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July 2023 by Nicole Arboleda
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.
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June 2023 by Alex Castillo
Highly recommend. I was helped by Chun Wong, and I am extremely happy with their services. Everything was flawless: communication, politeness, and professionalism. Will work with them again in the future.
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April 2022 by Sarah Bassey
Absolutely all the good news and all the positive reviews about Mrs charlotte an expert, skilled, and trustworthy Forex/Binary broker is 100% factual and true as I invested part of my hard-earned salary of $1,000 where charlotte Traded on my account effectively to be able to earned a huge profit of $13,000 after just 7 days trade on her extremely profitable Forex/Binary company/platform. "Opportunities don't happen, you create them." Now I’m persuaded, convinced and totally believed on Forex/Binary Trades thanks to charlotte. Contact her @ What’s-app; +39 351 0937250 E-mail;
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January 2022 by Bryant L.
Sent a Yelp request to help file my taxes and they responded asking some screening questions for my tax situation. They told me to email them directly with the answers. Emailed them Jan 13th (no response), follow up email jan 19th (no response)...I guess they are too busy and I'm not worth their time
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January 2022 by Candace B.
My company went through an acquisition and I enlisted Safe Harbor to help me project the taxes I would owe as a result. Early on in the process it became clear that there was an error in their projections. The stock from my original company was being paid out as a cash component and also as stock in the new company. Safe Harbor kept mistakenly treating the cash I was given as the cost basis for the stock I was also given. I pointed out this error as soon as I got the original projections and Chun offered to set up a meeting. In the meeting he interrupted me several times insisting I should just trust their projections. I then got an email from Chun saying that actually there was an error and the cash component was *not* the cost basis for the stock I was given. At this point I had lost all confidence in the accuracy of the information I was getting from Safe Harbor. I asked them to stop working on this and I enlisted the services of a different accounting firm. I then received a bill for over $6K from Safe Harbor. Almost all of the hours they were charging me for were for the hours they spent going back and forth after I had initially pointed out the error. The other accounting firm I asked to work on the same problem with the same information quickly gave me accurate projections and billed me for 2 hours of work.
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December 2021 by Mike T.
My experience is similar to most of the other 1-star reviews. Concern #1 * Safe Harbor (SH) offered an estimate of $2500-3000, but in the end they sent me an invoice with a total charge of $6350. Exceeding an estimate by more than 100% is unacceptable IMO. * There was never any warning that we had exceeded the original estimate, or that the work was different than originally expected. Throughout the 3.5 month intermittent relationship, I was expecting that we were inside the original estimate. In fact, we had blown through the high-end estimate in the first two days. * I know other people in my situation who received similar assistance from other vendors for $3000-3500 total. * When I expressed surprise about the high invoice amount, Chun never acknowledged that missing an estimate by so much was any kind of a problem, and never really explained what had gone wrong in the original estimate. (Eventually, he did give me a $120 discount, or 1.8%.) * They asked for a large ($2500) retainer fee up front. * At one point, Chun compared the bill amount to my AGI for the year, apparently in an attempt to make the charge appear irrelevant and I should just pay it. Concern #2 * SH made numerous, large mistakes while working through my situation. I think (hope) we eventually settled on accurate calculations, but they spent a lot of time revisiting the same work to come up with new results, and I ended up paying for these hours. * I spent a lot of time writing lengthy emails explaining to them that they had made errors and suggesting they should look at issues in a different way. * There were numerous instances where it felt like Chun was not paying attention to what I was saying. I expect this contributed to the mistakes mentioned above. * I eventually felt like SH was educating themselves at my expense. Concern #3 * The tax strategies SH offered me were simplistic at best. Sell your underwater stocks for tax-loss harvesting. That was it. (This was a strategy I was already aware of.) * Chun seemed unfamiliar with the tax advantages of donating appreciated stocks to charity, when I brought up this possible strategy. Given the mistakes that were made, the simplistic advice, and the time I spent on my end correcting the errors, I received nowhere near $6230 in value from this relationship. I expect that there are certain cases where Chun and his team have strong expertise and can provide useful insights. However, I believe there can sometimes be a large disconnect between the value Chun believes he's delivering vs. the value he's actually delivering. In these cases, you may be in for some big surprises in what you get, how long it takes to get it, and how much you need to pay.
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November 2021 by Dana G.
rther. We have a super complicated tax history from working overseas, had a great chat with Chun, who was friendly and knowledgeable and working after hours, no less.
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November 2021 by Sara L.
Searching high and low for someone who understands International Tax laws? look no further. We have a super complicated tax history from working overseas, had a great chat with Chun, who was friendly and knowledgeable and working after hours, no less. Recommend contacting Safe Harbor for your tax needs. It is truly hard to find consultants who understand the international side. thanks!
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September 2021 by Juan Perez
Chun and his team crush it. Who likes taxes? I sure don't. 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 I'm 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.
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September 2021 by Bruno de Carvalho
It's been a couple of years in a row working with SafeHarbor, and it's 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. I'll definitely be working with them again!
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September 2021 by Andrew Kingsdale
Personalized care and an expert team. Have been using for over five years.
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June 2021 by Ian Bailey
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!
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May 2021 by Stephanie Plimini
Really bad experience. Chun is a pathological liar and someone who I would never trust with my taxes again. Avoid like the plague
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March 2021 by Jason A.
I got them info from a friend. Then look over Yelp to check them out. I have called. A lady basically told me. Best way to get more info is the email. No calls. Just email us. I assume she was WAY busy to just give me a quick info and not waste my time waiting for them email. Then end of the day. I received an email. Most of the email is them outrages rates. Outrages it's the right ward. I usually do my Busines return and personal for 800$. But not this place. Rip off. He was asking close to 4-5k just to file my tax return. And I assume it's not something they want to say over the phone. They do t have the guts for that. So over email. Let's try to ripped him off. Oh well. I am glad I didn't choose then. I find a good place. Recommended by friends and 5 stars on Yelp for 650$ Busines return and 120$ personal. Not 5 K Best of luck.
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February 2021 by Béla B.
I spent some time looking for CPAs knowledgable in international tax issues (US tax treaties with other countries, tax liability from foreign income, etc), until I finally came across Safe Harbor CPAs. I could easily book a consultation with Chun and he definitely cleared up all the questions and concerns I had. He is very knowledgable and friendly! Highly recommended for all topics involving international tax!
