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

The tax team you call when it isn’t simple.

IRS letters, equity compensation, international companies and cross-border income — our team brings Big Four, private equity and investment banking experience to the situations a DIY app or a big chain can’t handle well.

Big Four & private equity backgroundsPublic-company audit and investment experience
International taxFor individuals and companies — including foreign companies with U.S. subsidiaries
5-star ratedOn Google and Yelp
What makes us different

Specialists in the complicated stuff

Most of our clients came to us because their situation outgrew their last preparer.

IRS & state problems

We deal with notices, audits, back taxes and payment plans directly with the IRS or state — and explain every step in plain English.

IRS audit & resolution →

Tech & equity compensation

RSUs, ISOs, NSOs and ESPP reported correctly — with cost-basis fixes, AMT checks and planning before you sell.

Equity compensation →

International businesses

Foreign companies setting up or running a U.S. subsidiary, and U.S. companies with operations overseas — entity setup, books, corporate returns and international information filings.

Business & international →

Business, start to scale

Entity setup, S-corp and payroll, bookkeeping, financial statements and CFO-level advice as you grow.

Accounting services →

Planning, not just filing

Want to look ahead — before year-end, a move or a big sale? Our tax planning service helps you avoid surprises at tax time.

Tax planning →

Your history stays on file

Past returns, notes and correspondence stay with the firm, so whoever helps you picks up right where you left off.

Contact us →
Our experience

Big-firm experience, working for you

Our team includes professionals who have worked at Big Four accounting firms and in private equity and investment banking.

Public-company audit rigor

Audit experience with publicly traded companies means your books, financial statements and returns get the same level of scrutiny.

International tax experience

Tax work in the U.S. and abroad, for companies and individuals alike — from foreign parents with U.S. subsidiaries to executives and investors with income in more than one country.

Private equity & investment banking

We understand fund investments, K-1s, deal terms and equity — and can explain what they mean for your taxes and your compliance obligations.

The value we bring

What working with us is worth

Good tax work pays for itself in money kept, problems avoided and better decisions — done correctly and by the rules.

We catch costly mistakes

Missing cost basis on RSUs, overlooked foreign tax credits, income taxed by the wrong state — the errors software and rushed preparers miss can cost thousands.

We help you decide before it’s too late

When to sell, how to set up your business, what to pay in estimates — the biggest tax savings come from decisions made before year-end, not after.

We handle the IRS so it costs less

A correct, on-time response to a notice or audit can limit penalties and interest — and saves you the time and stress of dealing with it alone.

How we work together

From first call to finished work

A clear process, so you always know what’s next — and what it costs.

1

Free 15-minute call

Tell us what’s going on — phone, video or in person.

2

Clear scope & quote

You’ll know exactly what’s included and what it costs before we start.

3

Secure document upload

Share documents through our client portal — no email attachments.

4

Prepared & reviewed

We complete the agreed work and walk you through the results.

5

Here when you need more

New IRS letter, life change or planning? We’ll scope and quote it first.

What you can expect

How we treat every client

  • Plain EnglishWe explain what’s happening and why — no jargon.
  • Transparent pricingYou approve the scope and fee before any work begins — including any additional work later.
  • Your data protectedDocuments shared through a secure portal.
  • Honest adviceIf something isn’t worth doing, we’ll tell you.

We’re a great fit if you…

  • Received an IRS or state letter and want it handled properly
  • Have RSUs, stock options or ESPP
  • Earn income or own assets outside the U.S.
  • Run a business or are about to start one
  • Are a foreign company with — or planning — a U.S. subsidiary
  • Moved states or have income in more than one state
  • Want someone to plan ahead with you, not just file

Not sure? Book a free call and we’ll tell you honestly.

Client reviews

Don’t just take our word for it

Google Rating Yelp Rating Facebook Rating
  •   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

      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

      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
  •   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 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

      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
  •   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 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

      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
  •   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

      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

      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

      Proactive and excellent service. Great and insightful discussions before charge. Highly recommended!

    thumb Y F.
    10/25/2022

Let’s talk about your situation

A free 15-minute call is the easiest way to see if we’re the right fit.

Direct (415) 842-2940 · Toll-free (888) 801-7396 · support@flextcg.com
Monday–Friday, 9 am–6 pm Pacific