Boldt, Carlisle & Smith CPAs

Boldt, Carlisle & Smith CPAs is a certified public accounting practice working in tax, audit, compliance and financial strategy. Alongside traditional accounting it runs a business technology practice, and it lists an office in South San Francisco, California.

What Boldt, Carlisle & Smith CPAs does

• Tax and business services: tax work for companies and individuals, including international estate and gift tax planning.
• Assurance and advisory: audit and advisory work for private businesses.
• Forensic accounting: litigation support, forensic work and expert witness services.
• Trust and probate accounting: accounting for trusts and estates.
• Business informatics: ERP and CRM advisory, SOC reports and IT audit, plus financial planning and data analytics.

Who it serves

It serves entrepreneurs and family-owned firms, companies backed by venture or private equity, high net worth individuals and public companies.

Key facts

• Office: South San Francisco, California, United States
• Practice areas: assurance, tax and business informatics