Tag: Tax Planning

Safe Harbor CPAs Announces New Post on Obtaining Audited Financials from a San Francisco Accounting Firm

Filed in CPA Blog by on July 11, 2019

July 11, 2019 – San Francisco, California. Safe Harbor LLP, a top-rated accounting firm in San Francisco, California, is proud to announce a new post on the topic of obtaining so-called “audited or reviewed” financial statements” from an accounting firm.

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Everyone Has to Pay Tax, but You Need a Strategy to Pay the Minimum

Filed in CPA Blog by on June 29, 2019

Preparing tax returns is not just a question of filling out the forms. Anyone can do that. However, if you do just do that, it is a fair bet that you are going to end up paying far more tax than you need to pay.

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Safe Harbor LLP, San Francisco’s Leading Accounting Firm for Business Tax Preparation, Announces Page Update

Filed in CPA Blog by on December 31, 2017

San Francisco, California – December 31, 2017. Safe Harbor LLP, long considered one of the leading accounting firms in the San Francisco Bay Area and in California for businesses, corporations, and startups, is proud to announce an update to its informational page on business and corporate tax preparation.

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High Cost of Living in the San Francisco Bay Area and Low Tax States

Filed in CPA Blog by on May 22, 2015

The cost of living in San Francisco and in the San Francisco Bay Area in general is one of the highest in the nation. That said, one of the “benefits” of being a Bay Area resident is that pretty much anywhere you go, it seems cheap. We can even go to Honolulu or New York […]

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The San Francisco Nouveau Riche and Retirement Planning

Filed in CPA Blog by on May 5, 2015

Nouveau Riche is a term used to describe those who acquire their wealth, themselves, rather than via inheritance. It can sometimes be a bit negative, but here in San Francisco we are using it only in the best of ways. Today’s “Internet boom” is cascading across the San Francisco Bay Area, and might be a […]

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Establishing a Charitable Trust: Thoughts on Estate Planning for Bay Area Residents

Filed in CPA Blog by on February 7, 2015

Estate planning is a very important issue for anyone who is up in their years, and/or has substantial assets. By planning ahead, you can leave a legacy to your heirs or to charities that you want to promote. It’s a worthy thing to do, and by working with us as your CPA team, we can […]

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New Tangible Property Regulations and San Francisco Business Depreciation

Filed in CPA Blog by on January 17, 2015

People come to us at Safe Harbor LLP to act as their “in-house” CFO and small business tax expert.. We advise on everything from how to set up a business (or startup) to how to structure employee compensation to taxes… to even the thorny issue of what can be depreciated, when and how. Recently, the […]

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Bay Area Retirement Planning Services: Tax Free Roth IRA Conversions

Filed in CPA Blog by on December 29, 2014

Retirement planning is one of our most important functions as a top San Francisco accounting firm. Our accountants are experts at moving the numbers around, to minimize the taxes of today and to maximize your income when you retire tomorrow. This month’s San Francisco tax tips newsletter has a very informative article on Roth IRAs. […]

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November, 2014 – San Francisco Tax Tips

Filed in CPA Blog by on October 22, 2014

As your San Francisco tax service, we work hard to keep you up-to-date with timely issues surrounding taxes, estate planning, accounting and other financial issues of merit. It’s time for our November Tax Tips newsletter (click here to download). Highlights in this month’s issue include: A Tale of Two Couples – generally speaking, if a […]

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San Francisco March Tax Bulletin: Charitable Contributions, Mutual Fund Class Shares & More

Filed in CPA Blog by on February 21, 2014

March Madness usually refers to basketball, of course, but in the tax and accounting business here in San Francisco, “March Madness” might refer to the last gasp of terror before the April 15th individual tax deadline for both the Federal government and for California. We do our best to prepare our clients – businesses and […]

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