Outcome 01
Build a stronger business.
Bring clarity, structure, and rhythm to your finances — so leadership decisions are made on signal, not guesswork.
- Accounting
- Bookkeeping
- Financial reporting
- Business analysis
San Francisco Bay Area · Boutique CPA & Tax Advisors
Trusted financial guidance for the San Francisco Bay Area.
Mok Accountancy Corporation is a boutique CPA and tax advisory firm helping business owners, families, and high‑net‑worth individuals keep more, grow more, and plan smarter — with proactive guidance that lets you move forward with confidence.
20+
Years in public accounting
M.S.
Taxation · Golden Gate University
1:1
Long‑term advisory relationships
Our philosophy
Trusted advisors for people who expect more than tax preparation. We don't simply prepare returns — we become part of our clients' financial lives.
Founder & Principal
Jerry Mok, CPA, M.S. Tax
Meet Jerry Mok
Twenty years of quiet, thoughtful tax strategy — for the people behind Bay Area businesses.
Jerry founded Mok Accountancy Corporation around a simple belief: successful business owners deserve an advisor who knows them — not just their tax return. With more than two decades in public accounting, a Master's in Taxation, and advanced taxation studies at Golden Gate University, he has spent his career helping entrepreneurs, executives, and multi‑generational families across the Peninsula plan with intention.
His clients stay for decades, not seasons. They call before the decision — not after the surprise. That is the relationship Mok Accountancy was built to protect.
- Credentials
- CPA · M.S. Taxation
- Studied at
- Golden Gate University
A signature commitment
Designed for clients who expect more.
We intentionally remain a boutique firm. Fewer clients, deeper relationships, and more of the senior‑advisor attention that complex financial lives quietly require.
Personal relationships
Your advisor knows your business, your family, and the decisions ahead — not just last year's return.
Faster responsiveness
We answer the call, the email, and the question that comes up in the middle of the deal.
Custom tax strategy
Strategy designed around your entities, holdings, and goals — never a checklist applied to your file.
Higher‑quality advice
Senior judgment on every engagement. The work is done by the people you've actually met.
Long‑term partnership
We grow with our clients over decades — through liquidity events, growth stages, and generational transitions.
The proactive standard
Financial confidence doesn't happen by accident.
Successful businesses and families don't wait until tax season. They plan, review, adjust, and strategize — all year long. We sit on the same side of the table and help our clients make proactive decisions before the deadlines, not after the surprise.
Begin a Conversation →Q1 · Winter
Returns filed with foresight, not pressure — built on a year of preparation.
Q2 · Spring
Estimated payments reviewed. Entity, comp, and retirement structure tuned.
Q3 · Summer
Mid‑year planning. Real estate, equity, and liquidity decisions modeled.
Q4 · Autumn
Year‑end strategy: harvesting, deferral, charitable, and gifting decisions.
How we serve our clients
Organized around the outcomes that actually matter.
Our work is not a list of services. It is a set of transformations — built for owners and families who want to keep more, grow with intention, and remove financial stress from their daily lives.
Outcome 02
Keep more of what you earn.
Proactive, year‑round tax strategy designed around your entities, equity, and personal goals.
- Tax planning
- Tax preparation
- Business tax strategy
- Personal tax strategy
Outcome 03
Remove financial stress.
Quiet, dependable support for everything that should never become an emergency.
- Payroll
- IRS representation
- Tax resolution
- Ongoing advisory
Meet the advisory team
You aren't hiring one accountant. You are gaining an experienced advisory team.
Clients of Mok Accountancy gain access to CPAs, tax professionals, business analysts, and multilingual advisors — many holding master's degrees in their fields. The depth of the firm sits quietly behind every relationship.
·
Certified Public Accountants
Senior judgment on every engagement, from entity strategy to attestation.
·
Tax Professionals
Specialists in business, personal, and multi‑state tax across the Bay Area.
·
Business Analysts
Cash flow, forecasting, and operating insight for owners scaling thoughtfully.
·
Multilingual Advisors
Serving the Peninsula's families and founders in the language they trust.
Premier financial advisors for the Bay Area
Built around the lives, businesses, and neighborhoods of the Peninsula.
From San Mateo and Burlingame to Hillsborough, Redwood City, Foster City, Palo Alto, and Half Moon Bay — and across the Embarcadero, the Financial District, and the City — geography is part of our practice. We understand Bay Area entrepreneurs because we are them.
San MateoBurlingameHillsboroughRedwood CityFoster CityPalo AltoHalf Moon BaySan FranciscoSilicon Valley
Learning center
Educators first. Service providers second.
A growing library of California‑focused planning notes, business insights, and tax updates — written in plain language for the people who actually have to make the decision.
California tax planning
What Bay Area business owners should review before year‑end.
8 min read →
Small business insights
Reasonable compensation for S‑corp owners: a Peninsula perspective.
6 min read →
Personal tax strategy
RSU vesting, AMT, and the conversations to have before liquidity.
10 min read →
Payroll guidance
Hiring your first California employee: what changes — and what doesn't.
5 min read →
Financial planning
Multi‑generational wealth: structuring the next twenty years.
11 min read →
Business strategy
When a quarterly review actually changes a year.
7 min read →
What it's like to work with us
A relationship, designed.
You are not purchasing a one‑time service. From the first conversation, the firm is built around a relationship that grows with you over the years and decades ahead.
01
Initial Conversation
An unhurried discussion about your life, your business, and what you are quietly carrying.
02
Financial Review
A careful look at your entities, returns, structure, and the questions ahead.
03
Personalized Strategy
A clear plan — tax, structure, cash flow — built to your circumstances.
04
Implementation
We execute alongside you, coordinate with counsel and advisors, and remove friction.
05
Long‑Term Advisory
Quarterly attention, year‑round responsiveness, and a steady seat at your table.
Begin a private conversation
The right advisor is the one you'll still be working with in twenty years.
If you are looking for a trusted CPA and tax advisor in the Bay Area — for yourself, your business, or your family — we'd be honored to begin a conversation.