Tax help for complicated situations — handled by people who know them well.
A Bay Area tax firm for IRS notices and audits, equity compensation, and business and international tax — for individuals and companies, from tech employees to foreign-owned businesses with U.S. operations. Avoid costly mistakes and keep more of what you earn.
No obligation. We’ll listen, answer your first questions and tell you what the next step looks like.
- Team backgrounds in Big Four accounting, private equity and investment banking
- U.S. and international tax for individuals, startups and foreign-owned companies
- Planning, advisory and IRS support — scoped and quoted up front
We work in English, Mandarin, Cantonese, Taishanese and Japanese.
Which of these sounds like you?
Most of our clients come to us with one of three situations. Start with yours.
IRS problems
Got a letter from the IRS, an audit, or taxes you’re behind on? We step in, deal with the IRS or state, and explain every step in plain English.
- IRS & state notices and audits
- Unfiled returns and back taxes
- Payment plans and penalty questions
- Amended returns and corrections
Tech & equity compensation
RSUs, stock options and ESPP can turn a simple return into a costly one. We make sure you’re reporting correctly and planning ahead.
- RSU, ESPP, ISO & NSO reporting
- AMT and cost-basis corrections
- Multi-state moves (e.g. leaving California)
- Year-round tax planning
Businesses — U.S. & international
From a new LLC to a foreign parent company with a U.S. subsidiary, we keep your books, filings and planning in order.
- Entity setup, S-corp and payroll
- Bookkeeping and financial statements
- Business and international filings (e.g. Form 5471)
- CFO and advisory services
A Bay Area tax firm with everything under one roof
For individuals, families and businesses across the Bay Area and beyond.
Tax preparation
Individual, business and multi-state returns.
Tax planning
Plan before year-end, not after.
IRS audit & resolution
Notices, audits and back taxes.
Accounting & bookkeeping
Clean books and GAAP financial statements.
Business formation
LLC, corporation and S-corp setup.
CFO & advisory
Budgeting, payroll and growth planning.
ITIN application
For nonresidents and dependents.
Accredited investor letters
Verification letters for investors.
Getting started is simple
No pressure, no jargon.
Book a free 15-minute call
Pick a time that works for you — phone, video or in person.
Get a clear plan
We’ll review your situation and explain your options and next steps.
We take it from there
We complete the agreed work and walk you through the results. Need more later? We’ll scope and quote it first.
What our clients say
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This 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 needed... read more
Siska G.
4/22/2022 I 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 R L.
2/20/2024 I'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 
matt i.
3/26/2023 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 lyds o.
4/05/2022 - 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
Jordan J.
7/14/2022 I 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 
Megan P.
4/06/2022 My 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 Ryo A.
4/08/2022 I 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 Eliz X.
9/04/2024 - Proactive and excellent service. Great and insightful discussions before charge. Highly recommended! Y F.
10/25/2022 I 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 Geeta C.
12/12/2022 I 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 A L.
12/28/2022 Alex 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 impressed with their attention... read more 
Vas S.
6/05/2022 - Great service and solid team - thanks for all the hard and reliable work Matthew R.
10/06/2022 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 
Talia Z.
5/31/2022 I 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 Grace W.
6/15/2023 Will is very helpful in answering my questions and preparing the tax for me. I highly recommend him. Aaron H.
5/25/2022
A firm that treats you like a person, not a file number
As a Bay Area tax firm, we keep your history on file, so whoever helps you picks up right where you left off.
Veteran-led
Discipline and follow-through built into how we work.
Big Four & finance backgrounds
Public-company audit, private equity and investment banking experience, plus tax work in the U.S., China and Taiwan.
International know-how
Foreign parent companies with U.S. subsidiaries, expats and cross-border families.
Beyond tax season
Planning, advisory and IRS help when you need it — each scoped and quoted up front.
Questions before you book
What happens on the free 15-minute call?
Tell us what’s going on. We’ll answer your first questions and explain what the next step looks like. There’s no obligation to hire us.
What happens after the call?
If you’d like our help, we’ll scope the work and send you a quote. Work begins after you approve it.
How much does it cost?
It depends on how complex your situation is. See how our packages work on our pricing page. Tax planning and advisory work are quoted separately.
Do I need to be in the Bay Area?
No. We’re a Bay Area tax firm, but we work with individuals and companies across the U.S. and internationally by phone and video. In-person meetings are held at our Castro Valley office.
How do I send my documents?
Through Secure File Pro, our encrypted client portal. Please don’t email sensitive documents.
Not sure where to start?
Tell us what’s going on in a free 15-minute call. We’ll point you in the right direction.
Direct (415) 842-2940 · Toll-free (888) 801-7396 · support@flextcg.com