CalBay Investments Review

2.3/5 - (3 votes)

This is an archive of a consumer complaint published against CalBay Investments at


Business Details –

  • Name: CalBay Investments
  • Address: Lakeside Drive
  • City: Santa Clara
  • State: CA
  • Phone: (408) 986-0898
  • Website:
  • Reported Loss: 3277 $
  • Severity of Scam: High


Original Complaint against CalBay Investments published at says, verbatim –


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.


CalBay Investments

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