​Event Overview

​Join Pilot, the San Francisco Chamber of Commerce, and YesSF for the SF Small Business Tax & Compliance Clinic, a hands-on event designed to help local business owners get fully prepared for the 2026 tax season.

​We are offering two identical sessions so attendees can choose the time that works best:

• ​Morning Session: 9:00 AM – 12:00 PM

• ​Afternoon Session: 1:00 PM – 4:00 PM

​Lunch provided (12:00–1:00 PM) for both groups.
Red Bay Coffee Bar available all day.

​Expert Panels & Working Sessions

​Panel 1: The 2026 San Francisco Small Business Tax Outlook

​A high-level conversation with city leaders and business experts examining the 2026 tax landscape, economic outlook, policy updates, and the challenges SF small businesses should expect. Learn how changing tax frameworks impact daily operations and what proactive steps to take before tax season.

​Panel 2: Practical Tax Strategies for San Francisco Businesses

​A tactical, action-focused session covering the most commonly missed deductions, bookkeeping habits that reduce audit risk, entity structure considerations, quarterly tax planning, and industry-specific pitfalls.
Experts also discuss compliance, financing, workforce decisions, and essential city filings—turning tax complexity into clear next steps.

​Small Business Tax Clinic: Hands-On Help & 1:1 Consultations

​A high-impact breakout session offering personalized guidance across:

• ​Federal, state & local tax obligations

• ​SF filings & deadlines

• ​Sales tax, payroll tax & workforce compliance

• ​Entity structure questions

• ​Bookkeeping best practices

• ​Financing, grants & business planning

• ​Overall business operations support

​Meet directly with Pilot tax specialists, Gusto Compliance specialists, SBDC advisors, local accounting partners.

​
Walk away with a customized 2026 readiness plan: checklists, timelines, and compliance reminders tailored to your business.

​Featured Speakers & Experts

• ​Ted Egan, Chief Economist, City of San Francisco

• ​Jessica Qian Wan, Director, San Francisco Small Business Development Center (SBDC)

• ​David Kupferman, CPA & Tax Expert

• ​Amanda Fried, Chief of Policy & Communications, SF Treasurer & Tax Collector

• ​Jessica McKellar, CEO & Co-Founder, Pilot

• ​Adam Fooksa, Retirement Expert, Gusto

• ​And more…

​Why Attend?

​Whether you need big-picture clarity or specific, actionable guidance, this clinic provides the expert insight, tools, and support you need to stay compliant and financially confident heading into 2026.