Luke Sorensen
CPA
luke@se-cpas.com
Burlingame CPA · San Francisco Peninsula
Accounting clarity for the Peninsula — personal, proactive, precise.
Sorensen & Escoto, CPAs, Inc. helps individuals and businesses translate complex numbers into decisions you can trust — from tax season to estate and succession planning.
Luke Sorensen, CPA · Mary Escoto, CPA · Burlingame, CA
CPA Luke Sorensen CPA Mary Escoto Burlingame office QuickBooks® setup & training Estate & trust tax depth
Client services
A full range of tax, accounting, and planning support.
Being a relatively small firm means personalized quality service. The list below is not exhaustive — ask if you need something you do not see.
01 Tax preparation
Accurate, efficient returns for individuals, corporations, partnerships, trusts, estates, and not-for-profit organizations — backed by professional tax software and research tools.
02 Estate & trust tax preparation
Guidance through complex estate and gift tax filings so asset transfers, surviving-spouse security, and business continuity are handled with care.
03 Tax planning
Year-round planning woven into your business and personal strategy to help minimize current and future tax liabilities as laws change.
04 Payroll services
Controls, systems, and timely payroll tax returns as your headcount grows — so payroll administration stays reliable and compliant.
05 Bookkeeping / write-up
Organized day-to-day books that keep operations running smoothly and give you a foundation for decisions — including QuickBooks® setup, support, and training.
06 Business entity selection
Clear evaluation of S corporation, sole proprietorship, LLC, and other structures so entity choice supports long-term tax outcomes.
07 Business succession planning
Coordination of ownership transition so the company continues successfully when you step back from day-to-day operations.
08 Estate planning support
Help getting financial affairs in order for orderly transfers, spouse security, and reduced tax on business and personal assets.
09 Financial & retirement planning
Structured plans for each life stage — with periodic review so independence during working years and retirement stays on track.
How we work
Straightforward engagement. Responsive guidance.
- 01
Reach out
Call the office or send a short message. Tell us whether you need tax prep, planning, bookkeeping, payroll, or estate and trust support.
- 02
Share your situation
We listen to your goals and gather the documents we need — prior returns, books, or organizer details — so advice fits your facts.
- 03
Work with a responsive team
A relatively small firm means personal attention. We translate complex accounting into clear guidance you can act on.
Visit the office
On California Drive in Burlingame.
Sorensen & Escoto, CPAs, Inc.
885 California Drive, Burlingame, CA 94010
Fax (650) 344-9338
By appointment
The firm
Personal attention from CPAs who know the Peninsula.
We are committed to outstanding service by understanding each client’s goals and needs — and by translating intricate accounting information into critical business knowledge.
Continual investment in professional continuing education, technology, and business relationships supports that commitment to excellence.
Questions about your next return, payroll, or estate plan?
Call the office or send a message — we pride ourselves on being proactive and responsive.
FAQ
Answers before you call.
Where is Sorensen & Escoto located?
The office is at 885 California Drive, Burlingame, CA 94010. Appointments are recommended — call (650) 344-4829 or message the firm to schedule.
What services does the firm provide?
Income tax preparation for businesses and individuals, estate and trust tax preparation, tax planning, payroll, bookkeeping and write-up, QuickBooks® setup and training, business entity selection, business succession planning, estate planning support, and financial and retirement planning.
Who will I work with?
The firm is led by Luke Sorensen, CPA, and Mary Escoto, CPA, with support from Marli Velasco. As a relatively small firm, clients receive personalized attention.
Do you work with both individuals and businesses?
Yes. Services cover individuals and many entity types — including corporations, partnerships, trusts, estates, and not-for-profit organizations.
How do I get started?
Call (650) 344-4829, email office@se-cpas.com, or use the contact form on this page. Current clients may request a proforma tax organizer from the office.
Is there a client portal?
Contact the office for the most current way to share documents securely. The primary ways to reach the firm are phone, email, and the contact form.
Contact
Tell us how we can help.
Send a short note and we will follow up. Prefer to talk now? Call (650) 344-4829.
- Phone (650) 344-4829
- Fax (650) 344-9338
- Email office@se-cpas.com
- Office 885 California Drive, Burlingame, CA 94010