Flex Tax and Consulting Group
The Flex Tax and Consulting Group (FTCG”) provides audit, accounting, tax, and business advisory service. We have offices in San Francisco, Castro Valley, Houston, New York, and Las Vegas.
Call Us Today :
- SF : +1 (415) 860-6288
- NY : +1 (917) 397-0949
- HOU : +1 (713) 396-0107
- Email : [email protected]
Highly Rated Veteran-Led Business
By Yelp and Google
OUR CLIENT REVIEWS
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Will is very helpful in answering my questions and preparing the tax for me. I highly recommend him.
5/25/2022Alex and Team are thorough and professional
They handled a complex divorce part year filing and executed the calculations, communications and follow through with high precision
I am... read more impressed with their attention to detail and precise communications
6/05/2022This is our first year using Flex Tax.
Jimmy was able to answer and helped with some of our complicated situations even though the response was a bit slow and... read more needed several follow up during tax preparation (it might be due to the busy season) but finally we've got our return filed by April 18 (There's still one issue left that we thought everything could be handled through the tax preparer and it turned out we still need to submit some supporting docs to IRS by ourselves)
4/22/2022I had sold a lot of stock in 2021 (RSUs and ESPP) so I was feeling very nervous about having my taxes handled properly. Unfortunately I was surprised by an... read more extraordinarily high amount owed to the IRS but I appreciated their advice on how to manage expectations throughout the year. 2022 will also feel complex since we bought a house and are getting married, but I intend to utilize their consultation services to strategize the tax preparation ahead of time. Thanks flex!
4/06/2022 -
Will was incredibly helpful consulting on handling taxes for rental income and homeownership. He sent helpful follow-up information, answered some additional questions over email, and offered to have a follow-up... read more chat with me.
7/14/2022I worked with Chris to resolve an issue from two tax years ago (2021) and to file last year's taxes (2022). I had talked to four H&R block advisors and... read more another tax consultant about my 2021 taxes, but none of them were able to figure out what was going on. Chris not only identified details that everyone else missed, he helped me figure out a process of resolving it that required less money from me. Filing 2022 taxes was simple, and he had helpful recommendations to make next year's tax return easier. Any time I had questions, he would explain it all very clearly.
Overall he was very efficient, clear, helpful, and capable. I will be coming back next year to file taxes through Flex Tax again.
6/15/2023I needed local boutique firm specializing in US taxes that I could trust and didn't need to pay an hurly rate for my individual along with solo LLC filing !... read more I am so happy that I found Will at Flex Tax and Consulting Group. It has been so good to talk to one person who is prompt at responses, knows my case, provides expert advice (succinct, relevant and cost-saving) , follows-up after my surgery and saves me monies. Plus, he has a team that can pick up my email, question, follow-up, etc. -very smooth interactions. We are planning on working with the group next year. I highly recommend Will and the company!
12/12/2022 -
I had a great experience working with Sam and Ben! In my 15-minute consultation with Sam, he was very knowledgeable in answering questions and following up afterward (I was filing... read more across states and had a more complicated situation than just a W2).
What I appreciated was that everything was digital and pain-free! Sam gave me a list of requested documents and had me upload them through a secure portal. Then, we just worked through email and text to get other things sorted out. They were super responsive even during the busyness of the tax season. They got everything in the time frame they promised and communicated throughout the entire process. They felt like a tax concierge to me! All I needed to do was provide them with all my documents and they handled EVERYTHING else! Highly highly highly recommend to people like me who absolutely haaaaaaates doing taxes!!
4/05/2022I used Flex Tax and Consulting Group a few years for my tax needs and was thoroughly impressed. Their team made complex tax concepts easy to understand, providing clear, detailed... read more explanations and personalized advice. The professionalism, patience, and attention to detail were outstanding, making the entire process smooth and stress-free. Their customer service is top-notch, always responsive and genuinely invested in my financial well-being. Highly recommend Flex Tax for anyone seeking reliable and comprehensive tax services. A truly exceptional experience!
2/20/2024Proactive and excellent service. Great and insightful discussions before charge. Highly recommended!
10/25/2022My first year having Flex Tax do my taxes and they provides excellent tax services. Alex Huang was very professional and helpful. He is responsible and able to answer questions... read more in understandable way. Highly recommended.
4/08/2022 -
That was my first time filing taxes with a professional CPA and they exceeded all my expectations! After making a bunch of mistakes in my 2020 return that was such... read more a relief to have someone do that for you. But most importantly I ended up receiving a much higher tax return than a year prior. Not sure what I did wrong or how they filed my taxes differently but it worked. They're also super fast and responsive.
5/31/2022I had a great experience working with Ben and Sam. They were courteous and prompt and communicated very well... I will be continuing to work with them for the new... read more year.
12/28/2022I had a fantastic experience with Alex at Flex Tax and Consulting Group during my recent tax audit. He made the entire process smooth, handling everything with expertise and even... read more getting a lien removed after communicating with the IRS. His knowledge and professionalism really stood out.
What I also appreciated was the convenience of scheduling appointments online, so I never had to worry about reaching someone by phone. Plus, they offer a free 20-minute consultation with every tax return, which was incredibly helpful for getting my questions answered.
If you need help with a tax audit or just want your tax return done right, I highly recommend Alex and his team at Flex Tax. They're efficient, knowledgeable, and truly client-focused.
9/04/2024I've been doing my taxes for years but as my taxes got more complicated so was doing them on my own. They helped me with a few issues and provided... read more clear directions and explanations on the path forward. Definitely my go to Tax Consultants who are professionals at what they do.
3/26/2023
Bridge the Present to the Future -Building a
Successful and Foreseeable Roadmap
We are dedicated to meeting client needs thoroughly, efficiently, and creatively. We work on hundreds of real estate, biotech, and renewable energy projects and maintain client relationships with the leading sponsors and developers in the industry.
Our value-added services and solutions are based on innovative thinking and effective implementation. They are the foundation on which we have developed the critical resources necessary to provide outstanding professional services.
Innovative
Our diverse and talented team helps to define the future of the accounting profession through a client service philosophy characterized by reliability, knowledge and responsiveness to businesses in the government, private, public and nonprofit sectors. Check out our book!
Professional
With the above background of our staffs, the high quality of services we provided are guaranteed. Schedule a time to talk to us!
Expert
Each member in the Flex Tax and Consulting Group providing services to our clients is subject to the laws and professional regulations of the particular country or countries. You are VIP!
Services We Provide
Audit and Tax
Flex Tax offers clients a full range of audit and tax services, most notably in the real estate and community development field.
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Accounting Services
FTCG prepares financial statements per Generally Accepted Accounting Principles (GAAP) for use by banks, investors, and third parties.
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Consulting
Flex Tax offers clients a full range of audit and tax services, most notably in the real estate and community development field.
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Opportunity Zones
Flex Tax is an established Opportunity Zones leader with expert technical knowledge of key tax, accounting, transaction structuring, and compliance issues.
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Renewable Energy
Flex Tax is a leading renewable energy tax credit finance industry expert. We provide value-added services based on innovative thinking and a comprehensive understanding
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Cost Segregation
Flex Tax provides specialized knowledge
about cost segregation for individual component sof a property. That results in significant tax
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INDUSTRIES WE SERVE
Assurance, Accounting, Tax Consultation, and Expense Reduction
We are dedicated to meeting client needs thoroughly, efficiently, and creatively. We work on hundreds of real estate, biotech, and renewable energy projects and maintain client relationships with the leading sponsors and developers in the industry.
Our value-added services and solutions are based on innovative thinking and effective implementation. They are the foundation on which we have developed the critical resources necessary to provide outstanding professional services.
Highly Rated Veteran-Led Business
By Yelp and Google
Flex Tax and Consulting Group is Recognized By Yelp,Google as One of The Best Five-Stars CPA Firms.
Our values define who we are, what we stand for, and how we operate:
- Demand Excellence: Work with Great and Strong People to Create Values.
- Action Is Our First Instinct: Act Fast, Learn Faster.
- Focus on the Future: Effective Succession Planning, Creating Opportunities for People.
- Relationships Matter: We’re in the Business of Building Professional Relationships.
- Be Open, Honest, and Constructive: Honest Communication and Collaboration with One Another.