Business Details
Trusted CPA Services in San Francisco | Tax & Financial Experts
Safe Harbor LLP is a top-rated CPA firm dedicated to helping individuals and businesses minimize tax liabilities through expert tax planning and financial advisory services. Our team specializes in complex tax issues, including international tax compliance, multistate tax strategies, and IRS audit defense. We serve high-net-worth individuals, San Francisco-based businesses, and startups, offering tailored solutions for domestic and cross-border financial needs.Our services include tax preparation, bookkeeping, audited financial statements, and strategic financial planning. We prioritize personalized service, leveraging deep expertise in California, federal, and international tax codes to deliver results-driven solutions. With a focus on transparency and client education, we aim to simplify tax processes while ensuring compliance and long-term financial growth.
Services
Tax Preparation
Bookkeeping
Audited Financial Statements
IRS Audit Defense
Multistate Tax Compliance
International Tax Services
Corporate Tax Preparation
Estate Tax Planning
Startup Financial Advisory
Expat Tax Preparation
Highlights and features
- We specialize in international tax compliance and expat tax preparation for cross-border clients.
- Our team provides year-round tax mitigation strategies tailored to individual and business needs.
- We offer audited financial statements compliant with GAAP for loans and government contracts.
- Our CPAs have deep expertise in IRS and California FTB audit defense.
- We deliver personalized bookkeeping and CFO services for startups and SMEs.
What people say
Exceptional service
Affordable rates
Knowledgeable professionals
Successful audit defense
Minimized taxes
Services
Tax Preparation
Our tax preparation services cater to individuals and businesses, ensuring accurate and timely filing of federal, state, and international tax returns. We focus on minimizing liabilities through strategic deductions and credits while maintaining compliance with evolving tax laws. Clients benefit from personalized guidance to optimize refunds and reduce audit risks.
International Tax Services
We assist clients with cross-border tax challenges, including expatriate tax returns, FBAR filings, and compliance with U.S. and foreign tax codes. Our expertise covers dual citizenship filings, foreign income reporting, and coordination with international tax professionals to ensure seamless global tax strategies.
IRS Audit Defense
Our team provides robust defense against IRS and California FTB audits, leveraging deep knowledge of tax regulations to protect clients' interests. We handle document preparation, communication with tax authorities, and negotiation to resolve disputes efficiently while minimizing financial exposure.
Bookkeeping
We offer comprehensive bookkeeping services to maintain accurate financial records, supporting tax compliance and business decision-making. Our solutions include payroll management, account reconciliation, and QuickBooks support tailored to small businesses and startups in San Francisco and beyond.
Audited Financial Statements
We prepare GAAP-compliant audited financial statements required for loans, government contracts, or business mergers. Our CPAs verify financial accuracy and ensure transparency, providing independent assurance to stakeholders while meeting regulatory requirements for San Francisco businesses.
People
Chun Wong
Managing Partner
Chun Wong, CPA and founder of Safe Harbor LLP, specializes in international tax, audit defense, and financial planning. With expertise in cross-border compliance and startup advisory, he helps clients minimize tax liabilities while ensuring regulatory adherence.
Questions
What tax services do you offer for international clients?
We specialize in expatriate tax returns, FBAR filings, and cross-border compliance, working with clients in China, India, the UK, and other countries to navigate U.S. and foreign tax obligations.
Can you help with IRS audit defense?
Yes, our CPAs provide comprehensive audit defense for IRS and California FTB inquiries, ensuring compliance while minimizing financial exposure through strategic documentation and negotiation.
Do you work with startups?
We offer tailored financial advisory, tax planning, and bookkeeping services for Bay Area startups, including stock option strategies and compliance with state and federal regulations.
What are your areas of expertise?
Our core strengths include international tax, multistate compliance, audited financial statements, and audit defense, supported by a team of CPAs with decades of combined experience.
How do you handle bookkeeping for small businesses?
We provide cost-effective bookkeeping solutions using QuickBooks, ensuring accurate records for tax compliance and financial reporting while supporting day-to-day business operations.
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