Nexus Tax Services

What Nexus Tax Services does

Nexus Tax Services is a privately held, full-service tax and accounting firm based in Fremont, California, serving individuals and closely held businesses in the San Francisco Bay Area. Founded by Jay J. Lee (CPA, MST), the firm is structured as a four-partner practice — Jay J. Lee (Founder/Managing Partner), Wan-Jung (Florra) Lee (CPA, MSA), Anhthu Call (EA), and Claudia Necke-Lazzarato (CPA) — with a total headcount of 1–10 professionals. It delivers three integrated service lines: Accounting Services (bookkeeping, financial statements, month-end reconciliation, 1099 filings, and fractional controller/CFO functions), Tax Services (federal and state filing, tax planning, sales tax, audit representation, and notices response), and Consulting Services (business setup, foreign assets disclosure, Offshore Voluntary Disclosure Program participation, and streamlined filing compliance). The firm targets a hybrid of segments including Bay Area small businesses and entrepreneurs (primary), individuals with complex tax situations, technology companies and VC-backed startups, real estate investors, and international/high-net-worth clients with FATCA or foreign compliance needs. Multilingual capability in Mandarin and Taiwanese supports cross-border engagements.

The firm operates on a fully paperless and virtual model, using digital workflows to deliver services remotely without requiring a physical client-facing office. Its underlying technology stack is conventional document-management and communication tooling — there is no proprietary platform, no mobile app, and no disclosed API. A global affiliate partnership with YongYi LLP — an international accounting and consulting firm established in 2001 with offices in Hong Kong, Shanghai, Beijing, Guangzhou, Singapore, and Taiwan — extends the firm's reach into cross-border tax compliance, FATCA reporting, and OVDP work. Distribution is direct, sales-led, and partnership-based, with a stated emphasis on long-term advisory relationships over transactional engagements.

The revenue model is professional services fee-for-engagement with quote-based pricing; no standardized rates, retainers, or subscription tiers are disclosed, and no revenue, ARR, headcount trend, or unit-economics figures are publicly available. There is no external institutional investment, no parent company, no subsidiaries, and no M&A history. The firm markets through an educational blog covering U.S. tax legislation and through the partners' LinkedIn profiles, with no paid acquisition channels or formal sales operations. Customer references are limited to three named SMB/startup clients, and concentration risk appears elevated given the small practice size and absence of disclosed client diversification metrics.

Name

Nexus Tax Services

Legal name

Nexus Tax Services

Website

https://nexustaxaccountants.com

Company type

Private

Founded year

2016

Operating status

Operating

Headcount range

1–10 employees

Short description

Nexus Tax Services is a privately held, four-partner CPA and Enrolled Agent firm in the Bay Area providing tax preparation, accounting, and business consulting services to individuals, small businesses, and technology startups through a fully paperless, virtual operating model.

Ownership category

akta.pro rank

Product category

Tax and Accounting Services

NAICS

Offices of Certified Public Accountants (541211), Tax Preparation Services (541213), Accounting, Tax Preparation, Bookkeeping, and Payroll Services (5412)

SIC

Services-Management Services (8741)

akta.pro primary industry

Tax Advisory & Compliance (BPAHABAB)

akta.pro secondary industries

Tax Return Filing, Processing & Assessment (BPAIADAC), Tax Law (BPAHAAAG)

Keywords

• Tax preparation services
• Accounting services
• Business tax consulting
• Bookkeeping services
• Audit representation

Headquarters

HQ city

Fremont

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Others

Revenue model

1. Tax Services: Core tax preparation and filing services including federal and state filing, tax planning, sales tax filing, audit representation, and notices response. Offered to both individuals and businesses.
2. Accounting Services: Ongoing accounting support including financial statement preparation, month-end reconciliation, 1099 filings, and contract controller and CFO services.
3. Consulting Services: Business setup assistance, general business consultation, foreign assets disclosure compliance, Offshore Voluntary Disclosure Program (OVDP), and streamlined filing compliance services.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels2 records

Core offering

Nexus Tax Services is a full-service tax and accounting firm that provides Accounting Services (bookkeeping, contract controller/CFO functions, internal financial statements, month-end reconciliation, and 1099 filings), Tax Services (federal and state filing, tax planning, sales tax filing, audit representation, and notices response), and Consulting Services (new business setup, general business consultation, foreign assets disclosure compliance, OVDP, and streamlined filing compliance). The firm serves individuals and closely held businesses in the Bay Area and operates on a paperless, virtual workflow model.

Product overview

Nexus Tax Services is a full-service tax and accounting firm offering a unified suite of services structured around three core pillars: Accounting Services, Tax Services, and Consulting Services. The Accounting Services module handles bookkeeping, financial statements, reconciliation, and CFO-level functions. The Tax Services module covers federal and state tax filing, planning, sales tax, and audit representation. The Consulting Services module addresses business setup, compliance programs (including OVDP and streamlined filing), and general business consultation. The firm operates virtually and paperlessly, serving individuals and businesses in the Bay Area.

Differentiator

Problem solved

Functional benefit

Products and services

• Accounting Services Comprehensive accounting services including bookkeeping, contract controller and CFO functions, internal financial statements, month-end reconciliation, and 1099 filings for small businesses and closely held entities.
• Tax Services Tax preparation and planning services covering federal and state filing, sales tax filing, audit representation, and notices response for individuals and businesses.
• Consulting Services Business consulting services covering new business setup, general business consultation, foreign assets disclosure compliance, Offshore Voluntary Disclosure Program (OVDP), and streamlined filing compliance for individuals and small businesses.

Quantifiable outcome

• Over a decade of combined tax preparation experience for key team members including eight years in public accounting environment in both audit and tax.

Named customers3 records

Segments5 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Partnerships

One partnership is on record.

• YongYi LLPminorStrategic or Co-development PartnerGlobal affiliate partnership with YongYi LLP, an international accounting and consulting firm. YongYi is established in 2001 with offices in Hong Kong, Shanghai, Beijing, Guangzhou, Singapore, and Taiwan. They offer professional services including auditing, taxation, transfer pricing, company secretarial, corporate advisory, and financial services. This partnership enables Nexus Tax Services to serve clients with international operations and compliance needs.

Scale indicators1 record

Recent moves4 records

Expansion highlights4 records

Emerging players

• Novogradac & Company LLP: Nationally focused CPA firm specializing in real estate, low-income housing, and opportunity zone tax credit work — overlaps Nexus's real estate tax niche and serves as a specialty-firm benchmark.
• H&R Block: National consumer tax preparation brand increasingly competing in the SMB and HNW segment through premium offerings — adjacent competitor that pressures pricing at the lower-complexity end of Nexus's individual client base.

Direct peers

• Withum Smith+Brown: Growth-oriented mid-market U.S. CPA and advisory firm serving closely-held businesses, HNW individuals, and emerging companies across tax, accounting, and advisory — similar SMB/HNW positioning and full-service tax/accounting mix to Nexus.
• Sensiba San Filippo LLP: Mid-sized Bay Area-based CPA and advisory firm serving individuals, closely-held businesses, and tech/startup clients across tax, assurance, and consulting — the closest direct comparable to Nexus in geography, target client, and service mix.
• Burr Pilger Mayer (BPM): Bay Area-headquartered full-service accounting and advisory firm with deep roots in the tech, venture, and real estate ecosystem — directly overlapping Nexus's primary client verticals and service lines at a slightly larger scale.

Broad incumbents

• BDO USA: Major U.S. mid-tier accounting firm with substantial tax compliance, planning, and international tax practices serving SMBs and HNW clients — comparable service breadth but with global infrastructure Nexus lacks.
• Moss Adams LLP: West Coast–headquartered top-15 U.S. accounting firm providing tax, audit, and consulting to middle-market and SMB clients including technology, real estate, and professional services — comparable client mix, larger scale.
• Marcum LLP: Top-15 U.S. accounting and advisory firm with strong tax, accounting, and CFO advisory practices serving SMBs, closely-held businesses, and HNW individuals — overlapping service model at materially larger scale.
• Armanino LLP: One of the largest U.S. and top Bay Area–headquartered accounting firms, offering tax, advisory, audit, and technology services to SMBs, VC-backed companies, and HNW individuals — comparable client profile but materially larger scale and broader service portfolio.

Others

• Intuit (TurboTax / QuickBooks Live): Dominant DIY and assisted-tax software platform (TurboTax Live, QuickBooks Live) increasingly absorbing entry-level individual and small-business tax and bookkeeping work — defines the lower bound of pricing and service expectations in Nexus's market.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks5 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/nexustaxservices
• Facebookfacebook.com/nexustaxservices

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Nexus Tax Services