End-to-End Integrated Accounting and Tax Services
End-to-End Integrated Services
We help fund administration clients to achieve a top-tier investor experience, cost savings, data security and the freedom for fund management to focus on sales and investments.
Call For Help:
SF: (415) 860-6288
NY: (917) 397-0949
HOU: (713) 396-0107
Email Us For Information:
Office Hour:
Monday to Saturday 10 am to 6 pm PST
Why Flex Tax?
Flex Tax provides tax services for venture and private equity funds, designed to help simplify tax calculations, reporting, and filings. Our team of certified public accountants (CPAs) has extensive experience from working at top companies like Goldman Sachs, Deloitte, BDO, and Kohlberg Kravis Roberts (KKR). We offer these comprehensive tax services to managers and funds across the globe.
We help more than 1000 clients with their taxes and we have licensed CPAs leading our team. We offer all-inclusive tax services to many managers and funds worldwide. We cover investment types like venture investments, real estate, private equity, and other closed-ended funds that invest in things that aren’t easy to sell. Our expert team will handle tax filings and reporting of scheduled K-1s for your investors.
SERVICES WE PROVIDE

Tax Services
The use of integrated systems to enhance the process of producing, printing, and delivering K-1s and 1099s to investors in a timely manner. Customized online access to versatile, interactive data investors and advisors need with a secure interface.

Financial Reporting
We provide reports that are specifically designed for financial accounting under GAAP rules, managing investment portfolios, deal-making teams, accounting professionals, and communicating with investors.

Fund Accounting
Ensuring the accuracy, dependability, and compliance with established regulations and standards of financial reports and fund management is essential in maintaining the credibility and success of any business or organization.
We Aim To Provide Expert Advice And Quality Service
Leverage Our Tax Experience
Benefit from our decades of fund tax knowledge derived from clients, collaborations and industry relationships with other professionals.
- Review of private placement memorandum tax section.
- Preparation of U.S. federal returns (1065, 1120, 1120-S) and state tax returns for all U.S. states, including composite tax returns, handling state filing fees, etc.
- Preparation of all supporting and additional tax forms that are filed along with federal and state tax returns. (Form 8949, 4797, 8825, 8990, 8082, 8832-B, etc.)
- Preparation of federal and state schedule K-1 reporting for investor.
- Partner tax allocations using appropriate allocation methods.
- Preparation and compliance with foreign investments. (Form 5471, 8865)
- U.S. tax reporting and compliance for Non-U.S. investors. (Form 1042, 8804, 8805)
The fund accounting and tax solution for funds of any structure, strategy or asset class.
- Private Equity
- Venture Capital
- Real Estate
- 1031s / DSTs
- Commodity Pools
- Impact Funds
- Affordable Housing
- Opportunity Zones
- Natural Resources
- Infrastructure
Fund Administration Services for Alternative Investment Funds
Decades of specialized experience with alternative investment funds combined with industry-leading technology and white glove customer service. We provide administration for funds of every structure, AUM, asset class or investor count. Flex Tax achieves an unparalleled level of back-office efficiency.
Our Location
Curious To Know About Us?

Houston, Texas
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708 Main St, 42nd Floor
Houston, TX 77002
United States - 713 396 0107
New York, New York
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135 E 57th St, 42nd Floor,
New York, NY 10022
United States - 917 397 0949
San Francisco, California
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1160 Battery Street, Ste. 100,
San Francisco, CA 94111
United States - 415 860 6288