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    BDE Engineering

    5.0 (1 review)
    Closed 10:00 am - 4:00 pm

    Services - BDE Engineering

    Brand Management

    Business consulting

    Web design

    1 More Service

    Website maintenance

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    I've been working with Bobby and Cheri since 2017 - they are wonderful. They have saved me quite a…read morebit of money and helped navigate some tricky once-in-a-lifetime (for me) situations. My first experience was Bobby calling me back (response time 1 day) in late Dec 2017 to give advice on some RSU sales. On that call, he saved me many times his fee in CA tax with a "hey, one more thing" - advice about Trump's SALT credit cancellation. That's been the theme: when you call Bobby and Cheri, they save you money. Bobby has consistently given great advice, and handled my taxes since I outgrew Turbotax. I am the typical tech worker: income, stock options / RSU, some investments and retirement accounts... they are definitely good at that - and probably other stuff as well. I can't recommend them enough.

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    Working with Chris at Flex Tax was an outstanding experience. From start to finish, he kept us in…read moreconsistent communication, never leaving us guessing about where things stood. No matter how detailed our questions got, Chris had thoughtful answers and took the time to explain things every time. Chris genuinely made the process feel easy and stress-free. Highly recommend Flex Tax to anyone looking for top-notch service that is efficient and affordable!

    Chris at FlexTax has been my tax advisor for about three years now, and I can't recommend him…read morehighly enough. He's incredibly thorough and detail-oriented - he double and even triple checks everything to make sure your return is accurate and that he has all the right information. He's also very responsive and flexible with scheduling, which has made it easy to fit tax meetings around a busy workday. Chris really shines with more complex situations. He specializes in startups and equity compensation (ISOs, RSUs, etc.), as well as investment portfolios, so if you work at a startup or have a more complicated tax situation, you're in great hands. He takes the time to walk through everything, explains complex issues clearly, and makes the whole process feel much less stressful. He goes above and beyond by looking at prior years and making amendments if necessary to put you in a better position for future tax years. I originally started working with Chris based on a friend's recommendation, and after three years as a client, I'm very glad I did. If you're a startup employee or founder, or anyone dealing with equity and investments, I highly recommend Chris at FlexTax.

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    Very professional services, highly recommended, nicest lady providing ideas of getting organized…read moreand much much more.

    We won four hours of organizing services from Lisa at The Time Butler at a charity auction…read more We put off calling Lisa for a few months, but we eventually got around to making the appointment for a two-hour visit. I stalled by giving her a tour of the house, which took up most of the time, but she did "encourage" us to clear off the kitchen table -- we filled up a couple of bags of paper during that exercise. She returned a couple of weeks later, and we used up the other donated hours. On that visit, we cleared out the media shelves in the family room, uncovered the coffee table, and rediscovered the desk. We also filled up several bags of stuff (books, VHS tapes, magazines, toys, and who knows what else) which were suitable for charitable donations -- and Lisa took it all away. She's been back twice since then, helping us deal with the shelves and desk in the kitchen, all of which are organized, clear, and usable for the first time in a long time. And again, we donated a bunch of stuff to charity (as well as filling a recycle bin!). In between visits, I got rid of some excess hardware by putting it on craigslist (most of it sold within an hour); I've also started transferring old VHS tapes to DVD (though why I needed a DVD version of King Dinosaur is a matter of some debate with the rest of the members of the household). There's no magic to it -- we're doing all the work (well, she wields the labelmaker...) and making all the decisions. But she acts as a forcing function -- when she hands us a pile to go through, it seems silly to just put it back where it was (though "later" is always a valid decision -- and I've deferred some things by moving them to a room we haven't reached yet). I'm happy we won her services, and happier that I finally got around to calling and making the appointment!

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