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Jay J. Lee, Cpa, Mst is listed as CPA and Founder of Nexus Tax Services at Nexus Tax Services, based in Fremont, California, United States. AeroLeads shows a work email signal at ssfllp.com and a matched LinkedIn profile for Jay J. Lee, Cpa, Mst.
Jay J. Lee, Cpa, Mst previously worked as Certified Public Accountant at Nexus Tax Services and CFO/Controller at Ko Comedy. Jay J. Lee, Cpa, Mst holds Ms, Taxation from San José State University.
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Jay is a well-rounded accountant with over a decade of tax preparation experience, eight of which were at a regional firm in the Bay Area in both audit and tax. He works with corporations, partnerships, and high net worth individuals specializing in providing clients with a wide range of accounting services. He specializes with closely-held businesses and their owners to help clients 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 course racing, playing hockey, aquascaping, and bowling.
Listed skills include Accounting, Tax, Income Tax, Corporate Tax, and 19 others.
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Fremont, CA, US
Providing quality accounting, tax, and business expertise to individuals and closely held businesses. We strive to build long-term relationships to help clients achieve their goals. Services provided include:General accounting services/bookkeepingTax compliance (federal and state filings)Tax planningAudit representationSales tax filingReview of income tax.
Pleasanton, CA, US
Worked with closely held businesses and individuals to meet their tax compliance and tax planning needs. I specialized in start ups, manufacturing, real estate, and tech industries.- Prepared, supervised, and reviewed preparation of federal and state income tax returns, quarterly estimates, and other income tax compliance related functions for.
Pleasanton, CA, US
- Developed firm's curriculum for tax new hires including both technical and practical training presentations, case studies, and group discussions- Trained new hires on topics of partnerships, S-corporations, C-corporations, tax research- Supervised and provided on the job training for up to five staff members concurrently- Prepared complex corporate.
Pleasanton, CA, US
Audit Department 2010-2012Tax Department 2012-2013Audit functions included:- Prepare financial statement audit, reviews, compilations, 401(k) audits, and Agreed Upon Procedures (AUP)- Experienced auditing balance sheet and income statement accounts including revenue recognition, purchases/inventory, cash receipts and disbursements, and subsequent events.
Fremont, California, US
Plano, Texas, US
Quick answers generated from the profile data available on this page.
Jay J. Lee, Cpa, Mst works for Nexus Tax Services.
Jay J. Lee, Cpa, Mst is listed as CPA and Founder of Nexus Tax Services at Nexus Tax Services.
AeroLeads has found 2 work email signals at @ssfllp.com for Jay J. Lee, Cpa, Mst at Nexus Tax Services.
Jay J. Lee, Cpa, Mst is based in Fremont, California, United States while working with Nexus Tax Services.
Jay J. Lee, Cpa, Mst has worked for Nexus Tax Services, Ko Comedy, Scobie Kombucha, Sensiba San Filippo Llp, and Phihong Usa.
You can use AeroLeads to view verified contact signals for Jay J. Lee, Cpa, Mst at Nexus Tax Services, including work email, phone, and LinkedIn data when available.
Jay J. Lee, Cpa, Mst holds Ms, Taxation from San José State University.
Jay J. Lee, Cpa, Mst is listed with skills including Accounting, Tax, Income Tax, Corporate Tax, Tax Preparation, Auditing, Quickbooks, and Finance.
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