Robert Lee Riley CPA MBA-tax
Certified QuickBooks Pro Advisor
Cell: 415 308-0678

Mailing address; PO Box 1146
Sausalito, CA 94966-1146

1001 Bridgeway, #229
Sausalito, CA 94965

50 California, 15th floor
San Francisco, CA 94111

440 Olohana, #1711
Honolulu, HI 96815

Lee is an entrepreneur's accountant/CPA. He is tech savvy
and has the business smarts that make it easy to focus
on your business.
Joseph Loll, President
Blaxo Industries Inc.

I have been employing Lee Riley's services for 13 years
and find his prices to be very reasonable.  
As a young
single woman who had never been well-versed in tax
preparation, I have come to rely on Lee's expert tax
preparation and advice, particularly regarding business
Lee has consistently prepared my tax returns
with the utmost attention to detail and accuracy.  Lacking
background in accounting, I can honestly say that I feel
very confident working with Lee because of his inherent
patience and
his ability to explain tax issues in plain
Also, of great benefit to me are his suggestions
on how to organize my record keeping for efficient
processing (
particularly including useful information I have
learned when attending Lee's seminars
).  I decidedly
recommend him.
Flora Errico
email address available upon request

We always appreciate Lee Riley's conservative and ethical
approach to our finances and taxes.  He keeps us on a
growth strategy without the sleepless nights.
Perhaps that
is why we have worked with him about 17 years. Lee Riley
has always provided us the prompt, professional and best
approach to our financial overview and yearly tax
He has handled the complexities of multi-
state returns as well as stock options, retirements, and
small business.
Joel Lamp, and Rebecca Goforth

Lee Riley has saved us a tremendous amount of money in
taxes each year!  He has knowledge of all the tax laws and
is quick to respond to any tax questions we have!  He has
a huge wealth of knowledge on personal, business and
non profit tax structures!
Marcella Churchill

I found Lee Riley through his work with the Small
Business Administration when I started my first small
business in San Francisco.
He was invaluable in guiding
me through the steps of corporate finance and filings, tax
issues, funding options, and financial operations.
I have
used him since for both personal and corporate tax
submissions. He has provided me with advice and saved
me a lot financially.
Mike Fedor, Health Care Executive and owner of It's A
Grind Coffee House, San Francisco

Lee Riley has been my accountant for about 30 years. His
year end tax returns have always been timely and accurate.
Henry Merten, Realtor, Real Estate Investor

Upon recommendation of a friend, I went to one of Lee's
classes.  I learned a great deal in this class and also
found it interesting across a variety of business topics so
decided to meet him in person. While I had used different
accountants in the past, I merely handed them over lots of
paperwork and left it at that to be completed. When
challenges to these filings came up afterwards I had no
idea where to start understanding my own details. In
working with Lee,
I took more responsibility in
understanding my own financials, tax implications, and he
was always immediately responsive
on any questions I
had across his areas of experience. I would highly
recommend working with Lee.

I hate taxes.  In fact, I dread them.  Lee makes them
appear effortless.  
When I am in a panic, his confidence,
experience and calm personality put me at ease.  He
knows exactly what needs to be done and is a genius at
these small business issues I face on a daily basis.
Eric Corey Freed
Principal, organicARCHITECT
Author, "Green Building & Remodeling for Dummies"

Lee Riley has been doing our taxes for over 20 years.  
Over that period of time he has always been timely,
responsive and able to offer sage advice
as our returns
got more complicated.
He is a trusted advisor.
David and Linda Carroll
White Wing Development

Lee has been helping me for quite some time - well
before the first sale at my business.  
He helped me get
Quickbooks set up which enabled me to start entering
transactions right away.
But it is his tax preparation which
has given us the most beneficial results.  My husband and
I have an extremely complicated tax situation and Lee has
helped us out tremendously in many ways, including by
getting us very large tax refunds.  We are forever grateful
for his expert services.
Jean Rashleger

Thank you for great service and for all the referrals. I am
looking forward to doing business with you in the future.
Gabriel Vaturi
Windfall Catering, San Francisco
(415) 309-0341

I feel very lucky to have had Lee Riley as my tax accountant
for many years.  I value his advice and his professional
thoroughness in dealing with my involved account.  
fees are fair and I certainly feel I'm getting my money's
with Lee.  And it is always a pleasure to sit down
him when I pass on my box of receipts once a year.
Bill Jones

We have retained the professional services of Lee Riley
for the past eight years.  Mr. Riley is an extremely
competent, efficient, and kind CPA.  My husband and I
have enjoyed working with him and plan to continue our
professional relationship with him.
Neither my husband
nor I profess to be that financially savvy.  Lee has definitely
guided us in this area and because of him and his gentle
guidance we have a SEP plan in place for our small
business, we use QuickBooks religiously to track all
personal and business expenditures, and we are currently
setting up an HSA plan to reduce our medical insurance
Lee has greatly aided us in reducing our tax
liability.  His website is an excellent reference and is a
wonderful tutorial for those interested in reducing their tax
and for those interested in finding out more about
the U.S. tax code.
Finally, we have had many questions
over the years due to real estate purchases and sales,
foreign investments, and various other tax questions.  Lee
has always answered all our questions with the utmost
promptness and courtesy.
I have no hesitation in
recommending him.  We greatly appreciate all his efforts.
M. de Jong
email available upon request

Brilliant, efficient and professional ---- are attributes that
Lee’s clients of recent years would agree apply to his
work.  I have been a client for 20 years when we actually
met at his office to go over annual records.  Therefore, I
can confirm that Lee is also personable, handsome and
funny! Thanks to him I have never been audited by the IRS!
MJ Thomas
Hill & Company, Union Street

Lee has been an invaluable help to me over the years,
tax issues with the purchase and sale of
companies, multiple state home ownership, international
properties, and IRS audit.  All these variables were
considered and the tax questions were handled cleanly
simply, with advantageous tax results.  I highly
recommend Lee.
Cindy Osborn
The Entrepreneur's Source

Lee has been my tax accountant for over 15 years. He has
earned my continued business through the effectiveness
of his work on my returns.  I am so convinced of his
I rest assured when referring new clients to
James de Tomasi, Insurance and Financial Services
1750 Montgomery St. Ste. 116
San Francisco, CA  94111
(415) 773-5377
Here is the schedule for my monthly
seminars at Score and the SBA.


If you run a business and you subscribe to the automate-
everything philosophy of organizational efficiency (nods to
Dave Allen of Getting Things Done and Mark Hurst of Bit
Literacy) and you want to bring the same level of
sophistication to that anxiety-driving area of accounting,
bookkeeping and tax filing, then Lee Riley of Riley
Accounting is your man.

Lee is also your man if you believe that the more data you
store and make accessible electronically the more you
can find opportunities that wouldn't exist in a paper-based
process.  The IRS is subjecting your returns to these
types of analyses to find problems, so why not harness
the same concepts to avoid them in the first place?  The
tax code is more complex and more subject to
interpretation than a naive layperson such as myself
might think.  The level of knowledge of the tax code is not
what distinguishes a good CPA from a bad one.  The
knowledge of how the taxing authorities apply the code
and process returns is what creates this distinction.  If
you want to hire a man who knows the system and
empowers you, the business owner and tax payer, with
the knowledge to make smart decisions, then Lee is your

Because of the way Lee works, you need to get your
systems up to speed.  That means to convert from a filing
system of receipt-stuffed drawers and bank statements
scattered in random places replete with annual crises at
tax time, to a system that holds everything electronically,
and minus the crises.  Lee recommends QuickBooks
(which I had some big resistance to because it looks old
and clunky to me--I'm a Web2.0 software consultant) and
NeatReceipts to scan your receipts.  Both run best on
Windows, which was another point of resistance for me,
but thanks to virtualization software it became
manageable.  If you can't convert to this type of process,
you may not be able to leverage its advantages and then
Lee may not be your guy.  If you can, however, then
bookkeeping and accounting loses not only its emotional
charge but you get actual tax savings out of it, and Lee
can help you most effectively.

Lee teaches seminars how to convert to this process and
he's been exceedingly patient in meeting me for hours of
his time to help me get up to speed.  He also publishes
guidelines, fact sheets and very helpful hints that have
been invaluable in guiding me through the myriad of
choices of how to do things tax-wise and business-wise.

He views this as an investment into an effective client
relationship.  He's been responsive on email and in
person in that regard, I'm aware of the overhead this
creates on him, and it's in my own best interest to need
less and less of his time.  Lee will tell you how it is, he's
not the one to sugar coat, but he's friendly and patient.  
Money and taxes can be a hugely emotional topic for
many people, myself included.  Ask yourself what you
want: a CPA or a psychologist.  Choose the best person
for each area you need help with.  Don't expect both to
come in the same person, because you'd get at best an
average of either.
All said and done, his fees are very

Simply Awesome! I can not say enough good things
about Lee. He has helped me get my new business up
and running in more ways than I could have imagined. He
is accurate, friendly, and understands the key issues
many small businesses must address. I give him the
highest possible recommendation. Call him, send him
an email,
go to his Quickbooks class, you will not be
Timothy Barlow

Lee Riley
does a better job of using technology than any
CPA I have ever known
.  He makes everything as efficient
as possible throughout the entire process.
James White

I met Lee Riley at a business event nearly 7 years ago;
he’s been my CPA since then.  He was very helpful in
making sure that I had the correct legal entity, correctly
pointing out that the LLC, which I had just formed, could
incur substantial tax liabilities as a result of the California
gross receipts tax on LLCs.  
Lee advised that I change my
business entity to an S-corporation instead. This change
has saved me many, many thousands of dollars in tax.
highly recommend Lee.
Dave Sutch , President
My Car Guy, Inc.
San Francisco

To really understand the tax issues that arise when you
are a small business owner, you need a proper guide. I
would not hesitate to recommend Lee Riley to help you in
this way. Lee runs a series of inexpensive and quite
invaluable seminars at San Francisco SCORE, focusing
on maintaining tax records and avoiding the pitfalls of
taxes for small businesses.
These seminars are quite
informal and friendly, and require no sophisticated
technical or financial knowledge. Lee focuses on your
"top ten" list of things to remember and mistakes to avoid.

I learned a lot in just a few hours in these seminars that
I'm not sure I ever would have figured out on my own. I
also rely on Lee to help me with my taxes every year and
he has been extremely helpful in making sure I
understand the ins and outs of my own return. Thank you,
Genevieve Conaty
Genevieve Conaty Design, San Francisco

Lee has been my accountant for both my family's
personal taxes as well as my business taxes (consulting
company, S-Corp) for the past 3-4 years.  He was
extremely helpful in helping set up my business,
coaching me on using Quickbooks, and answering many
above and beyond what I thought an
accountant usually does.  He is very quick to respond to
all my requests
(and I am a bit needy), and very
professional.  I would (and do) recommend Lee,
especially for small business owner/operators.
Matt Lowe, Preventive Solutions

I have both worked with Lee on my own personal
taxes/bookkeeping as well as on projects involving
mutual clients.  He is extremely knowledgable and quickly
points you in the direction that makes the most sense in
terms of tax liability and in terms of administrative effort on
the business-owners part.
Lee is extremely personable and not the "stuffy
accountant type" at all!  Probably the best thing about Lee
is his knowledge of training you to do
some of the work yourself, he automatically makes the
accounting process more user-friendly and much much
much more cost-effective.
I highly recommend that you seek out Lee Riley for any
accounting needs.
41 Hallam Street
San Francisco, California 94103
415.260.0947 (t)
415.829.8305 (f)

I AM very hard to please.  As a small business owner,
when someone
"gets it right", I appreciate it greatly.  Lee
has been handling my books for nearly 10 years and from
the quickbooks training, to the insightful guidance and
time saving processes he has in place - he saves me
time, hassle and fosters peace of mind and confidence I
have never had before.
Other CPAs were difficul and non-responsive.  Not Lee.
I love his automated systematic approach because it
saves me time (something I have little of).  Lee's a trusted
advisor to many through the courses he teaches at the
SBA.  He is also a very savvy investor and great source for
anyone seeking to get the most from their earnings with
great clarity.  He makes the tax code EZ for anyone to
follow and for that, he has my endorsement!
Craige Ackerman
415 730-3030

If you wish to send me a testimonial, I would be happy to  
post it here.