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Safe Harbor Business, Financial & Professional Services agency logo

Safe Harbor

Business, Financial & Professional Services San Francisco, California, United States
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Safe Harbor offers comprehensive tax services, including business and individual tax preparation, multistate tax advice, international tax solutions, and auditing. The firm provides tailored accounting services for San Francisco's diverse and tech-savvy community, working with startups, established corporations, and individuals.

Safe Harbor is a San Francisco-based accounting and tax firm founded in 2002. The firm offers comprehensive tax services, including business and individual tax preparation, multistate tax advice, international tax solutions, and auditing. With a client-first approach, Safe Harbor tailors its accounting services to the needs of San Francisco's diverse and tech-savvy community, working with startups, established corporations, and individuals.

The firm emphasizes proactive tax strategies that minimize liability and optimize financial outcomes. Safe Harbor's team takes a personalized approach, actively listening to client needs and leveraging deep tax expertise to provide custom solutions. The firm stays ahead of changing tax regulations and offers tools and resources to keep clients informed.

Safe Harbor has under 49 employees and maintains a minimum budget of $1,000 to $10,000 with an average hourly rate of $149. The firm is headquartered at 5812 Geary Blvd, San Francisco, California 94121, United States.

Client reviews on Google are mixed, with an overall rating of 3.8 from 30 reviews. Positive reviews highlight the team's calm guidance, trustworthiness, and ability to handle complex multi-jurisdiction filings, with some clients maintaining relationships since 2015. One negative review raises concerns about temperament and outsourcing payment disputes.

Safe Harbor's client list includes iPoint Solutions, Inc, Hands-On Mobile, and the finance industry. The firm's expertise spans accounting, tax preparation, multistate tax advice, international tax solutions, and auditing, making it a suitable partner for businesses and individuals with complex tax needs.

Services

  • Accounting
  • Tax Preparation
  • Multistate Tax Advice
  • International Tax Solutions
  • Auditing

Industries Served

Finance Technology Startups Corporations Individuals

Team Size

Under 49

Pros

  • Praised for calm, clear-headed guidance on complex tax situations
  • Trusted for handling multi-jurisdiction US and Canadian filings
  • Long-term client relationships, with some clients since 2015

Cons

  • One review raises concerns about temperament and outsourcing payment disputes

Client Review Analysis

Mixed reviews; many clients praise expertise and responsiveness, while one review raises concerns about temperament and outsourcing disputes.

Frequently Asked Questions

Safe Harbor offers business and individual tax preparation, multistate tax advice, international tax solutions, and auditing.
Safe Harbor was founded in 2002 and has been serving clients for over two decades.
The minimum budget is $1,000 to $10,000, and the average hourly rate is $149.
Safe Harbor works with startups, established corporations, and individuals, particularly in the San Francisco area.
Safe Harbor has under 49 employees.
Safe Harbor is headquartered at 5812 Geary Blvd, San Francisco, California 94121, United States.
Client reviews are mixed; many praise the team's expertise and responsiveness, while one review raises concerns about temperament and outsourcing disputes.
Safe Harbor serves the finance and technology sectors, along with startups, corporations, and individuals.
Yes, Safe Harbor includes auditing among its comprehensive tax and accounting services.
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