Trusted Partners
At Zumifi, we think of ourselves as more than your bookkeeping team. Over the years we've built relationships with professionals across the Bay Area who we trust with our own business and refer to clients regularly. Below are the people we turn to first, for taxes, legal work, insurance, real estate, marketing, and more. Reach out to any of them directly and let them know Zumifi sent you.
Most Recommended
📊How would you rate your CPA, on a scale of 1 to 5?
If it's a 3 or below, let's talk. We highly recommend Irina Pichko at SingerLewak.
Irina Pichko, SingerLewak
ipichko@singerlewak.com
ipichko@singerlewak.com
📜Has your trust or estate plan been reviewed in the last two years?
Life changes, and your plan should too. Matt Walding helps individuals and families keep their estate plans current while protecting what matters most.
💰Are your investments on track to support the retirement you envision?
Scott Jacobs helps clients tune out the daily market noise and focus on a long term, evidence based plan that provides confidence and peace of mind.
Scott Jacobs, WRP Wealth
sjacobs@wrpwealth.com | (415) 902-5258
sjacobs@wrpwealth.com | (415) 902-5258
🤖Want an unlimited AI tutor?
These short, practical lessons have changed how we work at Zumifi. They can help you save time, work smarter, and get better results with AI too.
Browse All Trusted Partners
Organized by category. Contact anyone below directly, they know Zumifi sends business their way.
Legal & Accounting
Irina Pichko
Tax Advisor
SingerLewak
Matthew Walding
Estate Planning Law
Santos Walding
Erum Choudhry
Immigration Law
Erum Choudhry Law, PC
Gabrielle Rekhtman
Real Estate Law
McLaughlin Sanchez LLP
Ilya Filmus
Personal Injury Law
Infinity Law Group
Jeffrey Pink
Legal Document Filing & Process Service
Are You Being Served
Svetlana Kamyshanskaya
Business Law
Primum Law Group, PC
Finance & Insurance
Scott Jacobs
Financial Advisor
WRP Wealth
Heather Love
Life & Disability Insurance
Insurance Advisor
Kevin Casey
Mortgage Advisor
Guarantee Mortgage
Marge Bottari
Reverse Mortgages
All California Mortgage
Osvaldo Paz
Business Financing
US Bank
Richard O. Monetta
Business Insurance & Asset Finance
Farmers Insurance, Jordan Racey Office
Samuel Lee
Residential Mortgages
US Bank
Phil Galante
Mortgage & Business Consulting
CTASafe
Real Estate
Carolyn Reinholdt
Residential Real Estate Agent
Compass
Mahesh Patki
Residential Leasing
Brown & Patki Inc.
Preet Sekhon
Cost Segregation Services
Realm
Thomas Redmond
Residential Real Estate Agent
Redmond Realty
Consulting & Business Services
Adrienne Dale
Business Consultant, Management
Pivotal LLC
Carter Welch
Business Consultant, Small Business
The Fig Tree Group, Powered by Shirlaws
Cynthia Randall
Business Broker
Transworld Business Advisors SF
Julee Jenkins
Business Consultant, Cost Reduction
Schooley Mitchell
Raheel Bodla
Business Coach
Business Training/Coach
Daniel Kim
Office Services
Global Office
Marketing & Creative
Jessica Wikingellis
Social Media
Love Wild Rivers
Stuart Locklear
Videographer & Film Producer
Stuart Locklear Photography
Zoran Basich
Large Format Printing & Signage
SpeedPro SF Waterfront
Health & Wellness
Allen Harrison
Chiropractor
The Balance Atlas
Cheryl Rouch
Holistic Skincare & Reiki Energy Healing
Kokoro Kara Wellness
Corri Moss-Hunter
Counselor / Psychotherapist, LMFT
Marriage & Family Therapy
Construction & Home Services
Pedro Perez
General Contractor
Platinum Premier Construction
Andy Levine
Architect
Levine Architects
Ada Nevarez
Moving Company
Nevarez Moving Company
Brent Hensley
Senior Services & Assisted Living Advisor
Assisted Living Locators of San Francisco
Technology
Tushar Verma
App Developer
Jewar International Technologies
Know someone who should be on this list?
Let us know.
