BAY SPECIALIZED TAX SERVICES

Maximize your financial strategy and drive ROI with our premium accounting services, seamlessly integrated with your current tax and accounting strategy and delivered by our expert team in collaboration with your CPA or in-house team.

Brian Yormack, CPA

Managing Director

Brian Yormack is a highly accomplished entrepreneur and CPA. After working for prominent accounting organizations, Brian broke out to start his own firm, where he leverages his extensive expertise in financial analysis, taxation, and strategic financial planning to elevate businesses and individuals to the next level. Known for his exceptional leadership, proven track record in business development, and commitment to client satisfaction, Brian is a respected figure in the industry, combining his business acumen with a passion for financial education and community engagement.

Jason Kirk, CPA

Managing Director - Financial

Eric Zinn, J.D. LLM

General Counsel - Legal

Specialized Tax Services

BAY provides Accounting & Tax solutions to CPAs and businesses within the United States on what deductions, benefits, credits, and incentives might exist. Our team specializes in narrow slivers of the tax code, emphasizing Real Estate, Employee Retention Tax Credits, and Research & Development Tax Credits.

What is STS?

Specialized tax services (STS) refers to advanced tax-related services beyond traditional tax preparation and filing. These services are tailored to meet the unique needs of organizations with complex tax situations. They are designed to help clients navigate complex tax laws and regulations, minimize their tax liability, and maximize their tax savings.

Employee Retention Credit (ERC)

Pandemic Related Laws include helping businesses take advantage of the ERC and navigating how the Paycheck Protection Program (PPP) grant will apply. These services can help businesses optimize financial relief.

Real Estate

Examples in real estate include Cost Segregation studies, 1031 Exchange, Opportunity Zones, and 45L.

Research and Development (R&D)

R&D tax credits can provide significant benefits to businesses through credits for eligible innovation, product development, and research-related expenses. This service is particularly beneficial for software, technology, pharmaceuticals, and manufacturing businesses, where significant R&D investments are made.

We Don’t Engage Unless
The ROI Makes Sense

The Process

  1. A consultation to discuss your business operations and financial objectives.

  2. Propose customized accounting and financial services tailored to your specific needs.

  3. Conduct a comprehensive initial analysis of your financial statements, tax filings, and other relevant documents.

  4. 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.