Multi‑State Tax
Confident filing across every state you touch.
Resident, non‑resident, and remote worker filings handled with current state‑by‑state expertise.
Learn more
San Francisco · Serving clients in all 50 states
Modern financial guidance for businesses & professionals who move fast.
VM Accounting & Tax Services is a cloud‑based San Francisco CPA firm helping entrepreneurs, remote business owners, and multi‑state clients navigate financial life with clarity, responsiveness, and confidence — wherever they work.
- All 50
- States served
- Cloud‑first
- Modern workflows
- CPA‑led
- Trusted advisory
Headquarters
659 Mission St, #500
San Francisco, CA 94105
Financial clarity
From scattered systems to a single, organized financial picture.
Most clients arrive juggling spreadsheets, mailbox piles, and multi‑state tax questions. We replace the friction with calm, organized systems and a CPA who actually responds.
Before VM
- Disorganized bookkeeping and end‑of‑year scrambles
- Multi‑state tax confusion across remote teams and homes
- Reactive planning — decisions made after the deadline
- Slow, transactional communication with your accountant
- No real visibility into how the business is performing
With VM
- Clean books closed monthly in one cloud system
- Confident multi‑state filing across CA and every state you touch
- Proactive tax planning that runs all year, not just in April
- Responsive, plain‑English communication on your schedule
- Clear dashboards showing where your business actually stands
Virtual advisory
Built cloud‑first — so location is never the constraint.
Whether you live across town in the Mission, run a remote team from Austin, or relocated overseas last quarter, our virtual workflow gives you the same level of service you'd receive in our office — only faster, more secure, and easier to access.
Secure digital onboarding
Encrypted uploads, e‑signature, and a guided start that takes minutes — not weeks.
Cloud accounting stack
QuickBooks Online, modern integrations, and a real‑time view into your books.
Video advisory meetings
Quarterly strategy calls and on‑demand check‑ins from anywhere in the country.
Responsive communication
Quick replies on the channels you actually use — not week‑long email chains.
What we do
A full‑service CPA partner — organized around your operations.
Multi‑state tax, virtual accounting, payroll, and ongoing advisory — delivered with the speed and polish of a modern Bay Area firm.
Business Accounting
Clean books and clear monthly reporting.
Reconciliations, financial statements, and a structured close every month.
Learn moreVirtual Bookkeeping
Day‑to‑day finances, quietly handled.
Cloud‑based bookkeeping with full audit trail and live owner visibility.
Learn morePayroll
Reliable payroll on autopilot.
Multi‑state payroll, tax filings, and year‑end W‑2 / 1099 paperwork — all in one workflow.
Learn moreTax Planning
Strategy that runs all year, not just in April.
Quarterly projections and proactive moves to optimize your tax position before deadlines.
Learn moreCloud Accounting
A modern stack built around QuickBooks Online.
Setup, app integrations, and clean digital workflows that scale with your business.
Learn moreBusiness Consulting
A trusted voice on the decisions ahead.
Entity selection, owner compensation, and the structural calls that compound for years.
Learn moreVirtual CFO Support
Strategic finance — without a full‑time hire.
Forecasting, KPIs, and the financial operating rhythm growing companies need.
Learn moreIRS Representation
Calm, capable response when notices arrive.
CPA‑led representation for audits, notices, and resolution of prior‑year issues.
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San Francisco · Mission Street
Built in SOMA — for the way modern businesses actually operate.
Our office sits in the heart of San Francisco's Mission Street corridor, surrounded by the founders, operators, and remote teams shaping the next decade of business. That energy shapes how we work: fast, cloud‑first, deeply organized, and built for clients who don't have time for friction.
SOMA
Mission St HQ
Bay Area
Modern firm
Remote
Native workflow
Responsiveness & relationship
A CPA who actually responds — and a workflow that quietly does the work.
Most clients tell us the same thing in the first month: they finally feel supported. That's not an accident — it's the operating model.
Step 01
Same‑week replies
Real responses from your CPA on your schedule — not a generic ticketing queue.
Step 02
Proactive outreach
We surface what matters before deadlines, surprises, or end‑of‑quarter pressure.
Step 03
Organized systems
One secure portal, one source of truth, and a clean digital paper trail.
Step 04
Long‑term partnership
The same trusted advisor through every season of business and life.
The modern client experience
Calm. Fast. Secure. Organized end‑to‑end.
From your first onboarding call to the year‑end wrap‑up, every touchpoint is built to feel modern and frictionless.
Step 01
Discovery call
A 30‑minute virtual intro to understand your business and the year ahead.
Step 02
Digital onboarding
Encrypted document upload, e‑sign, and a guided account setup.
Step 03
Cloud setup
QuickBooks Online configured, integrated, and ready for your workflow.
Step 04
Monthly rhythm
Books closed, reports delivered, and proactive notes from your advisor.
Step 05
Strategic reviews
Quarterly planning calls plus on‑demand advisory whenever decisions come up.
QuickBooks OnlineCloud AccountingEncrypted Client PortalDigital OnboardingMulti‑State FilingVirtual CFOProactive Tax Planning
Who we serve
Built for ambitious, fast‑moving professionals.
We work best with clients who value clarity, responsiveness, and a long‑term financial partner who genuinely makes life easier.
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Entrepreneurs
Founders and operators building modern businesses who need clean books and a strategic voice from day one.
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Remote Professionals
Consultants, engineers, and operators working across states — with the multi‑state tax picture that comes with it.
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Startup Founders
Equity, payroll, and entity decisions handled cleanly so you can keep building the company.
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Real Estate Investors
Entity structure, depreciation strategy, and bookkeeping built for portfolios across markets.
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Multi‑State Taxpayers
Confident filing across resident, non‑resident, and remote work scenarios — every year.
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Modern Business Owners
Service firms, agencies, and growing teams who want a cloud‑first CPA in their corner.
Start working virtually
Modern accounting should feel organized, responsive, and built around your life.
Book a free 30‑minute consultation. We'll review where you are, what you need, and how a modern Bay Area CPA partner can move you forward — confidently, wherever you work.
Visit · or work with us virtually
659 Mission St, #500
San Francisco, CA 94105
- Phone
- (877) 677‑3737
- Hours
- Mon–Fri · 9–6 PT
- Coverage
- All 50 states