Work in-person or virtually & connect as needed.
With 15 years of expertise, we’ve seen it all. Get started with your local tax expert, however you want. Estimate the price of your tax prep. No hidden or surprise fees. That’s our guarantee.
Schedule In-Person (Castro Valley) or Online Appointment (click here).
FAIR, UPFRONT AND TRANSPARENT PRICING
Step-by-Step Guide to Getting Started
Step 1: Schedule Your Free 15-Minute Consultation
Before deciding, we invite you to schedule a free 15-minute consultation with our team. During this call, we’ll discuss your needs, answer any questions, and help you understand how we can support you.
Step 2: Upload Documents to Our Secure Portal
If you decide to proceed, the next step is to upload the necessary documents through our Secure File Pro portal. This will help us provide a detailed and accurate quote tailored to your case.
Please follow the instructions provided and upload your documents securely. A new client must upload as a guest before we can set up a designated account (SSN/EIN verification process).
Access the Secure File Pro Portal
Step 3: Receive Your Proposed Invoice
Once your documents are uploaded, our associate will review them and send a proposed invoice to your email. You will receive an email from support@flextcg.com with the subject line:
“Services Invoice #XXX from Flex Tax and Consulting Group”
Step 4: Confirm Engagement and Make Initial Payment
If you agree with the proposed invoice, please proceed by paying 50% of the fee as a retainer to begin the work. This retainer is required before any work can commence.
Step 5: Review and Pay Balance
After the draft of your documents is prepared, we will send it to you for review. Once you’ve approved the draft, the remaining balance will be due.
Step 6: Final Copy and E-Filing
Once your balance is paid in full, we will provide you with the final copy of the documents and proceed with e-filing as applicable.
Our Promises to You
We guarantee your maximum refund. And so much more.
At Flex Tax, we have your back. That’s why we offer so many guarantees. Whether you file taxes in person or online, you can be sure these Flex Tax guarantees are in place to protect you during the process.
Our guarantees (For Individual Filers and Schedule C Filers Only)
No Surprise Guarantee
Receive 20% off next year’s tax preparation if we fail to provide any of the four benefits included in our “No Surprise Guarantee” (Upfront Transparent Pricing, Transparent Process and Free Audit Assistance). Limitations apply. Review description of benefits and terms and services.
Maximum Refund Guarantee
If you discover an Flex Tax error on your return that entitles you to a larger refund (or smaller tax liability), we’ll refund the up to 25% of tax prep fee for that return and file an amended return at no additional charge if you agree on our mitigation terms. To qualify for the Maximum Refund Guarantee, the refund claims must be made during the calendar year in which the return was prepared, and the larger refund or smaller tax liability must not be due to incomplete, inaccurate, or inconsistent information supplied by you, positions taken by you that may be unsubstantiated or incorrect, your choice not to claim a deduction or credit, conflicting tax laws, or changes in tax laws after January 1, 2025.
100% Accuracy Guarantee
If Flex Tax makes an error on your return, we will reimburse you for any resulting penalties and interest up to $2,500 insured by Tax Protection Plus.
To qualify for the 100% Accuracy Guarantee, the error must not be due to incomplete, inaccurate, or inconsistent information supplied by you, positions taken by you that may be unsubstantiated or incorrect, your choice not to claim a deduction or credit, conflicting tax laws, or changes in tax laws after January 1, 2025.
100% Satisfaction Guarantee
For In-Person Client: We’re so certain you’ll be satisfied with the tax preparation services at our offices, you only pay us if you accept your return.**
**By authorizing Flex Tax to e-file your tax return or by taking the completed return to file, you are accepting the return and are obligated to pay all fees when due.
Audit Support Guarantee
If you receive an IRS or other tax notice related to the return you filed with Flex Tax, Tax Protection Plus will help you understand it and give you steps to take to respond at no additional charge. ***
***Does not include in-person audit representation or assistance in responding, which is sold separately. Flex Tax’s tax preparation service does not provide legal advice, which is sold separately.
