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

Strategic tax planning & structuring

We handle most of the work so you can lower your tax burden legally, free up your time and build wealth that lasts.

Reserve your spot →See strategies

Who benefits most

Designed for ambitious professionals and entrepreneurs earning $250K+ a year.

EntrepreneursBusiness owners earning $250K+, from fast-growing startups to established companies.
High earnersProfessionals in tech, finance, medicine and law, and executives with $250K+ in W-2 income.
Global scalersEstablished businesses scaling past $500K or $1M+ and expanding into global markets.
Why work with us

Not a generic tax filing service

Our team combines experience across tax, finance and real estate, so your plan looks at the whole picture — not just last year’s return.

  • Personalized one-on-one planning based on your income and assets
  • Strategies that bring tax, finance and real estate together
  • Advanced strategies that stay within IRS rules
  • An ongoing partner throughout the year, not a once-a-year preparer
  • Clear recommendations focused on legally reducing your tax liability

Experience on your team

The backgrounds behind your plan:

Big Four & private equity backgroundsFormer CPA with private equity experienceCTEC registered preparersLoan officerLicensed real estate agent
Strategies we implement

IRS-compliant strategies, matched to you

Every situation is different. We review which of these fit your income, assets and goals.

Cost segregation studies

Accelerate depreciation on real estate to increase deductions in the early years of ownership. Learn more

Oil & gas investments

Understand deductions for intangible drilling costs and depletion allowances.

Equity compensation

Plan around ISOs, NSOs, RSUs and ESPP to avoid common tax traps. Learn more

Section 179 depreciation

Accelerated deductions for qualifying vehicles, equipment and other assets.

Trust & estate structuring

Help protect long-term family wealth and manage estate tax exposure.

Entity optimization

Structure your business for tax efficiency and asset protection.

How it works

Three steps to a clearer tax strategy

1

Strategy session

A private consultation reviewing your income, assets and goals using our Structure & Tax Planning Blueprint.

2

Explore strategies

We identify the strategies that fit — from cost segregation to trust planning — with specialized partner connections when needed.

3

We do the heavy lifting

Our team coordinates the tax, legal, real estate and financial planning pieces and presents the results to you.

Your consultation

What we’ll cover together

  • Structuring or restructuring your entity to capture available deductions
  • Equity compensation strategies for your stock awards
  • Proactive planning with a dedicated tax advisor who understands your income mix
  • Compliance and reporting best practices for your team
  • Aligning tax strategy with your lifestyle and wealth goals
  • Near-term opportunities and long-term planning

Results depend on your individual facts and circumstances. Recommendations are made after we review your situation.

Ready to take control of your financial future?

Book an intro session and we’ll review where you stand and what’s possible.

Book your intro session →Reserve your spot
Direct (415) 842-2940 · Toll-free (888) 801-7396 · support@flextcg.com
Monday–Friday, 9 am–6 pm Pacific