Nexus Tax Services is a full service tax and accounting firm which strives to provide efficient and tailored solutions to individuals and businesses in the Bay Area. Our name says it all. Our mission is to be the connection that you need between you or your company and the taxing authorities by providing tax services within the limits of the Internal Revenue Code. Our goal is to become one the core pillars of your team to reach your goals.
We aim to partner with our clients to provide services in the areas of accounting, taxation, and consulting services. Our goal is to become your trusted adviser and develop a long term partnership by providing quality and proactive services.
Additionally, our firm strives to utilize today's latest technology to streamline processes to create the most efficient workflow between client information and our services. As part of this initiative, we have committed our services to a paperless workflow. The accounting industry has historically been known to use a lot of paper. However, we work virtually and paperless. This provides our team the ability to work with our clients whether or not we are in an office. Most importantly, we are driven to minimize our carbon footprint.
PO Box 3663
Fremont, CA 94539
Jay j. Lee, CPA, MST
Jay is a well-rounded accountant with over a decade of tax preparation experience, eight of which in a public accounting environment in both audit and tax. He works with corporations, partnerships, and individuals specializing in providing clients with a wide range of accounting services. Over his carrer, he has worked with closely-held businesses and their owners to help them achieve business and personal goals.
Jay has extensive experience with clients in the technology, real estate, manufacturing, and professional service sectors. He is an expert in flow-through entities such as S-corporations, partnerships, and LLCs and is skilled in finding tax planning opportunities within the limits of the Internal Revenue Code. Jay offers quarterly tax planning and projections, and is also knowledgeable in tax research and audit representation.
Jay received his bachelor’s degree in Business Administration in 2007 from San Francisco State University with a focus in Accounting and minored in International Business and Asian American Studies. He earned his Master’s in Taxation from San Jose State University in 2012. He is a California licensed Certified Public Accountant (CPA) and notary public.
Outside of the office, Jay enjoys running, obstacle racing, playing hockey, aquascaping, and bowling.