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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 releases comprehensive final guidance for whistleblower awards

The IRS has finalized comprehensive regulations under Code Sec. 7623 that clarify how to file claims for whistleblower awards. The guidance also discusses eligibility for awards, collected proceeds, and more. The final regulations are designed to encourage more whistleblowers to report tax crimes and evasion. Background The Tax Relief and Health Care Act of 2006 […]

Filed in CCH NEWS FEED by on September 7, 2014

San Francisco Tax Preparation / CPA: CA – Other state tax credit denied

A California resident was not entitled to a California personal income tax credit for taxes she allegedly paid to Maryland on “retroactive back pay” she received from her former employer, the University of the District of Columbia, while she was a California resident. The taxpayer’s Maryland nonresident return indicated that the taxpayer had zero tax […]

Filed in CCH NEWS FEED by on September 7, 2014

San Francisco Tax Preparation / CPA: Employers get first look at health insurance information reporting

Since passage of the Affordable Care Act, several key requirements for employers have been delayed, including reporting of health coverage offered to employees, known as Code Sec. 6056 reporting. As 2015 nears, and the prospects of further delay appear unlikely, employers and the IRS are preparing for the filing of these new information returns. Three […]

Filed in CCH NEWS FEED by on September 7, 2014

CPA Blog

San Francisco Business Formation: S Corps vs. LLC’s

As one of the top San Francisco CPA firms for startups and small businesses, one issue we constantly encounter is business formation. We are asked, “Which is better – an ‘S’ Corporation or an LLC?’ The answer as is so often in life is: it depends. Each form of business organization has its advantages, and […]

Filed in CPA Blog by on September 23, 2014

October, 2014 – San Francisco Tax Tips

As your San Francisco tax service, we work hard to keep you up-to-date with timely issues surrounding taxes, estate planning, accounting and other financial issues of merit. It’s time for our October Tax Tips newsletter (click here to download). Highlights in this month’s issue include: Planning for Retirement Income – this lively post discusses the […]

Filed in CPA Blog by on September 20, 2014

Educational Courses and Business Tax Deductions for San Francisco Residents

San Francisco is a city of education, with many wonderful universities and colleges.  For example, San Francisco is home to the University of San Francisco, San Francisco City College, and other fine universities. Indeed, many San Francisco residents are what is called “life-long learners.” Many of our clients at Safe Harbor LLP are small business […]

Filed in CPA Blog by on September 17, 2014