I went online to find a tax expert that could answer questions about surrogacy related tax exemptions. I read that a CPA could submit a PLR (Private Letter Ruling) to the IRS so we would be able to claim those medical expenses. After giving Flex Tax our earning and surrogacy costs information, I asked them if it is worth the cost of trying to do the surrogacy exemption on our taxes or if we would be paying more for the service than we are getting back by filing this medical expense. They got back to me within an hour with a very comprehensive answer that even included documentation from the IRS (names redacted) that had declined another couple that tried to do the same thing. I appreciate that they have already had experience with this type of request and that they didn't waste my time or money in a unfruitful pursuit. I spoke with another CPA that needed to know all of our finances and investments in order "to do an analysis to get a projected cost to write a PLR." Thank you Flex Tax for being so knowledgable and quick to respond to my inquiry. You guys know your stuff. If this is an indication of how it is to work with you, then I endorse you whole heartedly to anyone looking for a CPA.

I have been feeling grateful that I found Flex Tax through Yelp. They have helped me file my taxes in the past 3 years. I got Alex helped me in 2021, Chris helped me in 2022 and 2023, I got a feeling that no matter how complicated of my stuffs, they have been patient, friendly, supportive, knowledgeable to help me out.

It's no wonder why this place has and deserves 5-stars. They've literally saved me $10k from a single year in taxes, and ~$15k in total from discrepancies for some of my complex tax situations. They've found discrepancies in my taxes, waived penalties, and saved me over ten thousand of dollars on my tax returns and penalties from IRS that I would've just paid if I hadn't found them. Filing taxes can easily be done cheap and easy nowadays, and sometimes free, especially with software like Turbo Tax and Credit Karma. However when it comes to dealing with more complex tax situations, like purchase and sale of stock, RSUs, ESPP, 1099-MISCs and finding missing cost basis, the people at Flex Tax will find and do it all for you. Simply, upload all your tax documents to their online drive, pay half the invoice, and they prepare and e-file the taxes for you, even simpler than TurboTax! So here's how they've saved me over ten thousand dollars: TAX SITUATION ONE (SAVED ME $10K): I had no idea how to file taxes for my stock transactions, so I just didn't report them and figured IRS would just catch this penalize me later and I'll just pay it. What an idiot I was . The IRS did in fact penalize me 2 years later, as expected, and that I owed over $10k in taxes with $2k in penalties. I was going to just pay this, but decided to take it to Flex Tax because, why not, support a small business! LITTLE DID I KNOW: Flex Tax have found discrepancies in my initial reporting, and was able to find out that my employer was withholding my shares to offset much of my taxes, that the IRS didn't catch for me. I ended up not owing $10,101, but actually just $275 dollars! They've also wrote a first time abatement letter for me for the IRS, which have saved me the $2k that the IRS penalized me with. The ~$500 fee that I paid Flex Tax in consulting fees have literally saved me $10,000, I think they win the most valued business on Yelp that I have ever reviewed. I will even add a photo of the abatement letter with the amount they've saved me to prove I ain't bluffing. TAX SITUATION TWO (SAVED ME 4K): I've had bad luck with E*Trade, trying to do an ACATS transfer of all my RSU shares over to another broker. E*Trade failed to transfer to the broker, it moved all my employee shares to my individual account, and lost all the cost-basis for the supplemental statement for the year. I've submitted all of my tax documents to Flex Tax not knowing about the missing supplemental statements. They were able to not only filing most of my taxes, but they've reached out to be regarding these missing cost basis and to contact E*Trade, otherwise I would be paying an extra $4k in taxes. They've spent an extra 5 hours finding each sale of stock to find the explicit transactions that were missing. I've offered to pay them for the extra work and overtime, and they've only charged me for an extra two hours at $200 despite the extra 5 hours worked and $4k saved on my taxes. Another tax firm probably wouldn't even detect that some sale of stock were missing tax withholdings. Total tax prep fees given my super complex tax situation came out to be ~$600-700. They've also given me a discount for referring others to Flex Tax. OH. I forgot to mention that I also experiment between 6+ brokerages (WealthSimple, Acorns, Merill Edge, E*Trade, Robinhood, Webull and more) and buy/sell stock and options contracts almost weekly. I also have multiple savings accounts with interest from signup bonuses (Discover, Schwab, US Bank, BOFA, WF, Chase, more.) They've helped me report each of these brokerages, bank interest, W2s, 1099-Bs, for under $700. Quite a steal if you ask me. Also, they've always responded to my inquiries or questions even on weekends and late evening, like 11PM. For Alex, Will, Katherine: take your time, I can wait till business days! Flex Tax has literally saved me almost $15 thousands dollars in only 3 years by finding discrepancies in my complex tax situations, writing an abatement letter to the IRS for me to waive penalties, and e-filing my taxes so I don't have to step foot to a mailbox. I owe them so much for all the work and savings they were able to help me with. Some have mentioned their prices are pricey, but I think it's been absurdly cheap for the amount of money they've saved me. You get quality and thorough tax prep when you pay for Flex Tax, and I see myself continuing to use them for the indefinite future! Thanks Flex Tax crew for all the help with my taxes, please know you are much appreciated by many of us!

Alex and Team are thorough and professional They handled a complex divorce part year filing and executed the calculations, communications and follow through with high precision I am impressed with their attention to detail and precise communications

I had sold a lot of stock in 2021 (RSUs and ESPP) so I was feeling very nervous about having my taxes handled properly. Unfortunately I was surprised by an extraordinarily high amount owed to the IRS but I appreciated their advice on how to manage expectations throughout the year. 2022 will also feel complex since we bought a house and are getting married, but I intend to utilize their consultation services to strategize the tax preparation ahead of time. Thanks flex!

I needed major last minute help back in 2020 in regards to stock options and the tax implications it came with. I quickly signed up for a 15 minute consultation with Jimmy and he was able to help me figure out my specific situation and explain it to me thoroughly. I later filed my 2020 taxes with Jimmy and it was quick and efficient. I reached out again for my 2021 taxes this year because I trust his work.

I understand the purpose of these 15-minute free consultations is to attract potential customers. The reality is that it does more damage to your business reputation if: 1) the consultant fails to call at the appointed time 2) the consultant fails to provide advice related to the question (submitted prior to the appointment) 3) the consultant questions (albeit politely) the meaningfulness of the potential customer's question All three things happened to me...

It was January 31. Some tax forms (1099-S) were due that same day, and I had just read a letter from the IRS that they ran out of their blessed scannable forms they're supposed to send you to use for filing (what, a paper/ink shortage now?!) Flex Tax and Alex came to my rescue! Same day, they helped file my forms (you need a TCC number to e-file most). Saved me on an unnecessary penalty! Not every CPA can do this apparently, I found from calling around. Fast, appropriately priced, and excellent customer service. Also have a convenient secure upload portal on their website so you aren't emailing around social security numbers (don't ever do that). I will definitely be back - thank you so much!

I've been doing my taxes for years but as my taxes got more complicated so was doing them on my own. They helped me with a few issues and provided clear directions and explanations on the path forward. Definitely my go to Tax Consultants who are professionals at what they do.

I worked with Chris to resolve an issue from two tax years ago (2021) and to file last year's taxes (2022). I had talked to four H&R block advisors and another tax consultant about my 2021 taxes, but none of them were able to figure out what was going on. Chris not only identified details that everyone else missed, he helped me figure out a process of resolving it that required less money from me. Filing 2022 taxes was simple, and he had helpful recommendations to make next year's tax return easier. Any time I had questions, he would explain it all very clearly. Overall he was very efficient, clear, helpful, and capable. I will be coming back next year to file taxes through Flex Tax again.

Will was incredibly helpful consulting on handling taxes for rental income and homeownership. He sent helpful follow-up information, answered some additional questions over email, and offered to have a follow-up chat with me.

Sam was fantastic to work with! We had originally booked a TurboTax review with him, but after quickly realizing our TurboTax draft was incorrect, we asked if we could proceed with a regular filing instead. Sam graciously charged us only for the regular filing and not the time we spent reviewing the TurboTax to figure out the issue. Sam was able to work with us to quickly identify our nuanced tax situation and saved us thousands. Additionally, he reviewed a prior year's tax return and noticed an error from a previous CPA's work, helping us to file a correction for additional savings. We're very happy with Sam's diligence and would recommend his tax services to anyone!

I've been a client of Flex Tax for a few years and have never experienced less than stellar customer service from Will and Chris; both are extremely knowledgeable and patient tax professionals. Emails and calls are returned promptly. I'm not the world's most comfortable client. Will has never failed to answer all my millions of questions with the correct information necessary. They were the very first ones to reach out to me to alert me to new government assistance programs I could be eligible for when the Covid-19 Pandemic hit back in March, and I will always be grateful to have them help me! Even though we are conducting business, there is a level of genuine human kindness, and patience here is rare and unique. You'll know what I mean when you meet them.

I considered myself a "DIY tax person" via TurboTax until this year... Basically I found myself in a situation where I couldn't simply import my 1099-B data into TurboTax. All of a sudden I wasn't an expert anymore lol. After manually entering in data to calculate my cost basis for reported transaction, the numbers started looking really funky. Something was definitely off and I couldn't figure out how to correct it through TurboTax online. TLDR: Sam from Flex Tax helped sort out the bad cost basis numbers that TurboTax was spitting out. I wish I didn't waste all that back and forth time trying to get support, because Sam literally figured everything out within hours of me providing him all the data. Highly recommend Sam's Tax services. Save your time, save your money.

I contacted Flex Tax because I needed help understanding the tax implications behind my ISO and NSO stocks. I had my consultation call with Will and I explained to him what my situation is. Within that 15-minute consultation call, Will understood what I was trying to accomplish and he informed me that they can definitely help me plan my taxes. I provided my documents to Will and his team through their secured portal. I was expecting them to get back to me after a few days. I was surprised to get an email from Will and Alex within a couple of hours. Will and Alex provided 3 different scenarios/game plans. They explained the pros and cons of each scenario and clearly outlined what each scenario will look like when I file my taxes. I really appreciate the details and the amount of work that Alex and Will had put into my inquiry. They made the entire process easy and very informative! If you are looking to exercise and/or sell your NSO and ISO stocks, contact these guys. They can help you save thousands of dollars!

Switched to Flex Tax this year. Very friendly and competent, with a competitive price. Used them for a complex return across federal, 2 states, and an LLC. One call out - they do offer $30 discounts for Yelp reviews, so do keep that in mind as you're reading reviews here.

Usually I'm able to do my taxes with TurboTax, but I had no idea how to represent the proceeds from an apartment lease buyout. If I entered it as "other" (regular) income on my 1040, I would have owed $2000 in taxes. I decided to seek the advice of an accountant since I'd heard that lease buyouts could be taxed at the lower capital gains rate. With just ten days until tax day, most of the accountants I emailed either refused my business or wanted to charge me expensive consulting fees due to the imminent deadline, but Jimmy responded to my inquiry within 30 minutes late on a Sunday night. The very next day, I paid him for just one hour of his time, and via Zoom he walked me through properly entering the lease buyout as a capital gain in TurboTax. Instead of owing $2000, I'm getting a refund of $300, all thanks to Jimmy.

That was my first time filing taxes with a professional CPA and they exceeded all my expectations! After making a bunch of mistakes in my 2020 return that was such a relief to have someone do that for you. But most importantly I ended up receiving a much higher tax return than a year prior. Not sure what I did wrong or how they filed my taxes differently but it worked. They're also super fast and responsive.

I picked Flex Tax after consulting with 6 SF companies I had picked out. My 2020 tax situation was one for the books (Pun intended. And yeah, even crazier than the already insane 2020). And now I know I was fortunate enough my initial consultation was with Sam Kuang. Sam is everything you need in a tax expert; - Super responsive (I don't know how he keeps up) - Good listener - Great at explaining complicated areas - Finds relevant information you never thought of or even heard about - Super efficient (Gets everything ready to go and continues to guide you when you have additional questions or changes) I'll be working with Sam and Flex Tax every year going forward. And I'll be referring all my friends who need tax help as well.

Responsive, professional, and helpful. I have enjoyed working with Alex Huang and look forward to continuing to have him help in the future.

I had a great experience working with Sam and Ben! In my 15-minute consultation with Sam, he was very knowledgeable in answering questions and following up afterward (I was filing across states and had a more complicated situation than just a W2). What I appreciated was that everything was digital and pain-free! Sam gave me a list of requested documents and had me upload them through a secure portal. Then, we just worked through email and text to get other things sorted out. They were super responsive even during the busyness of the tax season. They got everything in the time frame they promised and communicated throughout the entire process. They felt like a tax concierge to me! All I needed to do was provide them with all my documents and they handled EVERYTHING else! Highly highly highly recommend to people like me who absolutely haaaaaaates doing taxes!!

I had a semi complicated tax situation this year and couldn't trust myself to turbotax it myself, and FlexTax was recommended to me through a friend so I decided to try it out. The 15 minute consultation helped guide me through all my concerns so I decide to follow up with their $600 estimated taxes service. Everything was done through email and the back-and-forth took 2 months. They were able to address my questions in text so I feel more confident this upcoming tax season to have something to reference with.

This is our first year using Flex Tax. Jimmy was able to answer and helped with some of our complicated situations even though the response was a bit slow and needed several follow up during tax preparation (it might be due to the busy season) but finally we've got our return filed by April 18 (There's still one issue left that we thought everything could be handled through the tax preparer and it turned out we still need to submit some supporting docs to IRS by ourselves)

I needed local boutique firm specializing in US taxes that I could trust and didn't need to pay an hurly rate for my individual along with solo LLC filing ! I am so happy that I found Will at Flex Tax and Consulting Group. It has been so good to talk to one person who is prompt at responses, knows my case, provides expert advice (succinct, relevant and cost-saving) , follows-up after my surgery and saves me monies. Plus, he has a team that can pick up my email, question, follow-up, etc. -very smooth interactions. We are planning on working with the group next year. I highly recommend Will and the company!

I had a great experience working with Ben and Sam. They were courteous and prompt and communicated very well... I will be continuing to work with them for the new year.

For the past 4 years I have been going to Flex Tax to help with my tax preparations and tax education as well. This would be the first of many years where I have a slightly more complex process and they quickly identified a way to get my taxes done quickly. Through that process, they made sure I was aware of various tools that are helpful for my own knowledge, and also making their lives easier. I would definitely recommend inquiring information and leveraging their services, as I completed my tax return within 24 hours, about 3 weeks ago, and received my return already. Thank you Alex! You have a great team, and will definitely refer those who need help with their taxes to Flex Tax.

Another year, another return! Flex Tax has been my go-to spot since 2017, and will continue to be my spot thanks to Alex. tldr review: - speedy returns (they have direct deposit) - short response time - thorough when explaining your questions and concerns - friendly and professional staff and management - secure - fairly priced

I received an IRS notice recently with a balance due because I filed a form for gift tax incorrectly. I did not know what to do so I asked my friend for a referral and she gave me Alex's contact. I went to Yelp to check out his firm and saw mostly 5 star ratings so I went ahead and requested for the 15 min consultation. They got back to me fairly fast and I booked the appointment via their website. I chatted with Alex to explain my situation and he knew exactly what to do. He emailed me right away to give me a list of items to upload to him and began to help me with the amendment. The whole process was seamless, fast and easy. Now two days later, I received the package I need to send to the IRS to fix the problem. Highly recommend them for your tax needs.

Very fast work, virtual meeting went very smooth. My accountant, Sam, was very quick to respond to any questions I had. He also helped me amend my taxes and fix my penalty that my previous accountant did not help me with. Great advice and attention to detail every step of the way. These guys know what they're doing, especially with the constant changes in our taxing system, don't be afraid to ask for help!! They are always willing to help out especially if you have concerns.

Great service and solid team - thanks for all the hard and reliable work

Sam was absolutely amazing in helping my fiancé Jack and me file tax returns for our LLC. Alex was great as well. Both of them are super responsive, through all hours of the night, and also charge reasonable prices when compared to other services out there. Highly recommend A&K tax and consulting. We'll be back in the future with our other tax needs.

Long overdue review. I've been with A&K tax for about 3 years now and I've always received the maximum amount of refund every time. Having a somewhat complicated return (W-2, 1099s of all sorts, capital gains, and rental real estate to name a few things on my return), Alex and Sam go above and beyond to make this stressful time of the year smooth. When I first contacted Alex, he was super helpful, mentioning various items that I can do/deduct after just giving him a brief summary of my tax situation. My local H&R Block just asks for all my forms and punches in the number in their software. I don't feel like they even care about saving me money. After our initial conversation, Alex had Sam help me with my return. Sam was extremely knowledgeable and even mentioned credits that I may be able to qualify for. Long story short, my taxes are always filed accurately and timely covering all grounds. I'll definitely be back every year as long as they'll have me as a client. If you're looking for an accountant that actually cares about you, file your taxes here (they also do tax consulting I believe). Rest assured that you'll get your maximum refund. And for a reasonable price too! Also, If you received a letter from a tax agency and have no idea how to respond, don't hesitate to ask! They can assist with that as well!

Chris is preparing our taxes and he is very easy to work with - very communicative and replies super fast. We had a very complex tax return and we felt confident that Flex Tax is able to take on the task of preparing it! As veterans, we also received a veteran's discount, which was a nice added bonus! Due to the pandemic, I was very hesitant about getting my taxes prepared by someone else, but Flex Tax has a secure file upload feature that I can feel safe in sharing all of my important tax documents. I highly recommend!

Fantastic! Quick, professional, honest with advance technology. The firm is up to the speed on catching up with their services and techs. All the things you'd want in a tax professional. I had Katherine prepared my taxes. She explained everything to me, and was honest regarding my previous few years taxes and what we could do better. I really like her recommendation and the patience she talks to me. I received my business and individual tax returns quickly and correctly. Absolutely recommended them to friends and will be back next year!

Helped me navigate and estimate taxes during a company liquidity event. I was satisfied with their services, they were able to provide me with the information I needed in a time crunch!

Flex Tax consulting group came highly recommended to me, and I'm happy to report that they far exceeded even the highest level of expectations. In my experience, I'd say that the team have a few goals: 1). SPEED 2). Seamless/No-Hassle Interaction 3). Knowledgeable Speed - I reached out to Flex Tax via email and heard back within the hour. I was told I could just email or upload the document for my non profit organization. I spent about 10 minutes pulling together about all the legal forms, sent them over to Flex Tax and my non-profit application and tax return got done within 2 days! No-Hassle - The transaction was SEAMLESS. Like I said, I gathered the documents, sent them over and it was done. I spent no more than 15 minutes and I could even make the payment online. Knowledgeable - I had a few questions along the way about what I needed to do, next steps and how I could better prepare for 2019. These guys responded to all of my emails in great detail in a matter of minutes. I recommend Flex Tax to anyone who need an Tax consultant and preparer for your business or non-profit. Use this recommendation - it's worth saving the time and money!

I have been referring my family members, friends, and clients to A&K and Associates for 4 years now for the their individual and business tax preparation needs. I only refer clients to someone I would refer my family members to and I would certainly recommend this company. As a member of consulting organization, I have the privilege of being able to refer my clients, especially first time home buyers and income property owners, to someone I have total confidence in as far as taxation knowledge and professional courtesy. Everyone I have referred continue to have A&K and Associates handle their taxes.

A&K Tax helped big time as I was unsure on how to tackle the equity portion of my compensation. I received consultation from Alex and Sam and they made clear of any uncertainties I had regarding RSUs, ESPPs that I received in the prior year. The issues at hand were something that I carried a lot of uncertainty with, but fortunately their team was very familiar with the situation at hand. With their expertise in the nonprofit space as well, Alex and Sam advised me to make the most out of my employer's donation match program. This ended up being a fantastic idea to increase my itemized deductions. This boosted my tax savings up a notch as my state tax deduction was capped due to the most recent tax law changes. I would have not considered this if it wasn't for the A&K Tax team!

A&K Tax was awesome in helping me prepare for yet another year of tedious tax problems. I've always used HR Block to submit my informational return for my General Partnership and then subsequently submit my personal tax return. There was always a million things and confusing UI to work with making me question whether or not I was even doing it correctly or maximizing my refund. A&K Tax and Sam on the other hand was very helpful. He was extremely insightful and knowledgeable. You know that feeling when you work with someone and they know all of the answers and are quick to come up with solutions? Well that was Sam with AK tax. They have great tips and tricks. They provide communication through phone, email, and in person, and all channels of that communication was excellent. It's pretty difficult to own a small business and have the resources to consult with a giant firm on your tax questions but Sam gave us the reassurance that we needed to submit our tax returns worry free. Definitely recommended and will come back for their services next year!

I've been a client fo Flex Tax for three years after being referred to by a colleague. I used to handle my own taxes using Turbo Tax but after my investment portfolio became more complicated I decided to turn it over to the professionals which is exactly what this company is comprised of. Sam has been knowledgeable, helpful, and extremely accessible. These guys are great!

I've been using Flex Tax and consulting group for the past 3 years for my personal tax returns. The process is very simple and safe with great support. Alex Kwan and Sam Kuang are very rigorous and professional. I highly recommend their service

This is my first time hiring Flex Tax to prepare my tax return. I had a free 15-minute consultation with Jimmy a few months back since I had some questions about my business. We had a great conversation and I decide to work with Flex Tax this year since I think it's too much work for me to input everything properly on Turbo Tax since I have bought and sold stocks, changed jobs, consolidated my retirement accounts, and started my real estate business all in the past year. Jimmy is very approachable, he walks me through the details of my files and answers every question I have. Overall I really enjoy the experience of working with Jimmy and definitely will ask him to assist with filing my tax next year.

Great and fast service! I have Tax issue from TurboTax, Alex and his team help me fix the tax return and save my money!!! Friendly and quick service support for fixing RSU vesting issues.

Consulted A&K for individual and corp tax return service, I am very happy with service. Below are some comments I would share from my experience with A&K: 1. Profession: reviewed my info and doc with the legal and expertise, help me adjust the number in the proper and legal way; 2. Money saved. Only charge $500 for both. 3. Efficiency: after I submitted all required docs, the tax return are filed in hours. 4. quick response: every question asked, received an immediate response. 5. Additional supports like reminder to submit "info of statement" "mini state tax submit" etc. Love the service. Definitely will recommend to friends.

Great service. Sam was efficient and very approachable with questions and concerns regarding taxes especially with a new house and stock trading.

I had the opportunity to work with the Flex Tax team this year in filing my personal tax returns. I initially reached out on Yelp after seeing positive reviews and had a response from a team member in less than 10 minutes. I was able to schedule a call with Jimmy the next day. Jimmy was immediately helpful, and offered thoughtful guidance during our initial consultation session. Once I agreed to move forward with Flex Tax, Jimmy was super responsive and made fast progress. He asked clear questions over email, hopped on the phone for a few quick clarifications, and was sure to answer any of my questions along the way. The whole process - including finding and uploading all documentation - only took a few days. Relative to other tax services I've looked into, Flex Tax was priced at a very reasonable level, especially given the quality of service. I plan to work with Jimmy for next year's returns as well.

FlexTax has been a pleasure to work with over the past year. They helped with our 2020 taxes when another tax preparer gave us a quote that was over twice as much as FlexTax! They have also helped with the taxes for my sole proprietorship businesses and are always available for questions and very responsive. We're happy to continue using them for our future tax needs!

Okay I'm sold. Usually my wife and I do our own taxes however this year we had a sizable bill (based off of turbo tax). They were able to meet with us quickly and within our busy work schedule. They explained why we owed and what we actually (which was ~$2k less than TurboTax) in a friendly and simple way. Really responsive and great to work with. Quick turnaround. Will be back next year!

With the new tax laws and the purchase of my home, it was extremely confusing to navigate the complexities of the W2, Schedule A, Schedule E, etc. I looked for reputable CPAs on Yelp and requested a quote for tax consultation from about ten CPAs. It was shocking how some of them do not have a functioning website or the correct phone number (and many of them don't even take new customers) but Alex impressed me during our first phone conversation. He asked me for how he could be of service and gave me straightforward instruction on the material I need to send over and how he can help. From then on, Alex and I communicated over email. He was very prompt and thorough with his (free) email responses and his tax consultation quote was among the most reasonable I have seen. When I met him in person, Alex had all the documents prepared ahead of time so we can discuss the hard numbers. He even showed me some numbers from my previous tax return where he wanted to double check that it was the correct information - a showcase of his detail oriented eyes. I'm very happy with Alex's consultation service and would strongly recommend A&K Tax and Consulting Services to others!

The team at Flex Tax provided fantastic service when preparing my tax return. They were prompt to answer my questions, and got my taxes filed correctly and on time. I've also had Flex Tax assist me with other tax issues and they were able to contest a balance due for my local tax. I definitely recommend using their services if you need tax assistance.

I had an amazing time working with Jimmy. He was very professional and answered all my questions in a timely manner. I couldn't be happier with their service! After discussing with tax firms, Jimmy's services was more than reasonable. I highly recommend.

Pretty efficient using the remote system as far as exchanging documents. Generally speaking I get answers within 1-24 hours so I am no longer doing my own taxes... ever again.

I went online to find a tax expert that could answer questions about surrogacy related tax exemptions. I read that a CPA could submit a PLR (Private Letter Ruling) to the IRS so we would be able to claim those medical expenses. After giving Flex Tax our earning and surrogacy costs information, I asked them if it is worth the cost of trying to do the surrogacy exemption on our taxes or if we would be paying more for the service than we are getting back by filing this medical expense. They got back to me within an hour with a very comprehensive answer that even included documentation from the IRS (names redacted) that had declined another couple that tried to do the same thing. I appreciate that they have already had experience with this type of request and that they didn't waste my time or money in a unfruitful pursuit. I spoke with another CPA that needed to know all of our finances and investments in order "to do an analysis to get a projected cost to write a PLR." Thank you Flex Tax for being so knowledgable and quick to respond to my inquiry. You guys know your stuff. If this is an indication of how it is to work with you, then I endorse you whole heartedly to anyone looking for a CPA.

I have been feeling grateful that I found Flex Tax through Yelp. They have helped me file my taxes in the past 3 years. I got Alex helped me in 2021, Chris helped me in 2022 and 2023, I got a feeling that no matter how complicated of my stuffs, they have been patient, friendly, supportive, knowledgeable to help me out.

It's no wonder why this place has and deserves 5-stars. They've literally saved me $10k from a single year in taxes, and ~$15k in total from discrepancies for some of my complex tax situations. They've found discrepancies in my taxes, waived penalties, and saved me over ten thousand of dollars on my tax returns and penalties from IRS that I would've just paid if I hadn't found them. Filing taxes can easily be done cheap and easy nowadays, and sometimes free, especially with software like Turbo Tax and Credit Karma. However when it comes to dealing with more complex tax situations, like purchase and sale of stock, RSUs, ESPP, 1099-MISCs and finding missing cost basis, the people at Flex Tax will find and do it all for you. Simply, upload all your tax documents to their online drive, pay half the invoice, and they prepare and e-file the taxes for you, even simpler than TurboTax! So here's how they've saved me over ten thousand dollars: TAX SITUATION ONE (SAVED ME $10K): I had no idea how to file taxes for my stock transactions, so I just didn't report them and figured IRS would just catch this penalize me later and I'll just pay it. What an idiot I was . The IRS did in fact penalize me 2 years later, as expected, and that I owed over $10k in taxes with $2k in penalties. I was going to just pay this, but decided to take it to Flex Tax because, why not, support a small business! LITTLE DID I KNOW: Flex Tax have found discrepancies in my initial reporting, and was able to find out that my employer was withholding my shares to offset much of my taxes, that the IRS didn't catch for me. I ended up not owing $10,101, but actually just $275 dollars! They've also wrote a first time abatement letter for me for the IRS, which have saved me the $2k that the IRS penalized me with. The ~$500 fee that I paid Flex Tax in consulting fees have literally saved me $10,000, I think they win the most valued business on Yelp that I have ever reviewed. I will even add a photo of the abatement letter with the amount they've saved me to prove I ain't bluffing. TAX SITUATION TWO (SAVED ME 4K): I've had bad luck with E*Trade, trying to do an ACATS transfer of all my RSU shares over to another broker. E*Trade failed to transfer to the broker, it moved all my employee shares to my individual account, and lost all the cost-basis for the supplemental statement for the year. I've submitted all of my tax documents to Flex Tax not knowing about the missing supplemental statements. They were able to not only filing most of my taxes, but they've reached out to be regarding these missing cost basis and to contact E*Trade, otherwise I would be paying an extra $4k in taxes. They've spent an extra 5 hours finding each sale of stock to find the explicit transactions that were missing. I've offered to pay them for the extra work and overtime, and they've only charged me for an extra two hours at $200 despite the extra 5 hours worked and $4k saved on my taxes. Another tax firm probably wouldn't even detect that some sale of stock were missing tax withholdings. Total tax prep fees given my super complex tax situation came out to be ~$600-700. They've also given me a discount for referring others to Flex Tax. OH. I forgot to mention that I also experiment between 6+ brokerages (WealthSimple, Acorns, Merill Edge, E*Trade, Robinhood, Webull and more) and buy/sell stock and options contracts almost weekly. I also have multiple savings accounts with interest from signup bonuses (Discover, Schwab, US Bank, BOFA, WF, Chase, more.) They've helped me report each of these brokerages, bank interest, W2s, 1099-Bs, for under $700. Quite a steal if you ask me. Also, they've always responded to my inquiries or questions even on weekends and late evening, like 11PM. For Alex, Will, Katherine: take your time, I can wait till business days! Flex Tax has literally saved me almost $15 thousands dollars in only 3 years by finding discrepancies in my complex tax situations, writing an abatement letter to the IRS for me to waive penalties, and e-filing my taxes so I don't have to step foot to a mailbox. I owe them so much for all the work and savings they were able to help me with. Some have mentioned their prices are pricey, but I think it's been absurdly cheap for the amount of money they've saved me. You get quality and thorough tax prep when you pay for Flex Tax, and I see myself continuing to use them for the indefinite future! Thanks Flex Tax crew for all the help with my taxes, please know you are much appreciated by many of us!

Alex and Team are thorough and professional They handled a complex divorce part year filing and executed the calculations, communications and follow through with high precision I am impressed with their attention to detail and precise communications

I had sold a lot of stock in 2021 (RSUs and ESPP) so I was feeling very nervous about having my taxes handled properly. Unfortunately I was surprised by an extraordinarily high amount owed to the IRS but I appreciated their advice on how to manage expectations throughout the year. 2022 will also feel complex since we bought a house and are getting married, but I intend to utilize their consultation services to strategize the tax preparation ahead of time. Thanks flex!

I needed major last minute help back in 2020 in regards to stock options and the tax implications it came with. I quickly signed up for a 15 minute consultation with Jimmy and he was able to help me figure out my specific situation and explain it to me thoroughly. I later filed my 2020 taxes with Jimmy and it was quick and efficient. I reached out again for my 2021 taxes this year because I trust his work.

I understand the purpose of these 15-minute free consultations is to attract potential customers. The reality is that it does more damage to your business reputation if: 1) the consultant fails to call at the appointed time 2) the consultant fails to provide advice related to the question (submitted prior to the appointment) 3) the consultant questions (albeit politely) the meaningfulness of the potential customer's question All three things happened to me...

It was January 31. Some tax forms (1099-S) were due that same day, and I had just read a letter from the IRS that they ran out of their blessed scannable forms they're supposed to send you to use for filing (what, a paper/ink shortage now?!) Flex Tax and Alex came to my rescue! Same day, they helped file my forms (you need a TCC number to e-file most). Saved me on an unnecessary penalty! Not every CPA can do this apparently, I found from calling around. Fast, appropriately priced, and excellent customer service. Also have a convenient secure upload portal on their website so you aren't emailing around social security numbers (don't ever do that). I will definitely be back - thank you so much!

I've been doing my taxes for years but as my taxes got more complicated so was doing them on my own. They helped me with a few issues and provided clear directions and explanations on the path forward. Definitely my go to Tax Consultants who are professionals at what they do.

I worked with Chris to resolve an issue from two tax years ago (2021) and to file last year's taxes (2022). I had talked to four H&R block advisors and another tax consultant about my 2021 taxes, but none of them were able to figure out what was going on. Chris not only identified details that everyone else missed, he helped me figure out a process of resolving it that required less money from me. Filing 2022 taxes was simple, and he had helpful recommendations to make next year's tax return easier. Any time I had questions, he would explain it all very clearly. Overall he was very efficient, clear, helpful, and capable. I will be coming back next year to file taxes through Flex Tax again.

Will was incredibly helpful consulting on handling taxes for rental income and homeownership. He sent helpful follow-up information, answered some additional questions over email, and offered to have a follow-up chat with me.

Sam was fantastic to work with! We had originally booked a TurboTax review with him, but after quickly realizing our TurboTax draft was incorrect, we asked if we could proceed with a regular filing instead. Sam graciously charged us only for the regular filing and not the time we spent reviewing the TurboTax to figure out the issue. Sam was able to work with us to quickly identify our nuanced tax situation and saved us thousands. Additionally, he reviewed a prior year's tax return and noticed an error from a previous CPA's work, helping us to file a correction for additional savings. We're very happy with Sam's diligence and would recommend his tax services to anyone!

I've been a client of Flex Tax for a few years and have never experienced less than stellar customer service from Will and Chris; both are extremely knowledgeable and patient tax professionals. Emails and calls are returned promptly. I'm not the world's most comfortable client. Will has never failed to answer all my millions of questions with the correct information necessary. They were the very first ones to reach out to me to alert me to new government assistance programs I could be eligible for when the Covid-19 Pandemic hit back in March, and I will always be grateful to have them help me! Even though we are conducting business, there is a level of genuine human kindness, and patience here is rare and unique. You'll know what I mean when you meet them.

I considered myself a "DIY tax person" via TurboTax until this year... Basically I found myself in a situation where I couldn't simply import my 1099-B data into TurboTax. All of a sudden I wasn't an expert anymore lol. After manually entering in data to calculate my cost basis for reported transaction, the numbers started looking really funky. Something was definitely off and I couldn't figure out how to correct it through TurboTax online. TLDR: Sam from Flex Tax helped sort out the bad cost basis numbers that TurboTax was spitting out. I wish I didn't waste all that back and forth time trying to get support, because Sam literally figured everything out within hours of me providing him all the data. Highly recommend Sam's Tax services. Save your time, save your money.

I contacted Flex Tax because I needed help understanding the tax implications behind my ISO and NSO stocks. I had my consultation call with Will and I explained to him what my situation is. Within that 15-minute consultation call, Will understood what I was trying to accomplish and he informed me that they can definitely help me plan my taxes. I provided my documents to Will and his team through their secured portal. I was expecting them to get back to me after a few days. I was surprised to get an email from Will and Alex within a couple of hours. Will and Alex provided 3 different scenarios/game plans. They explained the pros and cons of each scenario and clearly outlined what each scenario will look like when I file my taxes. I really appreciate the details and the amount of work that Alex and Will had put into my inquiry. They made the entire process easy and very informative! If you are looking to exercise and/or sell your NSO and ISO stocks, contact these guys. They can help you save thousands of dollars!

Switched to Flex Tax this year. Very friendly and competent, with a competitive price. Used them for a complex return across federal, 2 states, and an LLC. One call out - they do offer $30 discounts for Yelp reviews, so do keep that in mind as you're reading reviews here.

Usually I'm able to do my taxes with TurboTax, but I had no idea how to represent the proceeds from an apartment lease buyout. If I entered it as "other" (regular) income on my 1040, I would have owed $2000 in taxes. I decided to seek the advice of an accountant since I'd heard that lease buyouts could be taxed at the lower capital gains rate. With just ten days until tax day, most of the accountants I emailed either refused my business or wanted to charge me expensive consulting fees due to the imminent deadline, but Jimmy responded to my inquiry within 30 minutes late on a Sunday night. The very next day, I paid him for just one hour of his time, and via Zoom he walked me through properly entering the lease buyout as a capital gain in TurboTax. Instead of owing $2000, I'm getting a refund of $300, all thanks to Jimmy.

That was my first time filing taxes with a professional CPA and they exceeded all my expectations! After making a bunch of mistakes in my 2020 return that was such a relief to have someone do that for you. But most importantly I ended up receiving a much higher tax return than a year prior. Not sure what I did wrong or how they filed my taxes differently but it worked. They're also super fast and responsive.

I picked Flex Tax after consulting with 6 SF companies I had picked out. My 2020 tax situation was one for the books (Pun intended. And yeah, even crazier than the already insane 2020). And now I know I was fortunate enough my initial consultation was with Sam Kuang. Sam is everything you need in a tax expert; - Super responsive (I don't know how he keeps up) - Good listener - Great at explaining complicated areas - Finds relevant information you never thought of or even heard about - Super efficient (Gets everything ready to go and continues to guide you when you have additional questions or changes) I'll be working with Sam and Flex Tax every year going forward. And I'll be referring all my friends who need tax help as well.

Responsive, professional, and helpful. I have enjoyed working with Alex Huang and look forward to continuing to have him help in the future.

I had a great experience working with Sam and Ben! In my 15-minute consultation with Sam, he was very knowledgeable in answering questions and following up afterward (I was filing across states and had a more complicated situation than just a W2). What I appreciated was that everything was digital and pain-free! Sam gave me a list of requested documents and had me upload them through a secure portal. Then, we just worked through email and text to get other things sorted out. They were super responsive even during the busyness of the tax season. They got everything in the time frame they promised and communicated throughout the entire process. They felt like a tax concierge to me! All I needed to do was provide them with all my documents and they handled EVERYTHING else! Highly highly highly recommend to people like me who absolutely haaaaaaates doing taxes!!

I had a semi complicated tax situation this year and couldn't trust myself to turbotax it myself, and FlexTax was recommended to me through a friend so I decided to try it out. The 15 minute consultation helped guide me through all my concerns so I decide to follow up with their $600 estimated taxes service. Everything was done through email and the back-and-forth took 2 months. They were able to address my questions in text so I feel more confident this upcoming tax season to have something to reference with.

This is our first year using Flex Tax. Jimmy was able to answer and helped with some of our complicated situations even though the response was a bit slow and needed several follow up during tax preparation (it might be due to the busy season) but finally we've got our return filed by April 18 (There's still one issue left that we thought everything could be handled through the tax preparer and it turned out we still need to submit some supporting docs to IRS by ourselves)

I needed local boutique firm specializing in US taxes that I could trust and didn't need to pay an hurly rate for my individual along with solo LLC filing ! I am so happy that I found Will at Flex Tax and Consulting Group. It has been so good to talk to one person who is prompt at responses, knows my case, provides expert advice (succinct, relevant and cost-saving) , follows-up after my surgery and saves me monies. Plus, he has a team that can pick up my email, question, follow-up, etc. -very smooth interactions. We are planning on working with the group next year. I highly recommend Will and the company!

I had a great experience working with Ben and Sam. They were courteous and prompt and communicated very well... I will be continuing to work with them for the new year.

For the past 4 years I have been going to Flex Tax to help with my tax preparations and tax education as well. This would be the first of many years where I have a slightly more complex process and they quickly identified a way to get my taxes done quickly. Through that process, they made sure I was aware of various tools that are helpful for my own knowledge, and also making their lives easier. I would definitely recommend inquiring information and leveraging their services, as I completed my tax return within 24 hours, about 3 weeks ago, and received my return already. Thank you Alex! You have a great team, and will definitely refer those who need help with their taxes to Flex Tax.

Another year, another return! Flex Tax has been my go-to spot since 2017, and will continue to be my spot thanks to Alex. tldr review: - speedy returns (they have direct deposit) - short response time - thorough when explaining your questions and concerns - friendly and professional staff and management - secure - fairly priced

I received an IRS notice recently with a balance due because I filed a form for gift tax incorrectly. I did not know what to do so I asked my friend for a referral and she gave me Alex's contact. I went to Yelp to check out his firm and saw mostly 5 star ratings so I went ahead and requested for the 15 min consultation. They got back to me fairly fast and I booked the appointment via their website. I chatted with Alex to explain my situation and he knew exactly what to do. He emailed me right away to give me a list of items to upload to him and began to help me with the amendment. The whole process was seamless, fast and easy. Now two days later, I received the package I need to send to the IRS to fix the problem. Highly recommend them for your tax needs.

Very fast work, virtual meeting went very smooth. My accountant, Sam, was very quick to respond to any questions I had. He also helped me amend my taxes and fix my penalty that my previous accountant did not help me with. Great advice and attention to detail every step of the way. These guys know what they're doing, especially with the constant changes in our taxing system, don't be afraid to ask for help!! They are always willing to help out especially if you have concerns.

Great service and solid team - thanks for all the hard and reliable work

Sam was absolutely amazing in helping my fiancé Jack and me file tax returns for our LLC. Alex was great as well. Both of them are super responsive, through all hours of the night, and also charge reasonable prices when compared to other services out there. Highly recommend A&K tax and consulting. We'll be back in the future with our other tax needs.

Long overdue review. I've been with A&K tax for about 3 years now and I've always received the maximum amount of refund every time. Having a somewhat complicated return (W-2, 1099s of all sorts, capital gains, and rental real estate to name a few things on my return), Alex and Sam go above and beyond to make this stressful time of the year smooth. When I first contacted Alex, he was super helpful, mentioning various items that I can do/deduct after just giving him a brief summary of my tax situation. My local H&R Block just asks for all my forms and punches in the number in their software. I don't feel like they even care about saving me money. After our initial conversation, Alex had Sam help me with my return. Sam was extremely knowledgeable and even mentioned credits that I may be able to qualify for. Long story short, my taxes are always filed accurately and timely covering all grounds. I'll definitely be back every year as long as they'll have me as a client. If you're looking for an accountant that actually cares about you, file your taxes here (they also do tax consulting I believe). Rest assured that you'll get your maximum refund. And for a reasonable price too! Also, If you received a letter from a tax agency and have no idea how to respond, don't hesitate to ask! They can assist with that as well!

Chris is preparing our taxes and he is very easy to work with - very communicative and replies super fast. We had a very complex tax return and we felt confident that Flex Tax is able to take on the task of preparing it! As veterans, we also received a veteran's discount, which was a nice added bonus! Due to the pandemic, I was very hesitant about getting my taxes prepared by someone else, but Flex Tax has a secure file upload feature that I can feel safe in sharing all of my important tax documents. I highly recommend!

Fantastic! Quick, professional, honest with advance technology. The firm is up to the speed on catching up with their services and techs. All the things you'd want in a tax professional. I had Katherine prepared my taxes. She explained everything to me, and was honest regarding my previous few years taxes and what we could do better. I really like her recommendation and the patience she talks to me. I received my business and individual tax returns quickly and correctly. Absolutely recommended them to friends and will be back next year!

Helped me navigate and estimate taxes during a company liquidity event. I was satisfied with their services, they were able to provide me with the information I needed in a time crunch!

Flex Tax consulting group came highly recommended to me, and I'm happy to report that they far exceeded even the highest level of expectations. In my experience, I'd say that the team have a few goals: 1). SPEED 2). Seamless/No-Hassle Interaction 3). Knowledgeable Speed - I reached out to Flex Tax via email and heard back within the hour. I was told I could just email or upload the document for my non profit organization. I spent about 10 minutes pulling together about all the legal forms, sent them over to Flex Tax and my non-profit application and tax return got done within 2 days! No-Hassle - The transaction was SEAMLESS. Like I said, I gathered the documents, sent them over and it was done. I spent no more than 15 minutes and I could even make the payment online. Knowledgeable - I had a few questions along the way about what I needed to do, next steps and how I could better prepare for 2019. These guys responded to all of my emails in great detail in a matter of minutes. I recommend Flex Tax to anyone who need an Tax consultant and preparer for your business or non-profit. Use this recommendation - it's worth saving the time and money!

I have been referring my family members, friends, and clients to A&K and Associates for 4 years now for the their individual and business tax preparation needs. I only refer clients to someone I would refer my family members to and I would certainly recommend this company. As a member of consulting organization, I have the privilege of being able to refer my clients, especially first time home buyers and income property owners, to someone I have total confidence in as far as taxation knowledge and professional courtesy. Everyone I have referred continue to have A&K and Associates handle their taxes.

A&K Tax helped big time as I was unsure on how to tackle the equity portion of my compensation. I received consultation from Alex and Sam and they made clear of any uncertainties I had regarding RSUs, ESPPs that I received in the prior year. The issues at hand were something that I carried a lot of uncertainty with, but fortunately their team was very familiar with the situation at hand. With their expertise in the nonprofit space as well, Alex and Sam advised me to make the most out of my employer's donation match program. This ended up being a fantastic idea to increase my itemized deductions. This boosted my tax savings up a notch as my state tax deduction was capped due to the most recent tax law changes. I would have not considered this if it wasn't for the A&K Tax team!

A&K Tax was awesome in helping me prepare for yet another year of tedious tax problems. I've always used HR Block to submit my informational return for my General Partnership and then subsequently submit my personal tax return. There was always a million things and confusing UI to work with making me question whether or not I was even doing it correctly or maximizing my refund. A&K Tax and Sam on the other hand was very helpful. He was extremely insightful and knowledgeable. You know that feeling when you work with someone and they know all of the answers and are quick to come up with solutions? Well that was Sam with AK tax. They have great tips and tricks. They provide communication through phone, email, and in person, and all channels of that communication was excellent. It's pretty difficult to own a small business and have the resources to consult with a giant firm on your tax questions but Sam gave us the reassurance that we needed to submit our tax returns worry free. Definitely recommended and will come back for their services next year!

I've been a client fo Flex Tax for three years after being referred to by a colleague. I used to handle my own taxes using Turbo Tax but after my investment portfolio became more complicated I decided to turn it over to the professionals which is exactly what this company is comprised of. Sam has been knowledgeable, helpful, and extremely accessible. These guys are great!

I've been using Flex Tax and consulting group for the past 3 years for my personal tax returns. The process is very simple and safe with great support. Alex Kwan and Sam Kuang are very rigorous and professional. I highly recommend their service

This is my first time hiring Flex Tax to prepare my tax return. I had a free 15-minute consultation with Jimmy a few months back since I had some questions about my business. We had a great conversation and I decide to work with Flex Tax this year since I think it's too much work for me to input everything properly on Turbo Tax since I have bought and sold stocks, changed jobs, consolidated my retirement accounts, and started my real estate business all in the past year. Jimmy is very approachable, he walks me through the details of my files and answers every question I have. Overall I really enjoy the experience of working with Jimmy and definitely will ask him to assist with filing my tax next year.

Great and fast service! I have Tax issue from TurboTax, Alex and his team help me fix the tax return and save my money!!! Friendly and quick service support for fixing RSU vesting issues.

Consulted A&K for individual and corp tax return service, I am very happy with service. Below are some comments I would share from my experience with A&K: 1. Profession: reviewed my info and doc with the legal and expertise, help me adjust the number in the proper and legal way; 2. Money saved. Only charge $500 for both. 3. Efficiency: after I submitted all required docs, the tax return are filed in hours. 4. quick response: every question asked, received an immediate response. 5. Additional supports like reminder to submit "info of statement" "mini state tax submit" etc. Love the service. Definitely will recommend to friends.

Great service. Sam was efficient and very approachable with questions and concerns regarding taxes especially with a new house and stock trading.

I had the opportunity to work with the Flex Tax team this year in filing my personal tax returns. I initially reached out on Yelp after seeing positive reviews and had a response from a team member in less than 10 minutes. I was able to schedule a call with Jimmy the next day. Jimmy was immediately helpful, and offered thoughtful guidance during our initial consultation session. Once I agreed to move forward with Flex Tax, Jimmy was super responsive and made fast progress. He asked clear questions over email, hopped on the phone for a few quick clarifications, and was sure to answer any of my questions along the way. The whole process - including finding and uploading all documentation - only took a few days. Relative to other tax services I've looked into, Flex Tax was priced at a very reasonable level, especially given the quality of service. I plan to work with Jimmy for next year's returns as well.

FlexTax has been a pleasure to work with over the past year. They helped with our 2020 taxes when another tax preparer gave us a quote that was over twice as much as FlexTax! They have also helped with the taxes for my sole proprietorship businesses and are always available for questions and very responsive. We're happy to continue using them for our future tax needs!

Okay I'm sold. Usually my wife and I do our own taxes however this year we had a sizable bill (based off of turbo tax). They were able to meet with us quickly and within our busy work schedule. They explained why we owed and what we actually (which was ~$2k less than TurboTax) in a friendly and simple way. Really responsive and great to work with. Quick turnaround. Will be back next year!

With the new tax laws and the purchase of my home, it was extremely confusing to navigate the complexities of the W2, Schedule A, Schedule E, etc. I looked for reputable CPAs on Yelp and requested a quote for tax consultation from about ten CPAs. It was shocking how some of them do not have a functioning website or the correct phone number (and many of them don't even take new customers) but Alex impressed me during our first phone conversation. He asked me for how he could be of service and gave me straightforward instruction on the material I need to send over and how he can help. From then on, Alex and I communicated over email. He was very prompt and thorough with his (free) email responses and his tax consultation quote was among the most reasonable I have seen. When I met him in person, Alex had all the documents prepared ahead of time so we can discuss the hard numbers. He even showed me some numbers from my previous tax return where he wanted to double check that it was the correct information - a showcase of his detail oriented eyes. I'm very happy with Alex's consultation service and would strongly recommend A&K Tax and Consulting Services to others!

The team at Flex Tax provided fantastic service when preparing my tax return. They were prompt to answer my questions, and got my taxes filed correctly and on time. I've also had Flex Tax assist me with other tax issues and they were able to contest a balance due for my local tax. I definitely recommend using their services if you need tax assistance.

I had an amazing time working with Jimmy. He was very professional and answered all my questions in a timely manner. I couldn't be happier with their service! After discussing with tax firms, Jimmy's services was more than reasonable. I highly recommend.

Pretty efficient using the remote system as far as exchanging documents. Generally speaking I get answers within 1-24 hours so I am no longer doing my own taxes... ever again.