Safe Harbor LLP: CPA and Accounting Firm, San Francisco, California
Accounting and CPA Firm. Welcome to SAFE HARBOR LLP! Our accounting firm brings together top-rated accountants and CPA's in San Francisco, California. We help both individuals and businesses with tax preparation, accounting, and financial planning.

Meet Safe Harbor

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Individual Accounting & Tax

Tax Returns:
Taxes for Individuals

Amended Taxes:
For When Things Change

Estate Planning:
Inheritance / High Income

International Tax:
Dual Residency Taxes

Corporate Accounting & Tax

Corporate Taxes:
Tax Returns for all Corporations

Partnerships / LLCs:
Everything an LLC Needs

Outsourced CFO Services:
Tax Consulting for all Businesses

Specialty Services

IRS Audit Defense:
Received an IRS Letter?

Audited Financials:
Need Audited Financials?

Multistate Tax:
Compliance & Minimization

News and Press Releases

San Francisco Tax Preparation / CPA: FAQ: Can I still convert regular IRAs into Roth IRAs?

Yes, conversions from regular (traditional) tax-deferred individual retirement accounts (IRAs) to Roth IRAs are still allowed after enactment of the Tax Cuts and Jobs Act. In fact, in some instances, such Roth conversions are more beneficial than they were prior to 2018, since the tax rates on all income, including conversion income, are now lower. […]

Filed in CCH NEWS FEED by on January 14, 2018

San Francisco Tax Preparation / CPA: January 2018 tax compliance calendar

January 4  Employers. Semi-weekly depositors must deposit employment taxes for Dec 27–Dec 29.   January 5  Employers. Semi-weekly depositors must deposit employment taxes for Dec. 30 and Dec. 31, Jan 1 and Jan 2.   January 10  Employees who work for tips. Employees who received $20 or more in tips during December must report them […]

Filed in CCH NEWS FEED by on January 14, 2018

San Francisco Tax Preparation / CPA: IRS provides casualty loss safe harbors

The IRS has issued guidance for individuals who realized unreimbursed Code Sec. 165 casualty losses to their residences and personal belongings due to natural disasters. As an alternative to substantiating actual loss in value, the IRS now will allow use of seven safe harbor methods of calculating casualty loss deductions, depending upon the taxpayer’s situation. […]

Filed in CCH NEWS FEED by on January 14, 2018
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CPA Blog

San Francisco’s Leading Accounting Firm for Estate & Tax Planning, Safe Harbor LLP, Announces January Newsletter

San Francisco, California – October 3, 2017. Safe Harbor LLP, recognized as one of the leading accounting firms in the San Francisco Bay Area for estate and tax planning both for businesses and for high net worth individuals, is proud to announce its October newsletter. The newsletter is available online to both clients and the general […]

Filed in CPA Blog by on January 16, 2018

Tax Preparation 2018 – New Individual Income Tax Rates & Brackets

After unifying the House and Senate tax reform provisions into one piece of legislation, the Conference Committee released its Conference Report on the Tax Cuts and Jobs Act, H.R. 1 (“the Act”), on Friday, December 15, 2017. The nearly 1,100 page bill is has been approved by the House and Senate and signed into law by President […]

Filed in CPA Blog by on January 14, 2018

The BEST San Francisco Accounting Firm Is Not Downtown, But Uptown

If you are looking for a San Francisco accounting firm downtown, you are heading in the wrong direction. Certainly, this is where the financial district is, so it is quite usual to think that the best accountants would be in that area too. Review This!

Filed in CPA Blog by on January 14, 2018
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Odds and Ends

While the above indicates our most important capabilities, please allow us to showcase other aspects of our accounting firm and accountants. For example, as an international tax service in San Francisco, we get many questions on the FBAR, about finding an expatriate tax service as well as issuing second opinions on tax returns (including amended tax returns) for both individuals and businesses. Please read out our philosophy of being among the best CPA firms in San Francisco and about our managing partner, Chun Wong.

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