With the stock market doing well (as of this writing) and the end of the year in sight, our last San Francisco Tax Tips newsletter focuses on end-of-year planning with respect to retirement.  (To download the December eLetter, click here). 

Financial Planning for San Franciscans & Their Businesses: We Can Help

San Francisco Tax Tips 2017As one of the top tax preparation services in San Francisco, we get all sorts of inquiries on financial planning. This can range from estate planning (to minimize estate taxes, for example), to stock options to ROTH IRA conversions. Many San Franciscans have profitable businesses or real estate and seek to minimize taxes. Many others work in the booming high tech sector and have healthy stock options or retirement accounts. And still others are business owners who may be pondering how best to compensate employees. This month’s eLetter has a little something for everyone from the “Pros and Cons of Asset Management Fees” to “ROTH IRA Reversals” to the ins and outs of “Year-end Thank You Gifts.” As we wind down 2017, celebrate with a healthy glass of wine or a cup of coffee and our never-dull eLetter on tax minimization!

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. Its goal: to be the best CPA firm in San Francisco.

Safe Harbor CPA

Tel. 415.742.4249

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