After years of frustrating experiences with different tax accountants, this was the first tax season where my husband and I received every expected state refund without a single issue or notice. That alone made working with Flex Tax & Consulting Group worth every penny. Our tax situation is far from simple. We file across multiple states and have a combination of W-2 income, equity compensation, and restricted stock with multiple vesting schedules. In the past, something always seemed to get missed. This year, everything was handled accurately and seamlessly. While they may cost more than some other firms, the value is absolutely there. [[HIGHLIGHT]]Their attention to detail, responsiveness, and ability to navigate a very complex return gave us complete confidence throughout the process and incredible peace of mind once everything was filed.[[ENDHIGHLIGHT]] If you have a straightforward return, you have plenty of options. But if your taxes are complicated and you want them done right the first time, I can't recommend Flex Tax & Consulting Group highly enough. read more

Such an elite team here at Flex Tax and Couslting! Alex and Will helped me on the establishment of my non-profit organization. They are efficient on the process and gave me all the advices that I've missed! I learned so much from them! They provided top-notch experience that I've never had with other consulting group! The price I paid for definitely worth it as they pointed out things I need to pay attention on and avoid pricy mistake. read more

Flex Tax And Consulting Group - Tax Services Near Me - Castro Valley, California

I have been working with Will at Flex Tax and Consulting Group for the past few years. It has been the most stress-free experience: 1) The process is automated and smooth from the submission of documents and explanation of the tax returns to the resolution of any complex issues (including my divorce). 2) [[HIGHLIGHT]]Will is very experienced, knowledgeable, and professional, and can address all of my questions in a timely fashion.[[ENDHIGHLIGHT]] 3) Exception handling (from my divorce to additional analysis required by the court) is available, making it worth the cost. I recommend them to all my friends and family. read more

[[HIGHLIGHT]]I spoke to someone over the phone. I was trying to make an appointment. Then he started asking a lot of questions.[[ENDHIGHLIGHT]] He then said I needed to sign a declaration and I had to pay $500+ in advance. Never in my years of filing taxes I've been asked for this. I suggest people do their research before getting caught with scammers. Ask before you act. read more

I've been a client of Flex Tax for many years now. [[HIGHLIGHT]]I had a consult with Will and he answered all of my tax questions.[[ENDHIGHLIGHT]] [[HIGHLIGHT]]I've had pleasure of working with Chris for recent tax seasons. He's very professional and responsive.[[ENDHIGHLIGHT]] The group is very knowledgeable. Their service is excellent and well worth the price. I highly recommend it! read more

I was referred by to Flex by my manager at NVIDIA, where I've worked for over 20 years. They helped me with both tax planning and setting up my estate trust, and the entire process was extremely smooth and professional. They took the time to explain every detail, reviewed all my financial and stock-related items carefully, and built a clear plan for both my taxes and long-term estate needs. [[HIGHLIGHT]]I felt supported from start to finish.[[ENDHIGHLIGHT]] Highly professional, knowledgeable, and reliable. I highly recommend them. The price is reasonable as they don't charge AUM but a fixed fees. read more

[[HIGHLIGHT]]We scheduled an introductory 15-min call with Chris to explain him our problems with the IRS (our payments didn't get registered).[[ENDHIGHLIGHT]] Chris walked us through steps we can take yo resolve the issue ourselves. His recommendations were clear and helpful. This was more than we could hope for in a free call! We will definitely be back if we run into issues and need more support! Thank you! read more

Hired this agency to prepare my pretty simple filing this year, because next year will likely be more complex. Every step of the way was like pulling teeth. They kept asking me to fill out lengthy forms and provide info in a succession of emails, portal invites, and invoice submissions. Very spread out system leading to extremely poor communication and lack of clarity for me. Multiple times I had to repeat information and repeat questions I had for the agent I was working with as they would often reply with incorrect interpretations of my question, or simply ignore everything after the first question. In the end, I had to make a manual payment to the FEDs and probably won't get the refund owed to me due to Flex Tax unwillingness to answer a simple question. But they did make sure to get over $650 out of me. The last thing they told me was basically "Since the state has questions about your forms it is up to YOU to communicate with them, not us." Apparently if I want full service I also need to engage a POA with them. I have NEVER EVER had to clean up my tax filing due to this type of discrepancy. In closing, if you have a very complicated portfolio and want to spend 10-12 hours after paying FlexTax to check all the work and handle any follow ups with the FEDs or state, maybe this agency is a good choice. In my case all the work and money I put in will go to waste as I will not be returning next year. read more

They made what I thought would be a stressful and complex tax situation into a streamlined, hassle-free process. [[HIGHLIGHT]]From the very beginning, their communication was excellent--they kept me informed at every step and were always available to answer any questions I had.[[ENDHIGHLIGHT]] They handled my complicated tax filing with ease and professionalism, and I never felt overwhelmed. If you're looking for a tax service that is both efficient and customer-focused, I highly recommend Flex Tax Services. read more

I highly recommend leveraging the services that Flex Tax provides. Not only are they incredibly professional, but they get the job done quickly and well. The process itself is also very seamless where they answered any questions I had and also reminded me of items that I may have missed. read more

We met with Alex and Will for the first time today in Castro Valley. We are using them for personal tax preparation. We chose them based on other Yelp reviews and were very impressed with their knowledge, professionalism, and efficiency. [[HIGHLIGHT]]We are older and prefer in person meetings and are appreciative that they were willing to do this.[[ENDHIGHLIGHT]] I uploaded what I could to their web portal and we brought hard copies of the rest. It was a very positive experience and we will continue to use them. Highly recommend. read more

I've been working with Flex Tax for several years now. I found them in a pinch a few years back, but it was the best decision to move on to another tax firm after my divorce. I've been working closely with Chris Wang and the team at Flex Tax. They've been so amazing to work with and so understanding. Chris Wang goes above and beyond for their clients. I was really stressed with taxes this year, but he really put me at ease and helped me out a lot. I would highly recommend Flex Tax. I will be using them again next year. Their system is very user friendly and convenient since everything can be taken care of remotely. I recently moved out of the CA Bay Area to Arizona. Thank you to Chris Wang and the Flex Tax team for all that they do. read more

I have had FlexTax do my tax return for two years now and I am very impressed with the quality of work. My situation isn't necessarily complicated, but its enough to cause someone like me a headache and FlexTax knows the tax codes in and out to ensure you get the best tax return possible. [[HIGHLIGHT]]I have been very satisfied with their work, timeliness, and transparent communication over the past two years[[ENDHIGHLIGHT]] and I look forward to continuing asking for their services in many years to come. read more

Clear communication, helpful advice, speedy service, and great prices. What more can you ask of your tax preparation professionals? Flex Tax is just great. read more

My wife and I used Flex Tax's services for our 2020 tax returns. Will and Alex were very responsive, and handled our complicated tax returns involving multiple countries with ease. The whole process of working with Flex Tax was easy and straightforward: after an initial consultation, we uploaded our documents to their simple online portal, and that was it! Thanks for everything! read more

I used this tax service a while ago. It was okay similar to HR block, but more costly. There are various people at this agency, so I'd make sure you're looking at the specific person this review is tied to. Service was a little lack luster. Response time was pretty slow even using their proprietary website. If you actually need service versus a drop off and forget it mail in service then I'd look else where. I would use a free tax service as a comparison. compensated rating notification so I'd take the high reviews with a grain of salt. read more

Flex Tax was able to take care of my more complex tax return with ease. Their remote file upload system is secure and I feel confident in their team to file my taxes moving forward. I am a repeat customer this year and will continue to hire this company! Chris is great and works with you every step of the way! read more

Flex Tax & Consulting Group is very professional and efficient. I had some issue with my fax return few days before the deadline, desperately needing some professional help, I reached out to Flex Tax. Their tax filing team responded real fast. My tax return extension was filed immediately on a Sunday night. After receiving all my documents, they prepared all the forms in less than 2 days, and everything was reviewed and submitted right after. I was able to receive my state return in just a week. Their price is very reasonable based on the level of professionalism and efficiency the team has. I would highly recommend Flex Tax & Consulting Group to any individual and company that are seeking for professional tax service. read more

For context: I reached out to this team last year (July 2021) because I knew that my 2021 tax will be a mess. I got on the phone with Will and I explained to him what my situation is and what I am planning to do with my ISO and NSO shares at work. I asked Will and his team to project how much tax will I incur from my exercising and selling my ISO/NSO shares. After our call, Will introduced me to his colleague, Alex H. Alex immediately started working with the projections that I had asked for. I was incredibly surprised when Alex asked me for 3 scenarios that I would like him to project. I provide the 3 scenarios to Alex and I uploaded all of my documents using their secured portal. After a few days, Alex provided me an excel sheet and 3 tax return drafts. The excel sheet contained the breakdown of his calculations and the tax return drafts show what my 2021 tax return will look like based on the scenarios that I had provided him. Included in the tax return drafts are the estimated $ amount that I will likely pay the IRS. 3 weeks ago: I reached out to Alex 3 weeks ago to file my taxes. I provided Alex with all of the necessary tax documents. After a few days, Alex completed my tax return and sent me the final result of my 2021 tax. I was incredibly impressed by how close the project that Alex drafted last year to my actual 2021 tax return. The $ figure from his project was only a few hundred dollars away from my actual 20221 tax return. I was incredibly impressed by Alex's work and his attentiveness to my questions. He answered all of my questions with details. At one point, he ended up calling me to thoroughly explain his answer. That to me is going above and beyond his duties! Because of the details and effort that Alex had put into projecting my 2021 tax, I was able to set aside the money to pay Uncle Sam! I highly recommend this team! read more

Will and Alex were very responsive and supportive for our case. They even worked after hours for our last minute AMT estimation after Thanksgiving. Thanks to their hard work we could finish the transaction before trading window closed. Highly recommended if you need tax planning and estimations. read more

Alex deserves a lot of love! I was looking for someone to do my taxes this year instead of using Turbo Tax, and my frd recommended me here. I emailed Alex and his colleagues with some general inquiries about pricing, which he answered immediately and efficiently. From there, we made up an appointment, and I came in after hours. He was kind and patient with me as I worked through all of my minor snags. And while I was there, he already finished the whole thing! I had expected to have to pick them up a week later, so I was pleasantly surprised that there was no need for a second visit. I've already recommended him to all of my local friends, and I encourage you to do the same. read more

Finding some one reliable (Team) is not easy, specially when it comes to questions I need prompt answer for. I feel very relieve to find Flex Tax as they have a very responsive team that takes care of matters within the day of inquiry. When I'm fumbling to open my own business, I had critical questions that needed professional attention and they delivered. I am most definitely going to refer them to my friends and family. I like their personalize 1-1 consultation service, I thought I had a lot of information and wouldn't need any consultation. Since I spoke to Will and changed my mine about my POV of consultation before opening your own business. He provided me with personalize and thoughtful planning which made me felt more comfortable and confident that my case is in good hands. If you need any consultation or have tax questions, Flex Tax is the way to go. read more

I want somebody to help me with my taxes. I found this company after doing research online. On the phone, they reassured me that they could help me manage everything and complete all of my papers before the tax deadline. They were true pros who clearly knew what they were doing. We were able to get everything straightened out after a couple of days, and I am extremely impressed. Alex has been fantastic. We were having trouble finding someone who is skilled and flexible enough to complete our taxes based on our specific requirements, especially since we have a difficult situation. read more

Scheduled an initial call. The associate I spoke with mentioned he would send me an email with next steps on engaging with the firm after our discussion. After a week without receiving an email from the associate, I scheduled another call to explain the services I required and discuss next steps. No one reached out to me for the follow-up call. In hindsight, it's best it turned out this way - I'd hate to engage Flex Tax and Consulting Group for tax services and potentially be met with missing follow-up items, missing filing deadlines or inability to reach a company representative. read more

Flex Tax is knowledgeable, timely and predictable. Thanks for the great services, time and suggestions.

Have been Alex's client for many years. Flex Tax is your one stop shop for all the tax and accounting needs. I have tax issue for 2018 return, IRS miscalculated my tax payment. Alex and Will keep following with me for years !! And I got my refund check today from IRS. Long battle with trustful professional as a partner is super important. I highly recommend Flex Tax to everyone. read more

These guys did a great job with my taxes. I had them do both a regular tax return, as well as a Trust tax return. They were very quick, attentive, and professional. They were also polite and returned my emails in a timely manner, even though it was high season for them. Additionally, I found them well organized, which matters a lot for getting taxes done correctly and sent me very clear instructions on what would be needed on my end. I highly recommend! read more

I worked with Chris. My taxes were pretty complicated. I would opt for a thorough package if you have anything complicated.

Will and the team worked with me to prepare for my tax returns. He's very communicative and professional.

This is my second time filing taxes with Flex Tax and I'm planning to come back next year. After somehow messing up my taxes in 2020 (I received a penalty that eventually got removed, but it took me forever to figure that situation out), I decided that from now on I want to trust my taxes to professionals. This year I worked with Will - he scheduled a quick consultation, answered all my questions, and prepared everything within less than a week. These guys are very prompt and efficient, I already received both returns and I can forget about taxes until next year. Great experience overall. read more

Used them for my 2021 personal return. Saved me a good deal of money over H&R Block online, even after accounting for the extra cost. Good communication, fast service. Portal makes it pretty easy. They probably could have asked more questions - we both missed my property tax payments in the first go round, which maybe they should have flagged since I had mortgage interest. But all in all, I plan to use them again next year. It's good to finally have a tax advisor in the area. read more

I had a much more complicated tax year than I've had in the past and Flex Tax did not disappoint. They were communicative, easy to work with, and found the most optimal way to process my taxes. I highly recommend Flex Tax. More specifically, I worked with Jimmy L who was a pleasure to work with read more

As a corporation with more than 100+ employees, tax planning plays an essential role With the help of Flextax, we could achieve tax efficiency as much as possible and remain competitive in our industry. Flextax analyzed our financial report and gave us invaluable suggestions. read more

I am very impressed with the knowledge and honesty of Will, whom I spoke to ​last year ​after finding their team​ ​on Yel​p. ​Will helped me work through changes to my employment, organizing my ever changing expenses, and picked up right where my previous accounting firm left off. He's an absolute lifesaver, approachable, responsive, and a meticulous tax planner. I do highly recommend Flextax if you're a small business owner in California needing help with your bookkeeping and/or taxes. read more

A good team really matters! FlexTax Advisers, their professionalism and results far exceed the industry standard! Being able to trust and have credibility is really important. They are effective and devoted to putting in the time and research that yields the desired results, and their integrity speaks for itself. They don't see my case as just a job, they really do sit down with me to see how I can plan better for my business. This is something you won't be able to get elsewhere. Highly recommend their service. read more

I could not be happier with the service I received from Flex Tax for the price. I used Yelp to look for tax preparers pretty late (mid-March), and so many companies were already full, but Flex Tax responded immediately, called me, quoted me a fair price, and completed my tax return quickly. Very good communication, which was especially important for me this year because I'd just bought a house and I knew my taxes would be more complicated then usual. 5/5 would definitely recommend. read more

I am quite happy with Flex Tax and Consulting's services. Last year I had Will Rao/Alex Huang/Alex Kwan to help with my taxes. After their thorough preparation, I was able to get a decent refund. Prior to Flex Tax, a CPA from another firm had advised me that I should pay more taxes (owe money). It was stressful and I spent lots of time discussing this matter with the CPA. In order to get a second opinion, I found Flex Tax at Yelp and wanted to give them a try. Gladly, Flex Tax did not disappoint me. My tax returns prepared by Flex Tax proved their professionalism and their tax knowledge. So this year I become a loyal client and have Will/Alex to continue helping with my taxes. In summary, there are a few great things about Flex and Tax that I specifically want to underscore (of course, there are more). First, Flex Tax prepares taxes in a thorough way. They helped me get some tax credits in a category which I had never thought of and no prior CPAs had advised me either. This is quite impressive. Second, the communication with Will/Alex was easy and efficient. They responded to each of my inquiries promptly. Last year after the submission of my taxes, I got a letter from the IRS and could not understand what it was about. I called Alex; he was happy to help me check and explained it to me. I greatly appreciate it. Third, I found Flex Tax and their team members have a can-do attitude. This is unique compared to other CPA firms. Considering those great things, I highly recommend Flex Tax and Consulting. read more

I contact Flex about the need to amend a tax return. Alex explained the details and even provided some materials for me in the case that I want to handle it myself. Very kind and helpful! read more

Flextax Team has saved me so much money. They keep their words and are very professional, reliable, and efficient. I used to try and do everything myself and what a chore for mostly nothing. These folks have come through every time without a doubt; their efficiency and delivery is 100%. I love how I have questions, I get an answer from a human, personalized and not just some robotic Company call. They treat customers equally, even if I had little questions, they would not think its little, they will take me seriously. read more

Requesting a 15-minute no-charge appointment was very helpful in my working through options for potential tax implications in 2023. I value the service Flex provides me. read more