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Your Partner in Tax Minimization and Financial Success

At Safe Harbor LLP, we are a top-rated CPA firm dedicated to providing best-in-class services to individuals and businesses in San Francisco, California, and beyond. Our team of experienced accountants and CPAs is committed to helping our clients minimize taxes and maximize income. We take pride in being a part of the San Francisco community and strive to be the go-to accounting firm for all your tax preparation, bookkeeping, and financial advisory needs.

Our Services

We offer a comprehensive range of services designed to cater to the unique needs of our clients. Our services include tax preparation, bookkeeping, audited financials, financial advisory, and IRS audit defense, among others. Whether you're an individual, startup, or established business, we have the expertise to help you navigate the complex world of taxation and finance.

Our team of experts is well-versed in international tax, multistate tax, and expat tax return preparation. We also provide outsourced CFO services, estate planning, and amended tax return preparation. Our goal is to provide personalized service, tailored to your specific needs, to help you achieve financial success.

Our Expertise

With years of experience in the accounting industry, our team has developed a deep understanding of the complexities of taxation and finance. We stay up-to-date with the latest tax laws and regulations, ensuring that our clients receive the most effective and efficient solutions. Our expertise includes:

  • Tax preparation for individuals and businesses
  • Bookkeeping and financial advisory services
  • Audited financial statements and compilations
  • IRS audit defense and representation
  • International tax and expat tax return preparation
  • Multistate tax compliance and minimization
  • Estate planning and trusts
  • Outsourced CFO services for startups and small businesses

Why Choose Us

At Safe Harbor LLP, we are committed to providing exceptional service and building long-term relationships with our clients. We take the time to understand your unique needs and goals, and our team of experts works closely with you to develop personalized solutions. Our clients appreciate our:

  • Attention to detail and commitment to accuracy
  • Personalized service and proactive approach
  • Expertise in taxation and finance
  • Competitive pricing and flexible payment options
  • State-of-the-art technology and online tools

Testimonials

Don't just take our word for it. Our clients rave about our services and the value we bring to their businesses and personal finances. Here's what some of our satisfied clients have to say:

"As a small business owner, I can't afford the fees most CPA firms charge. Not only was Safe Harbor affordable, but the service was exceptional, and my tax return was completed in time and before the deadline."

"The level of professionalism at Safe Harbor is spectacular, and it was a pleasure to work with such knowledgeable professionals that listened to my concerns and provided me with their expertise."

Reviews
Positive: The team at Safe Harbor CPAs is knowledgeable, responsive, and provides excellent customer service, with many reviewers praising their expertise in international tax issues.
Negative: Some reviewers had negative experiences with communication and billing, feeling overcharged or taken advantage of, and expressing frustration with the team's responsiveness.

Overview of Reviews

The reviews of Safe Harbor CPAs are mixed, with some reviewers praising the team's expertise and professionalism, while others express disappointment and frustration with their experience.

Positive Reviews

Many reviewers appreciated the team's knowledge and expertise in international tax issues, with some mentioning that they were able to provide valuable guidance and solutions to complex tax problems. Several reviewers mentioned that the team was responsive and provided excellent customer service. Some reviewers also praised the team's ability to provide personalized attention and care to their clients.

Negative Reviews

On the other hand, some reviewers were unhappy with their experience with Safe Harbor CPAs. Some mentioned that they were overcharged for services, while others felt that the team was not transparent about their billing practices. A few reviewers also mentioned that the team was not responsive to their needs or did not provide adequate guidance.

Concerns about Communication and Billing

Some reviewers expressed concerns about the team's communication style, with some feeling that they were not kept informed about the status of their tax returns or were surprised by additional fees. A few reviewers also mentioned that they felt taken advantage of, with one reviewer describing the team as "crooks."

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