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Safe Harbor, CPA and Accountants
5812 Geary Blvd, San Francisco, CA 94121, United States
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Safe Harbor, CPA and Accountants

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Ju
Review №1

Chun and his team crush it. Who likes taxes? I sure dont. 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 Im 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.

Br
Review №2

Its been a couple of years in a row working with SafeHarbor, and its 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. Ill definitely be working with them again!

An
Review №3

Personalized care and an expert team. Have been using for over five years.

Ia
Review №4

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!

St
Review №5

Really bad experience. Chun is a pathological liar and someone who I would never trust with my taxes again. Avoid like the plague

Ge
Review №6

Chun and the team at SafeHarborCPA have been doing our tax returns for the last three years. My wife and I are both foreign internationals working in the U.S.Declaring global tax is a complex and tedious subject that can only be completed by a qualified CPA that specializes in international tax. Chun ticks the boxes in all aspects of his work, professionalism, knowledge, and customer service.Avoid cheap, no idea tax agents who will only end up getting you in trouble with the IRS for not knowing rules and regulations in this specialized area of tax.

Da
Review №7

I am a foreigner living in the Bay Area. The international tax regulation is extremely complex and I was having a hard time understanding how to be compliant. Spoke to many CPAs but found out that most of them dont really know much about international tax. Chun has been extremely helpful in guiding me through the different requirements

Al
Review №8

Safe Harbor and Chun Wong are an excellent tax team. Among their specialties are international tax, and complicated small business tax matters. In my case, I have overseas income (albeit not a ton) but it still makes my taxes a nightmare. By using them, I was able to rest easy that the necessary tax compliance issues were done, and my taxes were as little as possible. Highly recommended.

Lu
Review №9

Five stars because yes I procrastinated and Safe Harbor came through on my tax preparation! Taxes are tough. I hate them. I really really hate them. I hate bookkeeping, too. I hate record keeping. So yeah I put it off. Like really really put it off. But I have complicated San Francisco taxes - start up, international tax and a big mess of stuff. Its complicated (like my life). So I waited but they came thru. Highly recommend Chun and his team.

Al
Review №10

The Safe Harbor team and Chung Wong helped tremendously with my international tax questions. They answer promptly first via a detailed email then conducted a WebEx meeting with me and was very generous with their time.I had a few complex international tax questions. Trying figure out how to be compliant with both United States and Europe tax laws. I reached out to over 10 other CPA’s and Tax Specialist across the United States and they mostly just back to me with short answers, a big upfront cost without even speaking to me or they could not help at all because it was above their knowledge.I would recommend anyone that has a tax questions or issue to speak to Chung and his team. The interaction was great and got all my questions answered with additional information and consideration from the team at Safe Harbor.

Le
Review №11

Mr. Chun Wong was extremely knowledgeable, friendly, helpful, and honest. I would definitely recommend his firm to other, and will keep him in mind for future international tax questions and work!! Many thanks for all you help, it is very much appreciated.

Ra
Review №12

A CPA That Listens. Its hard to find one - you know, an accountant who will actually take your phone call, meet with you in person, and then - ultimately - help you with your business or personal needs. We have a small San Francisco business thats been around for over twenty years but were transitioning to new ownership. Plus we have some international tax exposure and the requirements are very onerous for compliance - if you have property as we do in Canada, then you have to file what is called an expat tax return. Needless to say you have to get a tax return done and they do it. Were very happy.

Ja
Review №13

Excellent accounting firm working in San Francisco. Im not a high-powered business type, just a regular small business entrepreneur. But my taxes are complicated as I have exposure to International tax issues, overseas and all that. The staff at Safe Harbor CPAs were fantastic and led me thru the process of figuring out my bookkeeping, my tax liabilities, both over and underpayments, and then how to get on the ball each year so Im not freaked out at tax time. I try to withhold enough so that I get money back and in that way am never surprised. I am no longer afraid of the tax man!

Xa
Review №14

Terrible, terrible, terrible.Total billed in less than 6 months = $3K !!! Efficiency --> absolutely none. Let me expose: I went with Safe Harbor because they publicize an international tax savoir-faire. The fact that my tax situation encompasses 3 different countries made their heads spin like crazy. So after paying $1K upfront, I rapidly had to pay an extra $900 for consultations with external experts, which makes you wonder why they publicize an international expertise if they need to turn to external providers when one case shows up. I went to see them once, a less-than-one-hour meeting at their office and I see on my last bill they charged me $437,5 for this meeting. Shameless... Since they did not provide me with any solutions and kept sending me bills to pay (3rd one of $900 came shortly after the 2nd one), I felt they were just milking me as much as they could. So I turned to another accountant who fixed my situation for $300 !!!!!!!!!Please do understand, Safe Harbor did not provide anything. Nothing. Nada. During the $450 meeting at their office, she just showed me drafted documents on her computer (she was alone, $450 an hour :-) ) They never filled any paperwork, which is really the only thing I expect from an accountant... I cannot show you one document they produced for my case, or at least followup emails to pretend theyre working. I have nothing, just minus $3K in my account.Calling them crooks would be unfair because I see a few fake comments below (and probably some future ones) that seem to think otherwise, but it perfectly fits my situation indeed.You get the point. Right now youre probably in the situation I was in, not knowing how to find the right accountant in the bay Area for your specific international tax situation. You may have already talked with a few accountants, but felt they didnt have the profile. Now youve Googled a few keywords and landed on Safe Harbor as one of the few options in the Bay Area for international tax issues... Well now you know what Ive been through, I feel really stupid and I dont wish this to you or anyone else.Professionally, I constantly seek to augment performance. If youre the same, look for a serious, legitimate international tax accountant.

Se
Review №15

Being in US since Nov.2015, and had to prepare my 1st US taxes. Had question concerning Canada/US taxes. Called SafeHarborCPA, setup free consultation call. At the day of call appointment, Mr.Chun Wong called me and clarified few aspects for my filing . I have found Mr. Wong very diligent, knowledgeable and honest. Looking forward to work together on my 2016 CAD/US taxes.

Ha
Review №16

Accounting and taxes are never ever fun. Whats worse is if you are an expat, that is a person who is from Canada but lives and works in the USA. Welcome to the world of international taxation! Chun and his team are experts at international tax, including the so-called expat tax return problem. You have to not only have a USA tax person but one in Canada, and working together they can help you get your taxes filed, properly. Its really complicated, and not a service that just any San Francisco accounting firm can actually do without driving you CRAZY. So there you go. Taxes done, in two countries, and off to work.

Ja
Review №17

Taxes and accounting for small businesses like mine (or perhaps like yours). I have a small San Francisco business (startup) in the tech sector. Safe Harbor helped me set it up effectively for tax purposes.

Ma
Review №18

A CPA is a person who really knows accounting and thats what Chun and his team are at Safe Harbor CPAs. They know accounting and tax and all that non-fun stuff. I called in for a consultation and learned that they werent necessarily the best fit for my tax needs in San Francisco. Oh well. But I explained my tax problems and issues, and they gave me some friendly advice and a referral to one of the big box accounting services available in the Bay Area. The customer service of an organization that helps you even when you are only a prospect really meant a lot to me. Thank you Safe Harbor.

Br
Review №19

Had a simple question regarding 83(b) election; the advisor at Safe Harbor was able to steer me in the right direction with a short phonecall. Very knowledgeable.

st
Review №20

Chun and his team did a great job on my taxes. They were extremely professional and very speedy. I would highly recommend Chun to prepare your taxes!

Ev
Review №21

Chun, and his team have been very helpful with our tax planning and filing for the last 4 years. Whenever I have a question someone it seems like someone is at their office waiting to take my call.

Ch
Review №22

Just not a good experience.... A little disorganized but the one star is mostly because Chun has a bad temper - he was upset when we wanted to question a bill which was 50% higher than the quote. Geez, you have a business, expect people to ask you questions - he actually hung up on me. Such a negative situation. Save yourself the trouble and go to Olsen and Partners, cheaper, nicer and way more professional.

SA
Review №23

“All they want is your money, once the check clears you’ll never hear from them again”As a small business owner I take my finances seriously. I was not sure about using Safe Harbor CPA’s so I contacted them and asked them to look over my books and give me some insight into what needed to be done, and then I would decide if I wanted to use their services. They asked me for a $3000.00 retainer and assured me that they would simply look over the books before actually proceeding with billable work. I sent it in good faith.After they got their money I pretty much never heard from them again! I emailed Chun Wong for an update after a week and received NO response. I then began daily emails until finally he responded with a brief amount of information and a bill for $3700.00 stating they had used the retainer and we owed him money! Chun Wong stole my money and did absolutely nothing. I demanded a refund and he has been non-responsive. Do not give your money to Chun Wong or Safe Harbor, they have no integrity.

Ro
Review №24

To get a tax return done in an efficient manner, Chun and the team at Safe Harbor CPAs are a great way to get it done. My taxes are very complex - I have international tax exposure, with properties both in the USA and abroad. What happens with recent changes by the IRS such as FBAR and other types of reporting, is that you MUST report these so-called foreign earnings correctly.If you do not, guess what - big penalties up to and including jail. Yikes! But of course our friendly government doesnt make this easy for regular folk like you and me. We have to pay the taxes, and we have to do the regulatory paperwork, but were not competent to actually get that done.Thats where Safe Harbor CPAs came in. They looked at my tax exposure and evaluated my experience vis-à-vis International tax situations. And after a very rigorous process of evaluation, they did my taxes - both for the USA, Canada and other countries. That also meant compliance with international tax codes and other requirements such as the new FBAR requirements.So for international tax in San Francisco, theyre a great place to go.

Er
Review №25

We cannot speak highly enough of Chun Wong and his staff at SafeHarbor LLC. In the years we have worked with them they have consistently gone above and beyond our expectations – not only providing excellent service in their role as accountants and tax advisers, but also providing world class strategic and business planning guidance – when they talk about providing the service of an “outsourced CFO” to small businesses, they aren’t overselling themselves one bit. SafeHarbors forethought, experience, and wisdom has helped us to navigate successfully both the companys early growth as well as its continued expansion.Eric BarnettCTO, eParachute

An
Review №26

I telephoned this company stating I need a individual tax return to be completed and would they have someone available to do this today. After explaining my predicament three times they continued to be unaccommodating and picky. I mean what tax agent asks your income over the phone? Sorry, Ill go elsewhere with my business.

Bi
Review №27

Unprofessional.

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27 Comments
4 Rating
  • Address:5812 Geary Blvd, San Francisco, CA 94121, United States
  • Site:https://safeharborcpa.com/
  • Phone:+1 415-742-4249
Categories
  • Certified public accountant
  • Financial consultant
  • Financial planner
  • Tax preparation service
Working hours
  • Monday:Closed
  • Tuesday:9am–5pm
  • Wednesday:9am–5pm
  • Thursday:9am–5pm
  • Friday:9am–5pm
  • Saturday:9am–5pm
  • Sunday:Closed
Planning
  • Appointments recommended:Yes
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