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Tax & Financial Planning – Bay Area

A tax and financial plan tailored exclusively to your individual situation – that’s how we reach maximum tax-savings and efficiency.

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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 service Bay Area

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!

get a Free 20 minute consultation
Financial Planning around tax time for maximal savings.

Wealth Advisory

Tax & Financial Planning

Wealth Management

Retirement Planning

Crypto Tax Returns

Bay Tax Service

Certified Financial Planner Bay Area

Business license

Schedule your free 20 minute consultation Schedule Consultation now

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