Our Approach

We began as individuals in various industries of the financial world.  We realized that our expertise in our specific fields could come together under one roof.  Through our team's diverse background in Financial Services we created a "One Stop Shop" for all your financial needs.


Our Story

At Bay Area Tax Specialist we treat each client according to their specific needs.  Everyone's situation is unique and our team is trained to recognize that.  Through our vast amount of resources, we are able to provide services customized to you.

Next Steps...

Your story is important to us.  Contact us so that we can put our expertise to work for you.