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 scam?
CalBay Investments is a scam and a bad service provider as per the report filed on They are not aggressive towards their customer satisfaction and complaint grievance.
Is CalBay Investments legit?
First CalBay Investments is not a legit business owner or provider. You must take necessary precautions/measures before buying or using their services.
How many reviews are submitted by CalBay Investments’s consumers?
There is/are 1 review(s) posted about CalBay Investments and it indicates that the severity of the scam is High.
Where is CalBay Investments located?
CalBay Investments is located at 2880 Lakeside Dr STE 100, Santa Clara, CA 95054, USA. You can contact CalBay Investments by dialing (408) 986-0898 or visit their website before filing a lawsuit. We are no way affiliated with better business bureau or yelp reviews platform.
How much monetary loss is incurred by CalBay Investments’s customers?
According to the report(s), US $3277 was the total loss incurred by CalBay Investments’s customers.

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