Awesome Professional Service Working with Flex-Tax was a great experience. I contacted him about two situations. The first required only a phone conversation and was free of charge. The other situation - refund of Social Security and Medicare Tax, was in handled through a couple of meetings. Before we met he asked questions by email to ensure his services were needed and then outlined what I needed to ensure our meeting was productive and informative. He walked me through the legal situation, ran through two possible solutions and clearly outlined supporting documentation needs for each solution. Once I had what I needed, Alex and his colleagues worked with me through to resolution.

Getting it done! Health issues and life set-backs had us way behind but our Flex Tax team helped us to break things down into a manageable process to get us where we needed to be! Such a relief!

Mistakes cost me thousands of dollars Unfortunately, I have discovered that the returns generated by Ben Pang and Sam Kuang have errors. I will have to file corrections to three personal returns and one corporate return. The errors mostly involve incorrectly reporting SEP IRA contributions. I became aware of these errors after learning more about the tax rules on my own and sending the returns to another accountant. In addition to these verified errors, there were a half dozen near-misses over the last 2-3 years, in which I was given advice that was incorrect and only revised after I asked questions about the advice. On top of that, they provided no planning through the year. This is especially important for someone like me, who was starting a new S-corp. I estimate that poor planning in company decisions resulted in at least $10,000 in additional taxes. While they were professional and patient, unfortunately, I am paying for a service that is accurate and cost-saving. The bottom line is that their incorrect advice and inaccurate filings have cost me thousands of dollars in taxes. I view myself as a careful and resourceful taxpayer, and it's disappointing that even with the care that I put into the process, we reached such a costly outcome.

Sam has been great to work with and… Sam has been great to work with and answers all of my questions regarding filings and maximizing my return. Thank you!

Best Tax Service Firm in Bay Area I am a person who does a lot of research on everything. I was looking for someone to do my tax return for 2019 dealing with RSUs, investment properties, and a nonresident spouse. After a few consultations with other tax accountants, I decide to go with Alex and was very happy about the result. Alex and his team responded at all hours and completed my tax forms on time. I am using them again for 2020 taxes. I highly recommend Alex if you want someone who's reliable, responsive and offer a reasonable price.