Welcome - Thanks for Connecting
Bay Tax helps STR and luxury real estate investors recover tax dollars after closing through specialized real estate tax reviews.
Help Save Your Clients Some Tax Money
Get Started: Your Information
Who is a fit?
✅ Past STR or investment property buyers
✅ Closed in the last 1–5 years
✅ High income / high tax bracket
✅ Purchased $750K+ property (or multiple properties)
✅ Clients who appreciate diligence and professional advice
❌ Not for primary residences
❌ Not for second homes
Template A
Hi [Client],
I wanted to introduce you to [Name] at Bay Tax.
Our office just partnered with BAY - a CPA group focused on real estate. With changes from the One Big Beautiful Bill, they are looking at prior closings and there may be a huge tax savings opportunity for your [property address].
I thought this could be worth a look for you.
I’ll let you both take it from here.
Template B - hyperlinked to bay email
Hi [Client],
I wanted to introduce you to [Name] at Bay Tax.
They specialize in real estate tax reviews for past investor clients to make sure nothing was missed after closing. The consult call with a BAY CPA is complementary so I thought this could be worth a look for you.
I’ll let you both take it from here.
What Happens Next
Simple steps:
CPA Review Call
Bay Tax reviews the property on a free 30 minute consultation with the client.Quick Go / No-Go Decision
We only proceed if our CPA finds tax deductions for the client. .Property Review & Site Visit
BAY handles the process end-to-end.Results Delivered
Typically within 4 weeks, clients receive a substantial tax write-off they then deliver to their CPA.
Start with one client:
We will take great care of them
Our main goal is to do great work, so you WANT to send more clients.
BAY will keep you in the loop and let you know how each step goes with your client.
If your client is eligible, they will thank you for sending them.
