Accounting and tax in San Francisco for the Bay Area.
Bookkeeping, payroll, tax, and advisory for Bay Area business owners and investors, from our office in the Financial District.
From our San Francisco office on California Street in the Financial District, TreeStar serves business owners and investors across the Bay Area. Costs are high here and decisions move quickly, so clear numbers matter: property-level books for real estate investors, inventory and tax support for licensed cannabis businesses, and forecasting that helps growing companies plan hiring and capital. Bookkeeping, payroll, tax, and advisory come from one connected team working from the same information. You can work with us entirely online, sharing documents through our secure client portal and meeting by video when it suits your schedule.
Serving San Francisco and the Bay Area
- San Francisco
- Oakland
- Berkeley
- Walnut Creek
- Marin County
- Napa
- San Mateo
- Redwood City
- Palo Alto
- San Jose
- East Bay
- Peninsula
- South Bay
Where we help most
Property-level books, depreciation planning, and exchange support for Bay Area portfolios.
→ cfo_financial_strategy CFO & Financial StrategyForecasting, reporting, and decision support for growing companies without a full-time finance leader.
→ cannabis_retail Cannabis RetailPoint-of-sale reconciliation, excise collection, and inventory controls for licensed retailers.
→ multistate_tax Multistate TaxFiling reviews for companies with customers, employees, or property in other states.
→How working together works
- 01 Start with a conversation
Call any office or book a discovery call. We learn how your business runs before we recommend anything.
- 02 Share documents securely
Documents and e-signatures move through our TaxDome client portal, never through email attachments.
- 03 Work with one connected team
Bookkeeping, payroll, tax, and advisory work from the same information, by phone, by video, or in person by arrangement.
Common questions
Do you work with real estate investors in the Bay Area?
Yes. We keep property-level books, plan around depreciation, exchanges, and passive activity rules, and account for the ways California differs from federal tax law, such as its treatment of bonus depreciation.
Can you support a growing company without a full-time finance team?
Yes. Our controller and CFO-level advisory services give growing companies forecasting, reporting, and decision support without a full-time hire.
Do you work with cannabis retailers and manufacturers in San Francisco?
Yes. We support licensed retailers and manufacturers with inventory costing, excise reporting, and §280E planning, working alongside your attorney and compliance team.