Safe Harbor LLP, a top San Francisco tax service, is proud to announce the successful conclusion of the 2014 individual tax preparation season. Individual filings were due on April 15th, of course, and the firm filed an unprecedented number of individual tax returns for San Francisco Bay Area residents.

Successful Tax Season by San Francisco Tax Service“For our existing tax clients, our goal is always to be prepared well ahead of the official tax deadlines,” explained Chun Wong, CPA, managing partner at Safe Harbor LLP. “However, there is always a last-minute rush, and this year we worked with many new clients. Indeed, in some cases, we filed for extensions so that we could better prepare the client’s returns.”

For more information on Safe Harbor LLP please visit There one can find information on tax preparation for individuals, and please note that the firm handles issues such as tax return extensions as well as filing late returns.

2014 IRS Tax Deadline is April 15, 2014

The official IRS deadline for individual tax returns, of course, was April 15, 2014. Most individuals realize that they not only need to file their state and Federal tax forms by that date, but that they should start preparations for their taxes in advance. In addition, bookkeeping and other issues need to be conducted, if possible, well in advance of that tax deadline. That said, last minute filing issues do occur for individuals. Therefore, Safe Harbor LLP initiated a special ‘rapid response’ system for late return filers by individuals as follows.

First, any interested individual, especially high income or those with complex tax issues, were able to call Safe Harbor LLP at (415) 760-6924 or visit the website to send a secure inquiry. Second, Safe Harbor LLP conducted free 15 minute interview with the individual to identify tax issues and decide if there was a good fit. Third, the client was advised on how to prepare the necessary bookkeeping and other documentation for the tax filing. Fourth, the client generally had an in-person meeting or a meeting via the Internet with Safe Harbor LLP personnel. Fifth, Safe Harbor reviewed the information provided and, if possible, filed the tax forms to meet the deadline. If not, the individual was assisted in filing for an extension.

Note that every individual situation is, of course, different and the firm’s goal was to make the best decision for that individual in terms of Federal or California tax filing requirements.

IRS Circular 230 Notice

The Internal Revenue Service requires Safe Harbor LLP to inform the reader that any tax advice contained in this correspondence cannot be used for the purpose of avoiding penalties under the Internal Revenue Code or for promoting, marketing or recommending to another party any transaction or matter addressed.

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