CPA | Accountants | Tax Services
We are a team of top-rated accountants in San Francisco, California. Our goal? To be the best CPA firm in San Francisco, one client at a time. Contact us at 415-742-4249 to learn how we can minimize your taxes, whether you are looking for a business or individual tax preparation service, or, more generally, the best tax advisors for you. We offer tax preparation, bookkeeping, 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. New for 2026, even startups and AI startups can benefit from our tax expertise.
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Bookkeeping
Bookkeeping is a foundational service for your business. We offer San Francisco bookkeeping services so that your books are up-to-date, useful for your business, and make tax prep easy.
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Multistate Tax
Many corporations and individuals have tax needs that span cities, states, and even countries. We can help with multistate tax compliance and minimization.
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Audited Financials
Audited financial statements can be critical for business buy/sell issues, bank loan covenants and shareholders. Our accounting team can prepare compiled, reviewed and audited financial statements.
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IRS Audit Defense
We assist in IRS audit defense for businesses and individuals across California. We can also help with Franchise Tax Board (FTB) audits.
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Outsourced CFO (Chief Financial Officer)
Outsourced CFO services are available to SF businesses including startups. Let our best-in-class Bay Area accountants optimize your bookkeeping, financial, and other business processes.
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Partnerships & LLCs
Our tax advisors, bookkeepers, and CPAs help partnerships, LLCs, Schedule C businesses, or sole proprietorships with everything tax. From business formation to bookkeeping services to tax advice, we can help.
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Corporate Tax Preparation
Corporations can face highly complex tax requirements. Our corporate tax return preparation specialists can advice on how to minimize business taxes vis-a-vis California, the federal government, and even international.
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International Tax
We're known as a top-rated international tax CPA firm not just in San Francisco or the Bay Area but across California. We can even help with expat tax preparation for individuals.
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Estate Planning
Many San Francisco residents face substantial business or personal taxes. Our accounting team helps to avoid excessive Federal or California tax via estate tax planning.
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Amended Tax Return Preparation
Many clients come to us from other San Francisco CPA firms or tax preparation services, looking for a second opinion. We can help with amended returns and second looks.
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Individual Tax Preparation
Everyone has to pay taxes; our job is to minimize the tax bite. We specialize in individual tax preparation right here in San Francisco.
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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.

Financial Tools & Calculators
Check out our free tax planning tools!

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

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.
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.
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!
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.
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