Safe Harbor LLP helps individuals, businesses, and startups minimize tax exposure and stay compliant — from Geary Boulevard to cross-border filings — led by managing partner Chun Wong, CPA.
5812 Geary Blvd, San Francisco, CA 94121 · Mon–Fri 9:00 a.m.–5:00 p.m.
950+
Tax returns completed
91%
Referral rate
447+
Businesses assisted
CPA
Principal-led firm
Services
From individual returns to audited financials and international compliance, Safe Harbor LLP pairs technical depth with personal service — one client at a time.
Individual Tax
Thoughtful individual returns for San Francisco professionals and families — planned to minimize the bite while keeping filings clean and on time.
Business Tax
S corps, C corps, LLCs, and partnerships with strategies that fit how you actually operate — not a one-size filing factory.
International
Cross-border complexity is a specialty — overseas income, foreign assets, expat returns, and multi-country filing coordination.
Assurance
Compiled, reviewed, and audited financials for bank covenants, buy/sell transactions, shareholders, and city contracting requirements.
Defense
Representation when the IRS or California Franchise Tax Board comes calling — organized responses and steady advocacy for businesses and individuals.
Advisory
Day-to-day books and higher-level financial counsel for Bay Area businesses and startups that need clarity without a full-time finance team.
Cross-border strength
Many San Francisco clients have income, entities, or family ties overseas. Safe Harbor LLP is known for international tax and expatriate return preparation — including foreign asset reporting and multi-country coordination — so you are not left stitching together advice from firms that only see half the picture.
Serving San Francisco, the Bay Area, and clients across California who need international tax clarity.
Managing Partner · Founder
Chun Wong, CPA
“We work harder for you.”
Our partner
Chun Wong is a CPA and the managing partner who founded Safe Harbor LLP with a clear goal: be the firm that works harder for every individual and business client. He helps clients identify tax and financial strategies that minimize liabilities — and, just as importantly, support growth.
Clients turn to Chun for stock options, overseas income, estate planning considerations, IRS and state audit defense, and the kind of plain-language guidance that makes tax and accounting feel manageable again.
“Tax can be a frustrating issue for many, but my goal is to make tax and accounting as easy as possible for our clients.”
How we work
01
Call or book a consult. We learn your entities, cross-border exposure, and goals — in person on Geary Blvd or online.
02
Prior returns and documents get a clear-eyed look so opportunities, gaps, and filing risk surface early.
03
A practical plan for tax prep, international compliance, assurance, or advisory — then precise execution.
04
Secure uploads, WebEx meetings, and a team that works harder for you between seasons — not only in April.
Unsure whether last year’s return left money on the table — or created risk you can’t see? Share your recent returns with Safe Harbor LLP. We review for missed opportunities, amended-return needs, and practical planning steps. Confidential, judgment-free, and focused on clear next moves — not a promised savings percentage.
Fresh analysis
A second set of CPA eyes on returns you already filed
Clear next steps
Amend, plan, or leave as-is — with plain-language guidance
No pressure
Request by phone or email — start a conversation — no obligation
Request yours
Call (415) 742-4249 Email a Second Look request Book a ConsultOr write info@safeharborcpa.com with “Second Look” in the subject line.
Client stories
“As a small business owner, I can’t afford the fees most CPA firms charge. Not only was Safe Harbor affordable, but the service was exceptional and my tax return was completed in time and before the deadline. The level of professionalism at Safe Harbor is spectacular.”
Sunita Bhatt
President, iPoint Solutions, Inc.
“Chun of Safe Harbor came into our company at a time when we were four years behind on our tax filings. Within six months he researched our very complex international structure and gotten us current on all filings… Chun also performed a state audit defense, helping our company successfully argue that the quarter million tax assessment was actually zero.”
Addo Barrows
CFO, Hands-On Mobile
“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… Chun ticks the boxes in all aspects of his work, professionalism, knowledge, and customer service.”
George Mavritsis
Google Review
Questions
Safe Harbor LLP is a San Francisco CPA firm focused on individual and business tax preparation, international and expatriate tax, audited financial statements, IRS and FTB audit defense, bookkeeping, and outsourced CFO support for startups and established companies.
Chun Wong, CPA, is the managing partner and founder. He works directly with individual and business clients on tax strategy, international issues, stock options, overseas income, estate planning considerations, and growing the business.
Our office is at 5812 Geary Blvd, San Francisco, CA 94121, in San Francisco’s Outer Richmond. Hours are Monday through Friday, 9:00 a.m. to 5:00 p.m. Call (415) 742-4249 or book a consult online.
Yes. Cross-border and expatriate tax work is a core strength — including overseas income, foreign asset reporting, and situations involving interests in countries such as China, India, Canada, and beyond. We also support multistate compliance.
A confidential offer for prospective clients. Share recent returns; we review for opportunities, amended-return needs, and planning conversation points. It is an analysis discussion — not a guaranteed savings percentage.
Call (415) 742-4249 or book a consult at our contact page. Email info@safeharborcpa.com works too. Existing client login is for current clients — new prospects should call or book.
Contact
Call the office, book a consult, or email us. We meet face to face on Geary Boulevard and online — whichever fits your schedule.
Phone
Hours
Monday–Friday · 9:00 a.m.–5:00 p.m.
