Flex Tax and Consulting Group
About
Flex Tax and Consulting Group is listed on FindALoco in San Francisco, CA with address, phone, website, hours, and map location. Common services and related keywords include Chartered Accountant.
If you are looking for a trusted Chartered accountant in San Francisco, CA, Flex Tax and Consulting Group stands out for practical guidance, careful tax work, and a calm, professional approach. Located in the Financial District at 1160 Battery St, suite 100, San Francisco clients know this firm for helping individuals and businesses handle tax matters with clarity and confidence. With a 4.9 rating from 83 reviews, the firm has built a strong local reputation for being detail-oriented, responsive, and focused on what truly serves the client’s best interest rather than pushing a one-size-fits-all answer.
What clients mention again and again is the team’s ability to explain complicated situations in a way that feels manageable. Reviews point to honest advice, patience, and real expertise when the stakes are high. One client described getting help after receiving a major IRS penalty letter tied to an AMT miscalculation involving ISO income, and noted how quickly the issue was identified and addressed with calm professionalism. That kind of experience suggests Flex Tax and Consulting Group is especially valuable for people facing complex tax situations, sensitive financial questions, or stressful notices that require both technical knowledge and steady communication.
Beyond individual tax support, Flex Tax and Consulting Group also appears to be a practical resource for business clients in San Francisco, California. Customers mention using the firm for both personal and business needs, including business consulting and part-time CFO support. Others highlight long-term relationships built over several years, with the team helping them stay compliant even during difficult personal circumstances. That combination of accounting knowledge, business insight, and follow-through makes this Chartered accountant a strong fit for entrepreneurs, established companies, and households that want organized, dependable financial support during tax season and throughout the year.
The atmosphere clients describe is professional, empathetic, and reassuring rather than intimidating. Open Monday through Friday from 9:00 AM to 6:00 PM, Flex Tax and Consulting Group offers a weekday schedule that works well for working professionals and business owners in San Francisco. Whether you need help with personal returns, business taxes, IRS-related concerns, compliance, or consulting, this local firm is known for making the process feel more straightforward and less overwhelming. For people who value accuracy, honest communication, and a team that takes the time to guide them carefully, Flex Tax and Consulting Group has become a trusted name in San Francisco, CA.
Ratings & Reviews
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Sign in to reviewI give 5* for Will R. I had a short consultant with him during the intake. Will provided honest advice for your best interests. Will was also very tentative to deliver not very good news in a nice way. I recommend Will.
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'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!
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 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!
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