Business Details
10 Years
experience
Trusted Tax & Accounting Services in the Bay Area
At Nexus Tax Services, we are 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. With a focus on accounting, taxation, and consulting, we aim to become trusted advisors and long-term partners by offering proactive, high-quality services. Our team leverages cutting-edge technology to streamline workflows, operating entirely paperless to enhance efficiency and reduce environmental impact. We prioritize client collaboration, secure data handling, and personalized support, ensuring clients can focus on growth while we manage their financial needs.Our expertise spans industries including technology, real estate, manufacturing, and professional services, with specialized knowledge in tax planning, audit representation, and foreign compliance disclosures. Certified as QuickBooks ProAdvisors, we adapt to clients' existing accounting software while maintaining rigorous standards of accuracy and confidentiality. Our commitment to excellence is reflected in our clients' success stories, where strategic tax planning has saved thousands in liabilities. Founded on principles of accessibility, expertise, and innovation, we strive to be the core pillar of support for our clients' financial goals.
Services
Tax Planning
Accounting
Audit Representation
Foreign Compliance
QuickBooks Support
Tax Research
Quarterly Projections
Business Setup
Sales Tax Filing
Estate Tax Services
Details
- Year established: 2016
Highlights and features
- We offer 24/7 availability for urgent client needs
- Our team specializes in tax strategy for flow-through entities
- We provide secure file transfer using HelloSign and Citrix
- We are certified QuickBooks ProAdvisors with software expertise
- Our partners have decades of combined experience in tax law
Associations and certifications
- California Board of Accountancy
- IRS Enrolled Agent
- QuickBooks ProAdvisor
What people say
Saved thousands in tax liabilities
Knowledgeable about US tax code
Proactive services
Trusted adviser
Paperless workflow
Services
Tax Planning
Our tax planning services identify legal opportunities to minimize liabilities through quarterly projections and industry-specific deductions. We analyze business structures, cash flow patterns, and investment activities to create customized strategies that align with long-term financial goals while maintaining full compliance with evolving tax regulations.
Accounting
We provide comprehensive accounting solutions including month-end reconciliations, financial statement preparation, and controller services. Our paperless system streamlines transaction tracking, expense categorization, and financial reporting while ensuring accurate records for audits and regulatory requirements across various business entities.
Audit Representation
Our certified professionals represent clients during IRS and state audits, handling all communications and documentation requirements. We prepare detailed responses to notices, negotiate settlements when needed, and ensure proper application of tax codes during examinations to protect clients' interests throughout the audit process.
Foreign Compliance
We assist with global tax obligations including FATCA reporting, FBAR filings, and offshore voluntary disclosure programs. Our expertise covers foreign entity structuring, cross-border transaction reporting, and compliance with U.S. tax requirements for individuals and businesses with international operations or assets.
QuickBooks Support
As certified QuickBooks ProAdvisors, we optimize accounting workflows through software implementation, data migration, and customized reporting. We train clients on best practices while providing ongoing technical support to maximize efficiency and accuracy in financial management processes.
People
Jay J. Lee
Founder, Managing Partner, CPA, MST
With over a decade of public accounting experience, Jay specializes in tax strategy for technology and real estate sectors. He holds CPA and MST credentials, focusing on flow-through entities and tax research while maintaining expertise in audit representation and quarterly projections.
Wan-Jung (Florra) Lee
Partner, CPA, MSA
Florra brings expertise in multinational tax compliance and foreign reporting. A California CPA with experience in venture capital and real estate, she provides cross-border tax solutions while offering multilingual support in Mandarin and Taiwanese for global clients.
Anhthu Call
Partner, EA
Anhthu specializes in tax preparation for technology and professional service industries. As an IRS Enrolled Agent, she provides audit representation and strategic tax planning, combining technical expertise with personalized client support for businesses and individuals.
Questions
What accounting services do you offer?
We provide full-cycle accounting, including month-end reconciliations, financial statements, 1099 filings, and controller services for businesses.
How can you help reduce my tax burden?
Our tax planning identifies deductions and credits specific to your industry, with quarterly projections to optimize year-round savings.
Do you handle international tax compliance?
Yes, we specialize in foreign asset disclosures, FATCA reporting, and offshore voluntary disclosure programs for global clients.
Are you QuickBooks certified?
We are certified QuickBooks ProAdvisors and can optimize your accounting processes regardless of your current software setup.
How do you ensure data security?
We use encrypted platforms like HelloSign and Citrix for secure file transfers, maintaining strict confidentiality for all client documents.
What industries do you specialize in?
Our team has deep expertise in technology, real estate, professional services, and manufacturing sectors for both domestic and international clients.
