Mon–Fri 9am–6pm PT · Extra Saturday hours 9am–4pm (Mar 15–Apr 15) (415) 842-2940 support@flextcg.com
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Book your tax consultation

Pick a time that works for you and book in minutes — by phone, video or in person.

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5-star rated by our clients
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Before your appointment

What to expect

Don’t let the deadline sneak up on you. Book early so we can help you prepare well ahead of the next IRS filing deadline and avoid last-minute stress.

Confirmation by email

You’ll get a confirmation and calendar invite right after booking. Check your spam folder if you don’t see it.

Phone, video or in person

Depending on the service you choose, we’ll call you, send a video link or meet you at our office.

Come prepared

Have recent tax returns, any IRS letters and your questions handy. Need to share documents? Use our secure client portal.

Policy

Cancellation and refund policy

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No refunds

We do not issue refunds once the client attends the consultation or receives the requested service.

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Partial refunds

If you cancel an in-person appointment 24 hours or more beforehand, we deduct a cancellation fee from the refund: $30.00 or 20% of the appointment fee, whichever is higher.

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Same-day online cancellation fee

Cancellations made within 3 hours of booking incur a fee of $10.00 or 10% of the appointment fee, whichever is higher.

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Full refunds

We provide a full refund if Flex Tax and Consulting Group cancels the appointment.

Questions? Contact us at support@flextcg.com.

Client reviews

Rated 5 stars by our clients

  •   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

    thumb Eliz X.
    9/04/2024

      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

    thumb A L.
    12/28/2022

      Will is very helpful in answering my questions and preparing the tax for me. I highly recommend him.

    thumb Aaron H.
    5/25/2022

      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

    thumb Geeta C.
    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

    thumb lyds o.
    4/05/2022

      Great service and solid team - thanks for all the hard and reliable work

    thumb Matthew R.
    10/06/2022

      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

    thumb Ryo A.
    4/08/2022

      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

    thumb Grace W.
    6/15/2023
  •   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

    thumb Vas S.
    6/05/2022

      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

    thumb Jordan J.
    7/14/2022

      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

    thumb Talia Z.
    5/31/2022

      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

    thumb R L.
    2/20/2024
  •   Proactive and excellent service. Great and insightful discussions before charge. Highly recommended!

    thumb Y F.
    10/25/2022

      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

    thumb Megan P.
    4/06/2022

      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

    thumb Siska G.
    4/22/2022

      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

    thumb matt i.
    3/26/2023

Questions before you book?

Call or email us — we’re happy to help you pick the right appointment.

Toll-free (888) 801-7396 · support@flextcg.com
Monday–Friday, 9 am–6 pm Pacific