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Welcome to Safe Harbor LLP. Based in San Francisco, California, we are a customer-service CPA and accounting firm helping not only individuals but businesses throughout California and the United States with their tax, accounting, and financial planning needs. Browse our website to learn about our practice areas, ranging from individual tax preparation to business taxes and financial guidance. Our motto is "We work harder for you." For a FREE consultation or to contact us, click here.

News and Events

San Francisco Tax Preparation / CPA: Final regulations address hybrid defined benefit retirement plans

The IRS has issued final regulations (TD 9693) on the relief provisions in Code Secs. 411(a)(13) (vesting) and 411(b)(5) (accrual of benefits) for hybrid defined benefit retirement plans, including cash balance plans. The new rules apply to plan years that begin on or after January 1, 2016. The IRS also issued proposed regulations (NRPM REG-111839-13) […]

Filed in CCH NEWS FEED by on October 6, 2014

San Francisco Tax Preparation / CPA: CA – New motion picture production credit enacted

For taxable years beginning on or after January 1, 2016, a new California corporation franchise and income and personal income tax credit is available to qualified taxpayers for qualified motion picture production expenditures paid or incurred. The credit is provided in addition to the already existing (original) motion picture production credit. However, the new credit […]

Filed in CCH NEWS FEED by on October 6, 2014

San Francisco Tax Preparation / CPA: New challenges for 2014 year-end tax planning

Before the fast-approaching new year, it’s important to take some time and reflect on year-end tax planning. The weeks pass quickly and the arrival of January 1, 2015 will close the doors to some tax planning strategies and opportunities. Fortunately, there is still time for a careful review of your year-end tax planning strategy. Traditional […]

Filed in CCH NEWS FEED by on October 6, 2014

CPA Blog

Tax Implications of Selling Collectibles & Antiques: Not So Fast!

San Francisco is a city in which the residents love antiques, love art, and love collectibles. People some to us with the most amazing collections of expensive glasses, furnishings, art and paintings – you name it. People love to collect!  Many a San Francisco home is furnished with expensive art and collectibles, gathered lovingly by […]

Filed in CPA Blog by on September 28, 2014

Estate Planning: Some Thoughts

People typically think of San Francisco as a young city, especially in the era of the Internet and Social Media. Indeed, the city is home to Internet powerhouses like Twitter and Yelp, with many employees of Google and Facebook living in San Francisco while working in Silicon Valley. It is a “young” city, but it […]

Filed in CPA Blog by on September 27, 2014

San Francisco Business Formation: S Corps vs. LLC’s

As one of the top San Francisco CPA firms for startups and small businesses, one issue we constantly encounter is business formation. We are asked, “Which is better – an ‘S’ Corporation or an LLC?’ The answer as is so often in life is: it depends. Each form of business organization has its advantages, and […]

Filed in CPA Blog by on September 23, 2014