San Francisco, California – December 27, 2016. Safe Harbor LLP, a top San Francisco Accounting Firm at, is proud to announce plans to focus even more strongly on tax preparation services for high income / high net worth individuals in the San Francisco Bay Area. With the booming Bay Area economy, more and more individuals have complex tax needs, either with international or business tax exposure, or both. By clarifying its expertise in these three intersecting areas of international, business, and high income tax preparation services, Safe Harbor LLP is announcing a ‘one stop’ shop for San Francisco residents seeking savvy tax services.

Tax Preparation

Photo credit: Alan Cleaver via / CC BY

“Most high net worth individuals have either business or international tax exposure, or both,” explained Chun Wong, Managing Partner at Safe Harbor LLP. “Yet if they go to a ‘big box’ tax preparation service they often encounter a person who is not trained in these complexities, while if they go to one of the very large CPA or accounting firms in San Francisco, they can pay very high rates and still not receive customized services. By announcing clarification to our services, we are alerting the community that we not only provide tax preparation services for individuals with high incomes but also can deal with the interrelationships of their business and/or international exposures.”

Persons interested in learning more about individual tax preparation can visit our webpage on individual income tax information.   They can also click up in the menu to business tax preparation services and to international tax services, but the best course of action is to call for a consultation. Each individual is unique as are his or her tax preparation needs, and so by engaging in an initial consultation, the firm can figure out if the client is a good fit, and vice-versa.

Interrelated Tax Preparation Needs: Business, Individual, and International

Nowadays, San Francisco sees itself as an international city with strong roots in finance and technology. Many residents have business interests not just in San Francisco or in California but throughout the United States and even in foreign countries. In 2015 and 2016, Safe Harbor LLP saw very strong growth in its services as the number one provider of expatriate tax preparation services in San Francisco, and continued growth in its business and international tax services. Many high income individuals came into the firm complaining that their current CPA or accountant did not understand that one individual could have a business in China, real estate holdings in Germany, stock options in a San Francisco startup and significant income from a job at a Bay Area Fortune 500 company. This type of interrelationship proved difficult for the ‘big box’ tax services and yet the larger CPA firms were also not set up for individual tax services to high net worth individuals (as opposed to purely corporate tax services). For this reason, Safe Harbor LLP is announcing an important clarification for 2017 that it can look at the ‘big picture’ for high income individuals in San Francisco and offer them a ‘one stop’ shop for their tax preparation needs.

About Safe Harbor LLP – a Professional CPA Firm in San Francisco

Safe Harbor LLP is a CPA firm that specializes in accounting and tax services for individuals and businesses throughout the San Francisco Bay Area and greater California. Safe Harbor CPAs helps both individuals and businesses with tax preparation, IRS audit defense, and audited financial statements. The firm prides itself on friendly yet professional service and utilizes state-of-the-art Internet technology to provide quality customer service.

Safe Harbor CPA

Tel. 415.742.4249

Photo credit: Alan Cleaver via / CC BY