Tax consultant Bay Area
Your accountant might be able to prepare your taxes – but does he maximize your benefits? Does he help plan out a tailored, sustainable tax plan for you and your business?
At Bay Tax we take great pride in working hard and smart for our clients. We look at your individual situation and create a financial plan that maximizes tax savings.
We are tax consultants, with years of service, experience, and aptitude to maximize legal tax reductions and strategize beyond simple tax returns. Contact us for a free strategy session with one of our tax consultants in the Bay Area.

Tax Preparation
Let us help you with your tax planning and preparation of income tax returns. We make tax return season easy.

Tax and Financial planning
We help our clients reach their long-term goals by establishing a solid plan for wealth creation and tax saving maximization. This efficiency comes from Jayson having been an entrepreneur and small business owner himself for many years, both domestically and internationally. We look at all of our clients as partners and treat them the way we like to be treated – with mutual respect, for business and the individual.
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Some more of our tax-services:
- Wealth creation strategies
- Financial planning for seniors
- Retirement planning for tech executives
- Full-service wealth advisory
- And more!
GENERAL INFORMATION ON FEDERAL, STATE AND LOCAL TAXES
FEDERAL INCOME TAX
Federal tax preparation and guidance for your personal or business federal and state taxes. Bay Tax provides trusted, on-point guidance for your tax needs. Individuals and business owners, in all but a handful of states, must also comply with state income tax obligations.
OTHER TAXES
There are an array of taxing authorities and agencies, beyond income tax, that individuals and business owners must engage with. For federal employment tax obligations (Social Security and Medicare taxes) the IRS is the relevant government agency.
CALIFORNIA
For those doing business in California sole proprietors and entities (Corps, S-Corps, LLC’s, etc…) may be required to report and satisfy taxes owed to the Employment Development Division (EDD) for payroll and employment tax obligations, the Board of Equalization (BOE) is charged with administering sales and use tax along with other tax obligations. The Franchise Tax Board (FTB) is tasked with collecting a franchise tax from qualifying entities which must also be properly registered with the California Secretary of State’s Office.

Tax Preparation
Tax & Financial Planning
Wealth Management
Retirement Planning
Crypto Tax Returns
Wealth advisory
Certified Financial Planner Bay Area
Business license