We have moved locations! We are now at 1250 Peach St SUITE C, in San Luis Obispo.
Our Story
Client-Focused Approach
At Safe Harbor Tax, we believe your financial well-being comes first. We don't believe in one-size-fits-all solutions; instead, we take the time to truly understand your unique situation, tailoring our approach to fit your specific goals.
Professional staff
David W. Smith, CPA. - Owner
David W. Smith, CPA. - Owner
David W. Smith, CPA. - Owner
Born and raised in Houston, Texas, he moved to San Luis Obispo at 19 and made it home. He earned his associate's degree from Cuesta College and his bachelor’s degree in accounting from California Polytechnic State University, San Luis Obispo. He has worked in accounting since 2007, specializing in preparing tax returns for small businesse
Born and raised in Houston, Texas, he moved to San Luis Obispo at 19 and made it home. He earned his associate's degree from Cuesta College and his bachelor’s degree in accounting from California Polytechnic State University, San Luis Obispo. He has worked in accounting since 2007, specializing in preparing tax returns for small businesses and individuals.
He enjoys staying active outdoors—swimming, mountain biking, golf, surfing, and snowboarding—which makes him especially grateful to live in San Luis Obispo and feel lucky to have raised his family there. He and his wife also enjoy walks with their dog, Rusty, a five-year-old golden retriever.
Blake Iverson - Associate
David W. Smith, CPA. - Owner
David W. Smith, CPA. - Owner
Born and raised in King City, California, Blake developed an early interest in the intersection of agriculture and finance through 4-H and his family’s farm in Soledad. He earned his bachelor’s degree in Agribusiness with an emphasis in finance from California Polytechnic State University, San Luis Obispo. After completing a pivotal inter
Born and raised in King City, California, Blake developed an early interest in the intersection of agriculture and finance through 4-H and his family’s farm in Soledad. He earned his bachelor’s degree in Agribusiness with an emphasis in finance from California Polytechnic State University, San Luis Obispo. After completing a pivotal internship with Safe Harbor Tax during his senior year, he committed to a career in public accounting and is currently on track to receive his CPA license this spring.
Blake brings a unique perspective to tax planning, rooted in years of hands-on experience ranging from ranch management to complex bookkeeping and financial reporting.
Outside of the office, he stays active by hunting and lifting weights, and he values the time spent with his friends and family. Driven by a strong attention to detail, he is dedicated to ensuring his clients enjoy a clear and reliable path to financial success.
Jonas Smith - Student Intern
David W. Smith, CPA. - Owner
Jonas Smith - Student Intern
Born in San Luis Obispo and raised in Morro Bay, California. He graduated from Morro Bay High School in 2025 and is a first-year student at California Polytechnic State University, San Luis Obispo, studying Industrial Technology and Packaging.
He enjoys traveling and doing outdoor activities such as surfing, golfing, hiking, snowboarding, and hacky-sacking.
Head of Security
Meet Rusty
Born in Atascadero and raised in Morro Bay, California, our 5-year-old golden retriever has plenty of expertise in the world of belly rubs and pets! On occasion, you can see him around the office supervising Blake and Jonas. He is friendly towards everyone, so feel free to say hi if he is there!
Outside of the office, he enjoys long walks on the beach, lying in the sun, and unlimited pets!