Flex Tax and Consulting Group

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!

I have been with Flex Tax for over 4 years now. I leverage their Part Time CFO service for my cafe in New York. As a result, they were able to help me save thousands dollars throughout the year and obtain multiple grants during covid. I highly recommend the Flex Tax team for their outstanding work as our accountants and legal compliance. Their expertise in financial management and software solutions has greatly enhanced our business operations. Their recommendations have streamlined our processes and significantly improved our productivity. Their strategic insights and proactive approach ensure we always make well-informed decisions. Flex Tax is a top-notch financial partner.