Bay Area · Full-Service Tax & Accounting Firm

Tax season, never stress again.

Efficient, tailored tax and accounting solutions for individuals and businesses — delivered by experienced CPAs and EAs through a modern, fully paperless workflow.

  • Licensed CPAs & Enrolled Agents
  • Individuals & businesses
  • 100% paperless & virtual
What We Offer

Full-service tax & accounting

Everything you need to stay compliant, plan ahead, and keep more of what you earn.

Accounting

You can focus on growing your business while we take care of your accounting needs. Spend more time with loved ones.

  • Accountant
  • Contract Controller and CFO
  • Internal Financial Statements
  • Month-End Reconciliation
  • 1099 Filings

Tax

Finding the right accountant is a pain. And using DIY tax software can be super confusing. It’s time to simplify your taxes.

  • Federal and State Filing
  • Tax Planning
  • Sales Tax Filing
  • Audit Representation
  • Notices Response

Consulting

We can help you navigate the complicated U.S. tax code so you have confidence running your business.

  • New Business Setup
  • General Business Consultation
  • Foreign Assets Disclosure Compliance
  • Offshore Voluntary Disclosure Program (OVDP)
  • Streamlined Filing Compliance

Ready to simplify your taxes?

Partner with a team that’s proactive, responsive, and invested in your goals.

Get in Touch
Who We Are

Proud Bay Area small business

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 you need between you or your company and the taxing authorities, providing tax services within the limits of the Internal Revenue Code.

We aim to partner with our clients in the areas of accounting, taxation, and consulting. Our goal is to become your trusted adviser — one of the core pillars of your team — and to develop a long-term partnership through quality, proactive service.

Our firm uses today’s latest technology to streamline processes and create the most efficient workflow between your information and our services. As part of this initiative, we are committed to a fully paperless practice: we work virtually, wherever our clients are, and we’re driven to minimize our carbon footprint.

Meet the Team

Experienced. Credentialed. In your corner.

CPAs and Enrolled Agents with decades of combined experience across tax, audit, and accounting.

QuickBooks Certified ProAdvisor — Online
Jay J. Lee

Jay J. Lee

Founder, Managing Partner, CPA, MST LinkedIn

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, providing clients with a wide range of accounting services — helping closely-held businesses and their owners 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, minoring in International Business and Asian American Studies, and earned his Master’s in Taxation from San Jose State University in 2012. He is a California-licensed CPA and notary public. Outside the office, Jay enjoys running, obstacle racing, playing hockey, aquascaping, and bowling.

QuickBooks Certified ProAdvisor — Online
Wan-Jung (Florra) Lee

Wan-Jung (Florra) Lee

Partner, CPA, MSA LinkedIn

Florra brings strong expertise in accounting and tax services to clients in industries ranging from high-tech, startups, and venture capital to real estate development and professional services. She has deep experience helping clients meet foreign reporting compliance requirements — including FATCA reporting for individuals with worldwide assets and foreign compliance disclosures for multinational corporations and partnerships.

Florra received her Master in Accountancy from the University of Illinois at Urbana-Champaign and is a licensed CPA (#120618) in the State of California. She speaks multiple languages and dialects, including Mandarin and Taiwanese.

Outside of work, Florra loves traveling and outdoor adventuring — her favorite destination is Glacier National Park in Montana. She also enjoys yoga, hiking, and spending time with her family.

QuickBooks Certified ProAdvisor — Online
Anhthu Call

Anhthu Call

Partner, EA

Anhthu (pronounced “on-too”) has over a decade of tax preparation experience. She works with corporations, partnerships, and individuals, providing a wide range of accounting and tax services in industries related to technology, startups, real estate, and professional services. She offers quarterly tax planning and projections, and is also knowledgeable in tax research and audit representation.

Anhthu received her bachelor’s degree in Business Administration from California Polytechnic State University, San Luis Obispo, and is a licensed IRS Enrolled Agent (EA).

Outside the office, Anhthu enjoys trying out different desserts, practicing yoga, reading her favorite books, and spending time with her family and friends.

QuickBooks Certified ProAdvisor — Online
Claudia Necke-Lazzarato

Claudia Necke-Lazzarato

Partner, CPA LinkedIn

Claudia brings more than 20 years of experience in tax compliance and planning for small businesses and their owners. She advises clients on a wide range of tax matters and serves individuals in real estate, high-tech, and service-based industries, including medical and consulting. Claudia is committed to helping clients understand their complex tax issues so they can plan with confidence and make well-informed decisions.

Claudia earned her business degree from the University of Tübingen in Germany and is a licensed Certified Public Accountant in California.

Outside of her practice, Claudia enjoys cycling throughout the Tri-Valley, volunteering with VITA (the IRS Volunteer Income Tax Assistance program) and her church, traveling, and spending time with her family.

Testimonials

What our clients say

Jay has managed our taxes for several years, excelling not only in personal but also business accounts. Quite hands-on myself as a former UC Berkeley student and software engineer, Jay has been very kind to guide me on some expenses and tax accounting principles across our time together, optimizing the speed and quality of my returns. Strongly recommend Jay and Nexus Tax Services!

Amil KhanzadaVirufy

Jay has been the CPA and accountant for my multiple businesses since 2016 and has always been there when we needed him. Jay is very knowledgeable about the US tax code and has helped us save thousands of dollars in tax liabilities.

Dennis HoCollide Digital
Resources

Tax news & insights

Plain-English summaries of the tax changes that matter to you.

American Rescue Plan Act of 2021

On March 11, 2021, President Biden signed the American Rescue Plan Act of 2021. This latest round of stimulus legislation is a $1.9 trillion package — here’s what it means for individuals and small businesses.

Read more

Tax Cuts and Jobs Act

The biggest tax reform law in over 30 years changed how your return looks — from new rates and a bigger standard deduction to disappearing deductions and a 20% small-business break.

Read more
Contact

Let’s talk about your taxes

Call or email us — we’ll get back to you promptly and let you know exactly how we can help.