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← Back to Top 30 Bookkeepers in the San Francisco-Oakland Area, CA (2026)San Francisco Small Business / Individual CPA Tax Service
Evidence Score 22/100 at 83% evidence coverage 30 of 30 on the San Francisco-Oakland area list How the score works
What we could verify
- Registered business?
- Not verified
- CPA license or firm permit?
- Not verified (searched the state board)
- Publishes prices?
- Not stated on its website
- Local or remote?
- Not stated on its website
- Software?
- None named on its website
Who they say they serve: technology, non-profits, startups (self-reported, from the firm's own website)
0 of 5 answered from a dated source.
Documents 2 of 5 core services.
Score breakdown
Dark bar: points earned. Grey bar: the weight we could check.
Evidence
| Claim | What the source shows | Source | Points |
|---|---|---|---|
| Business name | San Francisco Small Business / Individual CPA Tax Service | home page Nov 5, 2026 | |
| Website | https://www.safeharborcpa.com/ | home page | |
| Office locality | San Francisco, CA | home page | |
| Phone | +14157424249 | home page | |
| Offers bookkeeping | Documented: ...CPA firm can help you minimize taxes and maximize income. Tax Preparation & Bookkeeping Tax preparation is often the heart of accounting services. We offer that as well as... | home page | |
| Payroll coordination | Documented: ...medium-to-small businesses in San Francisco. Most bookkeeping duties such as invoicing, payroll, and AP/AR can require less than 40 hours a week. An affordable bookkeeper can... | /book-keeping-financial-accounting | 4 pts (max 4) |
| Month-end close + reporting | Documented: ...with multistate tax compliance and minimization. Learn More Audited Financials Audited financial statements can be critical for business buy/sell issues, bank loan covenants and... | home page | 6 pts (max 6) |
| Industries served (documented) | technology, non-profits, startups | home page | 5 pts (max 5) |
| Named contact / team | Safe Harbor, CPA | home page | 3 pts (max 3) |
| Working contact route verified | [email protected] (mail server found) | DNS check Third-party Sep 26, 2026 | 2 pts (max 2) |
| Privacy / data-handling page | Documented: Privacy Policy | /privacy-policy | 2 pts (max 2) |
Checked and not found
- Not documented. Checked 8 pages of the firm's own site on 2026-09-26 (Firm's own website): Monthly bookkeeping (0 pts, max 8); Catch-up / cleanup (0 pts, max 5); AP / AR (0 pts, max 4); Software supported (0 pts, max 5); Local / remote model stated (0 pts, max 3); Pricing approach published (0 pts, max 6); What is included / excluded (0 pts, max 5); Onboarding described (0 pts, max 4); Reporting cadence stated (0 pts, max 4); Communication channel / process (0 pts, max 3).
- Not verified. Searched California Board of Accountancy licensee file (DCA public licensee data) for CPA firm records named 'San Francisco Small Business / Individual CPA Tax Service' on 2026-09-26: no matching record (State accountancy board): Active CPA firm or individual license (state board) (0 pts, max 8).
- Not verified. Searched the IRS PTIN holder file (updated 2026-02-23) for business name 'San Francisco Small Business / Individual CPA Tax Service' in San Francisco, CA on 2026-09-27: no matching preparer record (IRS preparer records): Bookkeeping designation (AIPB/NACPB) or IRS preparer record (0 pts, max 6).
Searches that find nothing are not a mark against a firm. How we search.
Not verified (not checked yet, so each scores 0 and counts against coverage): Service area; Current QuickBooks ProAdvisor or Xero advisor listing (0 pts, max 6); Entity found in the state business registry (0 pts, max 6); Operating 1+ year (registry formation date) (0 pts, max 5).
Check it yourself on the state's own records: California Board of Accountancy license search and business registry search.
- Working contact route verified: The email address the firm publishes is on a domain that accepts mail (MX record present).
Data limitations
- 20 of 23 evidenced items come from San Francisco Small Business / Individual CPA Tax Service's own website and are labelled self-reported.
- No ratings or review counts are published here. Why.
Is this your firm?
Claim this listing to correct a field with evidence, or report a correction. Claiming confirms ownership only; it does not change the score.