Tax Planning & Accounting Oversight
Safe Harbor offers elite tax strategy coordination and full-spectrum accounting oversight. We collaborate with your current CPA or assemble a tax planning team that supports your lifestyle, income structure, and estate goals.
We simplify tax season and maximize strategy. Whether we’re managing your bookkeepers or coordinating complex filings with your CPA, we ensure everything flows
into one cohesive financial plan.
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Tax optimization strategy: We design tax-minimizing structures for income, estate, gifting, and capital gains.
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High-income household bookkeeping: From family payroll to monthly reconciliations, we track and report what matters.
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CPA and accounting oversight: We manage outside accounting partners and ensure deadlines, compliance, and deliverables are met.
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Audit readiness and IRS coordination: Should the IRS ever call, we prepare your records and represent your interests.
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Trust and asset-level accounting: We provide segmented reporting on properties, portfolios, and trust assets.
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Family office reporting systems: We build and manage financial dashboards tailored for private family oversight.
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Philanthropic Strategy & Giving Management: We help structure charitable foundations, manage donor-advised funds, and align giving with your family’s values and tax strategy.
Ready for a Trusted Partner?
When you hire Safe Harbor Consulting & Management, you're not just hiring a consultant—you’re securing a steward of your legacy. Let us manage the details, so you can focus on what matters most.
Our Key Offerings
Why Safe Harbor?