Flex Tax and Consulting Group

Huge thank you for the outstanding service! Really quick and efficient handling of my tax matters, especially GSUs; made the whole process smooth and stress-free. Truly appreciate the expertise and professionalism.

I've been using Flex Tax for both my personal and business needs, and I couldn't be more satisfied. Their expertise and attention to detail have been invaluable, especially when navigating complex tax situations. For my business, Flex Tax has provided exceptional part-time CFO services and business consulting. They've offered insightful financial guidance and strategic advice that have significantly improved our financial health. Their professionalism and responsiveness are top-notch, making them a trusted

I couldn't be happier with the exceptional service provided by FlexTax. Their team is incredibly professional, knowledgeable, and always ready to assist with any financial queries I have. Their business consultant service was just what I needed. They made the process seamless and stress-free, handling my accounts with precision and care. I would recommend their service and team for an easy tax season!

I have been with Flex Tax for over 4 years now. I leverage their Part Time CFO service for my cafe in New York. As a result, they were able to help me save thousands dollars throughout the year and obtain multiple grants during covid. I highly recommend the Flex Tax team for their outstanding work as our accountants and legal compliance. Their expertise in financial management and software solutions has greatly enhanced our business operations. Their recommendations have streamlined our processes and signi

Extremely reliable and exceptional service. Flex Tax went above and beyond for all my needs. I recently started a production business and there are a lot of loose ends I needed to figure out. I gave them a try and they were able to go above and beyond. I used their part time CFO and they did all the finance and accounting part for me. It helped a lot. Thank you Flex Tax!

I?ve been using Flex Tax for my baking business the last three years. I would describe their work as quick, efficient and organized. They are always on top of what I need and they?re able to help me solve all my accounting issues. Im not great with math or organizing so this helps a lot for me! Will continue using them. Their rate is also great compared to the other quotes that I?ve got.

As a small business owner, I had been handling my own in-house accounting for several years. I decided to switch to working with Flex Tax and Consulting Services specifically for their accounting services, and it was one of the best decisions I?ve made for my business. My business? financials are in excellent hands, and I will definitely be recommending Flex Tax and Consulting Services to other small business clients I work with. Their outstanding accounting services have made a significant difference for

I like their part time CFO service. I help my mom?s nail salon do all their accounting stuff but because I don?t have an accountant degree, I?m never sure if I?m doing all the right things. When I was recommended Flex Tax, I wasn?t sure because I?ve never trusted others to do the work. They exceeded my expectations and took care of everything and more for me. So glad I used them and it?s my second year using them so I wanted to write them a review!

Flex Tax is awesome. They are very organized, professional, friendly, and knowledgeable. I filed a personal and a family trust tax return with them, and they were detail-oriented and communicated with me the whole way. The taxes were completed quickly and efficiently. They previously filed taxes with my husband on behalf of our HOA, and my husband was so impressed with them that he recommended them this time around for help with my family taxes. Really solid work and I would definitely use them again.

I hired Flex Tax for their part-time CFO services for three years, and I'm extremely pleased with the results. Their team is professional, knowledgeable, and has provided excellent financial guidance. They understand our industry and have helped us make smart financial decisions. Their support has been invaluable to our business. I highly recommend Flex Tax for anyone in need of reliable CFO services.

I wanted to thank Flex Tax for the prompt and thorough accounting service. I came to you with a complex tax picture with only a couple of days before deadline. After I provided you with initial documentation, you went right to work and prepared the needed documents in short order. You were very detailed and thorough. Thank you for your prompt and professionalism. The staff is very knowledgeable and communicative. I will definitely recommend Flex tax to my friends and family. See you again next year!

I recently hired Flex Tax and Consulting Group for part-time CFO services, and I am thoroughly impressed with their expertise and professionalism. Their team of accountants has been instrumental in managing our financial operations, providing us with the strategic insight needed to drive our business forward. They are not just accountants but true financial partners who understand the nuances of our industry. Flex Tax and Consulting Group's part-time CFO services have been a game-changer for us, offering to

Love the help that the team did. I liked their team and how they were good with doing the work I didn't want to do. Tax season is done easier now that I use Flex Tax. I wish I used them earlier because they were very nice and easy to use. My favorite part is the fact that they were very professional and communication was easy for me since my English is not too good. They were very patient with me.

I recently hired Flex Tax and Consultant Group for Part-Time CFO services. They provided me with everything I needed with their exceptional professionalism and expertise in accounting services. Their team consistently delivers beyond expectations with their proactive approach and personalized support. Highly recommended for anyone seeking reliable and top-notch accounting services.

We're a small business and recently was recommended by a friend to use Flex Tax. I use their Part Time CFO service for our production company. As a result, they were able to save me many headaches and solve the problems I needed to solve faster than I expected. I highly recommend the Flex Tax team for their outstanding work as our accountants and their knowledge in the industry. Thank you for all your help!

My mom's cleaning company needed some accounting done for them. They've been doing things very manually and old school and Flex Tax was recommended by two of my friends who also own small businesses. We used the part time CFO service and was able to get all the manual work off me and my mom's plate. It helped us both a lot and I'm glad we went with their service.

Flex Tax and Consultant Group recently handled our accounting services, and the experience was outstanding. Their deep expertise and professional demeanor impressed us from the start. The team?s proactive support and tailored approach ensured our needs were met efficiently. If you're looking for reliable and top-quality accounting services, I highly recommend Flex.

My dad runs a local mom and pops shop restaurant in Brooklyn New York. The accountant we typically use closed down and I was scrambling to find a new one. One of my coworkers recommended Alex and his team at Flex Tax. It?s great because I can use my broken Chinese and my dad can use his broken English and their team is great with helping us figure out our taxes. The bilingual team really helped a lot because there were some things I couldn?t translate and same with my dad. Their part time CFO service is som

As a loan officer at a mortgage company, I highly recommend Flex Tax. Without an internal accounting team, we rely heavily on their exceptional CFO and Accounting Services. Their comprehensive tax reporting has eased the stress of tax season, ensuring compliance and savings. For any business seeking reliable and expert financial services, Flex Tax is the go-to solution.

Great service and professionalism. They know what they are doing. Started my small business at the end of last year and was all over the place, but Flex Tax was able to direct me and help me with all my questions. Moving forward, I will be using them for all my business ventures.

We've been a costumer of Flex Tax and Consulting for years and they have been helping us preparing our yearly tax returns. We've been closely working with Will and couldn't be happier with the service provided. He's always been great at understanding our situation, and communication is very easy. With the amount of deduction we've been able to claim over the years, it's well worth the price! We highly recommend them to anyone looking for a reliable CPA to file their yearly returns!

Exceptional services and guidance. Customer first, is probably their business motto. Needless to say, one of the best accounting services I have worked with. Hats off to the leadership team, not one question goes unanswered. Lighting speed turn around time to answer my questions and paperwork completion. Money well spent! Highly recommend if anyone is looking for personal accounting services.

Great accountants and customer service. I really like how quick the turnaround time is. They made it easy for my bakery to deal with all the work during tax season. I have to deal with a lot so this made my life easier. Also they speak Chinese so it helps when my bakery manager talks to them.

My aunts small business needed to get some of their taxes done and I reached out to Alex and his team. He was able to answer all the questions my aunt had. It helped that he also spoke Chinese and walked her through many of the things she was trying to fire out. I?d recommend using them in the future. They made my aunts life way easier and she wanted me to write this review to thank Alex and his team for their tremendous help and making her stress free.

I have been using Flex Tax to file my taxes over the last couple years! The service has been consistently good and very professional. Alex is very communicative and answered all the questions. Also since they operate almost fully online (over email and e-sign) I was able to file my 2019 taxes without having to take much time out of my schedule to go visit them in-person. The price is quite reasonable and well worth it for the service they offer! I'd highly recommend doing your taxes through Flex Tax and ask

My brother opened a gym and he had a lot of issues on the finance and accounting side. I helped him do some research and calls and found Flex Tax. I read some of their reviews and reached out to them. I really like how they were able to lay out so many things I needed. It?s like they knew what I woudl ask before I did. I guess it?s because they?re professionals so of course they know what they?re doing and what I?ll ask haha. Hope to keep using them!

I worked with Chris to resolve an issue from two tax years ago (2021) and to file last year's taxes (2022). I had talked to four H&R block advisors and another tax consultant about my 2021 taxes, but none of them were able to figure out what was going on. Chris not only identified details that everyone else missed, he helped me figure out a process of resolving it that required less money from me. Filing 2022 taxes was simple, and he had helpful recommendations to make next year's tax return easier. Any tim

I can recommend Flex Tax for your tax preparation needs. The associates are knowledgeable, friendly, and efficient with my time. I have been to Flex Tax for a quick consultation regarding to the RSU and ISO and a second time to file my tax returns for multi-states capital gain calculation. Flex Tax is a bright and big office and they take care of their customers quickly at through email and online platform. I had scheduled an appointment with Alex just 1 week out. My taxes are complicated, and I wanted an

Very knowledgable! From hiring to answering our questions with our business. Must say, this is the second accounting services we sought out. The first was a disappointment but I assure you this team does the job correctly. Answers emails right away and prioritize customer service above all other things. As a small business owner who just got into the industry, I highly recommend. They also have many part time CFO in different time zones, which is great since I travel frequently.

(Updated) 3 years in and this team has gotten better over time. I've worked with Alex (2020), Will (2021), and recently Chris (2022). Not sure why they move me around, my assumption is that they train associates, regardless, it's been a great experience. Chris did a great job double checking everything this tax season and response rate was fast. This was also the first year I had personal crypto trading/transactions that required tax reporting. They have the experience to make sure you do this right and can

Wow! talk about timeliness, customer service oriented, helpful, friendly, responsive, resourceful, the list goes on and on. I sent Flex Tax and Consulting Group a e-email and they responded to me within an hour. I kid you not. I felt it was too good to be true. Like all of us facing the stressful situation of an IRS audit, you are looking for honesty and guidance. I received both from Katherine and Alex. They were professional and very honest with me about my audit situation. I could see how other companie

It was recommended to me by a colleague. Decided to give it a try. Accounting services went beyond just providing services. Staffs also gave me great tips, kind of felt like having a personal CFO. They have a large variety of staffs part time CFO and full to make sure they answer all of my questions right away. Recommendation for sure!

My experience with Flex Tax was far from what other reviews address. They offer customers $30 discount for 5 star review and so the reviews are not trustworthy. I worked with two Alex and Will to do my 2021 tax return. They keep communication fairly minimal. They didn't tell me when they would be working on my tax, and they didn't even care to inform me that my tax was filed, until I asked them right before the due day. They sent me a draft a week before tax due with lots of errors. It was super stressful

I was one of those guys that would swear by online tax platforms, but as I got older, my finances became more complex, and the online platforms simply did not cut it anymore. Luckily, a good friend of mine referred me to Sam at Flex Tax a few years ago, and he has made my life so much easier! If you are looking for a knowledgable firm that understands businesses, deductions, and all the fun tax stuff, look no further. Sam is extremely responsive, he even gave me his personal cell # as I tend to have a milli

Will helped me when I initially set up my corporation in California with no hassle. I have absolutely no business education, and this was the best money I spent on the business to set up my S-Corporation for my start up! He advised me with how best to set up my corporate tax structure. At the end of the year, Sam and Will did my taxes and I could not believe how quickly, efficiently, and accurately they were done. They sat down with me in person and advised on how/what to do for future tax filings based on

I am very happy with the service provided by Alex and Will. I was looking for a competent tax preparer to help file taxes on my brother?s estate. I talked with several tax preparers who claimed to be very knowledgeable but Alex was the only one who answered all my questions to my satisfaction. I was very impressed with the speed and efficiency with which they completed the estate income taxes. Not only did they get the taxes done expeditiously as promised, their rates were also very fair. They were competen

A&K Tax have one of the most tech-savvy CPA's in the Bay Area. Alex and Sam are phenomenal young tax and consulting accountants. I highly recommend them to anyone that is looking to establish a long term relationship with its CPA. I can say with my very own experience; they are very accommodating in terms availability and were able to schedule a meeting on a Friday evening at 8 pm in order to accommodate my work schedule. After the first meeting, all the communication was either done on phone or via email

I had a complicated Tax situation involving currency, Alex and his team made everything very easy for me and took a weigh off my shoulders. They managed to get everything done in just a couple days and also did a great job with responding to my questions in a timely manner. I will be using Flex tax services from now on and will recommend to anyone looking for help with taxes.

I am a person who is picky and does a lot of research on everything. I contacted Alex to do my tax return early for 2020 dealing with RSUs, investment properties, and a nonresident spouse. I was very happy about the result. Alex and his team responded at all hours and completed my tax forms on time. I am using them again in the future. Flex tax and consulting group are reliable, responsive and they charge reasonable price.

A&K Tax Consultant and his associates have been handling my start-up business taxes since my 2015 tax returns. Here is why I have been loyal to this CPA firm: (1) Personally, Alex has provided the best and quickest returns! Let's be honest, we're all looking for an accountant who will help give us a high returns in a timely manner. Trust me, you will not be waiting too long (to receive your returns) after you submit ALL tax related documents. (2) Everything has been smooth for the past 4 years even we go

Alex and team at A&K have taken care of my family business' accounting needs consistently. They are in the know and keep me in the loop about changes that continuously happen year over year. I have dumped all of my bookkeeping needs and tax preparation to them and I am worry-free since the finished product is always A+ work. Alex and team have performed multiple reiterations of financial projections for scenarios that pertain to the 21% corporate tax rate cut and many other frills that come with the tax re

Their accountants know what they?re doing. They get $h1t done haha!! Easy process and I can reach out to them quickly with an email or a call. I use them for my small business that I run on the side. They explain to me what I need and what docs to provide and then do all the dirty work for me.

We are a start-up and we love working with Flex Tax! They were referred to us and are extremely knowledgeable, professional and timely, while being affordable. Alex is very responsive and always makes us feel like a valued client.

I had several services experience from Alex's team from last year, EDD audit, business tax filing and personal tax filing. All the services are super good, they helped me saved lot of money, saved me time and gave me peace of mind with their profession and dedication. Their price is very competitive and every dollar worth it. For me, I already become their loyal customer, for you, I would highly recommend them.

I love the professionalism of their team and how great they?ve been. Their accountants know what they?re doing and helped make life so simple with their team and expertise. Since my first encounter with them, they were able to answer everything I needed and I?m glad I found their team to help me solve my accounting issues!

Flex Tax has been doing our taxes for at least 6 years now. And the team is very informative and takes good care of us with the tax planning for business and individual . The accountants not only do our taxes, but also give us tips for how to manage our money throughout the year. Alex is the most experience person with the background with Public Trading and Private Start-Up Company, which really surprises me. Everyone is very personable and he makes it a lot easier to do a task that is normally a major pain

I was referred to Alex at Flex Tax by a friend, and Alex helped me with Accredited Investor Verification. Alex is very professional throughout the process. In the initial consultation session, he listened patiently to my financial situation (which was already a huge plus, my previous encounters with accountants were always rushed during these free sessions). He also explained in detail what are needed and gave a price range so we are aligned on expectation. When I need Alex to issue the letter, he was actua

I had some questions about the types of stocks my company issued me after we went public. After researching online about RSU, capital gains, and reading the contracts I signed for the stocks, I still could not determine whether these stocks would count as income or if I just needed to deal with that when I actually sold them. The Flex Tax team was able to review my contracts and clear things up. They also provided me projections on what I could expect to pay in taxes if I sold x shares. Throughout the proce

I had a great experience with Jimmy from FlexTax! From the beginning, he was patient, answered all my questions (I had a lot) and was available when I needed him. He also saved me a bunch of money on my taxes...I highly recommend him. Very smooth and easy process. Thanks again!

I am very happy working with Chris of Flex tax. This is the first time they helped me file tax. They are very professional and helped me save soma tax. Chris is very responsive and he always answered my questions in a timely way.

Accurate and timely response time. First time using their accounting services and definitely will become a returning customer. No complaints, 100% recommend to anyone in need of their services. Most of all, friendly pricing too!

Nothing to write home about.... I used them for the first time this year and had an ok experience overall. Considering the high price I paid, they wouldn't answer a few basic tax related questions I had for them which is unfortunate. Not to mention, I had three different people working on my taxes during the course of two months which was hard to keep track of. Won't be using them in the future or referring them, but they did finalize my taxes in a short amount of time.

Alex is an amazingly bright and effective tax professional! I have consulted with Alex on a number of tax issues ranging from RSUs to real estate purchase implications. Alex always has quick responses backed by the IRS code. I trust him fully and completely with all my tax questions.

Flex Tax is very responsive and knowledgeable with the EIDL and PPP. The Treasury and the SBA have released new guidance for the PPP loan every day and Alex was able to walk through the steps to get me understand how to get the loan being forgiven. My start-up SAAS Company received 700K, and my payroll is about 300K, the team showed me steps I should take to stay compliance. We have 50 employees and hasn?t let go of anyone. I am counting on their advice and compliance work.

A&K Tax And Consulting Service is the best one in San Francisco , Alex is professional and very detail oriented . A&K Tax was awesome in helping me prepare for yet another year of If you're looking for an accountant that actually cares about you, file your taxes here ,Rest assured that you'll get your maximum refund. And for a reasonable price too!

Great service and went above and beyond. Their accounting team knows what they?re doing and are experts in their field. Even though I?m not in the same city as them, they do everything great via email. I appreciate this especially since old school spots need you to visit their office.

Alex and Will were efficient and communicated well throughout the process. I had out of state refund as well as adjustment of cost basis in my 1099. Initially there were some hiccups, but them setting up time to talk it over for free to explain and understand my situation really helped. Great and professional service!

I'm very pleased with Flex Tax's responsiveness and deep understanding and knowledge of taxes. Alex and Sam walked me through every step and helped explain some key tax points which I had no idea about. It's one thing to get an answer to your questions, but it's even better to get the answer and additional helpful information that could translate into big savings down the line. Their experience with equity compensation was a huge plus as I was in dire need of getting a form 83(b) election filed. On top of t

I approached them for audit service and Flex Tax saved me ten thousand dollars where other tax consultants said I don?t have a case. He was quick and to the point and with in 4 weeks my audit got cleared . I can?t think of other CPA who has that kind of knowledge and expertise. I would definitely recommend anyone who has IRS and state audits.

Accounting for a PPP loan can be an overwhelming process. You may be asking yourself a number of questions, such as How do I record the PPP loan in my books? or How do I record certain PPP expenses? If you?re curious about these PPP accounting questions and more, I would strongly recommend Flex Tax and Consulting Group. I finally got my $150,000 loan amount approval. After helping me to get through all the documentation requirement, Alex stayed on top of the compliance work and is proactively helping is the

Fast and comprehensive service - my taxes were done within a week after I reached out to Flex Tax. Sam answered all of my questions quickly and was very responsive. Will be working with Flex Tax for many years to come!

Alex is very professional and helpful, definitely a recommendation for doing your taxes. He answers your concerns promptly and patiently and he has been helping us with our taxes over years. Really appreciate the help.

Such a great team to work with, shout out to Will & Alex! They are very professional, patient, & knowledgeable. My concerns were solved very quick after every consultation with them, definitely come back and recommend to all.

Alex and the team are very knowledgeable, fast, and professional

Was a pleasure working with the Flex Team . Communication was very smooth, and the staff displayed great service when tending to my concerns and questions.

I did a 1 hour consultation, which was not cheap, but Alex did work beforehand and answered several emails after, free of charge. This was in regards to the Tax Exempt Status of my Homeowner's Association and I got my questions answered and it was a very positive experience

this is my second year filing taxes with flextax and just like the first year had a very decent experience as they are quick to respond and help and always willing do an extra mile for you.

Amazing customer service. We just had a couple of questions, and they respectfully answered them without pressuring their services to us. I wholeheartedly recommend them to anyone and will look into switchover since they are good people.

Very professional and helpful. Had a miscommunication but otherwise great team. Will likely use them again in the future if I have complex tax needs.

Great tax folks. They helped me navigate my taxes to really leverage all the benefits of the tax code that I was unaware existed.

Definitely worth the money. They probably the most valuable tax preparing firm we found for our small company.

Great service and solid team - thanks for all the hard and reliable work two years in a row!

Set up two appointments, the person missed the call both times and called me later in the day when I was unavailable. Ended up going with a different firm.

Amazing service and super fast! I will definitely be using them again next year!

Very detailed and easy to work with. highly recommend

Prompt and professional service at reasonable prices. Refreshing.

Super fast response! fantastic service!

knowledgeable, fast, efficient, and friendly staff

Great service and insightful discussion!