Tax & Financial Planning Services
Bay Tax offers tax and financial planning services in the bay area for business owners, entrepreneurs, individuals, and HNIs. Financial planning helps you take advantage of all the benefits that are available to you and your business.
Jayson Elliott is one of very few that is both a lawyer and a certified financial planner and has run several businesses in the past which makes him uniquely qualified to help with complex situations.
Financial Planning Services
Tax efficiency is a vital part of tax planning and is both a year-round and lifelong process. Some of the areas we cover:
- Business/Entity Purchase or Sale
- Individual, Partnership and Corporate Tax Planning
- S Corporation Planning and Financial Gearing
- Qualified Business Income (QBI) Tax Advice
- LLC and other Entity Structure Planning
- Multi-State Tax Planning and Consulting
- State and Local Income and Sales/Use Taxes
- Mergers, Acquisitions, and Liquidations
- Retirement Planning
- Rental Property Planning
- IRS and State Tax Credits
- Estate and Gift Planning
- Cryptocurrency Income and Mining Revenues
We also offer specialized tax and fincancial planning services through our partner law firm (baylegal.com) for Divorce, Bankruptcy, Contract Disputes, and Upcoming or Past Litigation.
We can help you find efficient opportunities and strategies to manage your taxes and grow your wealth with our financial planning services in the Bay Area.
Book your tax strategy call today!
Wealth Advisory
Tax & Financial Planning
Wealth Management
Retirement Planning