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Locations we serve

Located in both the SF Bay Area (Palo Alto) and the Monterey Bay (Carmel), Bay Tax service both Bay areas. Whether you’re located in San Francisco, San Jose, San Mateo, Palo Alto, Monterey, or abroad, we are here to meet your needs.

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Bay Tax Service Locations

Having our physical locations in Palo Alto and Carmel a large percentage of our clients are located in the SF and Monterey Bay’s. However, we serve clients up and down the west coast as well as expats located abroad. As we focus on digital solution, including IRS e-file, in serving our clients we are only as far away as your handheld or laptop.

Looking for San Mateo and San Jose tax services?

Some of the locations we serve include the following locations:

San Francisco Bay
  • San Jose
  • San Mateo
  • Monterey
  • Palo Alto
  • Mountain View
  • San Francisco
  • Oakland
  • Santa Clara
  • Fremont / Hayward
Monterey Bay
  • Monterey
  • Carmel
  • Pacific Grove
  • Pebble beach
  • Seaside
  • Sand City
  • Del Rey Oaks
  • Santa Cruz
Living Abroad?

Contact us for details on our services, stay compliant with the IRS and take advantage of your huge tax benefits.

Bay area with focus and spot light on San Francisco

Looking for one of our tax services?

Tax Preparation

Tax & Financial Planning

Wealth Management

Retirement Planning

Crypto Tax Returns

Wealth advisory

Certified Financial Planner Bay Area

Business license

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