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).
Upfront and Transparent Pricing
Step-by-Step Guide to Getting Started
Step 1: Schedule Your Free 15-Minute Consultation
Before making any commitments, we invite you to schedule a complimentary 15-minute consultation with our team. During this call, we’ll listen to your needs, answer questions, and outline how we may be able to support you.
👉 Schedule Your Free Call
Step 2: Upload Documents to Our Secure Portal
If you’d like us to prepare a detailed proposal, you can securely upload your documents to our Secure File Pro portal. This helps us evaluate your situation accurately and create a tailored quote.
New clients will need to upload as a guest before we can set up a designated account (SSN/EIN verification process).
👉 Access the Secure File Pro Portal
Step 3: Review Your Custom Quote
Once we’ve reviewed your documents, we’ll send you a written quote outlining the scope of work, estimated fees, and terms. You’ll have the chance to carefully review everything and decide whether you’d like to move forward.
Step 4: Confirm & Begin Engagement
If you decide to proceed, you’ll confirm the quote by accepting it online. After that, one of the following will apply depending on your engagement type:
- Retainer Projects – You’ll first receive a formal quote. Once accepted, the system will automatically issue both a retainer invoice (typically 50%) and the full invoice. Please pay the retainer amount to begin the engagement. After the retainer payment is received, our team will start the work. The remaining balance will become due later when drafts are delivered for your review, based on the original invoice generated in Step 4.
- Full Upfront Projects – You’ll receive a combined quote and invoice for the full engagement. Work will begin once payment is received.
Either way, you always review and approve the scope before any payment is required, and no work begins until you’ve had the chance to agree and confirm.
Step 5: Draft Review & Final Deliverables
Once we begin, our team will prepare your draft documents or reports and share them with you for review. This ensures you remain in full control before anything is finalized.
- For Retainer Projects – After you review and approve the draft, the remaining balance shown on your original invoice (from Step 4) will become due. Once that balance is paid, the final deliverables will be released.
- For Full Upfront Projects – Since the engagement is already paid in full, you’ll simply review the draft and share your feedback. Final deliverables will follow once you’ve given approval.
Final deliverables may include:
- Completed and e-filed tax returns (if applicable)
- Consulting reports and recommendations
- Tax resolution filings and submissions to IRS/state agencies
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.
