Safe Harbor
About
Safe Harbor, founded in 2002 and based in San Francisco, is a top-rated CPA firm offering specialized accounting services to businesses and high net worth individuals. Their expert accountants handle individual and business tax return preparation, international tax needs, and estate planning. The firm is also known for its financial services such as IRS audit defense. Safe Harbor prides itself on serving clients with unique needs, including startups and clients with international tax requirements. Their goal is to minimize tax liabilities for their clients and simplify the tax planning process.
Specialties
Industry
Sales & marketing, Financial services, Healthcare, Retail / consumer goods, Technology / IT, Manufacturing, Real estate, Education, Non-profit, Construction, Other industries
Annual income
Less than $100K in revenue, $500K - $1M in revenue, $1M - $5M in revenue, $100K - $500K in revenue, Greater than $10M, $5M - $10M in revenue
Accounting software
QuickBooks, Xero, NolaPro, Sage, Quicken, TurboTax, Customer currently don't use any accounting software
Accounting needs
Balancing books / bookkeeping, Preparing tax returns, Preparing financial statements, Managing AR and AP
Accounting for
Individual or sole proprietorship, Partnership, S-Corp, C-Corp / Corporation, Non-profit
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Services offered
Accounting