Our People
Sandy Murray

Sandy Murray

CPA
Partner, Tax
Private Client Services Leader
Location: San Francisco |
Industries: Financial Services

Sandy has over 30 years of experience in tax return preparation, planning and research. His experience includes maximizing net worth and minimizing taxes, while helping clients with Incentive Stock Options (ISOs) tax planning. Sandy regularly helps individuals with planning for the sale or acquisition of Qualified Small Business Stock (QSBS), treating losses from Sec 1244 stock and assessing the tax implications of proposed transactions. His background also includes preparing tax projections, as well as identifying and researching complex tax issues.

Sandy’s practice is concentrated on assisting ultra-high-net-worth families with yearly income tax planning and life-long estate planning. He has represented clients from a variety of industries including financial services, professional services, high-tech and real estate in the form of sole proprietorships, partnerships, corporations and LLCs.

Sandy Murray holds an active CPA license in California.

Quick facts

Certifications

Certified Public Accountant

Community
  • Member – American Institute of Certified Public Accountants (AICPA)
  • Member – California Society of Certified Public Accountants (CalCPA)
  • Member, Taxation Committee – CalCPA, San Francisco Chapter
  • Board of Directors – Homeowners Association, Strawberry Vista
  • Past Board of Directors – Mill Valley Soccer Club
  • Past Member – Tamalpais High School Drug and Alcohol Task Force
  • Past Treasurer – Marin FC Alliance
Education

BA/Business Economics, Accounting – University of California, Santa Barbara