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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: IRS guidance addresses qualified retirement plans and same-sex marriage

The IRS has issued long-awaited guidance (Notice 2014–19) on the application of E.S. Windsor, SCt., 2013–2 ustc ¶50,400, to qualified retirement plans. The IRS reiterated that qualified retirement plan operations must reflect the outcome of Windsor and treat all same-sex couples, who were legally married in jurisdictions that recognize their marriages, the same as they […]

Filed in CCH NEWS FEED by on June 29, 2014

San Francisco Tax Preparation / CPA: “Alimony compliance gap” could reach $2.3 billion, TIGTA cautions

The IRS needs to significantly improve its oversight of alimony deductions, the Treasury Inspector General for Tax Administration (TIGTA) has cautioned in a recent audit report. Alimony paid to or for a spouse or former spouse under a divorce or separation instrument is generally deductible from the payer’s income and taxable to the recipient’s income. […]

Filed in CCH NEWS FEED by on June 29, 2014

San Francisco Tax Preparation / CPA: IRS budget drops large partnerships audits to less than 1 percent; individual audits to 0.8 percent

IRS audits of large partnerships have not kept pace with the growth of this business entity, the Government Accountability Office (GAO) has reported. IRS field audit coverage of large partnerships was less than one percent in fiscal year (FY) 2012, showing little change from prior years. “Auditing less than one percent of large partnership tax […]

Filed in CCH NEWS FEED by on June 29, 2014

CPA Blog

IRS (Internal Revenue Service) – Off the Grid Facts

The IRS (Internal Revenue Service) is of course the center institution of the USA tax system. You can find it at the friendly URL –  http://www.irs.gov/.  That’s all well and good, but we thought in our blog it would be interesting to share some other fun facts about the IRS one can learn.  Here we […]

Filed in CPA Blog by on July 30, 2014

Stock Options and CPAs – Finding a CPA for Stock Option Advisory

Wow! You work at Twitter! Or Facebook, or the next great San Francisco Bay Area startup!  That’s exciting. But when the hype settles down and hopefully the startup starts to pay off, you may be granted stock options. You may not even know what a stock option is,  but you’ll need to learn quickly about […]

Filed in CPA Blog by on July 24, 2014

OVDP August Deadline – Compliance Information and Tips

As you may know, the Internal Revenue Service has a program called the “Offshore Voluntary Disclosure Program” or OVDP for short. Being one of San Francisco’s top International tax CPA firms, we have many clients with exposure to regulatory and disclosure requirements for their foreign assets. Unfortunately, many people are not aware of the requirements, […]

Filed in CPA Blog by on July 22, 2014