CPA | Accountants | Tax Services

We are a top-rated CPA firm and a team of accountants in San Francisco, California. Contact us at 415-742-4249 to learn how we can minimize your taxes, be your business or individual tax preparation service, or otherwise act as the best tax advisors for you. We offer tax preparation for both businesses and individuals, bookkeeping services, and even international tax and expat tax return preparation. Whether you are looking for audited financial services or multistate tax advice, corporate tax return preparation services, or even IRS audit defense, we can help.

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950

COMPLETED TAX RETURNS

91%

REFERRAL RATE

447

BUSINESSES ASSISTED

Tax Tools & Resources

San Francisco residents are often very hands-on. They often love technology and want to dig in with our team of best-in-class accountants to master the art and science of minimizing taxes and optimizing a business. Use our tools and information resources to keep up-to-date with tax issues. Alternatively, reach out for a one-on-one consultation today.

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Financial Tools and Calculators

Financial Tools & Calculators

Check out our free tax planning tools!

Tax Planning Guide

Tax Planning Guide

Tax laws are changing fast, both here in San Francisco, California, and at the federal level. Learn more.

Client Tax Organizer

Client Tax Organizer

Existing client? Download our tax organizer today.

Customer Reviews

Our goal is to be the best CPA firm in San Francisco. Check out our reviews.

As a small business owner, I can’t afford the fees most CPA firms charge. Not only was Safe Harbor affordable, but the service was exceptional and my tax return was completed in time and before the deadline. The level of professionalism at Safe Harbor is spectacular, and it was a pleasure to work with such knowledgeable professional that listened to my concerns and provided me with their expertise.

Sunita Bhatt, President, iPoint Solutions, Inc.

Chun of Safe Harbor came into our company at a time when we were four years behind on our tax filings. Within six months he researched our very complex international structure and gotten us current on all filings. It has been three years since those filings and we have not had any notices from the IRS or any foreign jurisdiction to dispute our filings. In addition, Chun also performed a state audit defense, helping our company successfully argue that the quarter million tax assessment was actually zero. We were very satisfied with his detailed research abilities and the integrity he put into his work.

Addo Barrows, CFO, Hands-On Mobile

I honestly know nothing about taxes and have gotten away with free online filing services in the past. However, this year I had a fairly complicated return and knew that it wouldn’t be done right if I did it myself. To make a long story short – I asked some friends and family members but couldn’t find the right person for the job. I stumbled upon Chun at Safe Harbor and could not be happier with his service. He was transparent from the beginning and incredibly diligent in understanding all the details of my complicated return. He communicated with me every step of the way and consistently took the time to explain some of the more advanced topics. Even though my return will be much more simple next year, I’m more than happy to pay for Chun’s quality service. Thanks for all the help!

Alex

Tax season was fast approaching, and I needed to get my taxes done ASAP for my school FAFSA form.  I was kind of at a loss and not sure what I should do. Enter Safe Harbor. I saw their office while crossing 12th Ave. and thought I would stop in and see what they could do for me.  I went in and spoke with Chun Wong. Chun was very helpful and polite, and willing to work with me to get my taxes processed and filed. As I was on a deadline, I brought my tax info over a couple of days later.  Safe Harbor got my taxes done quickly (I think it was two days later I was picking them up).  I appreciated their professionalism. When they had a question about something, they called me to clarify. Simple, easy and painless. Surprisingly painless, actually.  I would recommend them without reservation. My taxes were done right and I felt confident they had taken the time to find me credits and other benefits.  Also, as someone not terribly tax savvy, I did not feel as though I was being talked down to, which was important to me.

Rachel M., San Francisco, CA

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