Accounting Firm

Boldt, Carlisle & Smith CPAs

CPA firm offering tax, audit, advisory and business technology services to companies and wealthy individuals

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TrustList summary

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

Summary written by TrustList from the business's own published information, Sep 2026.

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Categories & features

Rankings

Boldt, Carlisle & Smith CPAs is ranked on 2 TrustList rankings: #2 on 2.

Every ranking orders its listings by their reviews, how complete the profile is and the Trust Score. Boldt, Carlisle & Smith CPAs has no reviews yet and 3 of the 10 profile details we look for. Where no listing on a page has been reviewed, the order follows the profiles alone.

Accounting firm · 2 rankings

#2of 31
Analytics
It is the only one of the 31 here listing private equity and one of 3 here listing data analytics.
Its profile: “- Business informatics: ERP and CRM advisory, SOC reports and IT audit, plus financial planning and data analytics.”
Of the 31 here, 16 also cover accounting and 8 also cover tax; 2 also work in San Diego and 2 also work in California.
Behind Blake Willson Group, LLC, ahead of Burgess Kilpatrick.
#2of 6
Private equity
It is the only one of the 6 here listing analytics and partnership.
Its profile: “It serves entrepreneurs and family-owned firms, companies backed by venture or private equity, high net worth individuals and public companies.”
Of the 6 here, 3 also cover goals and 2 also cover administration.
Behind BDG CPAs, ahead of Frazier & Deeter, LLC.