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San Francisco · California CPA

Personal tax strategy and clear numbers for San Francisco business owners

Dickson & Associates, CPA — led by Marc Dickson, CPA — brings over twenty-five years of accounting, consulting, and tax experience to family-owned businesses, executives, and independent professionals across the Bay Area.

2390 15th Ave, San Francisco, CA 94116 · marc@dickson-cpa.com

25+ yrs

Accounting, consulting & tax

CA CPA

Licensed California firm

AICPA

Member firm affiliation

QB ProAdvisor

Online & Desktop expertise

Services

Full-service accounting and tax — built for real businesses

From clean books and QuickBooks support to tax strategy, representation, and financial statements, we help you run the business while we handle the numbers.

Tax

Tax Planning & Preparation

Federal and state returns for individuals, businesses, and nonprofits — with planning that looks ahead, not only at last year’s numbers.

  • Individual, business & nonprofit returns
  • Sales & use and personal property filings
  • Year-round planning checkpoints
  • Clear guidance on changing tax law

Books

Bookkeeping & Financial Statements

Accurate books and the right level of assurance — compilations, reviews, or audits — so you, your bank, and your investors can trust the numbers.

  • Daily & monthly bookkeeping
  • Onsite or remote support
  • Compilations, reviews & audits
  • Timely, decision-ready reporting

QuickBooks

QuickBooks ProAdvisor Support

As Certified QuickBooks ProAdvisors, we help you choose, set up, customize, and use QuickBooks Online or Desktop with confidence.

  • Software selection & setup
  • Customization for your workflow
  • Hands-on training
  • Ongoing technical assistance

Advisory

Business Advisory & Entity Planning

Structure, payroll, benefits, and retirement choices that fit how your company actually operates — not a one-size checklist.

  • Entity selection & restructuring
  • Payroll & tax reporting
  • Employee benefits & profit sharing
  • Financial & retirement planning

Representation

IRS, State & Local Representation

When tax authorities ask questions, experienced representation helps you present your position clearly and resolve issues with less stress.

  • Audit guidance & response
  • Federal, state & local agencies
  • Organized documentation support
  • Practical next-step counsel

Specialty

Forensic & Litigation Support

Commercial litigation support, financial investigations, and due diligence for business sales and purchases — when the numbers need careful scrutiny.

  • Economic loss quantification
  • Financial record analysis
  • Business sale & purchase diligence
  • Investigation support

Client offer

Request a Second Look at your last two years of returns

Considering a new advisor? Share your most recent two years of tax returns for a confidential review. We will walk through opportunities, gaps, and a clearer path forward — without promising a fixed savings percentage before we understand your facts.

What you can expect

  • 01A confidential conversation about your entities, income picture, and goals.
  • 02A careful read of recent returns and supporting context you provide.
  • 03Plain-language notes on planning ideas worth exploring — then you decide.
Bright professional office workspace

Marc Dickson, CPA

Principal · San Francisco

About the firm

Principal-led counsel from a San Francisco CPA who knows local businesses

Marc Dickson is a Certified Public Accountant with over twenty-five years of accounting, consulting, and tax experience. He specializes in helping businesses develop useful financial information and minimize tax liabilities — with deep experience across professional service firms, food and beverage, real estate and construction, retail, and nonprofit organizations.

Marc holds a B.S. in Business Administration with a Concentration in Accounting from San Francisco State University. He is active in local service organizations and speaks regularly at community events. Our staff works with QuickBooks Online and Desktop to deliver timely, accurate financial statements.

“Our goal is your success — timely, affordable professional services, and the planning resources that help small and family-owned businesses make informed financial decisions.”

How we work

Professionalism. Responsiveness. Quality.

Professionalism

High standards, personal attention, and ongoing education so every client benefits from current tax law knowledge and modern tools.

Responsiveness

Dedicated to serving client needs throughout the year — not only at tax time — with quick attention when questions arise.

Quality

Trusted advisor counsel that helps you make informed financial decisions for your family, your team, and your business.

Experience across

Industries we know well

Practical accounting and tax support shaped by real work with San Francisco and California operators.

  • Professional service firms
  • Food & beverage
  • Real estate & construction
  • Retail
  • Nonprofit organizations
  • Family-owned businesses
  • Executives & independent professionals

Process

A clear path from first call to year-round partnership

  1. 01

    Free Initial Consultation

    We learn your entities, goals, and pressure points — then confirm whether we are the right fit for a practical, year-round relationship.

  2. 02

    Situation Review

    Prior returns, books, and structure get a clear look so opportunities, gaps, and filing rhythm surface before the next deadline.

  3. 03

    Personal Tax Strategy

    A plan sized to your business or personal complexity — tax prep, planning checkpoints, and accounting support that work together.

  4. 04

    Year-Round Partnership

    Responsive counsel throughout the year, secure document exchange, and a team that treats your numbers like partners — not a once-a-year filing desk.

FAQ

Questions clients ask first

What services does Dickson & Associates, CPA provide?

We provide full-service accounting and tax support for individuals and businesses — including tax planning and preparation, bookkeeping, QuickBooks assistance, payroll, financial statements (compilations, reviews, and audits), entity planning, employee benefits guidance, financial and retirement planning, IRS/state/local representation, and forensic/litigation support.

Who does the firm typically work with?

We work with business owners, executives, independent professionals, individuals, and family-owned businesses. Marc Dickson has extensive experience with professional service firms, food and beverage, real estate and construction, retail, and nonprofit organizations.

Do you offer a free initial consultation?

Yes. Call (415) 664-2050 or use the consultation form on this page to request a free initial consultation. We are happy to learn about your situation and discuss how we can help.

Can you help with QuickBooks?

Yes. We are Certified QuickBooks ProAdvisors with experience in QuickBooks Online and Desktop. We can help you select the right version, set up and customize the software, train your team, and provide ongoing technical assistance.

Where is your office located?

Our office is at 2390 15th Ave, San Francisco, CA 94116. We can work with clients onsite or remotely. Call (415) 664-2050 or email marc@dickson-cpa.com to get started.

How do existing clients share documents securely?

Current clients can use our secure Client Portal to store and access important financial documents, or SecureSend to deliver a file to the firm. Prospects should call or request a consultation first — the portal is for active client work.

Contact

Schedule your free initial consultation

Call, email, or send a short note. We will follow up to find a time that works — and learn whether we are the right partners for your tax and accounting work.

Office
2390 15th Ave, San Francisco, CA 94116
Fax
(415) 664-2055

Submitting opens your email client addressed to marc@dickson-cpa.com. Prefer a call? Dial (415) 664-2050.