San Francisco, California – October 3, 2017. Safe Harbor LLP, recognized as one of the leading accounting firms in the San Francisco Bay Area for estate and tax planning both for businesses and for high net worth individuals, is proud to announce its October newsletter. The newsletter is available online to both clients and the general public.

San Francisco's Leading Accounting Firm for Estate & Tax Planning

Photo credit: Candida.Performa via / CC BY

“Fall is often the time when San Franciscans get serious about tax and estate planning,” explained Chun Wong, Managing Partner at Safe Harbor LLP. “With summer behind us, many people not only return to work but look to the future and the future that they do not want is one with high estate taxes vis-a-vis their family and loved ones. Accordingly, our October newsletter is very informative as a starting point to a discussion.”

To view the October newsletter, visit Those who would like to view an online estate planning guide can also visit However, San Francisco Bay Area residents who have business interests and/or are high net worth individuals are urged to reach out to the accounting firm for a consultation. No two situations are alike and the best next step is a consultation on estate and/or tax planning.


Low income people do not need complex tax planning and tax strategies. That’s the reality. Higher income people, either those with investment or property income or perhaps those working in San Francisco’s booming technology sector, are another story. Still another are people who are aging and are looking at estate and tax planning vis-a-vis the estate tax. San Francisco residents who are seeking a boutique CPA firm that cares about its clients yet has the intellectual stamina to cleverly take advantage of every legal tax saving opportunity turn to Safe Harbor LLP for their tax and estate planning strategy. Working, if necessary, with a San Francisco estate planning attorney, the accountants at Safe Harbor LLP can devise a strategy to minimize taxes in the long run. The zero cost newsletter produced by the firm is but the first step towards a freer, less taxing future. Interested parties should read it at once.

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: Candida.Performa via / CC BY