Business Details
4 Years
experience
Trusted Tax CPAs in San Francisco
Safe Harbor LLP is a top-rated CPA firm in the San Francisco Bay Area dedicated to helping individuals and businesses minimize tax liabilities while simplifying financial processes. Our expertise spans complex tax issues, international tax compliance, and strategic financial planning tailored to high-net-worth individuals, startups, and businesses with cross-border interests. We specialize in tax return preparation, IRS audit defense, audited financial statements, and bookkeeping services, prioritizing personalized solutions that align with evolving regulatory landscapes.With a focus on proactive tax mitigation and client education, we leverage deep industry experience and partnerships with global tax advisors to ensure compliance and optimize financial outcomes. Our commitment to excellence is reflected in our client-centric approach, which emphasizes transparency, integrity, and long-term relationships built on trust and measurable results.
Services
Tax Preparation
IRS Audit Defense
Bookkeeping
Audited Financials
Multistate Tax
FBAR Compliance
International Tax
Startup Accounting
Retirement Planning
Stock Option Advice
Details
- Year established: 2022
Highlights and features
- We offer over 20 years of experience in international tax compliance and audit defense.
- Our team provides personalized tax strategies tailored to complex financial scenarios.
- We guarantee compliance with U.S., state, and international tax regulations.
- Our CPAs hold certifications and partnerships with global tax advisors.
- We prioritize transparency with no hidden fees in our service pricing.
What people say
Exceptional service
Affordable rates
Timely filings
Transparent process
IRS audit success
Services
Tax Preparation
Our tax preparation services cater to individuals and businesses needing accurate, compliant filings. We specialize in complex scenarios including multistate and international returns. Our team ensures all deductions and credits are maximized while adhering to evolving tax codes. Clients benefit from year-round advisory support to optimize tax outcomes.
IRS Audit Defense
We provide expert defense for IRS and California FTB audits, leveraging deep regulatory knowledge. Our CPAs analyze discrepancies, represent clients during proceedings, and negotiate settlements. Proactive documentation strategies minimize future audit risks while ensuring compliance with federal and state requirements.
International Tax
Specializing in cross-border tax compliance, we assist clients with foreign accounts, residency issues, and dual citizenship filings. Services include FBAR reporting, foreign tax credit optimization, and expatriate tax planning. Our global network ensures compliance with U.S. and international regulations.
Bookkeeping
We offer comprehensive bookkeeping solutions for businesses, ensuring accurate income/expense tracking. Our services integrate with platforms like QuickBooks to streamline financial reporting. Startups and SMEs benefit from systems that support tax preparation and strategic decision-making.
Audited Financials
We prepare audited financial statements compliant with GAAP for loans, mergers, or government contracts. Our CPAs verify balance sheets and profit/loss statements to meet lender or regulatory requirements. Clients receive actionable insights to improve financial transparency and business valuation.
People
Chun Wong
Managing Partner
Chun Wong leads Safe Harbor LLP with expertise in international tax and audit defense. He specializes in resolving complex tax issues for startups, high-net-worth individuals, and multinational businesses, ensuring compliance while minimizing liabilities.
Questions
What tax services do you offer for international clients?
We provide FBAR compliance, foreign tax credit optimization, and expatriate tax planning for individuals and businesses with international assets or income.
Can you help with IRS audit representation?
Yes, our CPAs specialize in IRS and California FTB audit defense, offering documentation analysis, negotiation, and compliance strategies to reduce liabilities.
Do you handle tax needs for startups?
We assist startups with entity selection, bookkeeping, and tax-efficient financial systems to support growth and regulatory compliance.
What areas do you serve?
Primarily San Francisco and the Bay Area, with clients across California and international jurisdictions requiring U.S. tax compliance.
Are your services available remotely?
Yes, we use secure platforms for document sharing and virtual consultations to serve clients nationwide and overseas.
Videos
Reviews (5)
Mike T.
Dec 28, 2021
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My experience is similar to most of the other 1-star reviews. Concern #1
* Safe Harbor (SH) offered an estimate of $2500-3000, but in the end they sent me an invoice with a total charge of $6350. Exceeding an estimate by more than 100% is unacceptable IMO.
* There was never any warning that we had exceeded the original estimate, or that the work was different than originally expected. Throughout the 3.5 month intermittent relationship, I was expecting that we were inside the original estimate. In fact, we had blown through the high-end estimate in the first two days.
* I know other people in my
* Safe Harbor (SH) offered an estimate of $2500-3000, but in the end they sent me an invoice with a total charge of $6350. Exceeding an estimate by more than 100% is unacceptable IMO.
* There was never any warning that we had exceeded the original estimate, or that the work was different than originally expected. Throughout the 3.5 month intermittent relationship, I was expecting that we were inside the original estimate. In fact, we had blown through the high-end estimate in the first two days.
* I know other people in my
Dana G.
Nov 20, 2021
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Rther. We have a super complicated tax history from working overseas, had a great chat with Chun, who was friendly and knowledgeable and working after hours, no less.
Juan Perez
Oct 01, 2021
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Chun and his team crush it. Who likes taxes? I sure don't. But these guys and gals at Safe Harbor seem to live and breath the tax code. They analyzed both my California and my federal tax exposure, and gave some good long-term strategies to lesson what I pay to Uncle Sam. Yeah, I still paid a lot in taxes but I'm confident I paid the min. necessary plus going-forward I can work to keep it as low as possible. If you own a small business in SF, then recommended.
Bruno De Carvalho
Aug 29, 2021
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It's been a couple of years in a row working with SafeHarbor, and it's always a hassle-free, straightforward process. The team does a great job at keeping me up-to-date while preparing my non-trivial tax filings. I'll definitely be working with them again!
Ian Bailey
May 29, 2021
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My attorney did a search for a good company to help me with my US and international tax affairs. He recommended Safe Harbor, which proved to be a great choice. Chun and team have been helping me with my taxes since FY2015, and I have always been very satisfied with their service and advice. Now I am heading back overseas I will keep my US tax affairs with Safe Harbor. Thank you, Chun!
