Services Offered
Personal Tax Preparation
Comprehensive filing for individuals, including complex scenarios like AMT, ISO, and trust returns, with clear communication and attention to detail.
Business Tax and Consulting
Expert tax filing and strategic advisory services for businesses, including part-time CFO support and financial health improvement.
IRS Notice Resolution
Professional handling of IRS penalties and audits, with expertise in recalculations, document preparation, and penalty waivers.
Equity Compensation Planning
Specialized guidance on ISO spreads, AMT credits, and other equity-related tax issues to optimize savings and compliance.
Business Financial Guidance
Insightful consulting on financial strategy, budgeting, and growth planning to enhance business performance.
Reviews
5(5 reviews)
Rating Distribution
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Pamela Kirby
via Google
4 months ago
We have been entrusting our returns with Flex Tax for a number of years now. They are hard working, empathic and have assisted us in maintaining compliance even when hit with several personal set backs over the years. I appreciate their patience and getting us over the finish line.
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Siqi Wangvia Google
8 months ago
I received an IRS penalty letter related to an AMT miscalculation from ISO, showing over $250,000 in tax due plus penalties and interest. I contacted Will at Flex Tax, and he immediately stepped in with expertise and calm professionalism. Will quickly identified the issue—an ISO spread that incorrectly triggered AMT in a prior year, which the IRS had carried forward in error. He reviewed my prior returns, recalculated the AMT credit, and prepared a detailed response with supporting documents. Thanks to his work, the IRS reduced my liability by over 80% to under $50,000, and waived all penalties. The fee was very reasonable considering the savings and time he helped me recover. I highly recommend Will and Flex Tax for anyone dealing with complex equity compensation or IRS notices.
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Eileen Jihvia Google
almost 2 years ago
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!
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Kar Leevia Google
almost 2 years ago
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 partner in our growth. On the personal side, their thoroughness and clear communication have made tax season stress-free. I highly recommend Flex Tax to anyone in need of reliable and knowledgeable tax services and business consultants!
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Hilary Annvia Google
almost 2 years ago
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.
