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.

The reviews, complaints and scams posted about CalBay Investments is permanant record located at dirtyscam.com/reviews/calbay-investments/ Search for all reviews, complaints, scams and lawsuits about CalBay Investments
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 calbayinvestments.com. 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.
Is CalBay Investments legit? Is CalBay Investments quack? Is CalBay Investments fake? Is CalBay Investments a fraud website or business or person? Please write down your review or report a fraud on dirtyscam.com to raise your voice, you might not be alone who was ripped off by CalBay Investments.
The reviews, complaints and scams about CalBay Investments is posted by anonymous. We at dirty scam are not liable for the content posted about CalBay Investments. If you have any concern about this report, you can contact us by using this email.

Rate and write a review on CalBay Investments

Your email address will not be published. Required fields are marked *

Lakeside Drive 2880
Santa Clara 95054 CA US
Get directions
Reviews:0
Reported Loss :3277 $
Severity of Scam :High
Reported by : Anonymous
Views :