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Your Trusted CPA Firm in San Francisco for Tax and Financial Solutions
Safe Harbor LLP is a top-rated CPA firm dedicated to minimizing tax liabilities for individuals and businesses in San Francisco and beyond. Our expertise spans complex tax issues, international tax compliance, and financial advisory services, with a focus on personalized solutions tailored to each client's unique needs. We specialize in serving high-net-worth individuals, startups, and businesses with multistate or international operations.Our team of certified public accountants combines deep technical knowledge with a client-first approach, offering services ranging from tax preparation and bookkeeping to IRS audit defense and estate planning. With a commitment to excellence, we strive to be the most trusted and reliable accounting partner for our clients, ensuring compliance while optimizing financial outcomes through proactive, year-round tax strategies.
Services
Tax Preparation
Bookkeeping
Multistate Tax Compliance
Audited Financial Statements
IRS Audit Defense
International Tax Services
Corporate Tax Preparation
Estate Planning
Startup Financial Advisory
Outsourced CFO Services
Highlights and features
- Our team includes top-rated CPAs with expertise in complex tax and financial issues.
- We specialize in international tax compliance and expatriate tax services.
- Personalized service tailored to high-net-worth individuals and startups.
- Proven success in IRS audit defense and multistate tax minimization.
- Year-round tax planning strategies to optimize long-term financial outcomes.
What people say
Exceptional service
Affordable fees
Expertise in international tax
Successful audit defense
Timely tax filings
Services
Tax Preparation
Our tax preparation services cater to individuals and businesses needing accurate, compliant filings. We specialize in complex returns, including multistate and international tax scenarios, ensuring maximum refunds while adhering to regulations. Clients benefit from strategic planning to minimize liabilities and avoid common pitfalls.
International Tax Services
We assist clients with cross-border tax challenges, including expatriate returns, FBAR filings, and dual citizenship compliance. Our team collaborates with international partners to navigate U.S. and foreign tax codes, reducing liabilities while ensuring adherence to evolving global regulations for individuals and corporations.
IRS Audit Defense
Our experts provide robust defense against IRS and state tax audits. We represent clients during investigations, leveraging deep regulatory knowledge to challenge assessments and resolve disputes efficiently. Services include documentation review, strategy development, and communication with tax authorities to achieve favorable outcomes.
Bookkeeping
We offer comprehensive bookkeeping solutions to maintain accurate financial records for businesses. Services include transaction tracking, account reconciliation, and financial reporting, ensuring clarity for tax preparation and strategic decision-making. Our systems streamline processes to improve efficiency and regulatory compliance.
Audited Financial Statements
We prepare audited financial statements compliant with GAAP for businesses requiring lender or regulatory submissions. Our CPAs verify accuracy and completeness, supporting loan applications, mergers, or government contracts. This service ensures transparency and builds trust with stakeholders through rigorous, independent evaluation.
People
Chun Wong
Managing Partner
Chun Wong founded Safe Harbor LLP with a mission to deliver exceptional tax and financial services. As a CPA, he specializes in international tax, estate planning, and startup advisory, combining technical expertise with personalized client support to minimize liabilities and drive business growth.
Questions
What accounting and tax services do you offer?
We provide tax preparation, international tax compliance, bookkeeping, audited financial statements, IRS audit defense, multistate tax planning, and financial advisory services for individuals and businesses.
Do you specialize in international tax issues?
Yes, we are experts in cross-border tax compliance, expatriate returns, FBAR filings, and dual citizenship tax planning, serving clients with global financial interests.
How do you handle IRS audit defense?
Our CPAs represent clients during IRS audits, reviewing documentation, challenging assessments, and negotiating resolutions to minimize tax liabilities while ensuring compliance with regulations.
Can you assist startups with financial planning?
Yes, we help startups establish tax-efficient structures, manage bookkeeping, and plan for growth, offering tailored advice on stock options, funding, and compliance.
What areas do you serve?
We primarily serve San Francisco and California, with clients nationwide and internationally, supporting businesses and individuals with multistate and global tax needs.
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