Pricing

Upfront and transparent pricing

With 15 years of expertise, we’ve seen it all. Work with us in person or virtually, estimate the price of your tax prep, and know the fees before work begins — no hidden or surprise fees.

See pricing Book an appointment

Start with a free 15-minute call

Before any commitment, we’ll listen to your needs, answer questions and outline how we may be able to help. Schedule in person (Castro Valley) or online.

Schedule your free call →

Pricing by client type

Choose where to start

See detailed packages, add-ons and fees for your situation.

Individual

Personal tax returns, from simple W-2s to equity compensation, rentals and trusts.

Single
Married filing jointly / separately
Head of household

View individual pricing

Business

Business tax returns and compliance for owners and companies.

Sole proprietor
Corporation
Limited liability company

View business pricing

Estate tax planning

Planning for retirement, insurance and estates or trusts.

Retirement
Insurance
Estate / trust

View planning options

How it works

Step-by-step guide to getting started

You always review and approve the scope before any payment is required, and no work begins until you’ve agreed and confirmed.

Schedule your free 15-minute consultation

Before making any commitments, schedule a complimentary 15-minute consultation with our team. We’ll listen to your needs, answer questions and outline how we may be able to support you.

Schedule your free call →

Upload documents to our secure portal

If you’d like a detailed proposal, securely upload your documents to our Secure File Pro portal so we can evaluate your situation accurately and create a tailored quote. New clients upload as a guest first, before we set up a designated account (SSN/EIN verification process).

Access the Secure File Pro portal →

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. Review everything carefully and decide whether you’d like to move forward.

Confirm & begin engagement

If you decide to proceed, confirm the quote by accepting it online. Then, depending on your engagement type:

Retainer projectsAfter you accept the quote, the system issues a retainer invoice (typically 50%) and the full invoice. Work starts once the retainer is paid. The remaining balance is due later, when drafts are delivered for your review.

Full upfront projectsYou’ll receive a combined quote and invoice for the full engagement. Work begins once payment is received.

Draft review & final deliverables

We prepare your draft documents or reports and share them for review, so you stay in full control before anything is finalized.

Retainer projectsAfter you review and approve the draft, the remaining balance on your original invoice becomes due. Final deliverables are released once it’s paid.

Full upfront projectsAlready paid in full — review the draft and share feedback. Final deliverables follow once you approve.

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

Terms, limitations and service details are described in our Terms of Service. Have more questions about our services for individuals and businesses? Check out our FAQs →

Ready to get started?

Book a free 15-minute call, in person (Castro Valley) or online.

Book an appointment → Upload documents

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