Safe Harbor LLP: CPA and Accounting Firm, San Francisco, California
Welcome to SAFE HARBOR LLP! We are San Francisco's top-rated accounting and CPA firm. Our accounting firm brings together top-rated accountants and CPA's in the San Francisco Bay Area and indeed all of California. Our tax professionals and tax advisors help both individuals and businesses with tax preparation, accounting, and financial planning.
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Individual Accounting & Tax

Tax Returns:
Taxes for Individuals

Amended Taxes:
For When Things Change

Estate Planning:
Inheritance / High Income

International Tax:
Dual Residency Taxes

Corporate Accounting & Tax

Corporate Taxes:
Tax Returns for all Corporations

Partnerships / LLCs:
Everything an LLC Needs

Outsourced CFO Services:
Tax Consulting for all Businesses

Specialty Services

IRS Audit Defense:
Received an IRS Letter?

Audited Financials:
Need Audited Financials?

Multistate Tax:
Compliance & Minimization

News and Press Releases

San Francisco Tax Preparation / CPA: Taxpayers Requested to Join IRS Identity Protection Personal Identification Number Program

The IRS has reminded taxpayers that they can get extra protection starting in January by joining the Service’s Identity Protection Personal Identification Number (IP PIN) program. The IRS has made recent changes to the program to make it easier for more taxpayers to join. The fastest and easiest way to receive an IP Pin is […]

Filed in CCH NEWS FEED by on January 7, 2022

San Francisco Tax Preparation / CPA: IRS Updates Offer In Compromise Policies

An offer in compromise (OIC) happens when the IRS and the taxpayer settle past due taxes for an amount that is less than the full amount owed. This typically happens when the agency agrees with the taxpayer that the payment in full will create a financial burden. “For taxpayers facing an economic hardship, the anticipation […]

Filed in CCH NEWS FEED by on January 7, 2022

San Francisco Tax Preparation / CPA: Distribution of Coins from Self-Directed Check Book IRA Taxable; Penalties Imposed

A. Mcnulty, 157 TC —, No. 10, Dec. 61,950 Delivery of coins to the owner of a self-directed “Check Book IRA” was taxable income even though she took the coins as manager of the IRA’s LLC. While an IRA owner may act as a conduit or agent of the IRA custodian, she may do so only as long […]

Filed in CCH NEWS FEED by on January 7, 2022
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CPA Blog

There Is Nothing Easy About Taxes, but Our Specialists Can Help Reduce Them

Taxes are complicated. As tax advisors in San Francisco, at Safe Harbor, we get that. They are not easy. We get that. They are not meant to be easy. There are two main issues here. One is that the tax specialists who dream up all these taxes want to be seen to be “fair” so […]

Filed in CPA Blog by on January 17, 2022

In Order to Save Taxes in the Bay Area, You Need a Top-rated Accountant

Fair enough, the Bay Area is not as big as the LA area. Nonetheless, it is home to what is arguably the most dynamic start-up scene in the US. We have loads of new businesses here in the San Francisco Bay Area, and they all have one thing in common. That is that when they […]

Filed in CPA Blog by on January 11, 2022

Post on Tax Preparation for San Francisco Residents Amidst Inflation Announced by Safe Harbor CPAs

Safe Harbor LLP, a top-rated San Francisco CPA firm is proud to announce a new post on inflation and its impact on tax preparation for 2021. Cost-of-living adjustments will occur for SSI and other government benefits in 2022. The Bay Area CPA team is ready to support tax preparation for individuals and business owners in […]

Filed in CPA Blog by on January 9, 2022
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Odds and Ends

2021-2022 Safe Harbor Tax Planning GuideWhile the above indicates our most important capabilities, please allow us to showcase other aspects of our accounting firm and accountants. For example, as an international tax service in San Francisco, we get many questions on the FBAR, about finding an expatriate tax service as well as issuing second opinions on tax returns (including amended tax returns) for both individuals and businesses. Please read out our philosophy of being among the best CPA firms in San Francisco and about our managing partner, Chun Wong.

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