Nexus Tax Services

At Nexus Tax Services, we understand the importance of having a trusted and reliable partner to help you navigate the complexities of tax and accounting. As a full-service tax and accounting firm, we strive to provide efficient and tailored solutions to individuals and businesses in the Bay Area. Our mission is to become the connection between you and the taxing authorities, providing tax services within the limits of the Internal Revenue Code. We aim to partner with our clients to provide services in the areas of accounting, taxation, and consulting, and become your trusted advisor and develop a long-term partnership.

Our Services

At Nexus Tax Services, we offer a wide range of services, including:

• Accounting: We take care of your accounting needs, so you can focus on growing your business. Our services include month-end reconciliation, 1099 filings, and internal financial statements.
• Tax Preparation: Our experts will help you navigate the complex U.S. tax code and ensure that you're taking advantage of all the tax savings available to you.
• Tax Planning: We'll work with you to create a customized tax plan that minimizes your tax liability and maximizes your savings.
• Audit Representation: In the event of an audit, our experienced team will represent you and work to achieve the best possible outcome.
• Consulting: Our expertise extends to consultations on tax-related matters, including foreign assets disclosures, offshore voluntary disclosure programs, and streamlined filing compliance.

Meet Our Team

At Nexus Tax Services, we're proud to have a team of experienced and certified accountants, including:

• Jay J. Lee, Managing Partner, CPA, MST: With over a decade of tax preparation experience, Jay works with corporations, partnerships, and individuals, specializing in providing clients with a wide range of accounting services.
• Wan-Jung (Florra) Lee, Partner, CPA, MSA: With expertise in accounting and tax services, Wan-Jung brings a strong understanding of industries ranging from high-tech to real estate development and professional services.
• Anhthu (pronounced "on-too") Call, Partner, EA: With over a decade of tax preparation experience, Anhthu works with corporations, partnerships, and individuals, offering quarterly tax planning and projections.

Why Choose Nexus Tax Services

At Nexus Tax Services, we pride ourselves on being available and responsive to your needs. We understand the importance of having a partner who is knowledgeable, experienced, and dedicated to your success. Our team is committed to providing you with the highest level of service, ensuring that you receive the best possible outcome. Whether you're an individual looking to simplify your taxes or a business seeking to grow and succeed, we're here for you.

Our Technology

At Nexus Tax Services, we're committed to utilizing the latest technology to streamline our processes and provide a seamless experience for our clients. We're certified QuickBooks ProAdvisors and use HelloSign and Citrix to share files and keep your private information secure.