Tax Advisor

Many clients want more than just tax preparation. They want a tax professional or tax advisor who can dig into the details and create a tax minimization strategy. Our San Francisco tax advisors can help.

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Tax Advisors

With a special focus on high net worth individuals, those with businesses, and/or those with international tax issues, our San Francisco tax advisors help individuals file their personal tax returns (including expatriate tax returns), with many individuals having high incomes, stock options, small business income (Schedule “C” / S-Corp), income, etc. Our goal as professional tax advisors is to make filing your personal and/or business taxes as easy as possible.

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Tax Advisors

Taxes are complicated, and so is compliance. If you are beyond the simple W2 tax situation, you may benefit from a San Francisco tax advisor. We can evaluate your personal and/or business issues and give advice on how to prepare for and minimize your taxes.

Your San Francisco Tax Advisor

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Tax Advisers in San Francisco, California
As leading tax advisors in San Francisco, we advise individuals, businesses, and nonprofits on the best tax strategies, maximizing the size of refunds and minimizing the personal and/or business taxes paid to the Federal Government and/or the State of California. We save time, money and headaches by doing the heavy lifting for you. Of particular interest are high net worth individuals, those with business interests, and/or those with international tax issues. Indeed, in recent years we have become known as the best tax advisory services in San Francisco for those with business interests, including those abroad as well as those involved in the thriving San Francisco start up and technology scene.

Tax Advisor Hard at Work in San Francisco, California

Safe Harbor LLP works with a wide array of businesses, including technology firms, legal services, and even non-profits, offering them the best tax services and tax preparation available. Our expert San Francisco CPAs have years of tax preparation experience who work with S Corporations, C Corporations, LLC’s, and Partnerships of all types. Regardless of size, we can help your business minimize your tax expenditures. Our business tax service is just the beginning!

High Net Worth Individuals Have Special Needs for Tax Advisors

High Net Worth individuals have unique tax issues, especially in high-tax states like California. As one of the top CPA firms in the San Francisco, our experienced accountants stay abreast of all the current laws, so you don’t have to. The recent “Trump” tax changes, for example, have increased the need for tax advisers who can understand the complicated changes that both help, and hurt, business and high income individuals. It’s not as simple as a mere tax cut or tax increase; what you need is a tax advisor in San Francisco who can make sense of it all and provide a strategy.

International Tax Experts: Specialized Tax Advisory Services

Today’s San Francisco is an international city. It’s not uncommon for an individual or business to have tax exposure not only to California but also other states, not only to the United States but to Canada and other countries, and to have to file multiple tax returns. We assist individuals with expatriate tax preparation, and all types of international tax issues. Correct compliance and tax minimization is more complicated than ever: be sure to work with a firm that specializes in international tax for individuals. For these reasons, and many more, we are known as one of the best tax advisers in San Francisco. Contact our office today to see how we can help you!

San Francisco Historical Factoid

The first colonizing party arrived in 1776 to found the Presidio of San Francisco and Mission Dolores. La Misión de San Francisco de Asis (Mission Dolores) is designated as Registered Landmark Number One of the City and County of San Francisco. The Mission Church is the oldest intact building in San Francisco, and one of the oldest Mission Churches in California. The first mass celebrated at the Mission was on June 29, 1776 (5 days before the signing of the Declaration of Independence). Mission Dolores was the sixth of 21 missions established by the Franciscans. Source:

Updated: 6/25/2018