More than tax experts:
strategic allies in your financial success
Maximize your financial strategy with bespoke tax services designed to foster wealth building and grow your business. We seamlessly integrate with your current tax and accounting strategy delivered by our experts in collaboration with your CPA or in-house team.
Don’t let taxes be your largest line item!
Our Services
Cost-Segregation
Did you recently purchase a residential rental, commercial building or sign a triple-net lease? Through a cost seg study we can separate interior elements and landscape from the structure of the building and take a full first-year write off!
Disposition of Assets
In addition to any remodeling and new equipment, we can also claim any old equipment you discarded or sold as well as any demolition work done prior to the remodel! Our detailed approach ensures you don’t pay depreciation recapture taxes upon disposing assets, but instead can reinvest your savings into your business!
Research & Development Credits
Did you recently invest in any new innovative development for your business? If so, we can claim 8-10% of your annual expenses as a tax credit! Qualified research expenses include hourly pay for research and development and contract work.
Capital Expenditures
Did you recently remodel or purchase new equipment for your business? Acquiring, improving, or maintaining long term assets such as building, machinery, and equipment can decrease your tax liability over time.
ERC Denied Claim Advocacy
If your ERC was denied, we will defend your claim! Did you have negative impacts from COVID, have issues scaling, or did the IRS incorrectly calculate and then deny your claim? If so, you may have a claim. With a 15-minute consultation, our CPAs will confidently consult if your claim can be argued successfully.
… and many more!
The BAY Difference
Since our inception in 2017, we have saved clients over $1 billion in tax liability. Our team of seasoned CPAs and Attorneys ensures that our work will hold up under even the toughest IRS scrutiny. All work performed by BAY includes full audit defense at the hands of the finest tax attorneys in the business.
You deserve the industry’s best. We typically save our clients at least 200% more than their current tax team. We offer a complimentary review in our fixed asset and research & development divisions. Send us any previous reports you have received, and we’re confident we’ll find untapped savings.
We also offer pre-acquisition consulting. The One Big Beautiful Bill is full of massive real estate tax savings, and now is a great time to purchase new real estate! We advise clients prior to purchasing real estate on the potential tax deductions available on a given property to help clients properly utilize available deductions.
Get your deductions the BAY way
At BAY, your success is our priority, which is why we only engage if we can project a significant return on our services.
First, we will provide a complimentary initial consultation to discuss your business operations and financial objectives.
Second, we will propose customized accounting and financial services tailored to your specific needs.
Third, we will conduct a comprehensive initial analysis of your financial statements, tax filings, and other relevant documents.
Finally, we will deliver a detailed report of our findings, including recommendations for improving your financial position, and collaborate with you to determine the best course of action to achieve your goals. If it makes sense to proceed together, we sign an engagement letter, set the scope, and get to work!
Hear what our clients have to say
5 star average review on Google
“Partnering with BAY on the ERC and R&D Tax Credits has been a game changer. Brian’s mastery of these niche areas, combined with his dedication to detail, has truly optimized our tax strategy. The team’s guidance and expertise have not only ensured compliance but also maximized returns. He’s more than a tax expert; he’s a strategic ally in financial success. I highly recommend his specialized services”
-Sarah D.
“The BAY team is top-notch in their industry. If you want to save money in taxes through Cost Segregation on your investment properties, you need to hire Brian — He is the best.”
- Mark N.
“Amazing firm, service, and people - I met with Brian a year ago and we’ve been working on all my projects since. Couldn’t find better anywhere would definitely recommend BAY to everyone!!”
- Tom A.
“I had no idea what cost segregation was! So excited to share this new information with my clients.”
- Samantha S.
“BAY has completely transformed my financial strategy and taken my business to the next level!”
- Steve Y.
Contact us
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Don’t let taxes be your largest line item!
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