San Francisco CPA · North Beach since 1994

Tax counsel and IRS defense with the drive to resolve what others leave hanging

David Kupferman, CPA helps individuals and businesses plan taxes in plain English, resolve IRS and FTB problems, and get CFO-level clarity — from Columbus Avenue in North Beach.

470 Columbus Avenue, Suite 204, San Francisco, CA 94133

1994

Founded in San Francisco

CPA

Principal-led practice

ASTPS

Tax problem solvers member

North Beach

Columbus Avenue office

Services

Ways we help North Beach families and Bay Area businesses

From annual returns to high-stakes IRS matters and CFO-level counsel, the practice pairs technical depth with personal service — one client at a time.

Collaborative tax planning and advisory work

Plain-English planning, year-round checkpoints, and hands-on problem solving.

Tax

Tax Planning & Compliance

Plain-English tax planning and return preparation for individuals and businesses — so you can work hand-in-hand with us on techniques that fit today’s laws and rulings.

  • Individuals, corporations & partnerships
  • LLCs / LLPs, trusts & gifts
  • Year-round planning checkpoints
  • Buy/sell and divorce tax effects

Defense

IRS & FTB Representation

David Kupferman, CPA is among a small percentage of CPAs specialized in tax problem resolution — audits, collections, liens, levies, appeals, and negotiated resolutions.

  • IRS & FTB audit representation
  • Installment agreements & lien relief
  • Levy release and appeals
  • Tax debt negotiation support

Advisory

CFO & Business Consulting

More than 25 years of CFO-level counsel on structure, financing, valuations, and cash — for startups, established companies, and owners who need a steady financial partner.

  • Entity structure & financing advice
  • Business plans & financial models
  • QuickBooks & Xero setup
  • Bookkeeping and compilations

Forensic

Litigation Support

Economic damages, forensic analysis, and investigation support that brings accounting rigor to legal matters — backed by Certified Forensic Accountant credentials.

  • Economic damages analysis
  • Forensic investigation support
  • Expert collaboration with counsel
  • Complex documentation review

Tax problem resolution

When the IRS or FTB comes calling, experience matters

David has helped reduce taxes, win audits, negotiate installments, release liens, halt and retract levied funds, win appeals, and compromise tax debts — with specialist training from the American Society of Tax Problem Solvers and credentials as a Certified Forensic Accountant.

  • Audit representation before the IRS and Franchise Tax Board
  • Collection alternatives, liens, and levy relief
  • Appeals and negotiated resolutions
  • Plain-English guidance when the stakes feel personal

Client voice

“Every time I’ve been audited, David’s won. I’ve never had to pay the government any more money than I owed them.”

David Schach

Client testimonial

David Kupferman, CPA

Principal · Founder

David Kupferman, CPA · DABFA

North Beach, San Francisco · since 1994

Principal

David Kupferman, CPA · DABFA

A KPMG-trained CPA who has stood both in public practice and as CFO for U.S. and international tech ventures. David helps high-net-worth individuals, trusts, and businesses that need seasoned tax advice — and the resolve to finish hard problems.

Founded in 1994, the practice still serves many of the same businesses and families from those early years. The office runs a secure, fully paperless workflow so your information stays protected and your work stays efficient.

  • CPA · DABFA · CGMA
  • ASTPS member
  • Certified Forensic Accountant
  • North Beach, San Francisco

Memberships & certifications

  • AICPA Tax Section
  • CalCPA
  • ASTPS
  • QuickBooks ProAdvisor
  • Xero Certified
  • CGMA
  • ACFEI Forensic

How we work

A clear path from first call to lasting partnership

  1. 01

    Call or Book

    Reach David’s North Beach office by phone or send a message through the contact form. Tell us what you need — tax prep, a notice, or a business question.

  2. 02

    Clarity First

    We learn your entities, history, and pressure points. Prior returns and notices get a clear-eyed look so opportunities and risks surface early.

  3. 03

    Plan & Resolve

    A practical path for planning, filing, representation, or consulting — explained in plain English, then executed with care.

  4. 04

    Year-Round Partnership

    Many of the same families and businesses since 1994. Secure paperless workflows and a team that stays with you between seasons.

Client voices

What clients say about working with David

“Every time I’ve been audited, David’s won. I’ve never had to pay the government any more money than I owed them.”

David Schach

Client

“It’s on a first-name basis, it’s a family. There are no surprises at the end of the year.”

Marwan Hannon

Client

“What impresses me about David is his total commitment to his clients. He analyzed the complexity of my problems and broke it down, and explained it to me in a way that I could understand.”

Rodel Rodis

Attorney

“David hasn’t lost to the IRS in over five audits I have had to endure. 5-0 is a great record. David is the best in the business.”

David S.

Long-time client

“I was up against the wall with an issue with the IRS that my prior accountant had completely dropped the ball on… David jumped into that immediately, took care of it, got it resolved.”

Debra Lerch

Malpractice Attorney

“The best and most ethical CPA I have found in the Bay Area. I highly recommend him.”

KG

Client

Confidential offer

Request a tax situation review

Facing a notice, an audit, or a return that never sat right? Share your situation for a confidential conversation. We will look for clarity, next steps, and whether a deeper engagement makes sense — without pressure or guaranteed-savings promises.

FAQ

Answers before you call

What does David Kupferman, CPA specialize in?

The firm focuses on tax planning and compliance for individuals and businesses, IRS and California FTB representation and tax problem resolution, CFO and business consulting, and litigation support / forensic accounting.

Who leads the practice?

David Kupferman, CPA (DABFA) leads the firm from North Beach, San Francisco. He is a member of the American Society of Tax Problem Solvers and a Certified Forensic Accountant (American College of Forensic Examiners).

Where is the office?

The office is at 470 Columbus Avenue, Suite 204, San Francisco, CA 94133, near North Beach. Parking is available at North Beach Garage, 735 Vallejo Street — about one block away. Call (415) 242-1111 or use the contact form to get started.

Can you help with an IRS or FTB notice?

Yes. Tax problem resolution is a core specialty — audits, collections, liens, levies, appeals, and negotiated resolutions. Call or book a consult so we can review your notice and next steps.

How long has the firm served San Francisco clients?

The practice was founded in 1994 and still serves many of the same businesses and families from those early years — with a fully paperless, secure workflow.

How do I get started — call or book?

Call (415) 242-1111 or book through the contact page. Email david@sfcpa.com works too. The client portal is for existing clients — new prospects should call or book.

Contact

Talk with David’s North Beach office

Call, book through the contact form, or email. New clients start with a conversation — the portal is reserved for current engagements.

Office
470 Columbus Avenue, Suite 204, San Francisco, CA 94133

Parking: North Beach Garage, 735 Vallejo St — about one block away.

San Francisco skyline near the North Beach office

470 Columbus Avenue, Suite 204 · North Beach, San Francisco

Prefer to write first?

Use the firm’s contact form for a structured message, or email David directly. Include your name, best phone, and a short note on your tax or business situation.