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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 final rules encourage longevity annuity purchases

Life expectancies for many Americans have increased to such an extent that most taxpayers who retire at age 65 expect to live for another 20 years or more. Several years ago, a number of insurance companies began to offer a new financial product, often called the longevity annuity or deferred income annuity, which requires upfront […]

Filed in CCH NEWS FEED by on August 26, 2014

San Francisco Tax Preparation / CPA: New look to TINs/EINs to prevent identity theft/refund fraud

The IRS continues to ramp-up its work to fight identity theft/refund fraud and recently announced new rules allowing the use of abbreviated (truncated) personal identification numbers and employer identification numbers. Instead of showing a taxpayer’s full Social Security number (SSN) or other identification number on certain forms, asterisks or Xs replace the first five digits […]

Filed in CCH NEWS FEED by on August 26, 2014

San Francisco Tax Preparation / CPA: IRS postpones effective date of controversial estate and trust bundled fee rules

The IRS has postponed the effective date of final regulations (TD 9664) on the application of the two percent floor for miscellaneous itemized deductions (including bundled fees) incurred by an estate or trust. In response to concerns about the regulations’ May 9, 2014, effective date, the IRS has decided that the regulations will not apply […]

Filed in CCH NEWS FEED by on August 26, 2014

CPA Blog

Passive Investing and San Francisco Tax Tips

Broadly speaking, there are two ways to invest: actively and passively. Recently, passive investing has gained in popularity. In 2013, for instance, net investments into passive equity funds topped $60 billion, versus $3.4 billion for active funds. The most famous passive investment strategies involve using ‘index’ funds – funds that do not rely on human […]

Filed in CPA Blog by on August 30, 2014

A CPA Firm for Corporate Finance and Accounting: Your In-House CFO

We at Safe Harbor LLP excel at accounting, tax, and the financial side of business.  We eat, live, and breathe numbers. We love taxes; well, we don’t love taxes, as much as we love minimize the tax bite for our clients. Especially our corporate and business tax clients. In fact, we are know around San […]

Filed in CPA Blog by on August 26, 2014

Can You Deduct Foreign Business Travel & More: September Tax Tips

We at Safe Harbor CPAs specialize in international tax issues, as many of our San Francisco Bay Area clients have financial interests in foreign countries. Often, they go to visit their assets – they might be real estate, factories, or even joint ventures with friends, families, and overseas corporations. But can one deduct a foreign […]

Filed in CPA Blog by on August 26, 2014