About Flex Tax Charity Group
We are a 501(c)(3) Non-Profit Organization (click for the Tax Exemption Letter) registered in California (EIN: 92-1330109). Our financial advice covers everything that has to do with money – benefit selections, major purchase decisions, your investments and more, so you will know you are making the right decisions for every facet of life.
Our Mission is to help small or veteran businesses to get off the ground, grow and achieve their personal and business goals. We provide FREE consultation from New Business Processes (Business Structure, Legal Compliance, Human Resources, Payroll, Website Building, and Online Marketing) to financial product education and quarterly/annual tax compliance.
We also provide Free consultation or 1-on-1 online education to new immigrants to understand the Retirement and Tax System in the United States.
We are the independent, centralizing voice providing leadership, research, and collaboration to advance business solutions and financial well-being. Our professional includes Certified Public Accountants (CPA), Residential and Commercial Real Estate Agents (Realtor), Mortgage Loan Originators (MLO), Business Energy Professionals (BEP), Life & Health Insurance Agents, and Property & Casualty Agents.
Grow Your Small Business and individual Wealth;
Protect Your Wealth and Family Members
Schedule a call with our volunteers today! Our volunteers will discuss your personal and business goals. Then our volunteers will recommend the services that you may need to achieve your goals. For example, if you want to start a business, we will assign you to a CPA, and the CPA will help you to determine the business structure, recommend bookkeeping and payroll software, and file quarterly/annual taxes. If you want to purchase a home as a first-time buyer, we will assign you to an experienced Realtor or Loan Officer to explain the steps to buy your residential property throughout the whole process.
All-In-One Services
- Commercial and Residential Real Estate
- Mortgage and Refinancing
- Private Lending
- Life Insurance & Annuity
- Property & Casualty Insurance
- Family Office & Advisory
- Retirement & Planing
- Tax Coaching & Planning
- Individual/Corporate Tax Services & Accounting
- Business Incorporation
- 1-on-1 Financial Online Education
3 Simple Steps
Tell us your personal and business goals
Our Volunteers share industrial knowledge & provide recommendations
Make your own informed decisions
Why Choose Us
For your entire life
Our virtual service is accessibale from anywhere and around your schedule. You will meet with ourvolunteers, and we will never sell you products that you do not need.
Confidential
All verification reviews and appointments are conducted by licensed certified public accountant, or trained volunteers, who are bound by professional ethical codes and duties of confidentiality. You have the option to hide their personally identifiable information so that even the reviewers will not see it before sending to us. Also, we do not sell your personal contact information to 3rd parties.
Ready for the first step?
Make an Appointment with an unbiased & personalized financial coach.
Thank you for Flex Tax and Consulting Group sponsoring the Booking Platform and Webpage Developent.
Any statements made via Flex-Tax Charity Group social media sites are not intended as investment, tax, or legal advice. The content is not an offer, solicitation to offer, or advice to buy or sell securities. Investing in securities involves risk, and there is the potential for losing money. Past performance is not indicative of future performance. Testimonials were provided by current clients of Flex-Tax Charity Group Clients were not compensated, nor are there material conflicts of interest that would affect the given testimonials. These testimonials may not be representative of the experiences of other clients and do not provide a guarantee of future performance success or similar services. Flex-Tax Charity Group does not approve or endorse any third-party communications posted on its sites, and any such posting should not be attributed to Flex-Tax Charity Group. Flex-Tax Charity Group will not view and treat any social media post as a formal complaint. Any third-party links provided in posts by Facet Wealth, Inc. social media sites are offered as a matter of convenience and are not intended to imply that Flex-Tax Charity Group, its employees, or affiliates endorse, sponsor, and are affiliated with the owners or participants in those sites, nor do we endorse any information contained on those sites unless expressly stated otherwise. Flex-Tax Charity Group is not responsible for the information posted and shared beyond our social media sites.
