CalBay Investments

Tax Service

I have been using JDM’s predecessor firm for income tax services for the past 5 years.

Everything was satisfactory under its prior ownership by Dan Olmstead under Crest Financial Services.

However, Dan and his partners sold the firm to Jeff Martens and changed the firm to JDM income Tax.

The tax preparation for was incomplete and given the urgency of getting returns filed, we had agreed to amend the returns at a later date.

After much back and forth, I was told that they would terminate their services to me.

Not only were the returns incomplete and erroneous, but the timeliness of reply was shocking (it took 3 weeks of multiple requests to get a reply to an email).

I am switching accountants to correct my returns and will alert the state and federal tax authorities of JDM’s incompetence.

Is CalBay Investments a legit?

CalBay Investments is not running a legit business. They are not aggressive towards customer satisfaction and complaint grievance redressal, Hence 1 consumer[s] submitted negative ratings, and only a few left positive feedback.

Where is CalBay Investments located?

CalBay Investments is headquarted at 2880 Lakeside Dr Ste 100 Santa Clara, CA 95054. You can contact CalBay Investments by dialing (408) 986-0898 or visit their website calbayinvestments.com.

How much monetary loss is incurred by CalBay Investments’s customers?

According to CalBay Investments’s customers, a monetary loss of US $3277 has been reported. The severity of entire incident reports is high.

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Reviews: 0
Reported Loss : 3277 $
Severity : High
Reported by : Anonymous
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