Equifirst provides tax preparation, bookkeeping, and tax advisory services for San Francisco professionals and small business owners.
All work is handled directly by an IRS-licensed Enrolled Agent with over 10 years of experience navigating California and multi-state tax rules.
San Francisco clients often face tax situations that are anything but simple.
Equity compensation, multiple income streams, remote or hybrid work, side businesses, and frequent state moves are common here, and mistakes can get expensive quickly under California rules.
Equifirst is led by Olha Krushevska, an IRS-licensed Enrolled Agent with more than a decade of experience in tax, bookkeeping, and small business advisory.
After years of seeing clients struggle with fragmented advice and unclear answers, Olha built Equifirst to offer a more focused, relationship-driven alternative, where one professional stays involved and accountable.
Accurate federal and California state tax returns for individuals and businesses, including multi-state filings, amended returns, prior-year catch-up, and IRS or state notices.
Monthly bookkeeping, reconciliations, payroll coordination, and clear financial reports that stay tax-ready throughout the year.
San Francisco tax situations can get complicated fast, especially when income doesn’t come from one “normal” paycheck.
Working with an Enrolled Agent matters because:
An Enrolled Agent is federally licensed, focused on tax law, and authorized to represent you before the IRS, so you get filing, guidance, and support from the same professional.
Equifirst works with San Francisco clients including:
Equifirst has supported 100+ individuals and small business owners with tax preparation, bookkeeping, and advisory services, including long-term clients in San Francisco and across the U.S.
Equifirst supports clients throughout San Francisco, including:
SoMa, Financial District, Mission District, Nob Hill, North Beach, Russian Hill, Marina District, Pacific Heights, Noe Valley, Hayes Valley, Inner Sunset, Outer Sunset, and the Richmond District.
We also work with individuals and small business owners across the greater Bay Area, including Oakland, Berkeley, Emeryville, Daly City, South San Francisco, San Mateo, Redwood City, Palo Alto, Mountain View, Sunnyvale, and San Jose.
Equifirst also serves clients in other key markets, including Los Angeles, Lexington, and Miami / Hallandale Beach, supporting individuals and small business owners nationwide.
You can work fully remotely using secure digital tools or coordinate locally as needed.
HOURS:
Monday–Friday:
9:00 AM – 5:00 PM (Pacific)
If you’re based in San Francisco or the Bay Area and want your taxes and financials handled with care, consistency, and context, Equifirst is here to support you.
You’ll work directly with an IRS-licensed Enrolled Agent who understands the realities of San Francisco income structures, equity compensation, multi-state work, and small business compliance.
Book a Consultation or contact us directly:
Yes. Many San Francisco clients earn income through freelance, consulting, startup, or contract work. We help with estimated taxes, multiple income sources, deductions, and long-term planning so your tax obligations stay predictable.
Absolutely. Bay Area clients often move, work remotely, or earn income outside California. We handle multi-state filings, income allocation, credits, and compliance so everything is reported correctly at both the federal and state level.
Yes. We regularly work with founders and employees dealing with stock options, RSUs, and startup-related income. We help you understand the tax impact and plan around key events like vesting, exercises, or liquidity.
Yes. As an Enrolled Agent, Olha is authorized to communicate directly with the IRS and assist with California Franchise Tax Board notices. We help you understand the notice, respond accurately, and resolve issues calmly and efficiently.
Yes. We provide monthly bookkeeping, reconciliations, payroll coordination, and financial reporting for San Francisco businesses that want clean, tax-ready books throughout the year.
Yes. We evaluate whether an S-Corp makes sense based on your income and situation, prepare and file Form 2553, and coordinate payroll and bookkeeping so everything stays compliant with California and federal rules.
This is very common, especially with relocations, startups, or freelance work. We help clients file prior-year returns, correct errors, and create a clear plan to get back into compliance without unnecessary stress.
Yes. Many San Francisco clients travel frequently or live part-time elsewhere. Secure digital systems allow us to work together smoothly regardless of location.
Yes. An Enrolled Agent (EA) is licensed directly by the IRS and specializes exclusively in taxation. EAs are authorized to represent taxpayers before the IRS in all 50 states, similar to CPAs and tax attorneys.
The easiest way is to book a consultation. We’ll review your situation, answer your questions, and outline next steps based on your specific needs.
