Strategy Savvy, Compliance Driven
BAY was founded by Brian Yormack, CPA, with a focus on bringing a more technical, strategy-driven approach to tax.
With a background in public accounting and complex compliance, Brian built BAY around a simple idea: most firms stop where the work becomes difficult. That’s where we begin.
Today, BAY works with businesses and investors across the country to identify, structure, and support high-impact tax strategies that are fully documented, defensible, and built to hold.
Built For Strategic Tax Work
BAY Specialized Tax Services is a national tax advisory firm helping real estate investors and growth-focused businesses unlock high-impact tax strategies typically reserved for larger, institutional players.
Since 2017, we’ve identified over $1B in deductions and credits through advanced strategies, including cost segregation, R&D credits, capital gain deferral, and depreciation optimization.
Most firms operate within a single discipline—either legal or accounting. We’ve intentionally brought both specialties together to deliver an end-to-end advisory solution.
Our team is CPA-led and attorney-backed, allowing us to approach tax work with both technical depth and real-world execution.
We integrate directly with your existing CPA or internal team and focus on opportunities that create meaningful financial impact.
In many cases, the opportunity already exists, it just hasn’t been fully identified or properly supported.
Identify opportunities. Execute strategies. Win positions.
Our Process, Start To Finish
Our approach is designed to be straightforward, efficient, highly lucrative, and fully supported.
01
Initial Consultation
We start by understanding your business, operations, and current tax position.
02
Opportunity Identification
From there, we identify where meaningful opportunities exist and determine what’s worth pursuing.
03
Strategy & Execution
If there’s a clear path forward, our team performs the technical work and builds the supporting documentation.
04
Implementation & Support
We work alongside your CPA or internal team through implementation and deliver our final results to be incorporated into your returns
Don’t Let Taxes Be
Your Largest Line Item
If you own real estate, run a business, or work with clients who may be missing valuable tax opportunities, BAY can help you identify what’s available - and execute on it.
Identify opportunities. Execute strategies. Win positions.
Contact us
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