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Your Trusted Accounting Partner 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. With a focus on becoming a core pillar of our clients' teams, we partner with them to offer accounting, taxation, and consulting services while prioritizing long-term partnerships through quality and proactive support.Our firm leverages modern technology to streamline processes, operating entirely paperlessly to enhance workflow efficiency and minimize environmental impact. Founded on principles of expertise and client-centric service, we specialize in tax planning, audit representation, and compliance for diverse industries including technology, real estate, and professional services.
Services
Tax Planning
Audit Representation
Accounting Services
Foreign Compliance
QuickBooks Support
Tax Research
Quarterly Projections
Highlights and features
- We provide 24/7 availability for urgent tax matters
- Our team offers personalized tax strategy sessions
- We work with all major accounting software platforms
- We implement secure file transfer using HelloSign and Citrix
- Our CPAs have decades of combined experience in tax optimization
Associations and certifications
- Certified Public Accountant (CPA)
- IRS Enrolled Agent (EA)
What people say
Knowledgeable about US tax code
Saved thousands in liabilities
Proactive tax planning
Responsive and reliable
Expert audit representation
Services
Tax Planning
Our tax planning services help businesses and individuals optimize their financial strategies while maintaining compliance with IRS regulations. We analyze your specific situation to identify legitimate tax-saving opportunities through deductions, credits, and strategic timing of income and expenses. Our CPAs provide ongoing guidance to ensure you maximize savings throughout the year.
Audit Representation
We provide expert audit representation for clients facing IRS or state tax authority examinations. Our team prepares comprehensive documentation, communicates directly with auditors, and advocates for favorable resolutions. With extensive experience handling complex audits, we work to minimize potential liabilities while ensuring compliance with all tax regulations during the audit process.
Foreign Compliance
Our foreign compliance services address the unique needs of clients with international financial interests. We handle FATCA reporting, offshore voluntary disclosure programs, and multinational corporate compliance. Our specialists ensure proper disclosure of global assets while helping clients navigate complex cross-border tax obligations and avoid potential penalties for non-compliance.
QuickBooks Support
As QuickBooks Certified ProAdvisors, we offer comprehensive support for businesses using QuickBooks and other accounting platforms. Our services include system setup, data migration, workflow optimization, and training to maximize software efficiency. We help businesses implement best practices for accurate financial tracking and reporting while integrating with other essential business tools.
Quarterly Projections
We provide quarterly tax projections to help businesses manage cash flow and avoid unexpected liabilities. Our projections analyze current financial data to estimate tax obligations, allowing for strategic planning and timely payments. This service helps businesses maintain compliance while optimizing financial decision-making throughout the fiscal year.
People
Jay J. Lee
Founder, Managing Partner, CPA, MST
With over a decade of public accounting experience, Jay specializes in tax planning and audit representation for technology and real estate clients. He holds a Masters in Taxation and California CPA license, combining technical expertise with practical business insights to help clients achieve their financial goals.
Wan-Jung (Florra) Lee
Partner, CPA, MSA
Florra brings expertise in international tax compliance and foreign asset reporting. As a California-licensed CPA, she serves high-tech and venture capital clients while providing multilingual support in Mandarin and Taiwanese. Her focus includes global compliance strategies for multinational corporations and individual taxpayers.
Anhthu Call
Partner, EA
Anhthu offers extensive experience in tax preparation and planning for technology and real estate businesses. As an IRS Enrolled Agent, she provides specialized expertise in tax code compliance and audit defense, helping clients navigate complex tax situations with confidence and clarity.
Questions
What accounting software do you work with?
We support all major platforms including QuickBooks (Certified ProAdvisor), Xero, and FreshBooks, adapting to your existing systems.
Do you handle international tax compliance?
Yes, we specialize in foreign asset disclosure, FATCA reporting, and offshore voluntary disclosure programs for global clients.
How do you ensure data security?
We use encrypted HelloSign and Citrix platforms for secure file transfer and maintain strict confidentiality protocols for all client information.
What industries do you specialize in?
We focus on technology, real estate, professional services, startups, and venture capital firms with tailored tax solutions.
Can you help with business startup accounting?
Yes, we provide comprehensive setup services including entity selection, tax registration, and initial financial structuring for new businesses.
