Smart tax, strategic guidance, and reliable CFO support in San Francisco.
Flex Tax and Consulting Group, based in San Francisco, is praised for professional, knowledgeable, and organized service. Clients highlight expertise with complex tax issues—AMT, equity compensation—and a stress-free personal and business tax season. They also provide part-time CFO services and business consulting, plus trust and HOA tax filings when needed.
1160 Battery St suite 100, San Francisco, CA 94111, USA
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Comprehensive filing for individuals, including complex scenarios like AMT, ISO, and trust returns, with clear communication and attention to detail.
Expert tax filing and strategic advisory services for businesses, including part-time CFO support and financial health improvement.
Professional handling of IRS penalties and audits, with expertise in recalculations, document preparation, and penalty waivers.
Specialized guidance on ISO spreads, AMT credits, and other equity-related tax issues to optimize savings and compliance.
Insightful consulting on financial strategy, budgeting, and growth planning to enhance business performance.
Overall rating
Pamela Kirby
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.
Siqi Wang
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.
Daniel James
Alex and the team are very knowledgeable, fast, and professional
Kader Mula
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.
Candy
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.
Alexander Siu
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.
