisource Financial Group, our commitment is to provide a superior level of personal and professional service to each client. Our clients, whether individuals or businesses, value the responsiveness and personal attention provided. The extensive experience of our CPAs with mid-to-high net-worth individuals, closely held businesses, partnerships, executive compensation issues, and generational wealth transfer provide dependable judgment and insight to maximize wealth accumulation.

Clients in a variety of industries have found that we add value in several ways. For example:

For real estate owners, developers, and realtors
We help with the selection of valuation and acquisition, financial statements, tax credits for affordable and low-income housing, reporting of tax-free like-kind exchanges (Section 1031 Exchanges), job costing, and tax planning for real estate projects.

For construction firms
We help with financial statements for bankers and insurance firms; complex tax issues related to contracting; claims settlement; selecting and using QuickBooks® software, including job costing; and monitoring governmental regulation.

For consulting and professional firms
We help with mergers and acquisitions, financing options, profit maximization, business succession planning, and the selection of accounting systems.
We consult in estate planning to reduce or eliminate tax due on the transfer of a business or other