Top Bay Area Accounting Firm, Safe Harbor CPAs Releases Newsletter on Retirement and Tax Planning

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Informative December, 2016, newsletter for San Francisco tax clients has been released by Safe Harbor LLP. As 2016 draws to a close, the firm focuses attention on retirement and tax planning issues for Bay Area clients.

Top Bay Area Accounting Firms

Top Bay Area Accounting Firms

Retirement planning is a topic that our clients return to again, and again.

Safe Harbor LLP, a top Bay Area Accounting Firm at, is proud to release their December, 2016 newsletter with a focus on retirement planning issues for San Francisco Bay Area residents. While the firm sends the newsletter out to existing clients, it makes the informative content available to all Bay Area interested parties.

“Retirement planning is a topic that our clients return to again, and again,” explained Chun Wong, Managing Partner at Safe Harbor LLP. “Our December eLetter is a 'deep dive' into the issues of retirement, especially annuities, foreign stock holdings, and automatic retirement plans for small businesses.”

To read the December, 2016 tax tips newsletter for San Francisco residents, please visit There one can not only download the full issue in PDF format but also request a consultation with one of the firm's accountants. Many Bay Area clients come to Safe Harbor CPAs for retirement and tax planning, especially those that have international tax exposure as the firm has a reputation for international tax expertise. (See, for example).

A Lively Blog for a Lively City: Accountants and San Francisco

Safe Harbor CPAs is not the largest accounting firm in the San Francisco Bay Area, but has earned a reputation as one of the best boutique accounting firms in the Bay Area. Its focus on international tax is clearly illustrated in this month's eletter. Other issues have drawn attention to how it has expertise in audited financials, expatriate tax returns, and even IRS audit defense. Often times, clients come to the firm who are dissatisfied with their existing Bay Area accounting firms. They seek out a second opinion, and more knowledgeable accountants than are available in the so-called 'big box' tax services and/or accountants. By being boutique in size, the firm occupies a sweet spot: large enough to have deep knowledge of complex issues like international tax but small enough to have incredible customer service, and attention to detail.

About Safe Harbor LLP – a Professional CPA Firm in San Francisco

Safe Harbor LLP is a CPA firm that specializes in accounting and tax services for individuals and businesses throughout the San Francisco Bay Area and greater California. Safe Harbor CPAs helps both individuals and businesses with tax preparation, IRS audit defense, and audited financial statements. The firm prides itself on friendly yet professional service and utilizes state-of-the-art Internet technology to provide quality customer service.

Safe Harbor CPA
Tel. 415.742.4249

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