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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

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

Trust and Estates: Why You Need a CPA

As we age, or as the people we know and love age, it becomes more and more important to think of transition planning. Who will inherit the business? Who will get the house? How will we divide the assets of a business, a farm, or even a foreign-based corporation? The time to plan for your […]

Filed in CPA Blog by on July 17, 2014

San Francisco Tax Tips: August Bulletin

Happy August! August gets its name from Roman times, and here is a little bit of history on that fact: After Julius’s grandnephew Augustus defeated Marc Antony and Cleopatra, and became emperor of Rome, the Roman Senate decided that he too should have a month named after him. Not only did the Senate name a month […]

Filed in CPA Blog by on July 17, 2014