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: Future pension payouts not counted as asset in determining insolvency exclusion

The Tax Court, in Schieber v. Commissioner, TC Memo. 2017-32, found that the right to a continuing monthly payment state pension plan was not an asset in determining insolvency for purposes of exclusion from cancellation of indebtedness income. The court rejected the IRS’s argument that the ability of the taxpayers to use their monthly pension […]

Filed in CCH NEWS FEED by on March 22, 2017

San Francisco Tax Preparation / CPA: CA – FTB provides guidance regarding swart decision

The California Franchise Tax Board (FTB) informed taxpayers that it will not appeal the California Court of Appeal’s decision in Swart Enterprises, Inc. v. FTB, 7 Cal. App. 5th 497 (2017), and that it will follow the Swart decision in situations with the same facts. In Swart, the court held that an Iowa corporation was […]

Filed in CCH NEWS FEED by on March 22, 2017

San Francisco Tax Preparation / CPA: Congressional leaders highlight tax reform proposals

As the new administration and Congress get to work, tax reform is high on the agenda. Although legislative language has not been yet released, statements from tax writers in Congress shed some light on various proposals. Tax reform House Ways and Means Chair Kevin Brady, R-Texas, has predicted that tax reform will lower the tax […]

Filed in CCH NEWS FEED by on March 22, 2017
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CPA Blog

San Francisco Tax Tips – April 2017 – Newsletter

With the individual tax filing deadline in site (Tuesday, April 18) in site, our monthly eLetter starts off with ‘IRS Audit issues.’ (To download the April eLetter, click here.) San Francisco Tax Tips – April 2017 – Newsletter 5 (100%) 10 votes

Filed in CPA Blog by on March 22, 2017

Evolving Business: Top CPA Firm and Corporate Taxes in San Francisco

Most San Francisco residents don’t realize that different corporations have specific tax issues. For an example, S and C corporations are taxed differently. An S Corporation allows shareholders to flow through income and losses on their personal tax returns and be assessed at individual income tax rates. While C Corporations are taxed through the standard […]

Filed in CPA Blog by on March 14, 2017

A San Francisco Tax Service for High Net Worth Individuals and the Broader Perspective

When it comes to taxes, many San Francisco residents do not fit onto the “one size fits all” category. Large parts of the population are extremely wealthy and have acquired various assets. They could own several businesses and pieces of real estate. There could also be overseas properties and other investments. A big box tax […]

Filed in CPA Blog by on March 7, 2017
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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.

San Francisco Tax Tips Newsletter

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