Professional Accounting & Tax Services
Premier, Personalized Support from Your Bay Area CPA
Based in beautiful San Francisco, California, we provide small businesses and individuals with Accounting and Tax services locally in the Bay Area and virtually across the country.
Whether you're a therapist, attorney, doctor, or small business owner, we offer top-tier services in bookkeeping, tax preparation, financial reporting, and advisory solutions. With deep expertise and a commitment to professionalism, we tailor our support to meet your unique needs and goals. Our firm is dedicated to delivering personalized, high-quality financial and business guidance to help you succeed.
Services
For Individuals
We provide both advisory and preparation services for individual tax returns. If you have rental properties, inheritance and estate matters, foreign or multi-state filings, or any other complex tax situations, we will help you feel comfortable knowing you’ve gotten the most favorable tax position possible.
For Businesses
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Accurate, timely, and insightful bookkeeping is essential to running a successful business. Using QuickBooks and other trusted tools, we help you organize expenses, manage payroll and sales taxes, and calculate depreciation. Our team takes care of the daily bookkeeping tasks so you can stay focused on growing your business. With Wind CPA, closing your monthly, quarterly, or annual books becomes a smooth and stress-free process.
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Integrating tax preparation with your bookkeeping is one of the most efficient and effective ways to ensure your financial records are accurate and well-managed. In addition to quarterly tax estimates, we offer incorporation guidance and other strategic services to help you optimize your annual tax filings. Our certified public accountants provide comprehensive tax planning and preparation support, using proven strategies to minimize liabilities and maximize cash flow.
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Eric has several years’ experience in corporate Financial Planning and Analysis and provides fractional CFO services to help you set budgets, analyze costs, and provide fiscal oversight over your next project.
We serve individuals and entrepreneurs as well as small businesses.
✓ Sole Proprietorships
✓ Limited Liability Companies (LLC)
✓ S Corporations
✓ C Corporations
✓ Partnerships
✓ Limited Liability Partnerships
✓ Non-Profits 501 (C )
✓ Trusts and Estates
San Francisco, Greater Bay Area
+ Virtual, across the country
About
Eric Wind is a seasoned CPA based in California with over a decade of experience spanning public accounting, corporate finance, and strategic advisory roles. His career includes key accounting and finance roles at PayPal, Dolby Laboratories, and Wells Fargo. Throughout these roles, Eric has led integration projects, managed global accounting teams, driven financial governance for newly acquired entities, overseen budget planning, and managed financial reporting from journal entries to SEC filings.
Eric brings a unique blend of technical expertise, strategic insight, and leadership. He is highly skilled in financial modeling, SOX compliance, ERP systems (SAP and Oracle), and tax preparation. With active CPA licensure in California and a strong foundation built through years of practical experience, Eric offers clients a rare combination of corporate sophistication and small-business relatability.
Whether supporting mergers at a global scale or helping a local business stay on top of its books, Eric is committed to delivering clear, personalized, and high-integrity financial solutions.
