Safe Harbor, CPA and Accountants - San Francisco, California

Address: 5812 Geary Blvd, San Francisco, CA 94121, United States.
Phone: 4157424249.
Website: safeharborcpa.com.
Specialties: Certified public accountant, Tax preparation service.
Other points of interest: Appointment required, Appointments recommended.
Opinions: This company has 29 reviews on Google My Business.
Average opinion: 3.6/5.

Location of Safe Harbor, CPA and Accountants

Safe Harbor, CPA and Accountants is a certified public accountant and tax preparation service located at 5812 Geary Blvd, San Francisco, CA 94121, United States. You can reach them by phone at 4157424249. Their website is safeharborcpa.com.

This company specializes in certified public accounting and tax preparation services. They offer a wide range of services including bookkeeping, payroll, financial statements, and tax planning. Safe Harbor, CPA and Accountants has a team of experienced professionals who are dedicated to providing personalized and quality service to their clients.

One of the key features of Safe Harbor, CPA and Accountants is their appointment policy. It is recommended to make an appointment before visiting their office. This ensures that the staff has enough time to attend to your needs and provide you with the best possible service. They also offer appointments, which can be more convenient for some clients.

Safe Harbor, CPA and Accountants has received 29 reviews on Google My Business with an average opinion of 3.6/5. Many clients have praised their professionalism, attention to detail, and dedication to providing quality service. However, there have been some complaints about the complexity of their services and the lack of communication from the staff.

Despite some negative reviews, Safe Harbor, CPA and Accountants remains a popular choice for individuals and businesses seeking certified public accounting and tax preparation services. Their experienced staff, personalized service, and wide range of services make them a great option for those in need of accounting and tax assistance.

If you're looking for a certified public accountant or tax preparation service, Safe Harbor, CPA and Accountants is a great choice. With their convenient location, experienced staff, and personalized service, they are dedicated to helping their clients achieve their financial goals. Don't hesitate to contact them through their website to schedule an appointment and learn more about their services.

Reviews of Safe Harbor, CPA and Accountants

Safe Harbor, CPA and Accountants - San Francisco, California
Elizabeth Cyr
5/5

My spouse and I just finished filing for what was a very complicated tax year for us and Chun's US and Canadian teams were both incredible.

Chun took the time to meet with us personally and introduce us to the process with great detail and everyone we worked with was responsive, professional, kind and attentive. They not only coordinated, optimized and handled the 4 unique filings between us, they also identified and addressed several things that needed to be corrected for in previous filings (with a different firm).

I can't speak to what some other reviewers experienced but I can personally say that I am immensely happy that we used Chun for what was (hopefully) the most complex tax year we've ever had. We will continue to use their services for upcoming filings.

Safe Harbor, CPA and Accountants - San Francisco, California
Nicole Arboleda
1/5

I don’t normally post here. But the other 1 star reviews resonated with my experience so strongly that I thought I’d leave a note here just to provide some caution for others.

Just be aware and ask questions before moving forward to make sure this team is right for you. Chun’s temper really got the best of us. I’ve been afraid to post because we are concerned about what Chun will do to retaliate. So just leaving it here, buyer beware.

He's also being sued for outsourcing the work to third parties and not paying them for their work.

Safe Harbor, CPA and Accountants - San Francisco, California
Ian Bailey
5/5

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!

Safe Harbor, CPA and Accountants - San Francisco, California
Alexander Svensson
5/5

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.

Safe Harbor, CPA and Accountants - San Francisco, California
SAMANTHA GAINES
1/5

“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.

Safe Harbor, CPA and Accountants - San Francisco, California
George Mavritsis
5/5

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.

Safe Harbor, CPA and Accountants - San Francisco, California
James Brown
4/5

Excellent accounting firm working in San Francisco. I'm 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 I'm 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!

Safe Harbor, CPA and Accountants - San Francisco, California
Rachel Fischer
4/5

A CPA That Listens. It's 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 that's been around for over twenty years but we're 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. We're very happy.

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