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.

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CalBay Investments reviews are no way affiliated with yelp & reddit. Their business is located at 2880 Lakeside Dr STE 100, Santa Clara, CA 95054, USA. CalBay Investments could be contacted by dialing (408) 986-0898 or logging on their website CalBay Investments business page on Dirty Scam received 0 consumers reviews/complaints, page views and 3277$ of monetary losses. The most of the users reported the severity of the scam is High.
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Lakeside Drive 2880
Santa Clara 95054 CA US
Get directions
Reported Loss :3277 $
Severity of Scam :High
Reported by : Anonymous
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