Nexus Tax Services

Nexus Tax Services is a full-service tax and accounting firm, dedicated to providing efficient and tailored solutions to individuals and businesses in the Bay Area. Our mission is to be the connection that our clients need between themselves or their companies and the taxing authorities by providing tax services within the limits of the Internal Revenue Code. Our goal is to become one of the core pillars of our clients' teams in reaching their goals, and to become their trusted advisors and long-term partners by providing quality and proactive services.

At Nexus Tax Services, we are committed to minimizing our carbon footprint by utilizing today's latest technology to streamline processes and create the most efficient workflow between client information and our services. We are a proud Bay Area small business and a paperless firm, working virtually and efficiently in order to serve our clients no matter where they are located.

Jay J. Lee, Founder, Managing Partner, 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 career, 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.

Wan-Jung (Florra) Lee, Partner, CPA, MSA

Wan-Jung(Florra) brings her strong expertise in accounting and tax services to clients in industries ranging from high-tech, startup, venture capital, real estate development, and professional services. She also has solid knowledge and experiences on helping clients to conform with foreign reporting compliance such as FATCA reporting for individual who have worldwide assets and foreign compliance disclosures for multinational corporations or partnerships. Wan-Jung(Florra) received her Master in Accountancy from the University of Illinois at Urbana-Champaign. She is a licensed CPA(#120618) in the State of California. Wan-Jung(Florra) speaks multiple languages and dialects including Mandarin and Taiwanese.

Anhthu (pronounced "on-too") Call, Partner, EA

Anhthu has over a decade of tax preparation experience. She works with corporations, partnerships, and individuals specializing in providing clients with a wide range of accounting and tax services in industries related to technology, startup, real estate, and professional services. She offers quarterly tax planning, 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. She is a licensed IRS Enrolled Agent (EA).

Our Services

At Nexus Tax Services, we offer a wide range of services to meet the needs of our individual and business clients. From accounting and tax preparation to consulting and business setup, we have the expertise to help our clients achieve their financial goals. Our services include, but are not limited to:

• Full Service Tax and Accounting
• Accounting and Bookkeeping Services
• Tax Preparation for Individuals and Businesses
• Tax Planning and Projections
• Business Consultation
• Foreign Assets Disclosure Compliance
• Offshore Voluntary Disclosure Program (OVDP)
• Streamlined Filing Compliance
• Audit Representation
• Notices Response Consulting

Why Choose Nexus Tax Services

At Nexus Tax Services, we pride ourselves on our availability, tax strategy, and software know-how. We believe that accessibility and collaboration are key to building strong relationships with our clients, and we work hard to be there for our clients whenever they need us. We take the time to get to know our clients and their businesses in order to provide personalized tax strategies that help them save money on their taxes. Additionally, we are certified QuickBooks ProAdvisors, and we have the knowledge and expertise to help our clients get the most out of their accounting software.

We also prioritize the security of our clients' private information and use HelloSign and Citrix to securely transfer files. We are committed to handling data the right way and ensuring that our clients' information is always protected.

If you're looking for a trusted and experienced tax and accounting firm in the Bay Area, look no further than Nexus Tax Services. Contact us today to learn more about how we can help you achieve your financial goals.