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 legit?
CalBay Investments is not a legit business owner or provider. They are not aggressive towards their customer satisfaction and complaint grievance, and hence 1 consumer(s) was/were given a CalBay Investments as a negative rating, and only a few left positive feedbacks.
Where is CalBay Investments located?
CalBay Investments is headquarted at 2880 Lakeside Dr Ste 100 Santa Clara, CA 95054. We do not have any affiliation with the better business bureau or yelp reviews platform. You can contact CalBay Investments by dialing (408) 986-0898 or visit their website
How much monetary loss is incurred by CalBay Investments’s customers?
According to the reviews posted by CalBay Investments’s customers, US $3277 was the total loss incurred, and hence the severity of the scam is high.

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Reported Loss :3277 $
Severity of Scam :High
Reported by : Anonymous
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