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Flex Tax and Consulting Group
Clevere Steuerberatung, strategische Orientierung und zuverlässige CFO-Unterstützung in San Francisco.
5(5 Bewertungen)
Buchhalter
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Clevere Steuerberatung, strategische Orientierung und zuverlässige CFO-Unterstützung in San Francisco.
Flex Tax and Consulting Group mit Sitz in San Francisco wird für seinen professionellen, kompetenten und gut organisierten Service gelobt. Kunden heben die Expertise bei komplexen Steuerfragen hervor — AMT, aktienbasierte Vergütungen — sowie eine stressfreie persönliche und geschäftliche Steuersaison. Sie bieten auch Teilzeit-CFO-Dienstleistungen und Unternehmensberatung an, dazu Treuhand- und WEG-Steuererklärungen, falls erforderlich.
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Umfassende Einkommensteuererklärung für Privatpersonen, einschließlich komplexer Fälle wie die Alternative Mindestbesteuerung (AMT), Incentive Stock Options (ISO) und Treuhand-Steuererklärungen, mit klarer Kommunikation und großer Detailgenauigkeit.
Fachkundige Erstellung von Steuererklärungen und strategische Beratungsleistungen für Unternehmen, einschließlich Teilzeit-CFO-Unterstützung und Verbesserung der finanziellen Gesundheit.
Professionelle Abwicklung von IRS-Strafen und Prüfungen, mit Fachwissen in Neuberechnungen, Dokumentenvorbereitung und Strafenerlassen.
Spezialisierte Beratung zu ISO-Spreads, AMT-Gutschriften und anderen steuerlichen Fragen im Zusammenhang mit Eigenkapital, um Einsparungen zu maximieren und die Einhaltung sicherzustellen.
Aufschlussreiche Beratung zu Finanzstrategie, Budgetierung und Wachstumsplanung zur Verbesserung der Unternehmensleistung.
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.
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.
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'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!
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.
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