Business Details
Trusted Tax & Accounting Services in the Bay Area
Nexus Tax Services is a full-service tax and accounting firm dedicated to providing efficient, tailored solutions for individuals and businesses in the Bay Area. Our mission is to serve as the critical connection between clients and taxing authorities, delivering services within the framework of the Internal Revenue Code. We prioritize becoming a core pillar of our clients' teams, offering expertise in accounting, taxation, and consulting while fostering long-term partnerships through quality and proactive service. With a commitment to leveraging modern technology, we have implemented a paperless workflow to enhance efficiency and reduce environmental impact.Our team combines deep industry knowledge with specialized experience in tax planning, audit representation, and compliance, serving clients across technology, real estate, manufacturing, and professional services sectors. We emphasize personalized tax strategies to help clients save money while maintaining strict data security protocols. As a Bay Area small business, we pride ourselves on accessibility, technical proficiency, and a client-centric approach that prioritizes transparency and trust.
Services
Tax Planning
Audit Representation
Accounting Services
Foreign Asset Disclosure
QuickBooks Consulting
Business Setup
Tax Compliance
Quarterly Projections
Sales Tax Filing
1099 Filings
Highlights and features
- We provide personalized tax strategies to reduce client liabilities
- Our team holds CPA and IRS Enrolled Agent certifications
- We offer secure file transfer using HelloSign and Citrix
- We specialize in tax planning for technology and real estate sectors
- We maintain a paperless workflow for environmental responsibility
Associations and certifications
- California CPA License
- QuickBooks ProAdvisor Certification
- IRS Enrolled Agent
What people say
Knowledgeable about US tax code
Saved thousands in liabilities
Proactive service delivery
Strong technical expertise
Excellent communication
Services
Tax Planning
Our tax planning services help businesses and individuals optimize their tax positions while maintaining compliance. We analyze financial situations to identify legitimate deductions and credits, develop quarterly projection models, and implement strategies that reduce overall tax liabilities. Our team stays current with evolving tax codes to ensure clients benefit from the most advantageous provisions available.
Audit Representation
We provide expert representation during IRS and state tax audits, ensuring proper documentation and communication throughout the process. Our professionals handle all correspondence, prepare necessary filings, and advocate for clients to resolve discrepancies efficiently. With extensive experience in audit procedures, we minimize stress and potential financial exposure while maintaining compliance with tax regulations.
Foreign Asset Disclosure
Our foreign asset disclosure service ensures compliance with FATCA reporting requirements and other international tax obligations. We assist individuals with global assets and multinational corporations in meeting reporting standards, including Streamlined Filing Compliance procedures. Our expertise helps clients avoid penalties while maintaining transparency with tax authorities through accurate and timely submissions.
QuickBooks Consulting
As certified QuickBooks ProAdvisors, we optimize accounting workflows through software implementation and training. Our consultants configure systems for maximum efficiency, reconcile accounts, and train staff on best practices. We also integrate QuickBooks with other financial tools to create seamless reporting systems that improve business decision-making and financial management capabilities.
Business Setup
We guide new businesses through entity selection, registration, and compliance setup. Our services include choosing optimal business structures, preparing formation documents, and establishing accounting systems. We provide ongoing support for tax registration, payroll setup, and financial reporting to ensure new ventures start with proper foundations for long-term success and regulatory compliance.
People
Jay J. Lee
Founder, Managing Partner, CPA, MST
With over a decade of public accounting experience, Jay specializes in tax planning for technology and real estate sectors. He holds CPA and MST credentials, focusing on flow-through entities and audit representation while maintaining a paperless practice approach.
Wan-Jung (Florra) Lee
Partner, CPA, MSA
Florra brings expertise in international tax compliance and foreign asset reporting. As a California CPA, she serves high-tech and venture capital clients while offering multilingual support in Mandarin and Taiwanese for global business needs.
Anhthu Call
Partner, EA
Anhthu specializes in tax preparation and planning for technology and real estate sectors. As an IRS Enrolled Agent, she provides audit representation services and leverages her Cal Poly business education to deliver comprehensive tax solutions.
Questions
What accounting software do you work with?
We are QuickBooks ProAdvisors but support multiple platforms including Xero and FreshBooks.
Do you handle international tax compliance?
Yes, we specialize in foreign asset disclosure and FATCA reporting requirements.
How do you ensure data security?
We use encrypted HelloSign and Citrix platforms for secure client file transfers.
What industries do you specialize in?
We focus on technology, real estate, manufacturing, and professional services sectors.
Can you assist with business startup accounting?
Yes, we provide comprehensive setup services including entity selection and compliance.
