203-B Calle Del Oaks, Del Rey Oaks, CA 93940 | Telephone: 831.392.0584 | Fax: 831.392.0685 | Email: taxpro@baytaxservice.com

Services

Tax & Financial Services

At Bay Tax Service, we value the relationship between our staff members and clients. We appreciate the trust our clients place in their tax advisor, and also understand that many clients need trusted advice in areas beyond income taxes. We have specialists on staff in the areas shown below, and your tax advisor can team with the appropriate office partner to assist you in any of these areas. This team concept is designed to help you feel secure about your financial situation without having to search outside of Bay Tax Service for assistance.

Retirement Planning
College Planning
Tax Reduction Strategies
Cash Flow Analysis
Insurance Analysis

Purchase & Refinance
Residential Mortgages (Primary Residence, 2nd Homes/Vacation Properties, Investment Properties)
Reverse Mortgages
Mortgage Planning & Consultation

Individual
Estates & Trusts
Corporations
Partnerships
Non-Profit Organizations
International

Life Insurance
Long Term Care Insurance
Health Insurance

Payroll
General Ledger
QuickBooks

Coming soon…

Coming soon…

Income Tax Services

Mortgage Services

Insurance Services

Bookkeeping Services

Notary Services

Estate Planning Services

Special Situation Planning