1. Taggart William E Jr Atty

    1. Taggart William E Jr Atty

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    Oakland, CA

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    Taggart William E Jr Atty

    3.0 (2 reviews)

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    Flex Tax and Consulting Group

    Flex Tax and Consulting Group

    4.7
    (166 reviews)

    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.

    This firm went from exceptional to completely unprofessional overnight…read more I stayed with them for years solely because of Sam, who provided outstanding service. After the ownership change, it's clear that level of care is gone. What replaced it is a rigid, impersonal system that treats clients like transactions rather than relationships. They failed to notify clients of a major policy change regarding tax extensions until just days before the deadline--putting me at risk of non-compliance. When I raised concerns, their response was essentially: "This is our policy now, and if you don't like it, go somewhere else." No accountability. No attempt to fix the situation. No access to leadership. Just scripted responses from a support team. For a firm that benefited from years of loyalty and referrals, this is an incredibly poor way to treat clients. Avoid. UPDATE IN RESPONSE TO OWNER : Your response proves my point. After years of automatically handling my extensions, you changed the process right before a deadline, offered no real support, and told me to pay $240 or figure it out myself. Had I not followed up, I could have been penalized -- and now you're trying to turn it around and frame it as my fault by calling me "not engaged." After years of loyalty and referrals, this wasn't a transition -- it was a downgrade to a transactional model.

    The Tax Law Offices of David W Klasing, PC

    The Tax Law Offices of David W Klasing, PC

    5.0
    (1 review)

    I've been making some serious life choices recently (with tax implications) based solely on…read morehearsay, general knowledge and gut instinct. I figured it was time to speak to a professional. I liked that Klasing & Co have clear up front charges and bite sized options! I availed of an initial 10 minute discussion and felt it was well worth the price. I will definitely be using the company in future as a full time adviser and possible advocate. I liked how Mr Klasing did not waste any of my 10 minutes on small talk, we went right down to business. Neither does he couch his answers in legalese ambiguity. Straight answers to straight questions. Highly recommended.

    From the owner: The Tax Law Office of David W. Klasing is a boutique California law tax firm comprised of…read moreaward-winning, nationally recognized dual licensed Tax Attorneys and CPAs. We combine nearly 30 years of tax & business experience, drawing upon a diverse range of professional backgrounds in tax and business law and accounting, to help individual taxpayers and business entities resolve even the most complex of California, Federal, and international tax issues. We understand how stressful it is for taxpayers to deal with agencies like the IRS, which is why we emphasize clear, frequent communication with our clients. Our goal is to obtain the best possible outcome from your case, no matter how high the stakes - and we will work diligently to achieve favorable results. Handling civil, criminal, domestic, and international tax matters, we serve clients from all U.S. and International Locations from our main staffed office in Irvine California. We have unmanned satellite offices throughout Northern California and Southern California, including Bakersfield, Carlsbad, Irvine, Los Angeles, Oakland, Oxnard, Panorama City, Sacramento, San Bernardino, San Diego, San Francisco, San Jose, and Santa Barbara. We also have offices in Utah, Nevada, Arizona, Texas, New Mexico, New York, Miami, Washington D.C., and Hawaii. For a reduced-rate consultation, contact us online, or call (800) 681-1295 today.

    Taggart William E Jr Atty - taxlaw - Updated July 2026

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