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Tax & bookkeeping · San Francisco

Tax and bookkeeping services for personal and business clients.

SM Bookkeeping Services helps individuals and businesses with bookkeeping, tax preparation, advising, and representation — led by Founder & CEO Sherif Matar from San Francisco.

Founder & CEO

Sherif Matar

Welcome to SM Services — practical bookkeeping and tax help for personal and business clients, with leadership rooted in tax audit and compliance experience.

Office
Executive Park Blvd
Focus
Books · Tax · Advising · Representation

What we offer

Bookkeeping, tax preparation, and representation — in one practice.

From keeping the books current to filing returns and standing with you on audits and collections, SM Bookkeeping Services is built for personal and business clients who want clear, practical help.

Tax preparation

Individual & business returns

Careful preparation of personal and business income tax returns, with advising for personal and corporate clients.

  • Individual income tax returns
  • Business tax returns
  • Advice for personal and corporate clients
  • Year-round questions as your situation changes

Tax advising

Guidance before you file

Consultations that help you understand options, timing, and next steps — not just forms at the deadline.

  • Individual and business consultations
  • Planning conversations ahead of filing
  • Support when rules or facts change
  • Clear recommendations in plain language

Audits

Tax audit representation

When the IRS or a state tax authority asks questions, you do not have to face the process alone.

  • Audit and examination support
  • Organized responses grounded in your records
  • Steady communication through the process
  • Coordination with your overall tax picture

Collections

Collections & payment plans

Help when notices turn into collection pressure — including payment arrangements that fit what you can do.

  • Collection representation
  • Payment arrangements
  • Practical paths when balances feel overwhelming
  • Support responding to notices and deadlines

Resolution

Offers, levies & liens

Focused help with Offer in Compromise work, bank levy issues, and tax lien matters when you need a path forward.

  • Offer in Compromise support
  • Bank levy assistance
  • Tax lien services
  • Step-by-step guidance through complex cases

Second Look

Already have a return or a stack of notices? Get a second look.

Bring your prior return, bookkeeping file, or IRS correspondence. We will review what you have, explain what we see, and outline practical next steps — at no charge for the initial consultation.

A free consultation covers

  • A clear read on your tax or bookkeeping picture
  • Notice, audit, collection, levy, or lien review
  • Honest scope for preparation, advising, or representation
  • Next-step options you can act on

Why clients choose SM

Experience that makes a difference — without the runaround.

Leadership with audit backgrounds

Founder & CEO Sherif Matar is a former tax auditor; Founder & CFO Homam Rady is a former tax compliance supervisor; COO Mohamed Ali Abdelaal is a former financial auditor.

Books and tax under one roof

From day-to-day books to returns, advising, and representation, SM Bookkeeping Services supports personal and business clients without sending you elsewhere for the basics.

Hours that fit real schedules

Monday through Thursday 11:30am–8pm, with Friday and Saturday by appointment — so evenings and weekend windows are available when you need them.

How working together usually goes

  1. 01

    Call or email

    Reach out for a free consultation. Share a short outline of your bookkeeping, tax, or notice situation.

  2. 02

    Clarify the picture

    Together you review records, returns, notices, and timing — so scope matches what you actually need.

  3. 03

    Do the work

    Bookkeeping, preparation, advising, or representation moves forward with attention to accuracy and deadlines.

  4. 04

    Stay connected

    Ongoing questions and seasonal filing keep your books and tax matters from becoming a once-a-year scramble.

About the firm

Practice and experience, led by people who know the other side of the desk.

SM Bookkeeping Services, Inc. (also known as S.M. Accounting Services, Inc.) has served clients with over 20 years of practice. The leadership team brings backgrounds in tax auditing, tax compliance supervision, and financial auditing.

“Welcome to SM Services. We hope you enjoy our services as much as we enjoy offering them to you.” — Sherif Matar, CEO

  • Sherif Matar

    Founder & CEO

    Former tax auditor

  • Homam Rady

    Founder & CFO

    Former tax compliance supervisor

  • Mohamed Ali Abdelaal

    COO

    Former financial auditor

FAQ

Questions clients ask first

Who does SM Bookkeeping Services help?

Individuals and businesses that need bookkeeping, tax preparation, tax advising, and help with audits, collections, Offers in Compromise, payment arrangements, bank levies, and tax liens — from the firm’s San Francisco office.

Where is the office located?

150 Executive Park Blvd. Suite #3800, San Francisco, CA 94134. You are welcome to call, email, write, or visit during published hours.

What are the office hours?

Monday through Thursday, 11:30am to 8pm. Friday and Saturday are by appointment. Call (415) 592-6080 or email info@smsrvs.com to schedule.

What services does the firm offer?

Full bookkeeping; individual and business tax preparation; tax advising and consultations; tax audit representation; collection representation; Offer in Compromise support; payment arrangements; and bank levy and tax lien services.

How do I schedule a free consultation?

Call (415) 592-6080 or email info@smsrvs.com. You can also use the contact form on the firm’s contact page if you prefer to write first.

Who leads the firm?

Sherif Matar is Founder and CEO (former tax auditor). Homam Rady is Founder and CFO (former tax compliance supervisor). Mohamed Ali Abdelaal serves as COO (former financial auditor).

Contact

Call or email for a free consultation.

If we can be of any help, please contact us by email, phone, write us, or visit us at our office. Appointments are available during weekday evening hours and on Friday or Saturday by request.

Hours
Mon–Thur: 11:30am–8pm
Fri–Sat: By appointment

Ready when you are

Free consultation for personal and business tax & bookkeeping needs.

Tell us whether you need books cleaned up, a return prepared, advising before you file, or help with an audit, collection, Offer in Compromise, levy, or lien.

Call Book