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FLEX TAX AND CONSULTING GROUP
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og:locale: en_USog:type: websiteog:title: Homeog:description: Flex Tax and Consulting Group The Flex Tax and Consulting Group (FTCG”) providesog:url: https://flextcg.com/og:site_name: Flex Tax and Consulting Group (FTCG)og:image: https://flextcg.com/wp-content/uploads/2023/12/Yelp-Certificate-1-1024x827.webp
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Office Hours: Mon - Fri 10am - 6pm (Pacific Time)
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TEL: +1 (415) 842-2940 E-MAIL: [email protected] OFFICE HOURS: MON - FRI 9AM - 6PM (PACIFIC TIME) | FROM 3/15 - 4/15 EXTRA HOUR ON SAT 9AM - 4PM
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Highly Rated Veteran-Led Business By Yelp and Google
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OUR CLIENT REVIEWS
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◈ Homepage — https://flextcg.com/Skip to content TEL: +1 (415) 842-2940 E-MAIL: [email protected] OFFICE HOURS: MON - FRI 9AM - 6PM (PACIFIC TIME) | FROM 3/15 - 4/15 EXTRA HOUR ON SAT 9AM - 4PM GET A QUOTE SERVICES PRICING BOOK AN APPOINTMENT POSTS CONTACT US TESTIMONY SECURE FILE PRO FLEX TAX AND CONSULTING GROUP The Flex Tax and Consulting Group (FTCG”) provides audit, accounting, tax, and business advisory service. We have offices in San Francisco, Castro Valley, Houston, New York, and Las Vegas. APPOINTMENT CONTACT US Call Us Today : Toll Free: +1 (888) 801-7396 Direct: +1 (415) 842-2940 Email : [email protected] OUR CLIENT REVIEWS   My first year having Flex Tax do my taxes and they provides excellent tax services. Alex Huang was very professional and helpful. He is responsible and able to answer questions... read more RYO A.   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... read more JORDAN J.   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... read more VAS S.   Will is very helpful in answering my questions and preparing the tax for me. I highly recommend him. AARON H.   I had a fantastic experience with Alex at Flex Tax and Consulting Group during my recent tax audit. He made the entire process smooth, handling everything with expertise and even... read more ELIZ X.   Great service and solid team - thanks for all the hard and reliable work MATTHEW R.   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... read more SISKA G.   Proactive and excellent service. Great and insightful discussions before charge. Highly recommended! Y F.   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... read more TALIA Z.   I used Flex Tax and Consulting Group a few years for my tax needs and was thoroughly impressed. Their team made complex tax concepts easy to understand, providing clear, detailed... read more R L.   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... read more A L.   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... read more MEGAN P.   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... read more LYDS O.   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... read more GRACE W.   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... read more MATT I.   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 !... read more GEETA C. Next Prev 1234 BRIDGE THE PRESENT TO THE FUTURE -BUILDING A SUCCESSFUL AND FORESEEABLE ROADMAP We are dedicated to meeting client needs thoroughly, efficiently, and creatively. We work on hundreds of real estate, biotech, and renewable energy projects and maintain client relationships with the leading sponsors and developers in the industry. Our value-added services and solutions are based on innovative thinking and effective implementation. They are the foundation on which we have developed the critical resources necessary to provide outstanding professional services. OUR SERVICES INNOVATIVE Our diverse and talented team helps to define the future of the accounting profession through a client service philosophy characterized by reliability, knowledge and responsiveness to businesses in the government, private, public and nonprofit sectors. Check out our book! SERVICES PROFESSIONAL With the above background of our staffs, the high quality of services we provided are guaranteed. Schedule a time to talk to us! APPOINTMENT EXPERT Each member in the Flex Tax and Consulting Group providing services to our clients is subject to the laws and professional regulations of the particular country or countries. You are VIP! CONTACT US SERVICES WE PROVIDE Tax Preparation Flex Tax provides comprehensive tax preparation services tailored to meet the unique needs of our clients, with a strong focus on the real estate and community development sectors. LEARN MORE Accounting Services FTCG prepares financial statements per Generally Accepted Accounting Principles (GAAP) for use by banks, investors, and third parties. LEARN MORE Consulting Flex Tax offers clients a full range of audit and tax services, most notably in the real estate and community development field. LEARN MORE INDUSTRIES WE SERVE Assurance, Accounting, Tax Consultation, and Expense Reduction We are dedicated to meeting client needs thoroughly, efficiently, and creatively. We work on hundreds of real estate, biotech, and renewable energy projects and maintain client relationships with the leading sponsors and developers in the industry. Our value-added services and solutions are based on innovative thinking and effective implementation. They are the foundation on which we have developed the critical resources necessary to provide outstanding professional services. APPOINTMENT HIGHLY RATED VETERAN-LED BUSINESS BY YELP AND GOOGLE FLEX TAX AND CONSULTING GROUP IS RECOGNIZED BY YELP, GOOGLE AS ONE OF THE BEST FIVE-STARS TAX COMPANY. Our values define who we are, what we stand for, and how we operate: Demand Excellence: Work with Great and Strong People to Create Values. Action Is Our First Instinct: Act Fast, Learn Faster. Focus on the Future: Effective Succession Planning, Creating Opportunities for People. Relationships Matter: We’re in the Business of Building Professional Relationships. Be Open, Honest, and Constructive: Honest Communication and Collaboration with One Another. APPOINTMENT Have Question? Please complete the following form and our team will be in touch shortly. Professional Firm that you can trust. Call For Your Free Consultation +1 (888) 801-7396 BOOK AN APPOINTMENT Usefull Links Industries Services Book An Appointment Secure File Pricing Legal Info Privacy Policy Terms of Service Refund Policy Contact Us [email protected] Toll Free: (888) 801-7396 Direct: (415) 860-6288 OUR nEWSLETTER NEWSLETTER SUBSCRIPTION Copyright © 2026 Flex Tax and Consulting Group (FTCG) | Powered by Flex Tax and Consulting Group (FTCG) Feedback Help us improve: Suggest an idea 💡 Give feedback 💬 Report an issue🐞 Something else (please specify) Next ◈ Interior Pages — 41 pages crawledTax Planning Trends & Insights Blog - Flex Tax and Consulting Group (FTCG) --> Skip to content Flex Tax and Consulting Group (FTCG) TEL: (888) 802-7396 E-mail: [email protected] Flex Tax Remote Menu Services Industries Business Personal Financial Services Accredited Investor Verification Service Accredited Investors – How to Order a Verification Accredited Investor Verification Check-Out Accounting Services Beneficial Ownership Information Business Advisory Services Business Formation Services Business Formation Service Check-Out ITIN Application ITIN Application Check Out Tax Planning Advisory Tax Preparation and Compliance Services Why Us? IRS / State Tax Authority Notice Protection Plus – Audit Assistance Insurance Pricing Individual Business Strategic Tax Planning Book An Appointment Posts Contact US Career Pay Online Client Resource Center Testimony Secure File Pro Office Hours: Mon - Fri 10am - 6pm (Pacific Time) Book An Appointment Contact Us Menu Services Industries Business Personal Financial Services Accredited Investor Verification Service Accredited Investors – How to Order a Verification Accredited Investor Verification Check-Out Accounting Services Beneficial Ownership Information Business Advisory Services Business Formation Services Business Formation Service Check-Out ITIN Application ITIN Application Check Out Tax Planning Advisory Tax Preparation and Compliance Services Why Us? IRS / State Tax Authority Notice Protection Plus – Audit Assistance Insurance Pricing Individual Business Strategic Tax Planning Book An Appointment Posts Contact US Career Pay Online Client Resource Center Testimony Secure File Pro FLEX TAX REMOTE TEL: +1 (415) 842-2940 e-mail: [email protected] Office Hours: Mon - FRI 9am - 6pm (Pacific Time) | FroM 3/15 - 4/15 Extra hour on Sat 9AM - 4PM Get A Quote Menu Services Industries Business Personal Financial Services Accredited Investor Verification Service Accredited Investors – How to Order a Verification Accredited Investor Verification Check-Out Accounting Services Beneficial Ownership Information Business Advisory Services Business Formation Services Business Formation Service Check-Out ITIN Application ITIN Application Check Out Tax Planning Advisory Tax Preparation and Compliance Services Why Us? IRS / State Tax Authority Notice Protection Plus – Audit Assistance Insurance Pricing Individual Business Strategic Tax Planning Book An Appointment Posts Contact US Career Pay Online Client Resource Center Testimony Secure File Pro Posts Home » Posts Newsletter and Articles Subscribe To Weekly Newsletter Scale AI / Meta Transaction — What That Cash Dividend Actually Means for Your Taxes (Simple Breakdown + Case Study) What we’re seeing this tax season This tax season, we’ve worked through many cases involving transactions like the Scale AI restructuring and Meta-related investments. In particular, one pattern keeps coming... Flex Tax and Consulting Group April 8, 2026 New 2025 Tax Law: How the Qualified Overtime Deduction Can Save You Up to $12,500 Introduction: A Hidden Tax Opportunity for High-Income Earners and Professionals If you’ve been putting in longer hours lately or earning bonuses tied to extra time worked, there’s good news in... Flex Tax and Consulting Group November 3, 2025 Buying a Home Before vs. After OBBBA: How the Rules Change for High-Income Individuals Buying a Home Before vs. After OBBBA: How the Rules Change for High-Income Individuals Understanding the OBBBA Changes Many high-earning individuals focus on mortgage rates when buying a house. However,... Flex Tax and Consulting Group October 28, 2025 Selling RSUs or ESPP Shares Without a Tax Plan: How to Avoid Overpaying the IRS Selling RSUs or ESPP Shares Without a Tax Plan: How to Avoid Overpaying the IRS Equity compensation can be a powerful wealth-building tool — but without careful tax planning, it... Flex Tax and Consulting Group October 24, 2025 U.S. Tax Treatment of Foreign Property Development: What You Must Know Are you building, renovating, or renting out a foreign property while living in the U.S.? If so, the IRS has strict rules about what you can deduct, what must be... Flex Tax and Consulting Group June 5, 2025 Case Study: Does an S-Corp Actually Save Taxes If You Have a Full-Time Job? A Closer Look for High-Income Professionals S-Corporations are often promoted as a go-to tax strategy for self-employed individuals and business owners — and in many cases, they are. But if you already have a high-paying W-2... Flex Tax and Consulting Group June 4, 2025 Case Study: How to Calculate AMT on ISOs & NSOs: Equity Compensation Tax Guide Navigating the tax implications of exercising Incentive Stock Options (ISOs) and Non-Qualified Stock Options (NSOs) can be one of the most stressful parts of an equity compensation package, especially when... Flex Tax and Consulting Group May 28, 2025 Solo 401(k): Sole Proprietor vs. S-Corp — Which Structure Maximizes Your Retirement and Tax Efficiency? For self-employed professionals and small business owners in the San Francisco Bay Area, understanding how to structure your business can significantly impact your tax liability and retirement contributions. At Flex... Flex Tax and Consulting Group May 27, 2025 Understanding the Used Electric Vehicle Tax Credit: An Opportunity for Eco-Friendly Savings As part of its ongoing commitment to environmental sustainability and reducing carbon emissions, the U.S. government offers a tax credit for individuals purchasing used electric vehicles (EVs). This incentive not... Flex Tax and Consulting Group August 21, 2024 5 Reasons Why You Must File for Bankruptcy In the complex world of financial management and tax planning, understanding the implications of various debt relief options is crucial for maintaining financial health. One such option that often comes... Flex Tax and Consulting Group August 21, 2024 Load More Subscribe to Newsletter Contact Us [email protected] Toll Free: (888) 802-7396 SF: (415) 860-6288 NY: (917) 397-0949 HOU: (713) 396-0107 Monday - Friday (Saturday on Busy Season) 10:00 a.m. - 6.00 p.m. Terms and Conditions Legal Info Privacy Policy Terms of Service Accessibility Refund Policy Search for: Copyright © 2026 Flex Tax and Consulting Group (FTCG) | Powered by Flex Tax and Consulting Group (FTCG) Have Question? Please complete the following form and our team will be in touch shortly. Professional Firm that you can trust. Call For Your Free Consultation +1 (888) 801-7396 Book An Appointment Usefull Links Industries Services Book An Appointment Secure File Pricing Legal Info Privacy Policy Terms of Service Refund Policy Hamburger Toggle Menu Contact Us [email protected] Toll Free: (888) 801-7396 Direct: (415) 860-6288 OUR nEWSLETTER Newsletter Subscription Copyright © 2026 Flex Tax and Consulting Group (FTCG) | Powered by Flex Tax and Consulting Group (FTCG) --> Tax Preparation and Compliance - Flex Tax and Consulting Group (FTCG) --> Skip to content Flex Tax and Consulting Group (FTCG) TEL: (888) 802-7396 E-mail: [email protected] Flex Tax Remote Menu Services Industries Business Personal Financial Services Accredited Investor Verification Service Accredited Investors – How to Order a Verification Accredited Investor Verification Check-Out Accounting Services Beneficial Ownership Information Business Advisory Services Business Formation Services Business Formation Service Check-Out ITIN Application ITIN Application Check Out Tax Planning Advisory Tax Preparation and Compliance Services Why Us? IRS / State Tax Authority Notice Protection Plus – Audit Assistance Insurance Pricing Individual Business Strategic Tax Planning Book An Appointment Posts Contact US Career Pay Online Client Resource Center Testimony Secure File Pro Office Hours: Mon - Fri 10am - 6pm (Pacific Time) Book An Appointment Contact Us Menu Services Industries Business Personal Financial Services Accredited Investor Verification Service Accredited Investors – How to Order a Verification Accredited Investor Verification Check-Out Accounting Services Beneficial Ownership Information Business Advisory Services Business Formation Services Business Formation Service Check-Out ITIN Application ITIN Application Check Out Tax Planning Advisory Tax Preparation and Compliance Services Why Us? IRS / State Tax Authority Notice Protection Plus – Audit Assistance Insurance Pricing Individual Business Strategic Tax Planning Book An Appointment Posts Contact US Career Pay Online Client Resource Center Testimony Secure File Pro FLEX TAX REMOTE TEL: +1 (415) 842-2940 e-mail: [email protected] Office Hours: Mon - FRI 9am - 6pm (Pacific Time) | FroM 3/15 - 4/15 Extra hour on Sat 9AM - 4PM Get A Quote Menu Services Industries Business Personal Financial Services Accredited Investor Verification Service Accredited Investors – How to Order a Verification Accredited Investor Verification Check-Out Accounting Services Beneficial Ownership Information Business Advisory Services Business Formation Services Business Formation Service Check-Out ITIN Application ITIN Application Check Out Tax Planning Advisory Tax Preparation and Compliance Services Why Us? IRS / State Tax Authority Notice Protection Plus – Audit Assistance Insurance Pricing Individual Business Strategic Tax Planning Book An Appointment Posts Contact US Career Pay Online Client Resource Center Testimony Secure File Pro Tax Preparation and Compliance Services Home > Services > Tax Preparation and Compliance Services Services Accounting Services Beneficial Ownership Information Business Advisory Services Tax Preparation and Compliance Services Why Us? IRS / State Tax Authority Notice Business Formation Services Business Formation Service Check-Out Protection Plus – Audit Assistance Insurance Tax Preparation and Compliance Services At Flex Tax and Consulting Group, we specialize in a full spectrum of tax planning, compliance, and preparation services for individuals and businesses. We work with you year-round, if necessary, to minimize your tax burden and help you stay ahead of deadlines. Tax Planning Our team continuously monitors changes in federal, state, and local tax laws to help you minimize current and future tax liabilities. We can also implement customized compliance monitoring systems to prevent costly penalties and interest from late filings. Tax Preparation We provide professional preparation of all federal, state, and local tax returns at competitive rates. Our expertise ensures your returns are accurate, and we offer full representation before the IRS and state or local tax authorities if needed. Litigation Support Flex Tax offers comprehensive support for legal cases, including assistance with IRS negotiations such as Offers in Compromise. International Taxation Expanding globally? Our international tax services help you navigate foreign tax laws, qualify for tax benefits like those under NAFTA, and ensure compliance for overseas operations. Sales Tax Services From preparing sales tax filings to offering complete sales tax audit representation, we ensure your business remains compliant with all sales tax regulations. Estate, Gift, and Trust Tax Return Preparation Our firm provides expert preparation of federal and state estate, gift, and trust tax returns, helping you manage these complex filings with confidence. Flex Tax and Consulting Group is your trusted partner for navigating the intricacies of tax planning and compliance. Let us simplify your tax process and maximize your financial outcomes. Trusted CPA Services Schedule a Free Consulatation Are you looking for reliable and efficient Tax Professional? Hire our Professional today. Our team of experts will provide personalized solutions and peace of mind. BOOK NOW Subscribe to Newsletter Contact Us [email protected] Toll Free: (888) 802-7396 SF: (415) 860-6288 NY: (917) 397-0949 HOU: (713) 396-0107 Monday - Friday (Saturday on Busy Season) 10:00 a.m. - 6.00 p.m. Terms and Conditions Legal Info Privacy Policy Terms of Service Accessibility Refund Policy Search for: Copyright © 2026 Flex Tax and Consulting Group (FTCG) | Powered by Flex Tax and Consulting Group (FTCG) Have Question? Please complete the following form and our team will be in touch shortly. Professional Firm that you can trust. Call For Your Free Consultation +1 (888) 801-7396 Book An Appointment Usefull Links Industries Services Book An Appointment Secure File Pricing Legal Info Privacy Policy Terms of Service Refund Policy Hamburger Toggle Menu Contact Us [email protected] Toll Free: (888) 801-7396 Direct: (415) 860-6288 OUR nEWSLETTER Newsletter Subscription Copyright © 2026 Flex Tax and Consulting Group (FTCG) | Powered by Flex Tax and Consulting Group (FTCG) --> Refund Policy - Flex Tax and Consulting Group (FTCG) --> Skip to content Flex Tax and Consulting Group (FTCG) TEL: (888) 802-7396 E-mail: [email protected] Flex Tax Remote Menu Services Industries Business Personal Financial Services Accredited Investor Verification Service Accredited Investors – How to Order a Verification Accredited Investor Verification Check-Out Accounting Services Beneficial Ownership Information Business Advisory Services Business Formation Services Business Formation Service Check-Out ITIN Application ITIN Application Check Out Tax Planning Advisory Tax Preparation and Compliance Services Why Us? IRS / State Tax Authority Notice Protection Plus – Audit Assistance Insurance Pricing Individual Business Strategic Tax Planning Book An Appointment Posts Contact US Career Pay Online Client Resource Center Testimony Secure File Pro Office Hours: Mon - Fri 10am - 6pm (Pacific Time) Book An Appointment Contact Us Menu Services Industries Business Personal Financial Services Accredited Investor Verification Service Accredited Investors – How to Order a Verification Accredited Investor Verification Check-Out Accounting Services Beneficial Ownership Information Business Advisory Services Business Formation Services Business Formation Service Check-Out ITIN Application ITIN Application Check Out Tax Planning Advisory Tax Preparation and Compliance Services Why Us? IRS / State Tax Authority Notice Protection Plus – Audit Assistance Insurance Pricing Individual Business Strategic Tax Planning Book An Appointment Posts Contact US Career Pay Online Client Resource Center Testimony Secure File Pro FLEX TAX REMOTE TEL: +1 (415) 842-2940 e-mail: [email protected] Office Hours: Mon - FRI 9am - 6pm (Pacific Time) | FroM 3/15 - 4/15 Extra hour on Sat 9AM - 4PM Get A Quote Menu Services Industries Business Personal Financial Services Accredited Investor Verification Service Accredited Investors – How to Order a Verification Accredited Investor Verification Check-Out Accounting Services Beneficial Ownership Information Business Advisory Services Business Formation Services Business Formation Service Check-Out ITIN Application ITIN Application Check Out Tax Planning Advisory Tax Preparation and Compliance Services Why Us? IRS / State Tax Authority Notice Protection Plus – Audit Assistance Insurance Pricing Individual Business Strategic Tax Planning Book An Appointment Posts Contact US Career Pay Online Client Resource Center Testimony Secure File Pro Refund Policy Home » Refund Policy Refund Policy Last Updated: April 19th, 2025 Money-Back Guarantee At DRE Tax, Inc., also known as Flex Tax and Consulting Group (“Flex Tax”), we specialize in providing tax preparation and consulting services for individual and business clients. We are dedicated to your satisfaction with our services. If, for any reason, you are not completely satisfied with a service you’ve purchased from us, you are entitled to a full refund within 10 days of its receipt, excluding any shipping or postage expenses. This is our no-questions-asked policy! However, please be aware that our Money-Back Guarantee does not cover the following circumstances: Receipt of the printed or PDF version of a draft tax return. After giving us consent to print or e-file your return. Once your return is accepted by the IRS or any state taxing authority. After receiving any 30-minute or 60-minute consulting services. To initiate a refund, please send a written refund request to us within 10 days of receipt at [email protected] . Satisfaction Guarantee Should you feel dissatisfied with any of our services, you are at liberty to stop using the service before receiving any of the following: The printed or PDF version of the draft tax return; The tax planning proposal; The estimated tax calculation; The consulting sections. Note that we are unable to issue refunds for any fees incurred after you have received any of the aforementioned documents or services. Price Lock Guarantee for Online Users We assure you that the price you pay for using any of our online services will be the listed price at the time you begin your return, including any selected options. If we charge you more than the listed price at the time you began your return and chose your options, we will refund the difference. To claim this refund, please email Flex Tax at [email protected] within 30 days of filing your return. Your email should include a copy of the Flex Tax offer you used for registration, a printed copy of your tax return, IRS confirmation of receipt or e-filing, and any other relevant information confirming the date of your complete registration and the date you printed or e-filed your return. Subscribe to Newsletter Contact Us [email protected] Toll Free: (888) 802-7396 SF: (415) 860-6288 NY: (917) 397-0949 HOU: (713) 396-0107 Monday - Friday (Saturday on Busy Season) 10:00 a.m. - 6.00 p.m. Terms and Conditions Legal Info Privacy Policy Terms of Service Accessibility Refund Policy Search for: Copyright © 2026 Flex Tax and Consulting Group (FTCG) | Powered by Flex Tax and Consulting Group (FTCG) Have Question? Please complete the following form and our team will be in touch shortly. Professional Firm that you can trust. Call For Your Free Consultation +1 (888) 801-7396 Book An Appointment Usefull Links Industries Services Book An Appointment Secure File Pricing Legal Info Privacy Policy Terms of Service Refund Policy Hamburger Toggle Menu Contact Us [email protected] Toll Free: (888) 801-7396 Direct: (415) 860-6288 OUR nEWSLETTER Newsletter Subscription Copyright © 2026 Flex Tax and Consulting Group (FTCG) | Powered by Flex Tax and Consulting Group (FTCG) --> Accessibility - Flex Tax and Consulting Group (FTCG) --> Skip to content Flex Tax and Consulting Group (FTCG) TEL: (888) 802-7396 E-mail: [email protected] Flex Tax Remote Menu Services Industries Business Personal Financial Services Accredited Investor Verification Service Accredited Investors – How to Order a Verification Accredited Investor Verification Check-Out Accounting Services Beneficial Ownership Information Business Advisory Services Business Formation Services Business Formation Service Check-Out ITIN Application ITIN Application Check Out Tax Planning Advisory Tax Preparation and Compliance Services Why Us? IRS / State Tax Authority Notice Protection Plus – Audit Assistance Insurance Pricing Individual Business Strategic Tax Planning Book An Appointment Posts Contact US Career Pay Online Client Resource Center Testimony Secure File Pro Office Hours: Mon - Fri 10am - 6pm (Pacific Time) Book An Appointment Contact Us Menu Services Industries Business Personal Financial Services Accredited Investor Verification Service Accredited Investors – How to Order a Verification Accredited Investor Verification Check-Out Accounting Services Beneficial Ownership Information Business Advisory Services Business Formation Services Business Formation Service Check-Out ITIN Application ITIN Application Check Out Tax Planning Advisory Tax Preparation and Compliance Services Why Us? IRS / State Tax Authority Notice Protection Plus – Audit Assistance Insurance Pricing Individual Business Strategic Tax Planning Book An Appointment Posts Contact US Career Pay Online Client Resource Center Testimony Secure File Pro FLEX TAX REMOTE TEL: +1 (415) 842-2940 e-mail: [email protected] Office Hours: Mon - FRI 9am - 6pm (Pacific Time) | FroM 3/15 - 4/15 Extra hour on Sat 9AM - 4PM Get A Quote Menu Services Industries Business Personal Financial Services Accredited Investor Verification Service Accredited Investors – How to Order a Verification Accredited Investor Verification Check-Out Accounting Services Beneficial Ownership Information Business Advisory Services Business Formation Services Business Formation Service Check-Out ITIN Application ITIN Application Check Out Tax Planning Advisory Tax Preparation and Compliance Services Why Us? IRS / State Tax Authority Notice Protection Plus – Audit Assistance Insurance Pricing Individual Business Strategic Tax Planning Book An Appointment Posts Contact US Career Pay Online Client Resource Center Testimony Secure File Pro Accessibility Home » Accessibility Accessibility Flex Tax and Consulting Group Accessibility Statement Updated: December 25th, 2023 General Flex-Tax, Inc., d/b/a Flex Tax and Consulting Group (“Flex Tax,” “we,” or “us”), strives to ensure that its services are accessible to people with disabilities. Flex Tax has invested a significant amount of resources to help ensure that its website is made easier to use and more accessible for people with disabilities, with the strong belief that every person has the right to live with dignity, equality, comfort and independence. Accessibility on flextcg.com Flex Tax makes available the Use Way Website Accessibility Widget that is powered by a dedicated accessibility server. The software allows Flex Tax to improve its compliance with the Web Content Accessibility Guidelines (WCAG 2.1). Enabling the Accessibility Menu The Flex Tax accessibility menu can be enabled by clicking the accessibility menu icon on the page’s corner. After triggering the accessibility menu, please wait a moment for the accessibility menu to load in its entirety. Disclaimer Flex Tax continues its efforts to constantly improve the accessibility of its site and services in the belief that it is our collective moral obligation to allow seamless, accessible, and unhindered use for those of us with disabilities. Despite our efforts to make all pages and content on Flex Tax fully accessible, some content may not have yet been fully adapted to the strictest accessibility standards. This may result from not having found or identified the most appropriate technological solution. Here For You If you are experiencing difficulty with any content on Flex Tax or require assistance with any part of our site, please get in touch with us during regular business hours as detailed below, and we will be happy to assist. Contact Us If you wish to report an accessibility issue, have any questions, or need assistance, please get in touch with Flex Tax Customer Support as follows: Email: [email protected] Subscribe to Newsletter Contact Us [email protected] Toll Free: (888) 802-7396 SF: (415) 860-6288 NY: (917) 397-0949 HOU: (713) 396-0107 Monday - Friday (Saturday on Busy Season) 10:00 a.m. - 6.00 p.m. Terms and Conditions Legal Info Privacy Policy Terms of Service Accessibility Refund Policy Search for: Copyright © 2026 Flex Tax and Consulting Group (FTCG) | Powered by Flex Tax and Consulting Group (FTCG) Have Question? Please complete the following form and our team will be in touch shortly. Professional Firm that you can trust. Call For Your Free Consultation +1 (888) 801-7396 Book An Appointment Usefull Links Industries Services Book An Appointment Secure File Pricing Legal Info Privacy Policy Terms of Service Refund Policy Hamburger Toggle Menu Contact Us [email protected] Toll Free: (888) 801-7396 Direct: (415) 860-6288 OUR nEWSLETTER Newsletter Subscription Copyright © 2026 Flex Tax and Consulting Group (FTCG) | Powered by Flex Tax and Consulting Group (FTCG) --> Flex Tax Reviews | Client Testimonials & Success Stories --> Skip to content Flex Tax and Consulting Group (FTCG) TEL: (888) 802-7396 E-mail: [email protected] Flex Tax Remote Menu Services Industries Business Personal Financial Services Accredited Investor Verification Service Accredited Investors – How to Order a Verification Accredited Investor Verification Check-Out Accounting Services Beneficial Ownership Information Business Advisory Services Business Formation Services Business Formation Service Check-Out ITIN Application ITIN Application Check Out Tax Planning Advisory Tax Preparation and Compliance Services Why Us? IRS / State Tax Authority Notice Protection Plus – Audit Assistance Insurance Pricing Individual Business Strategic Tax Planning Book An Appointment Posts Contact US Career Pay Online Client Resource Center Testimony Secure File Pro Office Hours: Mon - Fri 10am - 6pm (Pacific Time) Book An Appointment Contact Us Menu Services Industries Business Personal Financial Services Accredited Investor Verification Service Accredited Investors – How to Order a Verification Accredited Investor Verification Check-Out Accounting Services Beneficial Ownership Information Business Advisory Services Business Formation Services Business Formation Service Check-Out ITIN Application ITIN Application Check Out Tax Planning Advisory Tax Preparation and Compliance Services Why Us? IRS / State Tax Authority Notice Protection Plus – Audit Assistance Insurance Pricing Individual Business Strategic Tax Planning Book An Appointment Posts Contact US Career Pay Online Client Resource Center Testimony Secure File Pro FLEX TAX REMOTE TEL: +1 (415) 842-2940 e-mail: [email protected] Office Hours: Mon - FRI 9am - 6pm (Pacific Time) | FroM 3/15 - 4/15 Extra hour on Sat 9AM - 4PM Get A Quote Menu Services Industries Business Personal Financial Services Accredited Investor Verification Service Accredited Investors – How to Order a Verification Accredited Investor Verification Check-Out Accounting Services Beneficial Ownership Information Business Advisory Services Business Formation Services Business Formation Service Check-Out ITIN Application ITIN Application Check Out Tax Planning Advisory Tax Preparation and Compliance Services Why Us? IRS / State Tax Authority Notice Protection Plus – Audit Assistance Insurance Pricing Individual Business Strategic Tax Planning Book An Appointment Posts Contact US Career Pay Online Client Resource Center Testimony Secure File Pro Testimony Home » Testimony See What Our Clients Say Trusted by 300+ professionals and business owners across California. Ready to plan smarter taxes? Book your personalized session today. Leave us testimonials Email US Book Intro call Subscribe to Newsletter Contact Us [email protected] Toll Free: (888) 802-7396 SF: (415) 860-6288 NY: (917) 397-0949 HOU: (713) 396-0107 Monday - Friday (Saturday on Busy Season) 10:00 a.m. - 6.00 p.m. Terms and Conditions Legal Info Privacy Policy Terms of Service Accessibility Refund Policy Search for: Copyright © 2026 Flex Tax and Consulting Group (FTCG) | Powered by Flex Tax and Consulting Group (FTCG) Have Question? Please complete the following form and our team will be in touch shortly. 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Accredited Investor Verification - Flex Tax and Consulting Group (FTCG) --> Skip to content Flex Tax and Consulting Group (FTCG) TEL: (888) 802-7396 E-mail: [email protected] Flex Tax Remote Menu Services Industries Business Personal Financial Services Accredited Investor Verification Service Accredited Investors – How to Order a Verification Accredited Investor Verification Check-Out Accounting Services Beneficial Ownership Information Business Advisory Services Business Formation Services Business Formation Service Check-Out ITIN Application ITIN Application Check Out Tax Planning Advisory Tax Preparation and Compliance Services Why Us? IRS / State Tax Authority Notice Protection Plus – Audit Assistance Insurance Pricing Individual Business Strategic Tax Planning Book An Appointment Posts Contact US Career Pay Online Client Resource Center Testimony Secure File Pro Office Hours: Mon - Fri 10am - 6pm (Pacific Time) Book An Appointment Contact Us Menu Services Industries Business Personal Financial Services Accredited Investor Verification Service Accredited Investors – How to Order a Verification Accredited Investor Verification Check-Out Accounting Services Beneficial Ownership Information Business Advisory Services Business Formation Services Business Formation Service Check-Out ITIN Application ITIN Application Check Out Tax Planning Advisory Tax Preparation and Compliance Services Why Us? IRS / State Tax Authority Notice Protection Plus – Audit Assistance Insurance Pricing Individual Business Strategic Tax Planning Book An Appointment Posts Contact US Career Pay Online Client Resource Center Testimony Secure File Pro FLEX TAX REMOTE TEL: +1 (415) 842-2940 e-mail: [email protected] Office Hours: Mon - FRI 9am - 6pm (Pacific Time) | FroM 3/15 - 4/15 Extra hour on Sat 9AM - 4PM Get A Quote Menu Services Industries Business Personal Financial Services Accredited Investor Verification Service Accredited Investors – How to Order a Verification Accredited Investor Verification Check-Out Accounting Services Beneficial Ownership Information Business Advisory Services Business Formation Services Business Formation Service Check-Out ITIN Application ITIN Application Check Out Tax Planning Advisory Tax Preparation and Compliance Services Why Us? IRS / State Tax Authority Notice Protection Plus – Audit Assistance Insurance Pricing Individual Business Strategic Tax Planning Book An Appointment Posts Contact US Career Pay Online Client Resource Center Testimony Secure File Pro Accredited Investor Verification Service Home > Services > Accredited Investor Verification Service Accredited Investor Verification Service Simple, Reliable, & Confidential Get Started Average processing time is less than 1 day after complete submission. 3 Steps Upload Enter basic personal information and upload the documents Verify Select your basis of Accreditation and submit evidence online Certificate Receive a universally accepted Accredited Investor electronic certificate Choose the approach that fits According to the Regs , an individual investor can qualify as Accredited under 2 primary methods – Annual Income or Net Worth . $89 Annual Income Approach Potential Supporting Document: Tax Returns W-2s Schedule K-1s Form 1099s Get Started $89 Net Worth Approach Potential Supporting Document: Bank Statements Brokerage Statements Securities Holdings Statements Certificates of Deposit Consumer Credit Reports Tax Assessments Appraisal reports Get Started Simple Customers fill out a simple questionnaire, make a few certifications, and upload supporting documentation. Most users will spend less than 5 minutes on our site to complete the process. Reliable Companies can rest assured that use of Flex Tax meets the new federal requirement of taking “reasonable steps” to verify their investors. Investors can always rely on us to securely manage their confidential information—safe from any unauthorized and prying eyes. Confidential All verification reviews are conducted by licensed certified public accountant who are bound by professional ethical codes and duties of confidentiality. Investors have the option to hide their personally identifiable information so that even the reviewers will not see it before sending to us. Our clients say "Flex Tax responded to our request swiftly, reviewing my files and issued the letter in less than 20 hours. Amazing service!" - Google Review Bingbai Hou Developer "I was referred to Flex Tax by my CPA Friend. I worked with Flex Tax to obtain accredited investor verification. I got through to the process easily, and my questions were answered. The website interface was easy to use. Best of all, my report was ready very quickly!" - Google Review Shawanna J US Military Service Frequently asked questions What is the “JOBS Act” and why does it matter? Typically, when a company raises capital, it has to register its securities (basically the shares/interests that they are offering for sale). Registration is expensive and takes a long time. Most companies look for an exemption from registration. The most common exemption used by companies for this purpose is the private placement exemption, which basically meant the companies couldn’t publicly solicit or advertise. That makes it difficult to raise money. The “Jumpstart Our Business Startups Act”, or the “JOBS Act” changed that. The JOBS Act allows companies to publicly solicit for funds and advertise while still conducting a private offering. However, it comes with a major catch. The only investors allowed to invest must be “accredited investors”, and the company raising money has to verify that their investors are truly accredited investors. A simple questionnaire is not sufficient – instead, companies must take further “reasonable steps” to prove their investors are accredited investors. Failure to comply is a violation of federal laws and may subject the company to enforcement action and the obligation to return money raised. That’s obviously bad for companies, but it’s also bad for investors who don’t know if the companies they invested in will suddenly have to return a portion of its capital to other disgruntled investors. How long will it take to receive a certificate of accreditation? Flex Tax adopts best practices for verification because the penalties of noncompliance are so severe. Part of the verification process includes a review by a licensed certified public accountant. We expect that most verifications will take one or two business days to complete, assuming. Of course, that we are provided with all the necessary information to perform the verification review. What documentation is required of investors for verification? The documentation that is required depends on the type of accredited investor. After you’ve indicated to us what type of accredited investor you are, we’ll prompt you to upload certain documentation. For instance, if you qualify by an income test, you may be prompted to upload a W2, K1, or 1099. Other types of accredited investors may have to upload an officer’s certificate or detail out their assets. In the case of an individual qualifying under a net worth test, their liabilities as well. The reviewer of your file may ask you to upload additional evidence as appropriate. We recognize that this information may be highly sensitive and confidential. Can I use my verification certificate for other investments? The government understands that investments take time and that it could be frustrating to have to get verified repeatedly. On the other hand, the government also recognizes that an investor that qualifies as an accredited investor today may not qualify tomorrow. Accordingly, under federal law, the verifications are only good for three months. Our verification certificates will explicitly state the date that the verifications expire. Why is Flex Tax better than another third party reviewer? We are significantly better for many reasons. All of our verifications meet th Business Flex Tax and Consulting Group (FTCG) --> Skip to content Flex Tax and Consulting Group (FTCG) TEL: (888) 802-7396 E-mail: [email protected] Flex Tax Remote Menu Services Industries Business Personal Financial Services Accredited Investor Verification Service Accredited Investors – How to Order a Verification Accredited Investor Verification Check-Out Accounting Services Beneficial Ownership Information Business Advisory Services Business Formation Services Business Formation Service Check-Out ITIN Application ITIN Application Check Out Tax Planning Advisory Tax Preparation and Compliance Services Why Us? IRS / State Tax Authority Notice Protection Plus – Audit Assistance Insurance Pricing Individual Business Strategic Tax Planning Book An Appointment Posts Contact US Career Pay Online Client Resource Center Testimony Secure File Pro Office Hours: Mon - Fri 10am - 6pm (Pacific Time) Book An Appointment Contact Us Menu Services Industries Business Personal Financial Services Accredited Investor Verification Service Accredited Investors – How to Order a Verification Accredited Investor Verification Check-Out Accounting Services Beneficial Ownership Information Business Advisory Services Business Formation Services Business Formation Service Check-Out ITIN Application ITIN Application Check Out Tax Planning Advisory Tax Preparation and Compliance Services Why Us? IRS / State Tax Authority Notice Protection Plus – Audit Assistance Insurance Pricing Individual Business Strategic Tax Planning Book An Appointment Posts Contact US Career Pay Online Client Resource Center Testimony Secure File Pro FLEX TAX REMOTE TEL: +1 (415) 842-2940 e-mail: [email protected] Office Hours: Mon - FRI 9am - 6pm (Pacific Time) | FroM 3/15 - 4/15 Extra hour on Sat 9AM - 4PM Get A Quote Menu Services Industries Business Personal Financial Services Accredited Investor Verification Service Accredited Investors – How to Order a Verification Accredited Investor Verification Check-Out Accounting Services Beneficial Ownership Information Business Advisory Services Business Formation Services Business Formation Service Check-Out ITIN Application ITIN Application Check Out Tax Planning Advisory Tax Preparation and Compliance Services Why Us? IRS / State Tax Authority Notice Protection Plus – Audit Assistance Insurance Pricing Individual Business Strategic Tax Planning Book An Appointment Posts Contact US Career Pay Online Client Resource Center Testimony Secure File Pro Business Home > Industries > Business Industries Business Personal Financial Services Business Business We Value Your Business Like You Do At Flex Tax and Consulting Group, we share your entrepreneurial drive and deeply respect the hard work you put into your business. We understand the challenges you face, which is why we take a holistic approach to supporting your company’s financial and operational success. With experience working with businesses across various industries and growth stages, we’ve learned the importance of being a reliable partner throughout your journey. Our team provides tailored solutions at every step, offering expertise in tax, financial strategy, consulting, and technology services to help your business thrive. Businesses of all sizes can count on Flex Tax and Consulting Group for a comprehensive suite of accounting and advisory services designed to meet their unique needs and goals. Let us partner with you to achieve sustainable growth and success. Schedule a call Flex Tax and Consulting Group brings extensive knowledge of federal and multi-state tax laws and regulations, coupled with deep expertise in corporate, partnership, individual, real estate, and transactional tax matters. Our goal is to help you maintain compliance while maximizing tax advantages and profitability for your stakeholders. Our Services Consulting Services Outsourced Accounting Solutions Profit and Loss Analysis Budgeting and Forecasting Actual-to-Budget Variance Analysis Expense Reduction Strategies Industry Benchmarking Tax Services Comprehensive Tax Return Preparation Multi-State Income Tax Review and Planning Audit Representation and Resolution Services Federal Export Incentives Assistance Payroll, Property, and Business License Tax Filing Let Flex Tax and Consulting Group be your trusted partner in navigating the complexities of tax and financial management, so you can focus on growing your business. Schedule a call Trusted CPA Services Schedule a Free Consulatation Are you looking for reliable and efficient Tax Professional? Hire our Professional today. Our team of experts will provide personalized solutions and peace of mind. BOOK NOW Subscribe to Newsletter Contact Us [email protected] Toll Free: (888) 802-7396 SF: (415) 860-6288 NY: (917) 397-0949 HOU: (713) 396-0107 Monday - Friday (Saturday on Busy Season) 10:00 a.m. - 6.00 p.m. Terms and Conditions Legal Info Privacy Policy Terms of Service Accessibility Refund Policy Search for: Copyright © 2026 Flex Tax and Consulting Group (FTCG) | Powered by Flex Tax and Consulting Group (FTCG) Have Question? Please complete the following form and our team will be in touch shortly. Professional Firm that you can trust. Call For Your Free Consultation +1 (888) 801-7396 Book An Appointment Usefull Links Industries Services Book An Appointment Secure File Pricing Legal Info Privacy Policy Terms of Service Refund Policy Hamburger Toggle Menu Contact Us [email protected] Toll Free: (888) 801-7396 Direct: (415) 860-6288 OUR nEWSLETTER Newsletter Subscription Copyright © 2026 Flex Tax and Consulting Group (FTCG) | Powered by Flex Tax and Consulting Group (FTCG) --> Strategic Tax Planning - Flex Tax and Consulting Group (FTCG) --> Skip to content Flex Tax and Consulting Group (FTCG) TEL: (888) 802-7396 E-mail: [email protected] Flex Tax Remote Menu Services Industries Business Personal Financial Services Accredited Investor Verification Service Accredited Investors – How to Order a Verification Accredited Investor Verification Check-Out Accounting Services Beneficial Ownership Information Business Advisory Services Business Formation Services Business Formation Service Check-Out ITIN Application ITIN Application Check Out Tax Planning Advisory Tax Preparation and Compliance Services Why Us? IRS / State Tax Authority Notice Protection Plus – Audit Assistance Insurance Pricing Individual Business Strategic Tax Planning Book An Appointment Posts Contact US Career Pay Online Client Resource Center Testimony Secure File Pro Office Hours: Mon - Fri 10am - 6pm (Pacific Time) Book An Appointment Contact Us Menu Services Industries Business Personal Financial Services Accredited Investor Verification Service Accredited Investors – How to Order a Verification Accredited Investor Verification Check-Out Accounting Services Beneficial Ownership Information Business Advisory Services Business Formation Services Business Formation Service Check-Out ITIN Application ITIN Application Check Out Tax Planning Advisory Tax Preparation and Compliance Services Why Us? IRS / State Tax Authority Notice Protection Plus – Audit Assistance Insurance Pricing Individual Business Strategic Tax Planning Book An Appointment Posts Contact US Career Pay Online Client Resource Center Testimony Secure File Pro FLEX TAX REMOTE TEL: +1 (415) 842-2940 e-mail: [email protected] Office Hours: Mon - FRI 9am - 6pm (Pacific Time) | FroM 3/15 - 4/15 Extra hour on Sat 9AM - 4PM Get A Quote Menu Services Industries Business Personal Financial Services Accredited Investor Verification Service Accredited Investors – How to Order a Verification Accredited Investor Verification Check-Out Accounting Services Beneficial Ownership Information Business Advisory Services Business Formation Services Business Formation Service Check-Out ITIN Application ITIN Application Check Out Tax Planning Advisory Tax Preparation and Compliance Services Why Us? IRS / State Tax Authority Notice Protection Plus – Audit Assistance Insurance Pricing Individual Business Strategic Tax Planning Book An Appointment Posts Contact US Career Pay Online Client Resource Center Testimony Secure File Pro Strategic Tax Planning Home > Strategic Tax Planning Strategic Tax Planning for High-Income Professionals & Business Owners Stop Overpaying Taxes. Start Planning Strategically. If your income exceeds $250,000 , tax preparation alone is no longer enough. High-income professionals, investors, and business owners face complex tax rules, phase-outs, and planning opportunities that require proactive strategy — not just compliance . Our Strategic Tax Planning Package provides a customized tax savings blueprint designed to help you reduce taxes legally and structure your financial decisions more efficiently throughout the year. STRATEGIC TAX PLANNING PACKAGE Tax Savings Blueprint $2,500 Total Value: $10,000+ Schedule An Appointment This planning engagement analyzes your financial situation and identifies actionable strategies that may significantly reduce your tax liability. The result is a  clear, personalized tax strategy roadmap  tailored to your income and investment activities. Personalized Review of Your Tax Situation - $4,000 Entity & Structure Optimization - $500 Strategic Deduction Mapping - $500 Written 12-Month Tax Savings Plan - $3,000 Real Estate & Business Tax Strategy Checklist - $250 Strategy Q&A Consultation Session - $1,000 Year-Round Tax Moves Guide - $250 Discounted Price for Tax Advisory Consulting - $250 COMPREHENSIVE STRATEGIC TAX ADVISORY Strategic Tax Advisory Plan $8,000 per Year TOTAL VALUE: $30,000 Schedule An Appointment For clients who want continuous support implementing their tax strategies, our Tax Concierge Membership provides ongoing advisory guidance, strategy monitoring, and access to specialized resources throughout the year. Assigned 1-on-1 Tax Advisory Coach Chat Group - $10,000 Executive Access to Our Community Group - $2,000 2 Bi-Annual $60 Tax Strategy Intensives - $3,000 Tax Blueprint Implementation Support - $2,500 Quarterly Estimated Tax Estimate - Safe Harbor Method - $3,000 Entity Formation Guidance (LLC / S-Corp) - $500 Discounted Cost Segregation Study - over $30K Tax Benefits Accounting & Financial Classification Support - $2,500 Annual Tax Calendar - $250 Access to Real Estate & Retirement Planning Software $2,000+ AI Accounting & Recordkeeping Software Discounts - $2,000+ What Makes Strategic Tax Planning Different Who This Program Is Designed For This service is ideal for individuals who: • Earn $250,000+ annually • Own businesses or investment properties • Receive RSUs, bonuses, or equity compensation • Have complex investment portfolios • Want a proactive tax strategy partner Why Strategic Tax Planning Matters Most tax preparers simply report what already happened. Strategic tax planning focuses on decisions you can still control before the year ends. With proactive planning, clients often uncover opportunities to: • Reduce current-year tax liability • Optimize business and investment structures • Avoid costly tax mistakes • Improve long-term wealth accumulation Start Building Your Tax Strategy Today If your income exceeds $250,000, strategic tax planning can significantly improve your long-term financial outcomes. Schedule Your Strategic Tax Planning Consultation Subscribe to Newsletter Contact Us [email protected] Toll Free: (888) 802-7396 SF: (415) 860-6288 NY: (917) 397-0949 HOU: (713) 396-0107 Monday - Friday (Saturday on Busy Season) 10:00 a.m. - 6.00 p.m. Terms and Conditions Legal Info Privacy Policy Terms of Service Accessibility Refund Policy Search for: Copyright © 2026 Flex Tax and Consulting Group (FTCG) | Powered by Flex Tax and Consulting Group (FTCG) Have Question? Please complete the following form and our team will be in touch shortly. Professional Firm that you can trust. Call For Your Free Consultation +1 (888) 801-7396 Book An Appointment Usefull Links Industries Services Book An Appointment Secure File Pricing Legal Info Privacy Policy Terms of Service Refund Policy Hamburger Toggle Menu Contact Us [email protected] Toll Free: (888) 801-7396 Direct: (415) 860-6288 OUR nEWSLETTER Newsletter Subscription Copyright © 2026 Flex Tax and Consulting Group (FTCG) | Powered by Flex Tax and Consulting Group (FTCG) --> Beneficial Ownership Information - Flex Tax and Consulting Group (FTCG) --> Skip to content Flex Tax and Consulting Group (FTCG) TEL: (888) 802-7396 E-mail: [email protected] Flex Tax Remote Menu Services Industries Business Personal Financial Services Accredited Investor Verification Service Accredited Investors – How to Order a Verification Accredited Investor Verification Check-Out Accounting Services Beneficial Ownership Information Business Advisory Services Business Formation Services Business Formation Service Check-Out ITIN Application ITIN Application Check Out Tax Planning Advisory Tax Preparation and Compliance Services Why Us? IRS / State Tax Authority Notice Protection Plus – Audit Assistance Insurance Pricing Individual Business Strategic Tax Planning Book An Appointment Posts Contact US Career Pay Online Client Resource Center Testimony Secure File Pro Office Hours: Mon - Fri 10am - 6pm (Pacific Time) Book An Appointment Contact Us Menu Services Industries Business Personal Financial Services Accredited Investor Verification Service Accredited Investors – How to Order a Verification Accredited Investor Verification Check-Out Accounting Services Beneficial Ownership Information Business Advisory Services Business Formation Services Business Formation Service Check-Out ITIN Application ITIN Application Check Out Tax Planning Advisory Tax Preparation and Compliance Services Why Us? IRS / State Tax Authority Notice Protection Plus – Audit Assistance Insurance Pricing Individual Business Strategic Tax Planning Book An Appointment Posts Contact US Career Pay Online Client Resource Center Testimony Secure File Pro FLEX TAX REMOTE TEL: +1 (415) 842-2940 e-mail: [email protected] Office Hours: Mon - FRI 9am - 6pm (Pacific Time) | FroM 3/15 - 4/15 Extra hour on Sat 9AM - 4PM Get A Quote Menu Services Industries Business Personal Financial Services Accredited Investor Verification Service Accredited Investors – How to Order a Verification Accredited Investor Verification Check-Out Accounting Services Beneficial Ownership Information Business Advisory Services Business Formation Services Business Formation Service Check-Out ITIN Application ITIN Application Check Out Tax Planning Advisory Tax Preparation and Compliance Services Why Us? IRS / State Tax Authority Notice Protection Plus – Audit Assistance Insurance Pricing Individual Business Strategic Tax Planning Book An Appointment Posts Contact US Career Pay Online Client Resource Center Testimony Secure File Pro Beneficial Ownership Information Home » Beneficial Ownership Information Hours Minutes Seconds Use Promo Code: 50%OFFBOI to file for ONLY $49.75! (Original $99.50) Use Promo Code 50%OFFBOI at checkout to secure the promotion. GET 50% OFF FOR MY BOIR Beneficial Ownership Information Report Beneficial Ownership Information Report Businesses are now required to file a BOI report to FinCEN to help prevent financial crimes. Our Team can file your BOI for ONLY $99.50! Our Team can file your BOI for ONLY $99.50! file my boir now Beneficial Ownership Information Reporting Overview Who Needs to File? If you own a business that you have registered with the state or federal government, you will need to fill out a Beneficial Owner Information Report. This includes LLCs and corporations. Sole proprietors and general partnerships that have not registered their entity do not need to file. REQUIRED TO FILE BOIR LLCs Corporations NOT REQUIRED TO FILE Sole Proprietors General Partnerships REQUIRED TO FILE BOIR LLCs Corporations NOT REQUIRED TO FILE Sole Proprietors General Partnerships When Do I Need to File? If you created or registered your business before 2024, you need to file a BOI Report by the end of the year. If you created or registered your business in 2024, you need to file within 90 days. For businesses created in 2025 and beyond, you have 30 days to complete a BOI Report. CRUCIAL DEADLINES LISTED BELOW: CREATED BEFORE 2024: December 31, 2024 CREATED DURING 2024: 90 Days CREATED AFTER 2024: 30 Days file my BOIR NOW How Do I File? Please enter your information using the link below, and our team will handle the rest. Stress and hassle-free on your end! start filing here How Do I File? Enter your information using the link below, and our team will handle the rest. Stress and hassle-free on your end! start filing here start filing here How Do I File? Simply enter your information with the link below, our team will handle the rest. Stress and hassle free on your end! Start Filing Here FILL OUT THE FORM BELOW TO GET STARTED! -----ONLY $49 TO----- FILE TODAY Beneficial Ownership Information Reporting [forminator_form id="8071"] FAQs What is the Beneficial Ownership Information Report? A Beneficial Ownership Information (BOI) report details the individuals who have significant control or ownership over a company. Regulatory authorities typically require this report to enhance transparency and combat illegal activities like money laundering and terrorist financing. The BOI report generally includes the following: Identity Information : Names, birth dates, and national ID numbers of the beneficial owners. Ownership Details : The share or control percentage each beneficial owner holds in the company. Contact Information : Addresses and contact details of the beneficial owners. Nature of Control : An explanation of how the beneficial owners control the company, whether through direct ownership, voting rights, or other methods. Date of Ownership : The date when the individual became a beneficial owner. This report is crucial for improving corporate transparency and ensuring adherence to anti-money laundering (AML) and counter-terrorist financing (CTF) laws. What is a beneficial owner? A beneficial owner is an individual who ultimately holds ownership or control over a company or legal entity, even if this ownership is indirect or through a series of intermediaries. The beneficial owner is the person who benefits from ownership, such as receiving profits and having voting rights, regardless of whose name is officially on the registration. Key aspects of a beneficial owner include: Direct or Indirect Ownership : A beneficial owner may have their interest directly or via one or more layers of ownership. Significant Control : They wield significant influence over the company’s operations and decisions. Economic Benefits : They gain the financial benefits associated with ownership, including dividends and profits. Regulatory Importance : Identifying beneficial owners is critical for compliance with regulations, promoting transparency, and preventing illicit activities like money laundering and terrorist financing. Ownership Thresholds : Various jurisdictions may set specific thresholds (e.g., owning 25% or more of the company’s shares) to define who qualifies as a beneficial owner. Recognizing and identifying beneficial owners is crucial for corporate governance, adherence to regulations, and ensuring financial transparency. Who is exempt from filing a BOI report? Exemptions from filing a Beneficial Ownership Information (BOI) report vary by jurisdiction, but typically include the following: Publicly Traded Companies : Those whose securities are listed on a regulated stock exchange and must meet public disclosure requirements. Governmental Bodies : Federal, state, or local government organizations. Financial Institutions : Banks, credit unions, and other financial entities already under strict regulatory scrutiny. Subsidiaries of Exempt Entities : Entities wholly owned by one or more exempt organizations, like publicly traded companies or government bodies. Inactive Companies : Entities that have been inactive for a specified time, have no assets, and do not distribute dividends. Certain Nonprofits : Nonprofit organizations that are tax-exempt under specific tax code sections, such as 501(c)(3) entities in the United States. Regulated Entities : Organizations already subject to similar beneficial ow Book An Appointment with Our Expert Team - Flex Tax and Consulting Group (FTCG) --> Skip to content Flex Tax and Consulting Group (FTCG) TEL: (888) 802-7396 E-mail: [email protected] Flex Tax Remote Menu Services Industries Business Personal Financial Services Accredited Investor Verification Service Accredited Investors – How to Order a Verification Accredited Investor Verification Check-Out Accounting Services Beneficial Ownership Information Business Advisory Services Business Formation Services Business Formation Service Check-Out ITIN Application ITIN Application Check Out Tax Planning Advisory Tax Preparation and Compliance Services Why Us? IRS / State Tax Authority Notice Protection Plus – Audit Assistance Insurance Pricing Individual Business Strategic Tax Planning Book An Appointment Posts Contact US Career Pay Online Client Resource Center Testimony Secure File Pro Office Hours: Mon - Fri 10am - 6pm (Pacific Time) Book An Appointment Contact Us Menu Services Industries Business Personal Financial Services Accredited Investor Verification Service Accredited Investors – How to Order a Verification Accredited Investor Verification Check-Out Accounting Services Beneficial Ownership Information Business Advisory Services Business Formation Services Business Formation Service Check-Out ITIN Application ITIN Application Check Out Tax Planning Advisory Tax Preparation and Compliance Services Why Us? IRS / State Tax Authority Notice Protection Plus – Audit Assistance Insurance Pricing Individual Business Strategic Tax Planning Book An Appointment Posts Contact US Career Pay Online Client Resource Center Testimony Secure File Pro FLEX TAX REMOTE TEL: +1 (415) 842-2940 e-mail: [email protected] Office Hours: Mon - FRI 9am - 6pm (Pacific Time) | FroM 3/15 - 4/15 Extra hour on Sat 9AM - 4PM Get A Quote Menu Services Industries Business Personal Financial Services Accredited Investor Verification Service Accredited Investors – How to Order a Verification Accredited Investor Verification Check-Out Accounting Services Beneficial Ownership Information Business Advisory Services Business Formation Services Business Formation Service Check-Out ITIN Application ITIN Application Check Out Tax Planning Advisory Tax Preparation and Compliance Services Why Us? IRS / State Tax Authority Notice Protection Plus – Audit Assistance Insurance Pricing Individual Business Strategic Tax Planning Book An Appointment Posts Contact US Career Pay Online Client Resource Center Testimony Secure File Pro Book An Appointment Home » Book An Appointment Flex Tax and Consulting Appointment Cancellation and Refund Policy No Refunds – Refunds will not be issued if the client attends the scheduled consultation or receives the requested service during the appointment. Partial Refunds – If the client cancels an in-person appointment 24 hours or more before the scheduled time, a cancellation fee of $30.00 or 20% of the appointment fee (whichever is higher) will be deducted from the refund. Same-Day Online Cancellation Fee – For cancellations made within 3 hours of booking the appointment, a fee of $10.00 or 10% of the appointment fee (whichever is higher) will apply. Full Refunds – A full refund will be provided if the appointment is canceled by Flex Tax and Consulting Group. For questions or further clarification, please contact us at [email protected]. Experience the best with our 5-star rated review.    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 … read more 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) Siska G. 4/22/2022    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 … read more year. A L. 12/28/2022    Great service and solid team – thanks for all the hard and reliable work Matthew R. 10/06/2022    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 … read more 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!! lyds o. 4/05/2022    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 … read more 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. Talia Z. 5/31/2022    Will is very helpful in answering my questions and preparing the tax for me. I highly recommend him. Aaron H. 5/25/2022    I used Flex Tax and Consulting Group a few years for my tax needs and was thoroughly impressed. Their team made complex tax concepts easy to understand, providing clear, detailed … read more explanations and personalized advice. The professionalism, patience, and attention to detail were outstanding, making the entire process smooth and stress-free. Their customer service is top-notch, always responsive and genuinely invested in my financial well-being. Highly recommend Flex Tax for anyone seeking reliable and comprehensive tax services. A truly exceptional experience! R L. 2/20/2024    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 … read more impressed with their attention to detail and precise communications Vas S. 6/05/2022    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 ! … read more 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! Geeta C. 12/12/2022    I had a fantastic experience with Alex at Flex Tax and Consulting Group during my recent tax audit. He made the entire process smooth, handling everything with expertise and even … read more getting a lien removed after communicating with the IRS. His knowledge and professionalism really stood out. What I also appreciated was the convenience of scheduling appointments online, so I never had to worry about reaching someone by phone. Plus, they offer a free 20-minute consultation with every tax return, which was incredibly helpful for getting my q Contact US Flex Tax and Consulting Group (FTCG) --> Skip to content Flex Tax and Consulting Group (FTCG) TEL: (888) 802-7396 E-mail: [email protected] Flex Tax Remote Menu Services Industries Business Personal Financial Services Accredited Investor Verification Service Accredited Investors – How to Order a Verification Accredited Investor Verification Check-Out Accounting Services Beneficial Ownership Information Business Advisory Services Business Formation Services Business Formation Service Check-Out ITIN Application ITIN Application Check Out Tax Planning Advisory Tax Preparation and Compliance Services Why Us? IRS / State Tax Authority Notice Protection Plus – Audit Assistance Insurance Pricing Individual Business Strategic Tax Planning Book An Appointment Posts Contact US Career Pay Online Client Resource Center Testimony Secure File Pro Office Hours: Mon - Fri 10am - 6pm (Pacific Time) Book An Appointment Contact Us Menu Services Industries Business Personal Financial Services Accredited Investor Verification Service Accredited Investors – How to Order a Verification Accredited Investor Verification Check-Out Accounting Services Beneficial Ownership Information Business Advisory Services Business Formation Services Business Formation Service Check-Out ITIN Application ITIN Application Check Out Tax Planning Advisory Tax Preparation and Compliance Services Why Us? IRS / State Tax Authority Notice Protection Plus – Audit Assistance Insurance Pricing Individual Business Strategic Tax Planning Book An Appointment Posts Contact US Career Pay Online Client Resource Center Testimony Secure File Pro FLEX TAX REMOTE TEL: +1 (415) 842-2940 e-mail: [email protected] Office Hours: Mon - FRI 9am - 6pm (Pacific Time) | FroM 3/15 - 4/15 Extra hour on Sat 9AM - 4PM Get A Quote Menu Services Industries Business Personal Financial Services Accredited Investor Verification Service Accredited Investors – How to Order a Verification Accredited Investor Verification Check-Out Accounting Services Beneficial Ownership Information Business Advisory Services Business Formation Services Business Formation Service Check-Out ITIN Application ITIN Application Check Out Tax Planning Advisory Tax Preparation and Compliance Services Why Us? IRS / State Tax Authority Notice Protection Plus – Audit Assistance Insurance Pricing Individual Business Strategic Tax Planning Book An Appointment Posts Contact US Career Pay Online Client Resource Center Testimony Secure File Pro Contact US Home > Contact US Contact US Contact us Our California-based team is here to help! Submit the form or send us an email . Fill out Form Still Need Help! You can call our team from 9am-6pm PST Monday to Friday. Toll Free: ‪(888) 801-7396 ‬Direct No.: +1 (415) 842-2940 Visit us Monday - Friday 10:00 a.m. - 6.00 p.m. (Appointment Only) (PST) Busy Season (Feb 1 - Apr 15) Monday - Friday 10:00 a.m. - 6.00 p.m. (PST) ( Schedule appointment for walk-in) Saturday - Sunday 10:00 a.m. - 6.00 p.m. (PST) (Schedule appointment for walk-in) San Francisco, California 1160 Battery Street, Ste. 100, San Francisco, CA 94111 United States Learn more Las Vegas, Nevada (Satellite Office) 5348 Vegas Drive.#628, Las Vegas, NV 89108 United States Castro Valley, California 2811 Castro Valley Blvd., Ste. 206, Castro Valley, CA 94546 United States Learn more Los Angeles, California 3022 Durfee Ave, Suite B El Monte, CA 91732 United States New York, New York 135 E 57th St, 42nd Floor, New York, NY 10022 United States Learn more Houston, Texas 708 Main St, 42nd Floor Houston, TX 77002 United States Learn more Facebook-f Subscribe to Newsletter Contact Us [email protected] Toll Free: (888) 802-7396 SF: (415) 860-6288 NY: (917) 397-0949 HOU: (713) 396-0107 Monday - Friday (Saturday on Busy Season) 10:00 a.m. - 6.00 p.m. Terms and Conditions Legal Info Privacy Policy Terms of Service Accessibility Refund Policy Search for: Copyright © 2026 Flex Tax and Consulting Group (FTCG) | Powered by Flex Tax and Consulting Group (FTCG) Have Question? 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Call For Your Free Consultation +1 (888) 801-7396 Book An Appointment Usefull Links Industries Services Book An Appointment Secure File Pricing Legal Info Privacy Policy Terms of Service Refund Policy Hamburger Toggle Menu Contact Us [email protected] Toll Free: (888) 801-7396 Direct: (415) 860-6288 OUR nEWSLETTER Newsletter Subscription Copyright © 2026 Flex Tax and Consulting Group (FTCG) | Powered by Flex Tax and Consulting Group (FTCG) --> Book An Appointment with Our Expert Team - Flex Tax and Consulting Group (FTCG) --> Skip to content Flex Tax and Consulting Group (FTCG) TEL: (888) 802-7396 E-mail: [email protected] Flex Tax Remote Menu Services Industries Business Personal Financial Services Accredited Investor Verification Service Accredited Investors – How to Order a Verification Accredited Investor Verification Check-Out Accounting Services Beneficial Ownership Information Business Advisory Services Business Formation Services Business Formation Service Check-Out ITIN Application ITIN Application Check Out Tax Planning Advisory Tax Preparation and Compliance Services Why Us? IRS / State Tax Authority Notice Protection Plus – Audit Assistance Insurance Pricing Individual Business Strategic Tax Planning Book An Appointment Posts Contact US Career Pay Online Client Resource Center Testimony Secure File Pro Office Hours: Mon - Fri 10am - 6pm (Pacific Time) Book An Appointment Contact Us Menu Services Industries Business Personal Financial Services Accredited Investor Verification Service Accredited Investors – How to Order a Verification Accredited Investor Verification Check-Out Accounting Services Beneficial Ownership Information Business Advisory Services Business Formation Services Business Formation Service Check-Out ITIN Application ITIN Application Check Out Tax Planning Advisory Tax Preparation and Compliance Services Why Us? IRS / State Tax Authority Notice Protection Plus – Audit Assistance Insurance Pricing Individual Business Strategic Tax Planning Book An Appointment Posts Contact US Career Pay Online Client Resource Center Testimony Secure File Pro FLEX TAX REMOTE TEL: +1 (415) 842-2940 e-mail: [email protected] Office Hours: Mon - FRI 9am - 6pm (Pacific Time) | FroM 3/15 - 4/15 Extra hour on Sat 9AM - 4PM Get A Quote Menu Services Industries Business Personal Financial Services Accredited Investor Verification Service Accredited Investors – How to Order a Verification Accredited Investor Verification Check-Out Accounting Services Beneficial Ownership Information Business Advisory Services Business Formation Services Business Formation Service Check-Out ITIN Application ITIN Application Check Out Tax Planning Advisory Tax Preparation and Compliance Services Why Us? IRS / State Tax Authority Notice Protection Plus – Audit Assistance Insurance Pricing Individual Business Strategic Tax Planning Book An Appointment Posts Contact US Career Pay Online Client Resource Center Testimony Secure File Pro Book An Appointment Home » Book An Appointment Flex Tax and Consulting Appointment Cancellation and Refund Policy No Refunds – Refunds will not be issued if the client attends the scheduled consultation or receives the requested service during the appointment. Partial Refunds – If the client cancels an in-person appointment 24 hours or more before the scheduled time, a cancellation fee of $30.00 or 20% of the appointment fee (whichever is higher) will be deducted from the refund. Same-Day Online Cancellation Fee – For cancellations made within 3 hours of booking the appointment, a fee of $10.00 or 10% of the appointment fee (whichever is higher) will apply. Full Refunds – A full refund will be provided if the appointment is canceled by Flex Tax and Consulting Group. For questions or further clarification, please contact us at [email protected]. Experience the best with our 5-star rated review.    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 … read more 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) Siska G. 4/22/2022    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 … read more year. A L. 12/28/2022    Great service and solid team – thanks for all the hard and reliable work Matthew R. 10/06/2022    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 … read more 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!! lyds o. 4/05/2022    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 … read more 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. Talia Z. 5/31/2022    Will is very helpful in answering my questions and preparing the tax for me. I highly recommend him. Aaron H. 5/25/2022    I used Flex Tax and Consulting Group a few years for my tax needs and was thoroughly impressed. Their team made complex tax concepts easy to understand, providing clear, detailed … read more explanations and personalized advice. The professionalism, patience, and attention to detail were outstanding, making the entire process smooth and stress-free. Their customer service is top-notch, always responsive and genuinely invested in my financial well-being. Highly recommend Flex Tax for anyone seeking reliable and comprehensive tax services. A truly exceptional experience! R L. 2/20/2024    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 … read more impressed with their attention to detail and precise communications Vas S. 6/05/2022    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 ! … read more 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! Geeta C. 12/12/2022    I had a fantastic experience with Alex at Flex Tax and Consulting Group during my recent tax audit. He made the entire process smooth, handling everything with expertise and even … read more getting a lien removed after communicating with the IRS. His knowledge and professionalism really stood out. What I also appreciated was the convenience of scheduling appointments online, so I never had to worry about reaching someone by phone. Plus, they offer a free 20-minute consultation with every tax return, which was incredibly helpful for getting my q Terms of Service - Flex Tax and Consulting Group (FTCG) --> Skip to content Flex Tax and Consulting Group (FTCG) TEL: (888) 802-7396 E-mail: [email protected] Flex Tax Remote Menu Services Industries Business Personal Financial Services Accredited Investor Verification Service Accredited Investors – How to Order a Verification Accredited Investor Verification Check-Out Accounting Services Beneficial Ownership Information Business Advisory Services Business Formation Services Business Formation Service Check-Out ITIN Application ITIN Application Check Out Tax Planning Advisory Tax Preparation and Compliance Services Why Us? IRS / State Tax Authority Notice Protection Plus – Audit Assistance Insurance Pricing Individual Business Strategic Tax Planning Book An Appointment Posts Contact US Career Pay Online Client Resource Center Testimony Secure File Pro Office Hours: Mon - Fri 10am - 6pm (Pacific Time) Book An Appointment Contact Us Menu Services Industries Business Personal Financial Services Accredited Investor Verification Service Accredited Investors – How to Order a Verification Accredited Investor Verification Check-Out Accounting Services Beneficial Ownership Information Business Advisory Services Business Formation Services Business Formation Service Check-Out ITIN Application ITIN Application Check Out Tax Planning Advisory Tax Preparation and Compliance Services Why Us? IRS / State Tax Authority Notice Protection Plus – Audit Assistance Insurance Pricing Individual Business Strategic Tax Planning Book An Appointment Posts Contact US Career Pay Online Client Resource Center Testimony Secure File Pro FLEX TAX REMOTE TEL: +1 (415) 842-2940 e-mail: [email protected] Office Hours: Mon - FRI 9am - 6pm (Pacific Time) | FroM 3/15 - 4/15 Extra hour on Sat 9AM - 4PM Get A Quote Menu Services Industries Business Personal Financial Services Accredited Investor Verification Service Accredited Investors – How to Order a Verification Accredited Investor Verification Check-Out Accounting Services Beneficial Ownership Information Business Advisory Services Business Formation Services Business Formation Service Check-Out ITIN Application ITIN Application Check Out Tax Planning Advisory Tax Preparation and Compliance Services Why Us? IRS / State Tax Authority Notice Protection Plus – Audit Assistance Insurance Pricing Individual Business Strategic Tax Planning Book An Appointment Posts Contact US Career Pay Online Client Resource Center Testimony Secure File Pro Terms of Service Home » Terms of Service Terms of Service Last Updated: May 3rd, 2026 Notice of Business Transition Effective April 19, 2025, the intellectual property and business operations of Flex Tax and Consulting Group have been acquired by DRE Tax, Inc. from Flex-Tax, Inc. All active and incomplete engagements previously managed under Flex-Tax, Inc. will be transitioned to DRE Tax, Inc. moving forward. The same team of dedicated professionals will continue to serve you, ensuring a seamless transition and consistent quality of service. We are excited about this new chapter and look forward to continuing our mission of supporting the community with integrity and excellence. Please note that any inquiries or issues related to work completed prior to April 19, 2025, should be directed to Flex-Tax, Inc., as DRE Tax, Inc. assumes no responsibility for services rendered before the acquisition date. We appreciate your trust and look forward to working with you under DRE Tax, Inc. Welcome to DRE Tax, Inc. d/b/a Flex Tax and Consulting Group! You are now reading our Terms of Service (“ Terms ”). Please read these Terms carefully because they are an agreement between you and Flex Tax and Consulting Services (“ Flex Tax ,” “ we ,” or “ us ”) for your use of our website located at www.flextcg.com (the “ Site ”) and related services accessible via our Site and our mobile device application (“ App ”). The Site, App, and services are accessible are collectively referred to in these Terms as the “ Services .” 1. Agreement to Terms. Flex Tax is willing to provide the Services to you as our “ Customer ” only if you accept all the terms contained in these Terms. By clicking on the checkbox marked “I Accept” on the registration or checkout page or by accessing or installing. In other words, by using the Services, you agree to be bound by the Terms and to the collection and use of your information as set forth in our Privacy Policy at https://flextcg.com/privacy-policy . If you are agreeing to these Terms on behalf of a company, you represent that you have the authority to accept these Terms on behalf of the company and to bind the company to these Terms. In that case, “you” and “your” will refer to the company. If you do not agree with all of these Terms, then you must not accept them and you are not permitted to use the Services. IMPORTANT NOTICE REGARDING ARBITRATION: WHEN YOU AGREE TO THESE TERMS YOU ARE AGREEING (WITH LIMITED EXCEPTION) TO RESOLVE ANY DISPUTE BETWEEN YOU AND FLEX TAX THROUGH BINDING, INDIVIDUAL ARBITRATION RATHER THAN IN COURT. PLEASE REVIEW CAREFULLY SECTION 18 “DISPUTE RESOLUTION” BELOW FOR DETAILS REGARDING ARBITRATION (INCLUDING THE PROCEDURE TO OPT OUT OF ARBITRATION). 2. Changes to Terms or Services. We may update the Terms at any time, in our sole discretion. If we do so, we’ll let you know either by posting the updated Terms to the Site and App or through other communications. It’s important that you review the Terms whenever we update them or you use the Services. If you continue to use the Services after we have posted updated Terms, you are agreeing to be bound by the updated Terms. If you don’t agree to be bound by the updated Terms, then, except as otherwise provided in Section 18(g) “Effect of Changes on Arbitration,” you may not use the Services anymore. Because our Services are evolving over time we may change or discontinue all or any part of the Services, at any time and without notice, at our sole discretion. 3. Who May Use the Services? (a) Eligibility. You must permitted to file either federal or state taxes to use our Services. You may use the Services only if you can form a binding contract with Flex Tax. You agree to use the Services in compliance with these Terms and all applicable local, state, national, and international laws, rules and regulations. Any use or access to the Services by anyone under 13 strictly prohibited. The Services are not available to any Customers of the Services previously remove from the Services by Flex Tax. (b) Registration. If you want to use certain features of the Services you may have to create an account (“ Account ”). You can do this via the Site. (c) Accuracy of Account information. When creating your Account, you must provide accurate and complete information, including payment-related information. You are solely responsible for the activity that occurs on your Account, and you must keep your account password secure. You must notify Flex Tax immediately of any breach of security or unauthorized use of your account. We are not liable for any losses caused by any unauthorized use of your Account. (d) Customer ID and Password Security. You are the only person authorized to use your Customer ID and password and for maintaining the confidentiality of your Customer ID and password. You shall not permit or allow other persons to have access to or use your Customer ID and password. You are responsible for the use of the Services under your Customer ID. You are responsible for protecting the information on your computer. For instance, by installing anti-virus software, updating your software, password protecting your files, and not permitting third-party physical or electronic access to your computer or tax files. 4. Customer Information and Privacy. We care about the privacy of our Customers. You understand that by using the Services you agree to the collection. Using and disclosing of your personal information and aggregate information a Pricing - Flex Tax and Consulting Group (FTCG) Home Price --> Skip to content Flex Tax and Consulting Group (FTCG) TEL: (888) 802-7396 E-mail: [email protected] Flex Tax Remote Menu Services Industries Business Personal Financial Services Accredited Investor Verification Service Accredited Investors – How to Order a Verification Accredited Investor Verification Check-Out Accounting Services Beneficial Ownership Information Business Advisory Services Business Formation Services Business Formation Service Check-Out ITIN Application ITIN Application Check Out Tax Planning Advisory Tax Preparation and Compliance Services Why Us? IRS / State Tax Authority Notice Protection Plus – Audit Assistance Insurance Pricing Individual Business Strategic Tax Planning Book An Appointment Posts Contact US Career Pay Online Client Resource Center Testimony Secure File Pro Office Hours: Mon - Fri 10am - 6pm (Pacific Time) Book An Appointment Contact Us Menu Services Industries Business Personal Financial Services Accredited Investor Verification Service Accredited Investors – How to Order a Verification Accredited Investor Verification Check-Out Accounting Services Beneficial Ownership Information Business Advisory Services Business Formation Services Business Formation Service Check-Out ITIN Application ITIN Application Check Out Tax Planning Advisory Tax Preparation and Compliance Services Why Us? IRS / State Tax Authority Notice Protection Plus – Audit Assistance Insurance Pricing Individual Business Strategic Tax Planning Book An Appointment Posts Contact US Career Pay Online Client Resource Center Testimony Secure File Pro FLEX TAX REMOTE TEL: +1 (415) 842-2940 e-mail: [email protected] Office Hours: Mon - FRI 9am - 6pm (Pacific Time) | FroM 3/15 - 4/15 Extra hour on Sat 9AM - 4PM Get A Quote Menu Services Industries Business Personal Financial Services Accredited Investor Verification Service Accredited Investors – How to Order a Verification Accredited Investor Verification Check-Out Accounting Services Beneficial Ownership Information Business Advisory Services Business Formation Services Business Formation Service Check-Out ITIN Application ITIN Application Check Out Tax Planning Advisory Tax Preparation and Compliance Services Why Us? IRS / State Tax Authority Notice Protection Plus – Audit Assistance Insurance Pricing Individual Business Strategic Tax Planning Book An Appointment Posts Contact US Career Pay Online Client Resource Center Testimony Secure File Pro Pricing Home » Pricing Work in-person or virtually & connect as needed With 15 years of expertise, we’ve seen it all. Get started with your local tax expert, however you want. Estimate the price of your tax prep. No hidden or surprise fees. That’s our guarantee. Schedule In-Person (Castro Valley) or Online Appointment (click here) . Upfront and Transparent Pricing Individual Single Married File Jointly / Separately Head of Household Click Here Business Sole Proprietor Corporation Limited Liability Company Click Here Estate Tax Planning Retirement Insurance Estate / Trust Click Here Step-by-Step Guide to Getting Started ​ Step 1: Schedule Your Free 15-Minute Consultation Before making any commitments, we invite you to schedule a complimentary 15-minute consultation with our team. During this call, we’ll listen to your needs, answer questions, and outline how we may be able to support you. 👉 Schedule Your Free Call Step 2: Upload Documents to Our Secure Portal If you’d like us to prepare a detailed proposal, you can securely upload your documents to our Secure File Pro portal. This helps us evaluate your situation accurately and create a tailored quote. New clients will need to upload as a guest before we can set up a designated account (SSN/EIN verification process). 👉 Access the Secure File Pro Portal Step 3: Review Your Custom Quote Once we’ve reviewed your documents, we’ll send you a written quote outlining the scope of work, estimated fees, and terms. You’ll have the chance to carefully review everything and decide whether you’d like to move forward. Step 4: Confirm & Begin Engagement If you decide to proceed, you’ll confirm the quote by accepting it online. After that, one of the following will apply depending on your engagement type: Retainer Projects – You’ll first receive a formal quote. Once accepted, the system will automatically issue both a retainer invoice (typically 50%) and the full invoice. Please pay the retainer amount to begin the engagement. After the retainer payment is received, our team will start the work. The remaining balance will become due later when drafts are delivered for your review, based on the original invoice generated in Step 4. Full Upfront Projects – You’ll receive a combined quote and invoice for the full engagement. Work will begin once payment is received. Either way, you always review and approve the scope before any payment is required, and no work begins until you’ve had the chance to agree and confirm. Step 5: Draft Review & Final Deliverables Once we begin, our team will prepare your draft documents or reports and share them with you for review. This ensures you remain in full control before anything is finalized. For Retainer Projects – After you review and approve the draft, the remaining balance shown on your original invoice (from Step 4) will become due. Once that balance is paid, the final deliverables will be released. For Full Upfront Projects – Since the engagement is already paid in full, you’ll simply review the draft and share your feedback. Final deliverables will follow once you’ve given approval. Final deliverables may include: Completed and e-filed tax returns (if applicable) Consulting reports and recommendations Tax resolution filings and submissions to IRS/state agencies Our Promises to You​ We guarantee your maximum refund. And so much more. At Flex Tax, we have your back. That’s why we offer so many guarantees. Whether you file taxes in person or online, you can be sure these Flex Tax guarantees are in place to protect you during the process. Our guarantees (For Individual Filers and Schedule C Filers Only) No Surprise Guarantee Receive 20% off next year’s tax preparation if we fail to provide any of the four benefits included in our “No Surprise Guarantee” (Upfront Transparent Pricing, Transparent Process, and Free Audit Assistance). Limitations apply.  Review the description of benefits,  terms, and services . Maximum Refund Guarantee If you discover a Flex Tax error on your return that entitles you to a larger refund (or smaller tax liability), we’ll refund up to 25% of the tax prep fee for that return and file an amended return at no additional charge if you agree on our mitigation terms. To qualify for the Maximum Refund Guarantee, the refund claims must be made during the calendar year in which the return was prepared, and the larger refund or smaller tax liability must not be due to incomplete, inaccurate, or inconsistent information supplied by you, positions taken by you that may be unsubstantiated or incorrect, your choice not to claim a deduction or credit, conflicting tax laws, or changes in tax laws. 100% Accuracy Guarantee If Flex Tax makes an error on your return, we will reimburse you for any resulting penalties and interest up to $2,500 insured by Tax Protection Plus . To qualify for the 100% Accuracy Guarantee, the error must not be due to incomplete, inaccurate, or inconsistent information supplied by you, positions taken by you that may be unsubstantiated or incorrect, your choice not to claim a deduction or credit, conflicting tax laws, or changes in tax laws after January 1, 2025. 100% Satisfaction Guarantee For In-Person Client: We’re so certain you’ll be satisfied with the tax preparation services at our offices, you only pay us if you accept your return.** **By authorizing Flex Tax to e-file your tax return or by taking the completed return to file, you are accepting the return and a Business - Flex Tax and Consulting Group (FTCG) Home Price --> Skip to content Flex Tax and Consulting Group (FTCG) TEL: (888) 802-7396 E-mail: [email protected] Flex Tax Remote Menu Services Industries Business Personal Financial Services Accredited Investor Verification Service Accredited Investors – How to Order a Verification Accredited Investor Verification Check-Out Accounting Services Beneficial Ownership Information Business Advisory Services Business Formation Services Business Formation Service Check-Out ITIN Application ITIN Application Check Out Tax Planning Advisory Tax Preparation and Compliance Services Why Us? IRS / State Tax Authority Notice Protection Plus – Audit Assistance Insurance Pricing Individual Business Strategic Tax Planning Book An Appointment Posts Contact US Career Pay Online Client Resource Center Testimony Secure File Pro Office Hours: Mon - Fri 10am - 6pm (Pacific Time) Book An Appointment Contact Us Menu Services Industries Business Personal Financial Services Accredited Investor Verification Service Accredited Investors – How to Order a Verification Accredited Investor Verification Check-Out Accounting Services Beneficial Ownership Information Business Advisory Services Business Formation Services Business Formation Service Check-Out ITIN Application ITIN Application Check Out Tax Planning Advisory Tax Preparation and Compliance Services Why Us? IRS / State Tax Authority Notice Protection Plus – Audit Assistance Insurance Pricing Individual Business Strategic Tax Planning Book An Appointment Posts Contact US Career Pay Online Client Resource Center Testimony Secure File Pro FLEX TAX REMOTE TEL: +1 (415) 842-2940 e-mail: [email protected] Office Hours: Mon - FRI 9am - 6pm (Pacific Time) | FroM 3/15 - 4/15 Extra hour on Sat 9AM - 4PM Get A Quote Menu Services Industries Business Personal Financial Services Accredited Investor Verification Service Accredited Investors – How to Order a Verification Accredited Investor Verification Check-Out Accounting Services Beneficial Ownership Information Business Advisory Services Business Formation Services Business Formation Service Check-Out ITIN Application ITIN Application Check Out Tax Planning Advisory Tax Preparation and Compliance Services Why Us? IRS / State Tax Authority Notice Protection Plus – Audit Assistance Insurance Pricing Individual Business Strategic Tax Planning Book An Appointment Posts Contact US Career Pay Online Client Resource Center Testimony Secure File Pro Business Home > Business Business Plans Designed for Your Enterprise We invest time in your enterprise to provide a tailored financial strategy that contributes to your success. Bookeeping Tax CFO Services Core For pre-revenue companies < $30K monthly expenses and <100 transactions $514 /mo billed annually* < $60K monthly expenses and <100 transactions $576 /mo billed annually* < $100K monthly expenses and <250 transactions $658/mo billed annually* < $150K monthly expenses and <250 transactions $761 /mo billed annually* < $200K monthly expenses and <500 transactions $864 /mo billed annually* Scope of Service: Dedicated finance expert oversight Cash-basis bookkeeping with quarterly financial close → Monthly close available for an additional $155/month Preparation of Profit & Loss, Balance Sheet, and Cash Flow Statements Burn rate calculations (upon request) Pricing: $864/month , which includes a $200/month first-year pre-revenue discount Pricing covers one bank account and one credit card account → Each additional account adds $103–$155/month due to extra reconciliation work Pricing assumes up to 500 transactions per month ; higher volume may affect the fee structure Talk To An Expert Plus For revenue-generating companies Custom Pricing Starts at $1,500/mo We’ll look at the unique characteristics of your business like your revenue model, inventory volume, entity structure, and more to tailor a plan that’s right for you. Talk To An Expert All shown plans prepaid annually. Have more questions? Check out our FAQs → Our Tax Preparation Plan includes >>>>>>>>>>>>>>>>> Federal Corporation / Limited Liability Company Income Tax Filing State corporate income tax filing State franchise annual report filing Free tax extension Basic $ 1,300 & Up /yr Designed for small to mid-sized businesses, including profitable C-Corporations, S-Corporations, and LLCs without foreign reporting requirements. (Typically suited for businesses with under $2 million in annual revenue or assets.) Talk to an expert Essentials $ 2,450 & Up /yr Designed for established or expanding businesses with over $2 million in annual revenue or assets, including profitable C-Corporations, S-Corporations, and LLCs with foreign reporting requirements. (Typically suited for businesses with multiple entities, larger transaction volumes, or international operations.) Talk to an expert Basic $ 4,750 & Up /yr Designed for profitable C-Corporations, S-Corporations, and LLCs with multi-state apportionment or complex reporting requirements. (Typically suited for businesses operating in multiple jurisdictions or managing substantial interstate activities.) Talk to an expert Additional Services 1099–NEC filings 10 included, then $5 / filing Covers electronic filing fee. Preparation work in an additional service billed hourly. 1099-NEC contractor data collection $125 / hour Work completed by Flex to support 1099-NEC filings. Additional City income tax filings $250-500 / State 1 city filing is included with Tax Essentials and Hogh-Torch and additional fees will apply for more city filings. Additional state income tax filings $500 / State Foreign subsidiaries 5471 $2,000 / subsidiary Foreign Shareholder Return 5472 $500 / Subsidiary For foreign shareholders with >25% equity in the company for the tax year. Foreign Financial Accounts $200 / FBAR Include up to 6 foreign accounts. Additional carry an additional charge. Loan Experienced Staff $150 / Hour CPA Representation $375 / Hour IRS resolution & audit support, federal or state correspondence Talk To An Expert Other Tax Returns From 1023 or Form 1023-Ez Application for Tax Exempt Status $2,000 / Case Does Not Include Federal Fee (About $450 to $850 Form 990’s and all related forms $2,500 / Filing Covers electronic filing fee. Preparation work in an additional service billed hourly. Form 706 or Form 1041 and All Related Forms $2,000 / Filing Estate Tax Return (Form 706) or Income Tax Return for Estates and Trusts (Form 1041) Basic $ 2,250 /mo billed annually Your CFO analyzes business performance and extracts key insights + $8,100 Budget & Forecast Model charge Talk to an expert Essential $ 4,050 /mo billed annually Your CFO initiates strategic projects and becomes a catalyst for growth + $8,100 Budget & Forecast Model charge Talk to an expert High-Touch $ 6,750 /mo billed annually Your CFO becomes deeply integrated with your team to lead data-driven strategies Budget & Forecast Model charge waived! Talk to an expert The Budget & Forecast Model for every plan includes Fully customized financial model, including: Profit & Loss, Balance Sheet, and Cash Flow Budget vs actuals Headcount & compensation plan Scenario planning (base case, bear case, bull case) Industry-specific KPI dashboard Not seeing a plan that’s right for you? Get in touch and we’ll help you build a custom plan that meets your unique needs. CFO Services is a product offering from Flex. We do not provide any full-time or part-time corporate officers. Tax Extension Assistance If you need help filing a six-month tax extension without engaging our complete tax preparation services, we charge a $206 non-refundable upfront fee . This fee will be credited toward your tax preparation if you later engage us for filing your return. Please note: an extension only provides more time to file your return—it does not Business Formation Service - Flex Tax and Consulting Group (FTCG) --> Skip to content Flex Tax and Consulting Group (FTCG) TEL: (888) 802-7396 E-mail: [email protected] Flex Tax Remote Menu Services Industries Business Personal Financial Services Accredited Investor Verification Service Accredited Investors – How to Order a Verification Accredited Investor Verification Check-Out Accounting Services Beneficial Ownership Information Business Advisory Services Business Formation Services Business Formation Service Check-Out ITIN Application ITIN Application Check Out Tax Planning Advisory Tax Preparation and Compliance Services Why Us? IRS / State Tax Authority Notice Protection Plus – Audit Assistance Insurance Pricing Individual Business Strategic Tax Planning Book An Appointment Posts Contact US Career Pay Online Client Resource Center Testimony Secure File Pro Office Hours: Mon - Fri 10am - 6pm (Pacific Time) Book An Appointment Contact Us Menu Services Industries Business Personal Financial Services Accredited Investor Verification Service Accredited Investors – How to Order a Verification Accredited Investor Verification Check-Out Accounting Services Beneficial Ownership Information Business Advisory Services Business Formation Services Business Formation Service Check-Out ITIN Application ITIN Application Check Out Tax Planning Advisory Tax Preparation and Compliance Services Why Us? IRS / State Tax Authority Notice Protection Plus – Audit Assistance Insurance Pricing Individual Business Strategic Tax Planning Book An Appointment Posts Contact US Career Pay Online Client Resource Center Testimony Secure File Pro FLEX TAX REMOTE TEL: +1 (415) 842-2940 e-mail: [email protected] Office Hours: Mon - FRI 9am - 6pm (Pacific Time) | FroM 3/15 - 4/15 Extra hour on Sat 9AM - 4PM Get A Quote Menu Services Industries Business Personal Financial Services Accredited Investor Verification Service Accredited Investors – How to Order a Verification Accredited Investor Verification Check-Out Accounting Services Beneficial Ownership Information Business Advisory Services Business Formation Services Business Formation Service Check-Out ITIN Application ITIN Application Check Out Tax Planning Advisory Tax Preparation and Compliance Services Why Us? IRS / State Tax Authority Notice Protection Plus – Audit Assistance Insurance Pricing Individual Business Strategic Tax Planning Book An Appointment Posts Contact US Career Pay Online Client Resource Center Testimony Secure File Pro Business Formation Services Home > Services > Business Formation Services Business Formation Services Incorporation services, Forming an LLC & More Get Started Start with the right business Structure Ask An expert Ready for the first step? Select the following to review pricing options. Starter $499 Get Started One-Time Fee + State Fees Name Search / Reservation Standard Filing Speed (15-30 days) 15-Min Structure Consultation Premium $999 Get Started One-Time Fee + State Fees Name Search / Reservation Rush Filing Service (5-10 days) Operating Agreement/By-Law Template Employer ID Number (EIN) First-Year Free Registered Agent Service Compliance Reminders All in One Place 30-Min Structure Consultation S-Corporation Election Professional $699 Get Started One-Time Fee + State Fees Name Search / Reservation Expedite Filing Service (10-15 days) Operating Agreement/By-Law Template Employer ID Number (EIN) Compliance Reminders All in One Place 15-Min Structure Consultation We will Set Up the Business Structure that is Right for Your Business Limited Liability Company Forming an LLC is quick and easy, offers personal asset protection, and has fewer company formalities. S-Corporation An S Corporation avoids double taxation while also offering personal asset protection to its members. C-Corporation The most common type of corporation, a C Corp is owned by its shareholders and offers them personal asset protection. Non-Profit Organization Nonprofit organizations enjoy certain tax advantages and benefits. Surplus financial resources are put towards furthering the goals of the organization Professional Corporation A business structure for professions that generally require a license, PCs offer limited personal liability for the actions of other owners, as well as tax benefits and perpetual existence. EIN A Federal Employee Identification Number allows a business to open a bank account, hire employees, file taxes, and other business activities. 3 Simple Steps Tell us about your business We’ve taken the complexity out of forming your business entity. Our easy online form can be completed in just 10 minutes or less. We file the paperwork Based on the information you provide, we prepare all required documents and file them directly with the Secretary of State. Receive your documents Once your incorporation documents have been approved by the state, you will receive your completed business entity package by e-mail/mail. Why Us? Simple Customers fill out a simple questionnaire, make a few certifications, and upload supporting documentation. Reliable Companies can rest assured that use of Flex meets the new federal requirement of taking “reasonable steps” to verify the paperwork. Confidential All verification reviews are conducted by licensed certified public accountant who are bound by professional ethical codes and duties of confidentiality. Subscribe to Newsletter Contact Us [email protected] Toll Free: (888) 802-7396 SF: (415) 860-6288 NY: (917) 397-0949 HOU: (713) 396-0107 Monday - Friday (Saturday on Busy Season) 10:00 a.m. - 6.00 p.m. Terms and Conditions Legal Info Privacy Policy Terms of Service Accessibility Refund Policy Search for: Copyright © 2026 Flex Tax and Consulting Group (FTCG) | Powered by Flex Tax and Consulting Group (FTCG) Have Question? Please complete the following form and our team will be in touch shortly. Professional Firm that you can trust. Call For Your Free Consultation +1 (888) 801-7396 Book An Appointment Usefull Links Industries Services Book An Appointment Secure File Pricing Legal Info Privacy Policy Terms of Service Refund Policy Hamburger Toggle Menu Contact Us [email protected] Toll Free: (888) 801-7396 Direct: (415) 860-6288 OUR nEWSLETTER Newsletter Subscription Copyright © 2026 Flex Tax and Consulting Group (FTCG) | Powered by Flex Tax and Consulting Group (FTCG) --> Accredited Investors – How to Order a Verification FTCG --> Skip to content Flex Tax and Consulting Group (FTCG) TEL: (888) 802-7396 E-mail: [email protected] Flex Tax Remote Menu Services Industries Business Personal Financial Services Accredited Investor Verification Service Accredited Investors – How to Order a Verification Accredited Investor Verification Check-Out Accounting Services Beneficial Ownership Information Business Advisory Services Business Formation Services Business Formation Service Check-Out ITIN Application ITIN Application Check Out Tax Planning Advisory Tax Preparation and Compliance Services Why Us? IRS / State Tax Authority Notice Protection Plus – Audit Assistance Insurance Pricing Individual Business Strategic Tax Planning Book An Appointment Posts Contact US Career Pay Online Client Resource Center Testimony Secure File Pro Office Hours: Mon - Fri 10am - 6pm (Pacific Time) Book An Appointment Contact Us Menu Services Industries Business Personal Financial Services Accredited Investor Verification Service Accredited Investors – How to Order a Verification Accredited Investor Verification Check-Out Accounting Services Beneficial Ownership Information Business Advisory Services Business Formation Services Business Formation Service Check-Out ITIN Application ITIN Application Check Out Tax Planning Advisory Tax Preparation and Compliance Services Why Us? IRS / State Tax Authority Notice Protection Plus – Audit Assistance Insurance Pricing Individual Business Strategic Tax Planning Book An Appointment Posts Contact US Career Pay Online Client Resource Center Testimony Secure File Pro FLEX TAX REMOTE TEL: +1 (415) 842-2940 e-mail: [email protected] Office Hours: Mon - FRI 9am - 6pm (Pacific Time) | FroM 3/15 - 4/15 Extra hour on Sat 9AM - 4PM Get A Quote Menu Services Industries Business Personal Financial Services Accredited Investor Verification Service Accredited Investors – How to Order a Verification Accredited Investor Verification Check-Out Accounting Services Beneficial Ownership Information Business Advisory Services Business Formation Services Business Formation Service Check-Out ITIN Application ITIN Application Check Out Tax Planning Advisory Tax Preparation and Compliance Services Why Us? IRS / State Tax Authority Notice Protection Plus – Audit Assistance Insurance Pricing Individual Business Strategic Tax Planning Book An Appointment Posts Contact US Career Pay Online Client Resource Center Testimony Secure File Pro Accredited Investors – How to Order a Verification Home » Services » Accredited Investor Verification Service » Accredited Investors – How to Order a Verification Accredited Investors – How to Order a Verification Flex Tax and Consulting Group offers affordable, professional verification services for investors looking to prove their accredited investor status. Under securities laws, certain types of investments, such as generally solicited Reg D , Rule 506(c) offerings, are only available to accredited investors. With Flex Tax and Consulting Group, you can obtain self-verification quickly, confidentially, and cost-effectively. Speedy Verification Process Creating an investor account with flextcg.com is easy and secure. All we ask to order a verification is your name, an entity name (if you are investing through an entity), email. We accept PayPal and all major credit cards. After you’ve signed up, we’ll ask you a few questions about how you qualify as an accredited investor. We’ll then ask you to upload (or take a picture, if you’re on a tablet or mobile device) evidence supporting your answers. It’s an annoying process, but it’s required by law. Don’t trust other services that claim you don’t have to provide this information. With flextcg.com , you can expect your verification to be completed according to federal law requirements. Our user interface makes it as painless as possible. Most investors can complete the verification process in less than 5 minutes. Secured Information As part of the verification process, we might need to ask you for some private and sensitive information. Of course, we understand that it can be a little frightening to disclose your confidential information. That’s why we built a system that focuses on privacy and security above all else. We analyzed every step of the verification process and made it as secure and confidential for investors as we could. Our security and confidentially standards are more stringent than any other method of accredited investor verification. Prompt Notifications Provided that all necessary information has been uploaded, you’ll receive notice of verification in 1-2 business days. In the case of a successful verification, you’ll get a CPA’s letter certifying that you have been verified as an accredited investor pursuant to standards required by federal laws. If additional information is required for verification, we’ll send you an email asking for the necessary data. You can also keep track of all your verification requests. How to Order a Verification services refund Info Flex Tax and Consulting Group Individual tax flex tax and consulting group Subscribe to Newsletter Contact Us [email protected] Toll Free: (888) 802-7396 SF: (415) 860-6288 NY: (917) 397-0949 HOU: (713) 396-0107 Monday - Friday (Saturday on Busy Season) 10:00 a.m. - 6.00 p.m. Terms and Conditions Legal Info Privacy Policy Terms of Service Accessibility Refund Policy Search for: Copyright © 2026 Flex Tax and Consulting Group (FTCG) | Powered by Flex Tax and Consulting Group (FTCG) Have Question? Please complete the following form and our team will be in touch shortly. Professional Firm that you can trust. Call For Your Free Consultation +1 (888) 801-7396 Book An Appointment Usefull Links Industries Services Book An Appointment Secure File Pricing Legal Info Privacy Policy Terms of Service Refund Policy Hamburger Toggle Menu Contact Us [email protected] Toll Free: (888) 801-7396 Direct: (415) 860-6288 OUR nEWSLETTER Newsletter Subscription Copyright © 2026 Flex Tax and Consulting Group (FTCG) | Powered by Flex Tax and Consulting Group (FTCG) --> ITIN Application Check Out - Flex Tax and Consulting Group (FTCG) --> Skip to content Flex Tax and Consulting Group (FTCG) TEL: (888) 802-7396 E-mail: [email protected] Flex Tax Remote Menu Services Industries Business Personal Financial Services Accredited Investor Verification Service Accredited Investors – How to Order a Verification Accredited Investor Verification Check-Out Accounting Services Beneficial Ownership Information Business Advisory Services Business Formation Services Business Formation Service Check-Out ITIN Application ITIN Application Check Out Tax Planning Advisory Tax Preparation and Compliance Services Why Us? IRS / State Tax Authority Notice Protection Plus – Audit Assistance Insurance Pricing Individual Business Strategic Tax Planning Book An Appointment Posts Contact US Career Pay Online Client Resource Center Testimony Secure File Pro Office Hours: Mon - Fri 10am - 6pm (Pacific Time) Book An Appointment Contact Us Menu Services Industries Business Personal Financial Services Accredited Investor Verification Service Accredited Investors – How to Order a Verification Accredited Investor Verification Check-Out Accounting Services Beneficial Ownership Information Business Advisory Services Business Formation Services Business Formation Service Check-Out ITIN Application ITIN Application Check Out Tax Planning Advisory Tax Preparation and Compliance Services Why Us? IRS / State Tax Authority Notice Protection Plus – Audit Assistance Insurance Pricing Individual Business Strategic Tax Planning Book An Appointment Posts Contact US Career Pay Online Client Resource Center Testimony Secure File Pro FLEX TAX REMOTE TEL: +1 (415) 842-2940 e-mail: [email protected] Office Hours: Mon - FRI 9am - 6pm (Pacific Time) | FroM 3/15 - 4/15 Extra hour on Sat 9AM - 4PM Get A Quote Menu Services Industries Business Personal Financial Services Accredited Investor Verification Service Accredited Investors – How to Order a Verification Accredited Investor Verification Check-Out Accounting Services Beneficial Ownership Information Business Advisory Services Business Formation Services Business Formation Service Check-Out ITIN Application ITIN Application Check Out Tax Planning Advisory Tax Preparation and Compliance Services Why Us? IRS / State Tax Authority Notice Protection Plus – Audit Assistance Insurance Pricing Individual Business Strategic Tax Planning Book An Appointment Posts Contact US Career Pay Online Client Resource Center Testimony Secure File Pro ITIN Application Check Out Home > Services > ITIN Application Check Out ITIN Application Check Out The Fastest Way To Get Your ITIN Subscribe to Newsletter Contact Us [email protected] Toll Free: (888) 802-7396 SF: (415) 860-6288 NY: (917) 397-0949 HOU: (713) 396-0107 Monday - Friday (Saturday on Busy Season) 10:00 a.m. - 6.00 p.m. Terms and Conditions Legal Info Privacy Policy Terms of Service Accessibility Refund Policy Search for: Copyright © 2026 Flex Tax and Consulting Group (FTCG) | Powered by Flex Tax and Consulting Group (FTCG) Have Question? Please complete the following form and our team will be in touch shortly. Professional Firm that you can trust. Call For Your Free Consultation +1 (888) 801-7396 Book An Appointment Usefull Links Industries Services Book An Appointment Secure File Pricing Legal Info Privacy Policy Terms of Service Refund Policy Hamburger Toggle Menu Contact Us [email protected] Toll Free: (888) 801-7396 Direct: (415) 860-6288 OUR nEWSLETTER Newsletter Subscription Copyright © 2026 Flex Tax and Consulting Group (FTCG) | Powered by Flex Tax and Consulting Group (FTCG) --> Legal Info - Flex Tax and Consulting Group (FTCG) --> Skip to content Flex Tax and Consulting Group (FTCG) TEL: (888) 802-7396 E-mail: [email protected] Flex Tax Remote Menu Services Industries Business Personal Financial Services Accredited Investor Verification Service Accredited Investors – How to Order a Verification Accredited Investor Verification Check-Out Accounting Services Beneficial Ownership Information Business Advisory Services Business Formation Services Business Formation Service Check-Out ITIN Application ITIN Application Check Out Tax Planning Advisory Tax Preparation and Compliance Services Why Us? IRS / State Tax Authority Notice Protection Plus – Audit Assistance Insurance Pricing Individual Business Strategic Tax Planning Book An Appointment Posts Contact US Career Pay Online Client Resource Center Testimony Secure File Pro Office Hours: Mon - Fri 10am - 6pm (Pacific Time) Book An Appointment Contact Us Menu Services Industries Business Personal Financial Services Accredited Investor Verification Service Accredited Investors – How to Order a Verification Accredited Investor Verification Check-Out Accounting Services Beneficial Ownership Information Business Advisory Services Business Formation Services Business Formation Service Check-Out ITIN Application ITIN Application Check Out Tax Planning Advisory Tax Preparation and Compliance Services Why Us? IRS / State Tax Authority Notice Protection Plus – Audit Assistance Insurance Pricing Individual Business Strategic Tax Planning Book An Appointment Posts Contact US Career Pay Online Client Resource Center Testimony Secure File Pro FLEX TAX REMOTE TEL: +1 (415) 842-2940 e-mail: [email protected] Office Hours: Mon - FRI 9am - 6pm (Pacific Time) | FroM 3/15 - 4/15 Extra hour on Sat 9AM - 4PM Get A Quote Menu Services Industries Business Personal Financial Services Accredited Investor Verification Service Accredited Investors – How to Order a Verification Accredited Investor Verification Check-Out Accounting Services Beneficial Ownership Information Business Advisory Services Business Formation Services Business Formation Service Check-Out ITIN Application ITIN Application Check Out Tax Planning Advisory Tax Preparation and Compliance Services Why Us? IRS / State Tax Authority Notice Protection Plus – Audit Assistance Insurance Pricing Individual Business Strategic Tax Planning Book An Appointment Posts Contact US Career Pay Online Client Resource Center Testimony Secure File Pro Legal Info Home » Legal Info Legal Info Last Updated: Apirl 19, 2025 All material on the DRE Tax, Inc. dba Flex Tax and Consulting Group’s website is for informational purposes only and should not be construed otherwise. These materials must not be relied upon for financial, tax, business, or any other decisions without seeking appropriate professional advice. Flex Tax and Consulting Group is only responsible for those specific professional services that we agree to provide to clients named in service agreements that we have executed. The use of our website does not create any professional obligation or relationship on the part of Flex Tax and Consulting Group. 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Subscribe to Newsletter Contact Us [email protected] Toll Free: (888) 802-7396 SF: (415) 860-6288 NY: (917) 397-0949 HOU: (713) 396-0107 Monday - Friday (Saturday on Busy Season) 10:00 a.m. - 6.00 p.m. Terms and Conditions Legal Info Privacy Policy Terms of Service Accessibility Refund Policy Search for: Copyright © 2026 Flex Tax and Consulting Group (FTCG) | Powered by Flex Tax and Consulting Group (FTCG) Have Question? Please complete the following form and our team will be in touch shortly. Professional Firm that you can trust. Call For Your Free Consultation +1 (888) 801-7396 Book An Appointment Usefull Links Industries Services Book An Appointment Secure File Pricing Legal Info Privacy Policy Terms of Service Refund Policy Hamburger Toggle Menu Contact Us [email protected] Toll Free: (888) 801-7396 Direct: (415) 860-6288 OUR nEWSLETTER Newsletter Subscription Copyright © 2026 Flex Tax and Consulting Group (FTCG) | Powered by Flex Tax and Consulting Group (FTCG) --> Why Us? - Flex Tax and Consulting Group (FTCG) --> Skip to content Flex Tax and Consulting Group (FTCG) TEL: (888) 802-7396 E-mail: [email protected] Flex Tax Remote Menu Services Industries Business Personal Financial Services Accredited Investor Verification Service Accredited Investors – How to Order a Verification Accredited Investor Verification Check-Out Accounting Services Beneficial Ownership Information Business Advisory Services Business Formation Services Business Formation Service Check-Out ITIN Application ITIN Application Check Out Tax Planning Advisory Tax Preparation and Compliance Services Why Us? IRS / State Tax Authority Notice Protection Plus – Audit Assistance Insurance Pricing Individual Business Strategic Tax Planning Book An Appointment Posts Contact US Career Pay Online Client Resource Center Testimony Secure File Pro Office Hours: Mon - Fri 10am - 6pm (Pacific Time) Book An Appointment Contact Us Menu Services Industries Business Personal Financial Services Accredited Investor Verification Service Accredited Investors – How to Order a Verification Accredited Investor Verification Check-Out Accounting Services Beneficial Ownership Information Business Advisory Services Business Formation Services Business Formation Service Check-Out ITIN Application ITIN Application Check Out Tax Planning Advisory Tax Preparation and Compliance Services Why Us? IRS / State Tax Authority Notice Protection Plus – Audit Assistance Insurance Pricing Individual Business Strategic Tax Planning Book An Appointment Posts Contact US Career Pay Online Client Resource Center Testimony Secure File Pro FLEX TAX REMOTE TEL: +1 (415) 842-2940 e-mail: [email protected] Office Hours: Mon - FRI 9am - 6pm (Pacific Time) | FroM 3/15 - 4/15 Extra hour on Sat 9AM - 4PM Get A Quote Menu Services Industries Business Personal Financial Services Accredited Investor Verification Service Accredited Investors – How to Order a Verification Accredited Investor Verification Check-Out Accounting Services Beneficial Ownership Information Business Advisory Services Business Formation Services Business Formation Service Check-Out ITIN Application ITIN Application Check Out Tax Planning Advisory Tax Preparation and Compliance Services Why Us? IRS / State Tax Authority Notice Protection Plus – Audit Assistance Insurance Pricing Individual Business Strategic Tax Planning Book An Appointment Posts Contact US Career Pay Online Client Resource Center Testimony Secure File Pro Why Us? Home » Why Us? Why Us? Chat with Us Today Tax questions, Claiming Dependents, Itemizing Deductions Business Deduction and Credit, Software Advisory Tax Filing, Tax Audit and Resolutions Financial Statement Audit Services Financial Planning for Individuals and Business Call For Help: (888) 801-7396 Email Us For Information: [email protected] Office Hour: Monday to Friday 10 am to 6 pm PST Schedule a call today Flex Tax provides help and advice for Individuals and Businesses. Learn Our Pricing SERVICES WE PROVIDE Audit and Tax Flex Tax offers clients a full range of audit and tax services, most notably in the real estate and community development field. Learn More Accounting Services FTCG prepares financial statements per Generally Accepted Accounting Principles (GAAP) for use by banks, investors, and third parties. Learn More Consulting Flex Tax offers clients a full range of audit and tax services, most notably in the real estate and community development field. Learn More We Aim To Provide Expert Advice And Quality Service We Will Take Care The Rest Relax, knowing we’re maximizing every possible deduction. Calculate your refund. Your Tax Expert will be working to prepare your return and get the most back. Look through your return and sign when you’re happy and ready. Schedule a call today Testimonials We Serve Our Clients With The Best of our capacity Testimonials are written or recorded statements that support our credibility and level of expertise. Thet also strengthens our reputation by expressing the trust that our clients have on us. Subscribe to Newsletter Contact Us [email protected] Toll Free: (888) 802-7396 SF: (415) 860-6288 NY: (917) 397-0949 HOU: (713) 396-0107 Monday - Friday (Saturday on Busy Season) 10:00 a.m. - 6.00 p.m. Terms and Conditions Legal Info Privacy Policy Terms of Service Accessibility Refund Policy Search for: Copyright © 2026 Flex Tax and Consulting Group (FTCG) | Powered by Flex Tax and Consulting Group (FTCG) Have Question? Please complete the following form and our team will be in touch shortly. Professional Firm that you can trust. Call For Your Free Consultation +1 (888) 801-7396 Book An Appointment Usefull Links Industries Services Book An Appointment Secure File Pricing Legal Info Privacy Policy Terms of Service Refund Policy Hamburger Toggle Menu Contact Us [email protected] Toll Free: (888) 801-7396 Direct: (415) 860-6288 OUR nEWSLETTER Newsletter Subscription Copyright © 2026 Flex Tax and Consulting Group (FTCG) | Powered by Flex Tax and Consulting Group (FTCG) --> Business Advisory Services - Flex Tax and Consulting Group (FTCG) --> Skip to content Flex Tax and Consulting Group (FTCG) TEL: (888) 802-7396 E-mail: [email protected] Flex Tax Remote Menu Services Industries Business Personal Financial Services Accredited Investor Verification Service Accredited Investors – How to Order a Verification Accredited Investor Verification Check-Out Accounting Services Beneficial Ownership Information Business Advisory Services Business Formation Services Business Formation Service Check-Out ITIN Application ITIN Application Check Out Tax Planning Advisory Tax Preparation and Compliance Services Why Us? IRS / State Tax Authority Notice Protection Plus – Audit Assistance Insurance Pricing Individual Business Strategic Tax Planning Book An Appointment Posts Contact US Career Pay Online Client Resource Center Testimony Secure File Pro Office Hours: Mon - Fri 10am - 6pm (Pacific Time) Book An Appointment Contact Us Menu Services Industries Business Personal Financial Services Accredited Investor Verification Service Accredited Investors – How to Order a Verification Accredited Investor Verification Check-Out Accounting Services Beneficial Ownership Information Business Advisory Services Business Formation Services Business Formation Service Check-Out ITIN Application ITIN Application Check Out Tax Planning Advisory Tax Preparation and Compliance Services Why Us? IRS / State Tax Authority Notice Protection Plus – Audit Assistance Insurance Pricing Individual Business Strategic Tax Planning Book An Appointment Posts Contact US Career Pay Online Client Resource Center Testimony Secure File Pro FLEX TAX REMOTE TEL: +1 (415) 842-2940 e-mail: [email protected] Office Hours: Mon - FRI 9am - 6pm (Pacific Time) | FroM 3/15 - 4/15 Extra hour on Sat 9AM - 4PM Get A Quote Menu Services Industries Business Personal Financial Services Accredited Investor Verification Service Accredited Investors – How to Order a Verification Accredited Investor Verification Check-Out Accounting Services Beneficial Ownership Information Business Advisory Services Business Formation Services Business Formation Service Check-Out ITIN Application ITIN Application Check Out Tax Planning Advisory Tax Preparation and Compliance Services Why Us? IRS / State Tax Authority Notice Protection Plus – Audit Assistance Insurance Pricing Individual Business Strategic Tax Planning Book An Appointment Posts Contact US Career Pay Online Client Resource Center Testimony Secure File Pro Business Advisory Services Home > Services > Business Advisory Services Services Accounting Services Beneficial Ownership Information Business Advisory Services Tax Preparation and Compliance Services Why Us? IRS / State Tax Authority Notice Business Formation Services Business Formation Service Check-Out Protection Plus – Audit Assistance Insurance Business Advisory Services Business Advisory Services Online Tools and Resources Access a suite of applications and tools designed to streamline operations and empower your business. Business Valuations Flex Tax and Consulting Group offers cost-effective and efficient business valuation services, providing accurate insights to support your strategic decisions. Buying and Selling a Business Whether you’re buying or selling a business, our team provides expert guidance: For Buyers: We assess local market conditions, industry trends, and the financial health of potential acquisitions. For Sellers: We offer advice on securing the best sale price and structuring favorable contract payout terms. Management Advisory Services Our comprehensive management advisory services include: Systems implementation and management Cost control strategies Employee benefit plan restructuring And more to optimize your business operations. Mergers and Acquisitions (M&A) Our experienced M&A advisors provide the financial analysis and due diligence necessary for successful transactions. We guide you through financing options, financial disclosures, non-compete agreements, and other critical considerations. Fraud Prevention and Detection Protect your business from internal threats. We implement robust systems to safeguard your assets and detect fraudulent activities, ensuring peace of mind. Internet Commerce Navigate the complexities of internet commerce with confidence. Our firm understands the tax compliance and technological challenges of online business ventures and provides solutions to help you succeed. Flex Tax and Consulting Group is your trusted partner for all aspects of business ownership and growth. Let us help you achieve your goals Trusted CPA Services Schedule a Free Consulatation Are you looking for reliable and efficient Tax Professional? Hire our Professional today. Our team of experts will provide personalized solutions and peace of mind. BOOK NOW Subscribe to Newsletter Contact Us [email protected] Toll Free: (888) 802-7396 SF: (415) 860-6288 NY: (917) 397-0949 HOU: (713) 396-0107 Monday - Friday (Saturday on Busy Season) 10:00 a.m. - 6.00 p.m. Terms and Conditions Legal Info Privacy Policy Terms of Service Accessibility Refund Policy Search for: Copyright © 2026 Flex Tax and Consulting Group (FTCG) | Powered by Flex Tax and Consulting Group (FTCG) Have Question? Please complete the following form and our team will be in touch shortly. Professional Firm that you can trust. Call For Your Free Consultation +1 (888) 801-7396 Book An Appointment Usefull Links Industries Services Book An Appointment Secure File Pricing Legal Info Privacy Policy Terms of Service Refund Policy Hamburger Toggle Menu Contact Us [email protected] Toll Free: (888) 801-7396 Direct: (415) 860-6288 OUR nEWSLETTER Newsletter Subscription Copyright © 2026 Flex Tax and Consulting Group (FTCG) | Powered by Flex Tax and Consulting Group (FTCG) --> Business Formation Package - Flex Tax and Consulting Group (FTCG) --> Skip to content Flex Tax and Consulting Group (FTCG) TEL: (888) 802-7396 E-mail: [email protected] Flex Tax Remote Menu Services Industries Business Personal Financial Services Accredited Investor Verification Service Accredited Investors – How to Order a Verification Accredited Investor Verification Check-Out Accounting Services Beneficial Ownership Information Business Advisory Services Business Formation Services Business Formation Service Check-Out ITIN Application ITIN Application Check Out Tax Planning Advisory Tax Preparation and Compliance Services Why Us? IRS / State Tax Authority Notice Protection Plus – Audit Assistance Insurance Pricing Individual Business Strategic Tax Planning Book An Appointment Posts Contact US Career Pay Online Client Resource Center Testimony Secure File Pro Office Hours: Mon - Fri 10am - 6pm (Pacific Time) Book An Appointment Contact Us Menu Services Industries Business Personal Financial Services Accredited Investor Verification Service Accredited Investors – How to Order a Verification Accredited Investor Verification Check-Out Accounting Services Beneficial Ownership Information Business Advisory Services Business Formation Services Business Formation Service Check-Out ITIN Application ITIN Application Check Out Tax Planning Advisory Tax Preparation and Compliance Services Why Us? IRS / State Tax Authority Notice Protection Plus – Audit Assistance Insurance Pricing Individual Business Strategic Tax Planning Book An Appointment Posts Contact US Career Pay Online Client Resource Center Testimony Secure File Pro FLEX TAX REMOTE TEL: +1 (415) 842-2940 e-mail: [email protected] Office Hours: Mon - FRI 9am - 6pm (Pacific Time) | FroM 3/15 - 4/15 Extra hour on Sat 9AM - 4PM Get A Quote Menu Services Industries Business Personal Financial Services Accredited Investor Verification Service Accredited Investors – How to Order a Verification Accredited Investor Verification Check-Out Accounting Services Beneficial Ownership Information Business Advisory Services Business Formation Services Business Formation Service Check-Out ITIN Application ITIN Application Check Out Tax Planning Advisory Tax Preparation and Compliance Services Why Us? IRS / State Tax Authority Notice Protection Plus – Audit Assistance Insurance Pricing Individual Business Strategic Tax Planning Book An Appointment Posts Contact US Career Pay Online Client Resource Center Testimony Secure File Pro Business Formation Service Check-Out Home » Services » Business Formation Services » Business Formation Service Check-Out Business Formation Service Check-Out Before you fill out the Business Incorporated form below, please read carefully of each section guidelines. Subscribe to Newsletter Contact Us [email protected] Toll Free: (888) 802-7396 SF: (415) 860-6288 NY: (917) 397-0949 HOU: (713) 396-0107 Monday - Friday (Saturday on Busy Season) 10:00 a.m. - 6.00 p.m. Terms and Conditions Legal Info Privacy Policy Terms of Service Accessibility Refund Policy Search for: Copyright © 2026 Flex Tax and Consulting Group (FTCG) | Powered by Flex Tax and Consulting Group (FTCG) Have Question? Please complete the following form and our team will be in touch shortly. Professional Firm that you can trust. Call For Your Free Consultation +1 (888) 801-7396 Book An Appointment Usefull Links Industries Services Book An Appointment Secure File Pricing Legal Info Privacy Policy Terms of Service Refund Policy Hamburger Toggle Menu Contact Us [email protected] Toll Free: (888) 801-7396 Direct: (415) 860-6288 OUR nEWSLETTER Newsletter Subscription Copyright © 2026 Flex Tax and Consulting Group (FTCG) | Powered by Flex Tax and Consulting Group (FTCG) --> Industries We Serve - Flex Tax and Consulting Group (FTCG) --> Skip to content Flex Tax and Consulting Group (FTCG) TEL: (888) 802-7396 E-mail: [email protected] Flex Tax Remote Menu Services Industries Business Personal Financial Services Accredited Investor Verification Service Accredited Investors – How to Order a Verification Accredited Investor Verification Check-Out Accounting Services Beneficial Ownership Information Business Advisory Services Business Formation Services Business Formation Service Check-Out ITIN Application ITIN Application Check Out Tax Planning Advisory Tax Preparation and Compliance Services Why Us? IRS / State Tax Authority Notice Protection Plus – Audit Assistance Insurance Pricing Individual Business Strategic Tax Planning Book An Appointment Posts Contact US Career Pay Online Client Resource Center Testimony Secure File Pro Office Hours: Mon - Fri 10am - 6pm (Pacific Time) Book An Appointment Contact Us Menu Services Industries Business Personal Financial Services Accredited Investor Verification Service Accredited Investors – How to Order a Verification Accredited Investor Verification Check-Out Accounting Services Beneficial Ownership Information Business Advisory Services Business Formation Services Business Formation Service Check-Out ITIN Application ITIN Application Check Out Tax Planning Advisory Tax Preparation and Compliance Services Why Us? IRS / State Tax Authority Notice Protection Plus – Audit Assistance Insurance Pricing Individual Business Strategic Tax Planning Book An Appointment Posts Contact US Career Pay Online Client Resource Center Testimony Secure File Pro FLEX TAX REMOTE TEL: +1 (415) 842-2940 e-mail: [email protected] Office Hours: Mon - FRI 9am - 6pm (Pacific Time) | FroM 3/15 - 4/15 Extra hour on Sat 9AM - 4PM Get A Quote Menu Services Industries Business Personal Financial Services Accredited Investor Verification Service Accredited Investors – How to Order a Verification Accredited Investor Verification Check-Out Accounting Services Beneficial Ownership Information Business Advisory Services Business Formation Services Business Formation Service Check-Out ITIN Application ITIN Application Check Out Tax Planning Advisory Tax Preparation and Compliance Services Why Us? IRS / State Tax Authority Notice Protection Plus – Audit Assistance Insurance Pricing Individual Business Strategic Tax Planning Book An Appointment Posts Contact US Career Pay Online Client Resource Center Testimony Secure File Pro Industries Home > Industries Industries Business Personal Financial Services Industries Industries Accounting, Tax Consultation, and Expense Reduction At Flex Tax and Consulting Group, our tax accountants stay current with ever-changing federal, state, and local tax laws, including those in California and San Francisco. We leverage this expertise to secure every deduction your business or corporation is entitled to, ensuring you pay the least amount of income tax possible. From the latest tax legislation to complex tax codes, we have the knowledge needed to optimize your tax outcomes. We understand the intricacies of different business structures—whether you operate as an S Corporation, C Corporation, LLC, or Partnership. Our team is equipped with the experience and expertise to effectively prepare tax returns and address unique business issues. Serving Businesses Nationwide Flex Tax and Consulting Group partners with a diverse range of businesses across cities such as San Francisco, Houston, and New York. From technology firms and legal services to non-profits, we provide unparalleled tax preparation and consulting services tailored to each client’s needs. Why Choose Us? Our seasoned San Francisco CPAs specialize in business and corporate tax preparation. With years of experience, we help businesses of all sizes reduce their tax burden and maximize savings. Our commitment doesn’t stop at tax preparation—we offer comprehensive financial strategies to support your business’s success. Let us help your business navigate the complexities of tax laws and minimize tax expenditures. Flex Tax and Consulting Group is here to be your trusted partner in achieving financial efficiency. See more at: Individuals Business Schedule a call Trusted CPA Services Schedule a Free Consulatation Are you looking for reliable and efficient Tax Professional? Hire our Professional today. Our team of experts will provide personalized solutions and peace of mind. BOOK NOW Subscribe to Newsletter Contact Us [email protected] Toll Free: (888) 802-7396 SF: (415) 860-6288 NY: (917) 397-0949 HOU: (713) 396-0107 Monday - Friday (Saturday on Busy Season) 10:00 a.m. - 6.00 p.m. Terms and Conditions Legal Info Privacy Policy Terms of Service Accessibility Refund Policy Search for: Copyright © 2026 Flex Tax and Consulting Group (FTCG) | Powered by Flex Tax and Consulting Group (FTCG) Have Question? Please complete the following form and our team will be in touch shortly. Professional Firm that you can trust. Call For Your Free Consultation +1 (888) 801-7396 Book An Appointment Usefull Links Industries Services Book An Appointment Secure File Pricing Legal Info Privacy Policy Terms of Service Refund Policy Hamburger Toggle Menu Contact Us [email protected] Toll Free: (888) 801-7396 Direct: (415) 860-6288 OUR nEWSLETTER Newsletter Subscription Copyright © 2026 Flex Tax and Consulting Group (FTCG) | Powered by Flex Tax and Consulting Group (FTCG) --> Secure File Pro - Flex Tax and Consulting Group (FTCG) --> Skip to content Flex Tax and Consulting Group (FTCG) TEL: (888) 802-7396 E-mail: [email protected] Flex Tax Remote Menu Services Industries Business Personal Financial Services Accredited Investor Verification Service Accredited Investors – How to Order a Verification Accredited Investor Verification Check-Out Accounting Services Beneficial Ownership Information Business Advisory Services Business Formation Services Business Formation Service Check-Out ITIN Application ITIN Application Check Out Tax Planning Advisory Tax Preparation and Compliance Services Why Us? IRS / State Tax Authority Notice Protection Plus – Audit Assistance Insurance Pricing Individual Business Strategic Tax Planning Book An Appointment Posts Contact US Career Pay Online Client Resource Center Testimony Secure File Pro Office Hours: Mon - Fri 10am - 6pm (Pacific Time) Book An Appointment Contact Us Menu Services Industries Business Personal Financial Services Accredited Investor Verification Service Accredited Investors – How to Order a Verification Accredited Investor Verification Check-Out Accounting Services Beneficial Ownership Information Business Advisory Services Business Formation Services Business Formation Service Check-Out ITIN Application ITIN Application Check Out Tax Planning Advisory Tax Preparation and Compliance Services Why Us? IRS / State Tax Authority Notice Protection Plus – Audit Assistance Insurance Pricing Individual Business Strategic Tax Planning Book An Appointment Posts Contact US Career Pay Online Client Resource Center Testimony Secure File Pro FLEX TAX REMOTE TEL: +1 (415) 842-2940 e-mail: [email protected] Office Hours: Mon - FRI 9am - 6pm (Pacific Time) | FroM 3/15 - 4/15 Extra hour on Sat 9AM - 4PM Get A Quote Menu Services Industries Business Personal Financial Services Accredited Investor Verification Service Accredited Investors – How to Order a Verification Accredited Investor Verification Check-Out Accounting Services Beneficial Ownership Information Business Advisory Services Business Formation Services Business Formation Service Check-Out ITIN Application ITIN Application Check Out Tax Planning Advisory Tax Preparation and Compliance Services Why Us? IRS / State Tax Authority Notice Protection Plus – Audit Assistance Insurance Pricing Individual Business Strategic Tax Planning Book An Appointment Posts Contact US Career Pay Online Client Resource Center Testimony Secure File Pro Secure File Pro Home » Secure File Pro Secure File Pro Sign in to Flex Tax Consulting Group Client login | Guest File Exchange Get files from you You uploads files to us, which speeds up our services and saves you a trip to our office. Send files to you We upload the document for you to to download whenever it is convenient. Anytime, anywhere You can upload or download files at any time, from any device with internet access. Relax ... it’s secure Your files are always protected by tough, industry-standard security measures. Dcoument Checklist Portal Instruction Document Checklist Individual Income Tax Return / Consulting Personal Information A Social Security or tax ID number Date of birth Income and Investment Information Form W-2 Wag and Tax Statement All Form 1099s – Form 1099-INT, -DIV, -B, or K-1s for investment or interest income Form 5498 – IRA Contribution Child care costs: provider’s name, address, tax ID, and amount paid Self-Employment and Business Records (where applicable) Business expense records Quarterly estimated tax payment receipts. Mileage records – In order to get a deduction for your travel. Home office expenses – Your space is in square feet. The actual expense will need a record of your home-related expenses, like utilities and mortgage (or rent). Health Insurance Record Form 1095: Health insurance coverage forms SSA-1099 – Social Security benefits if you receive Social Security. Itemized Deduction Contributions Information Forms 1098: Mortgage interest, private mortgage insurance (PMI), and points you paid Home Ownership Info: Property tax receipts if you itemize your deductions. Receipts for unreimbursed medical expenses, even transportation to and from treatment. Business Income Tax Return / Consulting Formation Document Partnership Agreement and EIN Articles of Incorporation or Articles of Organization Asset Information Assets you’ve bought, sold or depreciated during the last year. Bring any receipts, documents, or reports related to your assets and fixed assets. Loan Information If you’ve acquired a new loan in the last year, upload the loan agreement with you. Also, upload records of any loan payments and/or accrued interest. Income Records To verify the income amount on your profit and loss statement, you will need to upload income records. Copies of Form 1099-K, Form 1099-Misc, bank statements, deposit slips or sales invoices. Be sure to have these records available. Expense Records We are not going to verify your company’s, but you will need to keep the expense records, including receipts, bills, bank statements, credit card statements or 1098 mortgage interest and property taxes form. Be sure to keep these expense records, especially your company’s business receipts, well-organized. Portal Instructions FTCG uses Secure File Pro to securely and electronically transfer files between our office and your computer. Secure File Pro is a service of Drake Software, a professional tax and accounting software provider we’ve used for years to prepare and e-file your returns securely. The FTCG portal provides a secure way to exchange confidential tax documents safely and conveniently. You can send and receive documents anytime, anywhere. Tough, industry-standard security measures always protect your files. All transmissions are secured with 256-bit SSL encryption, and files are encrypted at rest on the server. The FTCG portal offers a smart and responsible way to share and transfer your confidential tax documents. Security, reliability, and privacy are built-in, which cannot be said for sending documents openly by fax and email. Registering (THIS LINK WILL EXPIRE IN 48 HOURS): We will begin the registration process for new clients before your first appointment. If you are an existing client without a portal account, please get in touch with [email protected] to initiate registration. You will receive an email notification that an FTCG portal account has been created. Please check your spam folder before attempting to re-register. This email contains a link to the portal. In addition, there are step-by-step instructions to activate your portal account and begin uploading documents. Note: The portal link is only active for 48 hours for security reasons. The link will expire if you have not set up your account within this time frame. To access your file(s): When the following window appears, please enter the last four digits of the SSN or EIN. Create a password for your account. The password must contain an upper case letter, a lower case letter, a number, and a unique character (such as !, #, $, etc.). Click the Submit button—the Sign In screen displays. Enter your username and password and click the Sign In button. Notice the My Folder menu to the left when the home page displays. Click Documents from Preparer. In the right window, your documents should appear. Click the Download link for a copy. Select to open or save the file. If you select Save, follow the procedure you use when saving a file to your computer. To submit a document to your preparer: Click the Documents to Preparer link under the My Folder section. In the right window, click the Upload link. Click the Browse Files button to search for the file you want to upload. The file should display under the button. Click the Upload button. The file will display in the right window. You have the opportunity at this time to rename or delete the file if necessary. Your preparer will be notified th Personal Financial Services - Flex Tax and Consulting Group (FTCG) --> Skip to content Flex Tax and Consulting Group (FTCG) TEL: (888) 802-7396 E-mail: [email protected] Flex Tax Remote Menu Services Industries Business Personal Financial Services Accredited Investor Verification Service Accredited Investors – How to Order a Verification Accredited Investor Verification Check-Out Accounting Services Beneficial Ownership Information Business Advisory Services Business Formation Services Business Formation Service Check-Out ITIN Application ITIN Application Check Out Tax Planning Advisory Tax Preparation and Compliance Services Why Us? IRS / State Tax Authority Notice Protection Plus – Audit Assistance Insurance Pricing Individual Business Strategic Tax Planning Book An Appointment Posts Contact US Career Pay Online Client Resource Center Testimony Secure File Pro Office Hours: Mon - Fri 10am - 6pm (Pacific Time) Book An Appointment Contact Us Menu Services Industries Business Personal Financial Services Accredited Investor Verification Service Accredited Investors – How to Order a Verification Accredited Investor Verification Check-Out Accounting Services Beneficial Ownership Information Business Advisory Services Business Formation Services Business Formation Service Check-Out ITIN Application ITIN Application Check Out Tax Planning Advisory Tax Preparation and Compliance Services Why Us? IRS / State Tax Authority Notice Protection Plus – Audit Assistance Insurance Pricing Individual Business Strategic Tax Planning Book An Appointment Posts Contact US Career Pay Online Client Resource Center Testimony Secure File Pro FLEX TAX REMOTE TEL: +1 (415) 842-2940 e-mail: [email protected] Office Hours: Mon - FRI 9am - 6pm (Pacific Time) | FroM 3/15 - 4/15 Extra hour on Sat 9AM - 4PM Get A Quote Menu Services Industries Business Personal Financial Services Accredited Investor Verification Service Accredited Investors – How to Order a Verification Accredited Investor Verification Check-Out Accounting Services Beneficial Ownership Information Business Advisory Services Business Formation Services Business Formation Service Check-Out ITIN Application ITIN Application Check Out Tax Planning Advisory Tax Preparation and Compliance Services Why Us? IRS / State Tax Authority Notice Protection Plus – Audit Assistance Insurance Pricing Individual Business Strategic Tax Planning Book An Appointment Posts Contact US Career Pay Online Client Resource Center Testimony Secure File Pro Personal Financial Services Home > Industries > Personal Financial Services Industries Business Personal Financial Services Personal Financial Services Empowering You to Grow and Protect Your Wealth We respect the dedication and skill it takes to build substantial wealth. At Flex Tax and Consulting Group, we also understand the importance of preserving what you’ve worked so hard to achieve. That’s why we specialize in minimizing tax liability and safeguarding your financial future. With deep expertise in tax planning and compliance, we help you manage your tax situation efficiently and effectively. Our wealth management services go beyond numbers, assisting you in creating, refining, and sustaining a financial retirement plan tailored to your unique goals. We see our role as more than just preparing your tax returns. Our mission is to give you the peace of mind and freedom to focus on what matters most—your family, your passions, and your legacy. Our extensive experience in tax planning and compliance helps you efficiently manage your tax situation. Our wealth management services enable you to define, explore, and maintain a financial retirement plan tailor-made for your needs. We believe our job is much bigger than just filing your tax returns. Our purpose is to give you the freedom to focus your time on what’s most important to you. Strategic Tax Planning for Maximum Savings Effective tax planning means keeping more of your hard-earned money, and we understand this is a top priority for you. Whether you’re an individual, corporation, partnership, estate, or trust, we tailor our services to meet your specific needs. Our experienced Tax Professionals collaborate with you year-round to craft a customized tax-saving strategy aligned with your unique financial situation. We know that few things are as stressful as receiving a notice from the IRS. That’s why we offer comprehensive tax resolution services. Whether you’re facing a tax or payroll audit, delinquent tax assessments, or levies, you can trust our seasoned experts to guide you through the process with the knowledge and professionalism required to resolve the issue. With Flex Tax and Consulting Group by your side, you can face any tax challenge with confidence and peace of mind. Schedule a call Trusted CPA Services Schedule a Free Consulatation Are you looking for reliable and efficient Tax Professional? Hire our Professional today. Our team of experts will provide personalized solutions and peace of mind. BOOK NOW Subscribe to Newsletter Contact Us [email protected] Toll Free: (888) 802-7396 SF: (415) 860-6288 NY: (917) 397-0949 HOU: (713) 396-0107 Monday - Friday (Saturday on Busy Season) 10:00 a.m. - 6.00 p.m. Terms and Conditions Legal Info Privacy Policy Terms of Service Accessibility Refund Policy Search for: Copyright © 2026 Flex Tax and Consulting Group (FTCG) | Powered by Flex Tax and Consulting Group (FTCG) Have Question? Please complete the following form and our team will be in touch shortly. Professional Firm that you can trust. Call For Your Free Consultation +1 (888) 801-7396 Book An Appointment Usefull Links Industries Services Book An Appointment Secure File Pricing Legal Info Privacy Policy Terms of Service Refund Policy Hamburger Toggle Menu Contact Us [email protected] Toll Free: (888) 801-7396 Direct: (415) 860-6288 OUR nEWSLETTER Newsletter Subscription Copyright © 2026 Flex Tax and Consulting Group (FTCG) | Powered by Flex Tax and Consulting Group (FTCG) --> Tax Preparation and Compliance - Flex Tax and Consulting Group (FTCG) --> Skip to content Flex Tax and Consulting Group (FTCG) TEL: (888) 802-7396 E-mail: [email protected] Flex Tax Remote Menu Services Industries Business Personal Financial Services Accredited Investor Verification Service Accredited Investors – How to Order a Verification Accredited Investor Verification Check-Out Accounting Services Beneficial Ownership Information Business Advisory Services Business Formation Services Business Formation Service Check-Out ITIN Application ITIN Application Check Out Tax Planning Advisory Tax Preparation and Compliance Services Why Us? IRS / State Tax Authority Notice Protection Plus – Audit Assistance Insurance Pricing Individual Business Strategic Tax Planning Book An Appointment Posts Contact US Career Pay Online Client Resource Center Testimony Secure File Pro Office Hours: Mon - Fri 10am - 6pm (Pacific Time) Book An Appointment Contact Us Menu Services Industries Business Personal Financial Services Accredited Investor Verification Service Accredited Investors – How to Order a Verification Accredited Investor Verification Check-Out Accounting Services Beneficial Ownership Information Business Advisory Services Business Formation Services Business Formation Service Check-Out ITIN Application ITIN Application Check Out Tax Planning Advisory Tax Preparation and Compliance Services Why Us? IRS / State Tax Authority Notice Protection Plus – Audit Assistance Insurance Pricing Individual Business Strategic Tax Planning Book An Appointment Posts Contact US Career Pay Online Client Resource Center Testimony Secure File Pro FLEX TAX REMOTE TEL: +1 (415) 842-2940 e-mail: [email protected] Office Hours: Mon - FRI 9am - 6pm (Pacific Time) | FroM 3/15 - 4/15 Extra hour on Sat 9AM - 4PM Get A Quote Menu Services Industries Business Personal Financial Services Accredited Investor Verification Service Accredited Investors – How to Order a Verification Accredited Investor Verification Check-Out Accounting Services Beneficial Ownership Information Business Advisory Services Business Formation Services Business Formation Service Check-Out ITIN Application ITIN Application Check Out Tax Planning Advisory Tax Preparation and Compliance Services Why Us? IRS / State Tax Authority Notice Protection Plus – Audit Assistance Insurance Pricing Individual Business Strategic Tax Planning Book An Appointment Posts Contact US Career Pay Online Client Resource Center Testimony Secure File Pro Tax Preparation and Compliance Services Home > Services > Tax Preparation and Compliance Services Services Accounting Services Beneficial Ownership Information Business Advisory Services Tax Preparation and Compliance Services Why Us? IRS / State Tax Authority Notice Business Formation Services Business Formation Service Check-Out Protection Plus – Audit Assistance Insurance Tax Preparation and Compliance Services At Flex Tax and Consulting Group, we specialize in a full spectrum of tax planning, compliance, and preparation services for individuals and businesses. We work with you year-round, if necessary, to minimize your tax burden and help you stay ahead of deadlines. Tax Planning Our team continuously monitors changes in federal, state, and local tax laws to help you minimize current and future tax liabilities. We can also implement customized compliance monitoring systems to prevent costly penalties and interest from late filings. Tax Preparation We provide professional preparation of all federal, state, and local tax returns at competitive rates. Our expertise ensures your returns are accurate, and we offer full representation before the IRS and state or local tax authorities if needed. Litigation Support Flex Tax offers comprehensive support for legal cases, including assistance with IRS negotiations such as Offers in Compromise. International Taxation Expanding globally? Our international tax services help you navigate foreign tax laws, qualify for tax benefits like those under NAFTA, and ensure compliance for overseas operations. Sales Tax Services From preparing sales tax filings to offering complete sales tax audit representation, we ensure your business remains compliant with all sales tax regulations. Estate, Gift, and Trust Tax Return Preparation Our firm provides expert preparation of federal and state estate, gift, and trust tax returns, helping you manage these complex filings with confidence. Flex Tax and Consulting Group is your trusted partner for navigating the intricacies of tax planning and compliance. Let us simplify your tax process and maximize your financial outcomes. Trusted CPA Services Schedule a Free Consulatation Are you looking for reliable and efficient Tax Professional? Hire our Professional today. Our team of experts will provide personalized solutions and peace of mind. BOOK NOW Subscribe to Newsletter Contact Us [email protected] Toll Free: (888) 802-7396 SF: (415) 860-6288 NY: (917) 397-0949 HOU: (713) 396-0107 Monday - Friday (Saturday on Busy Season) 10:00 a.m. - 6.00 p.m. Terms and Conditions Legal Info Privacy Policy Terms of Service Accessibility Refund Policy Search for: Copyright © 2026 Flex Tax and Consulting Group (FTCG) | Powered by Flex Tax and Consulting Group (FTCG) Have Question? Please complete the following form and our team will be in touch shortly. Professional Firm that you can trust. Call For Your Free Consultation +1 (888) 801-7396 Book An Appointment Usefull Links Industries Services Book An Appointment Secure File Pricing Legal Info Privacy Policy Terms of Service Refund Policy Hamburger Toggle Menu Contact Us [email protected] Toll Free: (888) 801-7396 Direct: (415) 860-6288 OUR nEWSLETTER Newsletter Subscription Copyright © 2026 Flex Tax and Consulting Group (FTCG) | Powered by Flex Tax and Consulting Group (FTCG) --> IRS / State Tax Authority Notice - Flex Tax and Consulting Group (FTCG) --> Skip to content Flex Tax and Consulting Group (FTCG) TEL: (888) 802-7396 E-mail: [email protected] Flex Tax Remote Menu Services Industries Business Personal Financial Services Accredited Investor Verification Service Accredited Investors – How to Order a Verification Accredited Investor Verification Check-Out Accounting Services Beneficial Ownership Information Business Advisory Services Business Formation Services Business Formation Service Check-Out ITIN Application ITIN Application Check Out Tax Planning Advisory Tax Preparation and Compliance Services Why Us? IRS / State Tax Authority Notice Protection Plus – Audit Assistance Insurance Pricing Individual Business Strategic Tax Planning Book An Appointment Posts Contact US Career Pay Online Client Resource Center Testimony Secure File Pro Office Hours: Mon - Fri 10am - 6pm (Pacific Time) Book An Appointment Contact Us Menu Services Industries Business Personal Financial Services Accredited Investor Verification Service Accredited Investors – How to Order a Verification Accredited Investor Verification Check-Out Accounting Services Beneficial Ownership Information Business Advisory Services Business Formation Services Business Formation Service Check-Out ITIN Application ITIN Application Check Out Tax Planning Advisory Tax Preparation and Compliance Services Why Us? IRS / State Tax Authority Notice Protection Plus – Audit Assistance Insurance Pricing Individual Business Strategic Tax Planning Book An Appointment Posts Contact US Career Pay Online Client Resource Center Testimony Secure File Pro FLEX TAX REMOTE TEL: +1 (415) 842-2940 e-mail: [email protected] Office Hours: Mon - FRI 9am - 6pm (Pacific Time) | FroM 3/15 - 4/15 Extra hour on Sat 9AM - 4PM Get A Quote Menu Services Industries Business Personal Financial Services Accredited Investor Verification Service Accredited Investors – How to Order a Verification Accredited Investor Verification Check-Out Accounting Services Beneficial Ownership Information Business Advisory Services Business Formation Services Business Formation Service Check-Out ITIN Application ITIN Application Check Out Tax Planning Advisory Tax Preparation and Compliance Services Why Us? IRS / State Tax Authority Notice Protection Plus – Audit Assistance Insurance Pricing Individual Business Strategic Tax Planning Book An Appointment Posts Contact US Career Pay Online Client Resource Center Testimony Secure File Pro IRS / State Tax Authority Notice Home » Services » Tax Preparation and Compliance Services » IRS / State Tax Authority Notice IRS / State Tax Authority Notice We Can Handle Your CP 2000 These letters and notices are sometimes hard to understand and contain very short response deadlines, even as short as one day. If you’re late in responding, the consequences can be destructive. For instance, you might lose your right to contest the IRS’s action. Or worse – lose your home. Let us Help! If the dispute is only about the tax owed, resolution time can be as little as 3 months with a full, complete reconsideration request. If the dispute involves accuracy penalties that have already been assessed, the reconsideration can take up to 3 years. Get Started Get Expert Help Relax, we know what we are doing and we have years of experience in dealing with IRS and State Tax Authorities. We can draft the professional response letter and compile the necessary document for you to review before returning their requests. Get the Notice Resolved You may choose to resolve IRS back taxes on your own. Or utilize the expertise of tax specialists who will negotiate the best possible IRS resolution or settlement on your behalf. 3 Simple Steps STEP 1: Protection Our experience professionals will hear your case and provide you a free tax analysis showing you the best resolution to your problem, guaranteed. At Flex Tax, we understand the pressure you face and how to turn your situation around protecting your livelihood. STEP 2: Investigation FTCG’s Investigation process begins by filing a Tax Authorization Information Form 8821 with the IRS. The appropriate form for the State Taxing authority on your behalf in order to obtain a complete record of your account. Upon completion of our investigation, you will contact with our findings, and give your options with regards to resolving your tax issues once and for all. STEP 3: Resolution The resolution phase of our process begins by gathering more in depth financial information. After that, supporting documentation in order to prepare an in depth proposal for submission to the IRS and/or State. Many resolutions require significant follow up, and contact with the IRS and/or State. Therefore, our team is here for you and our goal is to not only fix your tax issues, but to keep you tax debt free in the future. Gather the Following Items to Start Get Started A copy of your IRS notice Any responses you’ve already sent to the IRS A copy of the tax return in question Copies of your tax returns from the year before and the year after the tax return in question Additional deductions or expenses related to the underreported item (example: costs of stock for unreported stock transactions on Form 1099-B) Any underreporter notices you’ve received in the past Get Started Possible Solutions Penalty Abatement It allows a first-time noncompliant taxpayer to request abatement of certain penalties for a single tax period. Partial Pay Installment Agreement Similar to a regular installment agreement where you make monthly payments to the IRS for taxes owed. However, you are only paying back part of the taxes you owe over time. Negotiate Directly With the IRS It is possible to negotiate with the IRS by yourself, however, we wouldn’t recommend it - Especially If you owe more than $10,000 or you’re facing a tax audit. Frequently asked questions What is IRS CP2000 Notices? You get a CP2000 notice when your tax return doesn’t match income information the IRS has about you. When your tax return doesn’t match income information the IRS has (like Forms W-2 and 1099), the IRS sends a notice. It’s usually a CP2000 notice, also call an underreporter inquiry. How to respond to a CP2000 notice? 1. Evaluate your situation and decide on the right response. Start by validating that you owe more taxes. To do that, you’ll need to determine whether you correctly reported the income in question on your tax return. Here’s how: Gather all the information statements under your Social Security Number. These are the forms you get at tax time reporting your income for the year (like W-2s and 1099s). Compare those statements with your tax return to see whether you left any income off your return. If so, you’ll need to properly calculate any additional tax that you may owe. Keep in mind that you also might have additional deductions that factor into the new tax calculation. Determine whether you agree, partially agree or disagree with the CP2000 notice. 2. Respond to the IRS. If you agree with the notice, send the CP2000 response form back to the IRS with payment (if applicable). If you can’t pay the entire amount, you can request an installment agreement with your CP2000 response. If you partially agree or disagree with the CP2000 notice, you’ll need to compile and mail a response to the IRS with documents proving your position. You can attach a corrected return to help clarify your position, but don’t file an amended return. If the IRS accepts your explanation, the IRS will correct your return. You can also address any proposed penalties in your response to the underreporter notice. If the IRS rejects your response, consider appealing the decision. 3. Prevent future underreporting and resulting penalties. After about eight weeks, call the IRS or analyze your transcripts to confirm that the IRS resolved your issue. To avoid penalties on more recent returns, analyze your information statements to determine wh Client Resource Center - Flex Tax and Consulting Group (FTCG) Collecting --> Skip to content Flex Tax and Consulting Group (FTCG) TEL: (888) 802-7396 E-mail: [email protected] Flex Tax Remote Menu Services Industries Business Personal Financial Services Accredited Investor Verification Service Accredited Investors – How to Order a Verification Accredited Investor Verification Check-Out Accounting Services Beneficial Ownership Information Business Advisory Services Business Formation Services Business Formation Service Check-Out ITIN Application ITIN Application Check Out Tax Planning Advisory Tax Preparation and Compliance Services Why Us? IRS / State Tax Authority Notice Protection Plus – Audit Assistance Insurance Pricing Individual Business Strategic Tax Planning Book An Appointment Posts Contact US Career Pay Online Client Resource Center Testimony Secure File Pro Office Hours: Mon - Fri 10am - 6pm (Pacific Time) Book An Appointment Contact Us Menu Services Industries Business Personal Financial Services Accredited Investor Verification Service Accredited Investors – How to Order a Verification Accredited Investor Verification Check-Out Accounting Services Beneficial Ownership Information Business Advisory Services Business Formation Services Business Formation Service Check-Out ITIN Application ITIN Application Check Out Tax Planning Advisory Tax Preparation and Compliance Services Why Us? IRS / State Tax Authority Notice Protection Plus – Audit Assistance Insurance Pricing Individual Business Strategic Tax Planning Book An Appointment Posts Contact US Career Pay Online Client Resource Center Testimony Secure File Pro FLEX TAX REMOTE TEL: +1 (415) 842-2940 e-mail: [email protected] Office Hours: Mon - FRI 9am - 6pm (Pacific Time) | FroM 3/15 - 4/15 Extra hour on Sat 9AM - 4PM Get A Quote Menu Services Industries Business Personal Financial Services Accredited Investor Verification Service Accredited Investors – How to Order a Verification Accredited Investor Verification Check-Out Accounting Services Beneficial Ownership Information Business Advisory Services Business Formation Services Business Formation Service Check-Out ITIN Application ITIN Application Check Out Tax Planning Advisory Tax Preparation and Compliance Services Why Us? IRS / State Tax Authority Notice Protection Plus – Audit Assistance Insurance Pricing Individual Business Strategic Tax Planning Book An Appointment Posts Contact US Career Pay Online Client Resource Center Testimony Secure File Pro Client Resource Center Home > Contact US > Client Resource Center Client Resource Center 💼 Recommended Tools & Partner Platform We’ve partnered with trusted platforms to support your business and tax needs: QuickBooks Online – Get 30% off for the first 6 months. Onwell Property Tax Appeal Services – Access specialists who review your assessment and help lower your annual property tax bill. RE Cost Seg – Run fast, affordable online cost segregation studies. TurboTenant – Free landlord tools to manage rent collection, inspections, and maintenance. Tax1099 – File 1099s online with this secure, user-friendly platform. Gusto Payroll – Run payroll easily and earn a $100 Visa gift card after your first paid run. Homepay – Manage household employee payroll (Schedule H compliance) and receive 20% off through Flex Tax. Set Up a Solo 401(k) – Maximize your retirement savings with a plan tailored for self-employed individuals. 📝 Client Forms & Worksheets General Tax & Compliance Power of Attorney (Form 2848) – Complete Parts I–III and sign Parts I–VII to authorize us to represent you before the IRS. FBAR & Form 8938 Worksheet – Complete this if you have foreign bank accounts or other offshore assets. Form 8949 Import Template (CSV) – For reporting multiple stock or crypto transactions. Crypto Gain/Loss Tracker (Excel) – Organize your crypto activity for accurate tax reporting. Backdoor IRS Self Certification (Word) – Complete the forms and provide the basis for pro-rata calcualtion. Business & Self-Employed Flex Tax Startup Packet (PDF) – Everything you need to know about business startup deductions. Self-Employed Worksheet (Excel) – Track income and deductions for sole proprietors or freelancers. Realtor Expense Worksheet (Excel) – Specifically for real estate professionals. Physician Expense Worksheet (Excel) – Track deductible expenses for doctors and healthcare providers. Partnership Tax Organizer (PDF) – For LLCs, S-Corps, and C-Corps. Rental Properties Rental Worksheet (Annual – PDF) – For yearly expense reporting. One form per property. Rental Worksheet (Monthly – Excel) – For monthly tracking of rental income and expenses. One form per property. Nonprofit Organizations Nonprofit/Foundation Questionnaire – For setting up your nonprofit or private foundation. Subscribe to Newsletter Contact Us [email protected] Toll Free: (888) 802-7396 SF: (415) 860-6288 NY: (917) 397-0949 HOU: (713) 396-0107 Monday - Friday (Saturday on Busy Season) 10:00 a.m. - 6.00 p.m. Terms and Conditions Legal Info Privacy Policy Terms of Service Accessibility Refund Policy Search for: Copyright © 2026 Flex Tax and Consulting Group (FTCG) | Powered by Flex Tax and Consulting Group (FTCG) Have Question? Please complete the following form and our team will be in touch shortly. Professional Firm that you can trust. Call For Your Free Consultation +1 (888) 801-7396 Book An Appointment Usefull Links Industries Services Book An Appointment Secure File Pricing Legal Info Privacy Policy Terms of Service Refund Policy Hamburger Toggle Menu Contact Us [email protected] Toll Free: (888) 801-7396 Direct: (415) 860-6288 OUR nEWSLETTER Newsletter Subscription Copyright © 2026 Flex Tax and Consulting Group (FTCG) | Powered by Flex Tax and Consulting Group (FTCG) --> Career - Flex Tax and Consulting Group (FTCG) --> Skip to content Flex Tax and Consulting Group (FTCG) TEL: (888) 802-7396 E-mail: [email protected] Flex Tax Remote Menu Services Industries Business Personal Financial Services Accredited Investor Verification Service Accredited Investors – How to Order a Verification Accredited Investor Verification Check-Out Accounting Services Beneficial Ownership Information Business Advisory Services Business Formation Services Business Formation Service Check-Out ITIN Application ITIN Application Check Out Tax Planning Advisory Tax Preparation and Compliance Services Why Us? IRS / State Tax Authority Notice Protection Plus – Audit Assistance Insurance Pricing Individual Business Strategic Tax Planning Book An Appointment Posts Contact US Career Pay Online Client Resource Center Testimony Secure File Pro Office Hours: Mon - Fri 10am - 6pm (Pacific Time) Book An Appointment Contact Us Menu Services Industries Business Personal Financial Services Accredited Investor Verification Service Accredited Investors – How to Order a Verification Accredited Investor Verification Check-Out Accounting Services Beneficial Ownership Information Business Advisory Services Business Formation Services Business Formation Service Check-Out ITIN Application ITIN Application Check Out Tax Planning Advisory Tax Preparation and Compliance Services Why Us? IRS / State Tax Authority Notice Protection Plus – Audit Assistance Insurance Pricing Individual Business Strategic Tax Planning Book An Appointment Posts Contact US Career Pay Online Client Resource Center Testimony Secure File Pro FLEX TAX REMOTE TEL: +1 (415) 842-2940 e-mail: [email protected] Office Hours: Mon - FRI 9am - 6pm (Pacific Time) | FroM 3/15 - 4/15 Extra hour on Sat 9AM - 4PM Get A Quote Menu Services Industries Business Personal Financial Services Accredited Investor Verification Service Accredited Investors – How to Order a Verification Accredited Investor Verification Check-Out Accounting Services Beneficial Ownership Information Business Advisory Services Business Formation Services Business Formation Service Check-Out ITIN Application ITIN Application Check Out Tax Planning Advisory Tax Preparation and Compliance Services Why Us? IRS / State Tax Authority Notice Protection Plus – Audit Assistance Insurance Pricing Individual Business Strategic Tax Planning Book An Appointment Posts Contact US Career Pay Online Client Resource Center Testimony Secure File Pro Career Home » Career Explore All Career Opportunities Available Position Staff Accountant / Tax Preparer Tax Manager / Senior Tax Manager Your time and talent make a real difference in our company. Subscribe to Newsletter Contact Us [email protected] Toll Free: (888) 802-7396 SF: (415) 860-6288 NY: (917) 397-0949 HOU: (713) 396-0107 Monday - Friday (Saturday on Busy Season) 10:00 a.m. - 6.00 p.m. Terms and Conditions Legal Info Privacy Policy Terms of Service Accessibility Refund Policy Search for: Copyright © 2026 Flex Tax and Consulting Group (FTCG) | Powered by Flex Tax and Consulting Group (FTCG) Have Question? Please complete the following form and our team will be in touch shortly. Professional Firm that you can trust. Call For Your Free Consultation +1 (888) 801-7396 Book An Appointment Usefull Links Industries Services Book An Appointment Secure File Pricing Legal Info Privacy Policy Terms of Service Refund Policy Hamburger Toggle Menu Contact Us [email protected] Toll Free: (888) 801-7396 Direct: (415) 860-6288 OUR nEWSLETTER Newsletter Subscription Copyright © 2026 Flex Tax and Consulting Group (FTCG) | Powered by Flex Tax and Consulting Group (FTCG) --> Check Out - Flex Tax and Consulting Group (FTCG) --> Skip to content Flex Tax and Consulting Group (FTCG) TEL: (888) 802-7396 E-mail: [email protected] Flex Tax Remote Menu Services Industries Business Personal Financial Services Accredited Investor Verification Service Accredited Investors – How to Order a Verification Accredited Investor Verification Check-Out Accounting Services Beneficial Ownership Information Business Advisory Services Business Formation Services Business Formation Service Check-Out ITIN Application ITIN Application Check Out Tax Planning Advisory Tax Preparation and Compliance Services Why Us? IRS / State Tax Authority Notice Protection Plus – Audit Assistance Insurance Pricing Individual Business Strategic Tax Planning Book An Appointment Posts Contact US Career Pay Online Client Resource Center Testimony Secure File Pro Office Hours: Mon - Fri 10am - 6pm (Pacific Time) Book An Appointment Contact Us Menu Services Industries Business Personal Financial Services Accredited Investor Verification Service Accredited Investors – How to Order a Verification Accredited Investor Verification Check-Out Accounting Services Beneficial Ownership Information Business Advisory Services Business Formation Services Business Formation Service Check-Out ITIN Application ITIN Application Check Out Tax Planning Advisory Tax Preparation and Compliance Services Why Us? IRS / State Tax Authority Notice Protection Plus – Audit Assistance Insurance Pricing Individual Business Strategic Tax Planning Book An Appointment Posts Contact US Career Pay Online Client Resource Center Testimony Secure File Pro FLEX TAX REMOTE TEL: +1 (415) 842-2940 e-mail: [email protected] Office Hours: Mon - FRI 9am - 6pm (Pacific Time) | FroM 3/15 - 4/15 Extra hour on Sat 9AM - 4PM Get A Quote Menu Services Industries Business Personal Financial Services Accredited Investor Verification Service Accredited Investors – How to Order a Verification Accredited Investor Verification Check-Out Accounting Services Beneficial Ownership Information Business Advisory Services Business Formation Services Business Formation Service Check-Out ITIN Application ITIN Application Check Out Tax Planning Advisory Tax Preparation and Compliance Services Why Us? IRS / State Tax Authority Notice Protection Plus – Audit Assistance Insurance Pricing Individual Business Strategic Tax Planning Book An Appointment Posts Contact US Career Pay Online Client Resource Center Testimony Secure File Pro Accredited Investor Verification Check-Out Home » Services » Accredited Investor Verification Service » Accredited Investor Verification Check-Out Accredited Investor Verification Check-Out Before you fill out the Accredited Investor Verification form below, please read carefully of each section guidelines. We do have professional help for you all federal tax issues. If you have any question, don’t be hesitate to contact with Flex Tax and Consulting Group Subscribe to Newsletter Contact Us [email protected] Toll Free: (888) 802-7396 SF: (415) 860-6288 NY: (917) 397-0949 HOU: (713) 396-0107 Monday - Friday (Saturday on Busy Season) 10:00 a.m. - 6.00 p.m. Terms and Conditions Legal Info Privacy Policy Terms of Service Accessibility Refund Policy Search for: Copyright © 2026 Flex Tax and Consulting Group (FTCG) | Powered by Flex Tax and Consulting Group (FTCG) Have Question? Please complete the following form and our team will be in touch shortly. Professional Firm that you can trust. Call For Your Free Consultation +1 (888) 801-7396 Book An Appointment Usefull Links Industries Services Book An Appointment Secure File Pricing Legal Info Privacy Policy Terms of Service Refund Policy Hamburger Toggle Menu Contact Us [email protected] Toll Free: (888) 801-7396 Direct: (415) 860-6288 OUR nEWSLETTER Newsletter Subscription Copyright © 2026 Flex Tax and Consulting Group (FTCG) | Powered by Flex Tax and Consulting Group (FTCG) --> Individual - Flex Tax and Consulting Group (FTCG) Home Price --> Skip to content Flex Tax and Consulting Group (FTCG) TEL: (888) 802-7396 E-mail: [email protected] Flex Tax Remote Menu Services Industries Business Personal Financial Services Accredited Investor Verification Service Accredited Investors – How to Order a Verification Accredited Investor Verification Check-Out Accounting Services Beneficial Ownership Information Business Advisory Services Business Formation Services Business Formation Service Check-Out ITIN Application ITIN Application Check Out Tax Planning Advisory Tax Preparation and Compliance Services Why Us? IRS / State Tax Authority Notice Protection Plus – Audit Assistance Insurance Pricing Individual Business Strategic Tax Planning Book An Appointment Posts Contact US Career Pay Online Client Resource Center Testimony Secure File Pro Office Hours: Mon - Fri 10am - 6pm (Pacific Time) Book An Appointment Contact Us Menu Services Industries Business Personal Financial Services Accredited Investor Verification Service Accredited Investors – How to Order a Verification Accredited Investor Verification Check-Out Accounting Services Beneficial Ownership Information Business Advisory Services Business Formation Services Business Formation Service Check-Out ITIN Application ITIN Application Check Out Tax Planning Advisory Tax Preparation and Compliance Services Why Us? IRS / State Tax Authority Notice Protection Plus – Audit Assistance Insurance Pricing Individual Business Strategic Tax Planning Book An Appointment Posts Contact US Career Pay Online Client Resource Center Testimony Secure File Pro FLEX TAX REMOTE TEL: +1 (415) 842-2940 e-mail: [email protected] Office Hours: Mon - FRI 9am - 6pm (Pacific Time) | FroM 3/15 - 4/15 Extra hour on Sat 9AM - 4PM Get A Quote Menu Services Industries Business Personal Financial Services Accredited Investor Verification Service Accredited Investors – How to Order a Verification Accredited Investor Verification Check-Out Accounting Services Beneficial Ownership Information Business Advisory Services Business Formation Services Business Formation Service Check-Out ITIN Application ITIN Application Check Out Tax Planning Advisory Tax Preparation and Compliance Services Why Us? IRS / State Tax Authority Notice Protection Plus – Audit Assistance Insurance Pricing Individual Business Strategic Tax Planning Book An Appointment Posts Contact US Career Pay Online Client Resource Center Testimony Secure File Pro Individual Home > Individual Individual Individual Tax Return Preparation and Filings Individual Tax Return Preparation and Filings Click “Get Started” below, Upload your Document , and receive a customized quote. Your final quote will be confirmed after a 50% deposit. If your needs fall outside the packages listed, check the add-ons to calculate your price. Client Intake Policy – Extension or Expedited Service Required – As of 3/24/2026, we are only accepting new engagements for clients who either agree to file a tax extension or require expedited processing and agree to the associated fees. Tax Extension Assistance – Important Notice – If you need assistance filing a six-month tax extension without a full engagement, we charge a $206 upfront fee. This fee will be credited toward your future tax preparation fee if you choose to engage our services. If you decide not to proceed with us, the $206 fee is non-refundable. It is important to note that filing an extension extends the time to file your return, not the time to pay. Any taxes owed must still be paid by the original deadline to avoid interest and penalties. Service Deposit & Expedited Processing Fees – All services require a 50% deposit before work begins. For clients requesting expedited processing, if documents are submitted less than 15 days before the filing deadline, an additional $309 base fee plus $26 per day will apply to cover the additional time and resources required. Please note that expedited processing is not available within the final 2 days before the filing deadline. This policy helps ensure the quality and accuracy of our work while managing capacity effectively. Basic $ 399 One Time 1040 with up to 3 W2’s & 1099’s Schedule B ($10 per Transaction or Maximum of $155) $102 for 1 State Return Standard Deduction Only 1 Common Tax Credits* Claim Free Audit Protection ($102 Value) Get Started The final price of the Base Plan depends on the add-ons you select. Click here to view the pricing details for individual items. Advance $ 709 One Time 1040 with up to 3 W2’s & 1099’s Schedule B (Up to 10 Interest & Dividend Entries) 1 State Return 3 Common Tax Credits* Claim Profit or Loss from Business (Schedule C-EZ) Pass-through Income (LLC, S-Corp and Trust K-1 - Up to 2) Free Audit Protection ($102 Value) Free 30-Min Online Review Section ($227 Value) Up to 2 of the following: Itemized Deductions (Schedule A) Sales of Stocks, Bonds, Mutual Funds or Investment Real Estate (Schedule D – Up to 10 Transactions) – No RSU, ESPP Get Started Premium $ 809 One Time 1040 with up to 3 W2’s & 1099’s Schedule B (Up to 10 Interest & Dividend Entries)​ 1 State Return 5 Common Tax Credits* Claim Standard Deduction or Itemized Deduction Free Audit Protection ($102 Value) Free 30-Min Online Review Section ($227 Value) Up to 2 of the following: Profit or Loss from Business (Schedule C) Pass-through Income (LLC, S-Corp and Trust K-1 – Up to 2) Rental Property (Schedule E – 1 real estate) Crypto Currency – 1 Exchange & Up to 20 transactions Up to 1 of the following: Itemized Deductions – (Schedule A) Sales of Stocks, Bonds, Mutual Funds or Investment Real Estate (Schedule D – Up to 20 Transactions) with RSU, ESPP. ISO with AMT and Basis Tracking (Additional $258) Get Started Popular Add-Ons to any Package Each Additional State Return $102 No Tax on Overtime and Tips Deduction Study $42 Each Additional W2 or 1099 $42 Itemized Either Federal or State - Schedule A 255 Each Additional Schedule B Item (Form 1099-DIV / INT) $16 Each Additional Schedule C $178 Each Additional Schedule D Item $21 Each Additional Schedule E Rental Property with Depreciation $152 Each Additional Schedule E K1 for PTP $46 Non-Resident Tax Status $102 Annual State Filing (eg. Delaware | Nevada Annual Report) $306 Additional Tax Credit Claim See Pricing Below Income Allocation for Community Property State $203 Printed Tax Return & Secure Mailing Service (with Tracking) $42 Overnight Check Fee for ERC Check $63 Qualified Business Income Deduction $222 Home Office Deduction - Form 8829 $178 Sale of Home (Primary or Investment) $203 FBAR and Form 8938 or Form 3520— up to 5 accounts $178 & Up Audit Assistance Insurance* $102 International Tax Treaty and Foreign Tax Credit $203 Preliminary Tax Planning (Add-On) $700 Single Member Limitied Liability Company (SMLLC) $612 Installment Plan Setup (Fed and 1 State) | Long-Term or Short Term exculding Gov't Fees $152 Underpayment Penalty Calculation – Federal (Form 2210) and/or State Equivalent (Annualized Income Installment Method) $175 Addtional Notes *Common Tax Credit Covered: Child Tax Credit (CTC) | Child and Dependent Care Credit | Credit for Other Dependents | Earned Income Tax Credit (EITC) | American Opportunity Tax Credit (AOTC) | Lifetime Learning Credit (LLC) | Saver’s Credit | Foreign Tax Credit (Form 1116) | Premium Tax Credit | Overtime Tax Credit – Additional $59 each * Common Tax Credits Not Covered: Residential Clean Energy Credit | Energy Efficient Home Improvement Credit | Clean Vehicle Credit | Used Clean Vehicle Credit | Alternative Fuel Vehicle Refueling Property Credit | Adoption Credit |  Credit for the Elderly or Disabled | Qualified Sick and Family Leave Credit | General Business
Showing first 200,000 of 255,280 chars · Full corpus: output/flextcg-com/full-text.txt
◈ Crawled Pages — Provenance Chain
Law I — Provenance · Law III — Reverse Ontology · source: https://flextcg.com/ Visit Source ↗
Root-LD — Traveling Context Pod v1.0 · gdr-3f79a0fa · three layers
45
Graph Edges
37,712
Tokens Measured
0.1265
Type-Token Ratio
38
Schema Blocks
35%
Schema Coverage
Root-LD is the traveling context pod for this entity — permanent, provenance-grounded. The head <script> block is machine-readable. This section shows the same data to humans. We show the work in both spaces.
Layer 1 — Anchor · Immutable after mint. UUID, federation_id, content hash, timestamps. A new crawl appends to recursive — the anchor is never touched. Law I — Provenance.
rld:anchor — gdr-3f79a0fa
{
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}
Layer 2 — Body · Complete measurement snapshot frozen at mint. Identity, SEO, schema graph, six-layer topology fingerprint, ratio signals, navigation. Law II — Temporal Attestation.
rld:body — flextcg.com
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  "security_label": "MINIMAL",
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  "schema_starjet_urls": [
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    "https://globaldataregistry.com/registry/schema/ledger/readaction",
    "https://globaldataregistry.com/registry/schema/ledger/imageobject",
    "https://globaldataregistry.com/registry/schema/ledger/breadcrumblist",
    "https://globaldataregistry.com/registry/schema/ledger/listitem",
    "https://globaldataregistry.com/registry/schema/ledger/website",
    "https://globaldataregistry.com/registry/schema/ledger/searchaction",
    "https://globaldataregistry.com/registry/schema/ledger/entrypoint",
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  "native_text_sample": "Skip to content\nTEL: +1 (415) 842-2940\nE-MAIL: [email protected]\nOFFICE HOURS: MON - FRI 9AM - 6PM (PACIFIC TIME) | FROM 3/15 - 4/15 EXTRA HOUR ON SAT 9AM - 4PM\n\nGET A QUOTE\nSERVICES\nPRICING\nBOOK AN APPOINTMENT\nPOSTS\nCONTACT US\nTESTIMONY\nSECURE FILE PRO\nFLEX TAX AND CONSULTING GROUP\nThe Flex Tax and Consulting Group (FTCG”) provides audit, accounting, tax, and business advisory service. We have offices in San Francisco, Castro Valley, Houston, New York, and Las Vegas.\nAPPOINTMENT\nCONTACT US\nCa",
  "topology_fingerprint_version": "1.0.0"
}
Layer 3 — Recursive · Empty at mint. Grows forever through accumulated corpus passes. Common edges (Law V), uncommon edges (Law VI), topology cluster scores. The graph builds itself. Law VII — Torus.
rld:recursive — edge_count=0
{
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}
Root-LD v1.0 · root-ld.org · Law I+II+VII root-ld.org ↗
Schema.org Intelligence scored · graph traversal · Law VI negative space
35% coverage · 13 types · 31 props · 52 gaps · click to expand
35%
Schema Utilization Score
PARTIAL COVERAGE — GAPS IDENTIFIED
schema.org v2.0.0 · 31 props extracted · 52 gaps · https://flextcg.com/
CreativeWorkWebPageReadActionImageObjectBreadcrumbListListItem
◈ Schema Graph — Three-Direction Traversal
Declared: WebPage · ReadAction · ImageObject · BreadcrumbList · ListItem · WebSite · SearchAction · EntryPoint · PropertyValueSpecification · Organization · FAQPage · Question · Answer
✓ Implemented
urlownhttps://flextcg.com/
nameownHome - Flex Tax and Consulting Group (FTCG)
isPartOfownhttps://flextcg.com/#website
aboutownhttps://flextcg.com/#organization
primaryImageOfPageownhttps://flextcg.com/#primaryimage
imageownhttps://flextcg.com/#primaryimage
thumbnailUrlownhttps://flextcg.com/wp-content/uploads/2023/12/Yelp-Certificate-1-1024x827.webp
datePublishedown2023-02-16T11:51:43+00:00
dateModifiedown2025-10-31T07:39:07+00:00
breadcrumbownhttps://flextcg.com/#breadcrumb
inLanguageownen-US
potentialActionown[ReadAction]
targetownhttps://flextcg.com/
contentUrlownhttps://flextcg.com/wp-content/uploads/2023/12/Yelp-Certificate-1-1024x827.webp
itemListElementownHome
positionown1
descriptionownFTCG is an accounting, tax and business consulting corporation located in San Francisco.
publisherownhttps://flextcg.com/#organization
query-inputown[PropertyValueSpecification]
urlTemplateownhttps://flextcg.com/?s={search_term_string}
valueRequiredownTRUE
valueNameownsearch_term_string
logoownhttps://flextcg.com/#/schema/logo/image/
sameAsownhttps://www.facebook.com/flextaxusa/ (+2 more)
widthown1666
heightown1520
captionownFlex Tax and Consulting Group (FTCG)
itemownhttps://flextcg.com/
mainEntityownWhat is the Beneficial Ownership Information Report? (+6 more)
acceptedAnswerown[Answer]
textown<p>A Beneficial Ownership Information (BOI) report details the individuals who have significant control or ownership over a company. Regulatory authorities typically require this report to enhance tra
✗ Not Implemented / Gap
aggregateRatinggap
emailgap
alternateNamegap
geogap
areaServedgap
hasOfferCataloggap
keywordsgap
openingHoursgap
addressgap
legalNamegap
contactPointgap
numberOfEmployeesgap
foundingDategap
knowsAboutgap
identifiergap
telephonegap
priceRangegap
slogangap
significantLinkgap
mainContentOfPagegap
reviewedBygap
speakablegap
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specialtygap
relatedLinkgap
fundinggap
providergap
genregap
wordCountgap
accessModeSufficientgap
acquireLicensePagegap
temporalCoveragegap
thumbnailgap
commentCountgap
displayLocationgap
archivedAtgap
digitalSourceTypegap
assessesgap
CreativeWorkancestor +1schema.org/CreativeWork ↗10/111 (9%)
The most generic kind of creative work, including books, movies, photographs, software programs, etc.
publisherthumbnailUrldatePublishedinLanguageaboutpositionmainEntitytextisPartOfdateModified
fundingprovidergenrewordCountaccessModeSufficientacquireLicensePagetemporalCoveragethumbnailcommentCountdisplayLocation
Thingancestor +2schema.org/Thing ↗6/13 (46%)
The most generic type of item.
sameAsnamepotentialActiondescriptionurlimage
additionalTypeidentifierownersubjectOfmainEntityOfPagealternateNamedisambiguatingDescription
SoftwareApplicationsibling via CreativeWorkschema.org/SoftwareApplication ↗23 exclusive
A software application.
fileSizecountriesSupportedfeatureListprocessorRequirementsstorageRequirementsreleaseNotessoftwareRequirementsoperatingSystem
MediaObjectsibling via CreativeWorkschema.org/MediaObject ↗18 exclusive
A media object, such as an image, video, audio, or text object embedded in a web page or a downloadable dataset i.e. DataDownload. Note that a creative work may
durationassociatedArticleheightstartTimeplayerTypesha256uploadDateineligibleRegion
VisualArtworksibling via CreativeWorkschema.org/VisualArtwork ↗13 exclusive
A work of art that is primarily visual in character.
weightheightcoloristartworkSurfaceartistartformdepthartEdition
CreativeWorkSeasonsibling via CreativeWorkschema.org/CreativeWorkSeason ↗10 exclusive
A media season, e.g. TV, radio, video game etc.
endDateseasonNumberactorepisodestartDatetrailernumberOfEpisodespartOfSeries
Coursesibling via CreativeWorkschema.org/Course ↗10 exclusive
A description of an educational course which may be offered as distinct instances which take place at different times or take place at different locations, or b
numberOfCreditssyllabusSectionseducationalCredentialAwardedhasCourseInstancetotalHistoricalEnrollmentfinancialAidEligiblecoursePrerequisitesoccupationalCredentialAwarded
MusicCompositionsibling via CreativeWorkschema.org/MusicComposition ↗10 exclusive
A musical composition.
recordedAsfirstPerformancelyricsmusicArrangementlyricistcomposeriswcCodemusicCompositionForm
TVSeriessibling via CreativeWorkschema.org/TVSeries ↗10 exclusive
CreativeWorkSeries dedicated to TV broadcast and associated online delivery.
containsSeasonmusicByactornumberOfSeasonsepisodetrailertitleEIDRnumberOfEpisodes
Reviewsibling via CreativeWorkschema.org/Review ↗9 exclusive
A review of an item - for example, of a restaurant, movie, or store.
itemReviewedassociatedClaimReviewpositiveNotesreviewAspectnegativeNotesassociatedMediaReviewreviewRatingassociatedReview
Clipsibling via CreativeWorkschema.org/Clip ↗9 exclusive
A short TV or radio program or a segment/part of a program.
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Episodesibling via CreativeWorkschema.org/Episode ↗9 exclusive
A media episode (e.g. TV, radio, video game) which can be part of a series or season.
durationmusicBypartOfSeasonactortrailerepisodeNumberpartOfSeriesproductionCompany
Messagesibling via CreativeWorkschema.org/Message ↗9 exclusive
A single message from a sender to one or more organizations or people.
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HowTosibling via CreativeWorkschema.org/HowTo ↗8 exclusive
Instructions that explain how to achieve a result by performing a sequence of steps.
prepTimetoolstepyieldsupplyestimatedCosttotalTimeperformTime
Moviesibling via CreativeWorkschema.org/Movie ↗8 exclusive
A movie.
durationmusicByactortrailertitleEIDRsubtitleLanguageproductionCompanydirector
ExercisePlansibling via CreativeWorkschema.org/ExercisePlan ↗8 exclusive
Fitness-related activity designed for a specific health-related purpose, including defined exercise routines as well as activity prescribed by a clinician.
exerciseTypeworkloadintensityrepetitionsactivityFrequencyrestPeriodsadditionalVariableactivityDuration
HowToDirectionsibling via CreativeWorkschema.org/HowToDirection ↗8 exclusive
A direction indicating a single action to do in the instructions for how to achieve a result.
duringMediaprepTimetoolsupplybeforeMediatotalTimeperformTimeafterMedia
RealEstateListingchild / upgradeschema.org/RealEstateListing ↗+2 props
A [[RealEstateListing]] is a listing that describes one or more real-estate [[Offer]]s (whose [[businessFunction]] is typically to lease out, or to sell). The
datePostedleaseLength
MedicalWebPagechild / upgradeschema.org/MedicalWebPage ↗+1 props
A web page that provides medical information.
medicalAudience
QAPagechild / upgradeschema.org/QAPage ↗+0 props
A QAPage is a WebPage focussed on a specific Question and its Answer(s), e.g. in a question answering site or documenting Frequently Asked Questions (FAQs).
ContactPagechild / upgradeschema.org/ContactPage ↗+0 props
Web page type: Contact page.
AboutPagechild / upgradeschema.org/AboutPage ↗+0 props
Web page type: About page.
ProfilePagechild / upgradeschema.org/ProfilePage ↗+0 props
Web page type: Profile page.
CollectionPagechild / upgradeschema.org/CollectionPage ↗+0 props
Web page type: Collection page.
ItemPagechild / upgradeschema.org/ItemPage ↗+0 props
A page devoted to a single item, such as a particular product or hotel.
CheckoutPagechild / upgradeschema.org/CheckoutPage ↗+0 props
Web page type: Checkout page.
SearchResultsPagechild / upgradeschema.org/SearchResultsPage ↗+0 props
Web page type: Search results page.
FAQPagechild / upgradeschema.org/FAQPage ↗+0 props
A [[FAQPage]] is a [[WebPage]] presenting one or more "[Frequently asked questions](https://en.wikipedia.org/wiki/FAQ)" (see also [[QAPage]]).
◈ Structural Negative Type Space — Constitutional Law VI
◈ Action Branch

No structural connection to the Action branch. Graph position measurement. schema.org/Action ↗ · Law III — meaning is yours.

◈ BioChemEntity Branch

No structural connection to the BioChemEntity branch. Graph position measurement. schema.org/BioChemEntity ↗ · Law III — meaning is yours.

◈ Event Branch

No structural connection to the Event branch. Graph position measurement. schema.org/Event ↗ · Law III — meaning is yours.

◈ Intangible Branch

No structural connection to the Intangible branch. Graph position measurement. schema.org/Intangible ↗ · Law III — meaning is yours.

◈ MedicalEntity Branch

No structural connection to the MedicalEntity branch. Graph position measurement. schema.org/MedicalEntity ↗ · Law III — meaning is yours.

◈ Organization Branch

No structural connection to the Organization branch. Graph position measurement. schema.org/Organization ↗ · Law III — meaning is yours.

◈ Person Branch

No structural connection to the Person branch. Graph position measurement. schema.org/Person ↗ · Law III — meaning is yours.

◈ Place Branch

No structural connection to the Place branch. Graph position measurement. schema.org/Place ↗ · Law III — meaning is yours.

◈ Product Branch

No structural connection to the Product branch. Graph position measurement. schema.org/Product ↗ · Law III — meaning is yours.

◈ Taxon Branch

No structural connection to the Taxon branch. Graph position measurement. schema.org/Taxon ↗ · Law III — meaning is yours.

◈ Gap List (52 properties unmapped)
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+22 more gaps not shown
◈ Source Schema.org — Raw Extraction (38 blocks)
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◈ Source: https://flextcg.com/ · Law I — Provenance
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◈ Source: https://flextcg.com/posts/ · Fetched: 2026-05-14T18:11:12Z · Law I — Provenance
Block 3 · @type: unknown
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◈ Source: https://flextcg.com/services/tax-preparation-and-compliance-services · Fetched: 2026-05-14T18:11:12Z · Law I — Provenance
Block 4 · @type: unknown
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◈ Source: https://flextcg.com/refund-policy/ · Fetched: 2026-05-14T18:11:12Z · Law I — Provenance
Block 5 · @type: unknown
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◈ Source: https://flextcg.com/accessibility/ · Fetched: 2026-05-14T18:11:12Z · Law I — Provenance
Block 6 · @type: unknown
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◈ Source: https://flextcg.com/flex-tax-reviews/ · Fetched: 2026-05-14T18:11:12Z · Law I — Provenance
Block 7 · @type: unknown
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◈ Source: https://flextcg.com/services/accredited-investor-verification-service/ · Fetched: 2026-05-14T18:11:12Z · Law I — Provenance
Block 8 · @type: unknown
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◈ Source: https://flextcg.com/industries/business/ · Fetched: 2026-05-14T18:11:12Z · Law I — Provenance
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◈ Source: https://flextcg.com/membership/ · Fetched: 2026-05-14T18:11:12Z · Law I — Provenance
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◈ Source: https://flextcg.com/beneficial-ownership-information/ · Fetched: 2026-05-14T18:11:12Z · Law I — Provenance
Block 11 · @type: FAQPage
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        "text": "<p>Yes, you can file the Beneficial Ownership Information (BOI) report on your own by following these steps:</p><ol><li><p><strong>Understand Requirements</strong>: Learn about the Corporate Transparency Act (CTA) and FinCEN regulations related to BOI reporting.</p></li><li><p><strong>Collect Information</strong>: Gather the required details about the beneficial owners of your company, including their names, birth dates, addresses, and identifying numbers.</p></li><li><p><strong>Set Up an Account</strong>: Go to the FinCEN BOI E-Filing System website and create an account if you don’t already have one.</p></li><li><p><strong>Complete the Report</strong>: Log into the FinCEN BOI E-Filing System and enter the necessary information into the BOI report.</p></li><li><p><strong>Submit the Report</strong>: Double-check the information for accuracy, then submit the report through the FinCEN E-Filing System.</p></li><li><p><strong>Keep Records</strong>: Save copies of the submitted report and any confirmations or receipts for your records.</p></li></ol><p>While it’s possible to handle the BOI filing yourself, ensuring accuracy and compliance with all regulations is crucial. If you have any doubts about the process, consulting a professional can help ensure that all details are correctly reported and all deadlines and regulatory requirements are met.</p><p>For more details, you can visit the <a href=\"https://boiefiling.fincen.gov\" target=\"_new\" rel=\"noreferrer\">FinCEN BOI E-Filing website</a> and review their guidance and FAQs.</p>"
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        "text": "<p>No, you are not required to file the Beneficial Ownership Information (BOI) report annually. However, you must update the BOI report in the following circumstances:</p><ol><li><strong>Initial Submission</strong>: You need to file the BOI report only once initially.</li><li><strong>Information Changes</strong>: If there are any changes in the beneficial ownership details, such as changes in ownership, control, or personal information of the beneficial owners, you must update the BOI report within a specified period, generally within 30 days of the change.</li><li><strong>Corrections</strong>: If you identify any errors in your previously submitted BOI report, you are required to correct these inaccuracies within a certain timeframe.</li></ol><p>To ensure you comply with the latest requirements, refer to the guidelines provided by FinCEN or the appropriate regulatory authority. Detailed information and specific instructions can be found on the <a href=\"https://boiefiling.fincen.gov\" target=\"_new\" rel=\"noreferrer\">FinCEN BOI E-Filing website</a>.</p>"
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}
◈ Source: https://flextcg.com/beneficial-ownership-information/ · Fetched: 2026-05-14T18:11:12Z · Law I — Provenance
Block 12 · @type: unknown
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◈ Source: https://flextcg.com/appointment · Fetched: 2026-05-14T18:11:12Z · Law I — Provenance
Block 13 · @type: unknown
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◈ Source: https://flextcg.com/contact-us/ · Fetched: 2026-05-14T18:11:12Z · Law I — Provenance
Block 14 · @type: unknown
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◈ Source: https://flextcg.com/terms-of-services/ · Fetched: 2026-05-14T18:11:12Z · Law I — Provenance
Block 15 · @type: unknown
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◈ Source: https://flextcg.com/pricing/ · Fetched: 2026-05-14T18:11:12Z · Law I — Provenance
Block 16 · @type: unknown
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◈ Source: https://flextcg.com/pricing-for-business/ · Fetched: 2026-05-14T18:11:12Z · Law I — Provenance
Block 17 · @type: unknown
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◈ Source: https://flextcg.com/services/business-formation-service/ · Fetched: 2026-05-14T18:11:12Z · Law I — Provenance
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◈ Source: https://flextcg.com/services/itin-application-checkout/ · Fetched: 2026-05-14T18:11:12Z · Law I — Provenance
Block 20 · @type: unknown
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◈ Source: https://flextcg.com/legal-info/ · Fetched: 2026-05-14T18:11:12Z · Law I — Provenance
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◈ Source: https://flextcg.com/cpa/ · Fetched: 2026-05-14T18:11:12Z · Law I — Provenance
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◈ Source: https://flextcg.com/services/business-adversory-services · Fetched: 2026-05-14T18:11:12Z · Law I — Provenance
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◈ Source: https://flextcg.com/services/business-formation-service/business-formation-check-out/ · Fetched: 2026-05-14T18:11:12Z · Law I — Provenance
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◈ Source: https://flextcg.com/industries/ · Fetched: 2026-05-14T18:11:12Z · Law I — Provenance
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◈ Source: https://flextcg.com/securefilepro/ · Fetched: 2026-05-14T18:11:12Z · Law I — Provenance
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◈ Source: https://flextcg.com/industries/personal-financial-services/ · Fetched: 2026-05-14T18:11:12Z · Law I — Provenance
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◈ Source: https://flextcg.com/services/tax-preparation-and-compliance-services/tax-audit-irs/ · Fetched: 2026-05-14T18:11:12Z · Law I — Provenance
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◈ Source: https://flextcg.com/contact-us/forms/ · Fetched: 2026-05-14T18:11:12Z · Law I — Provenance
Block 29 · @type: unknown
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◈ Source: https://flextcg.com/career/ · Fetched: 2026-05-14T18:11:12Z · Law I — Provenance
Block 30 · @type: unknown
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◈ Source: https://flextcg.com/services/accredited-investor-verification-service/check-out/ · Fetched: 2026-05-14T18:11:12Z · Law I — Provenance
Block 31 · @type: unknown
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◈ Source: https://flextcg.com/pricing-for-individual/ · Fetched: 2026-05-14T18:11:12Z · Law I — Provenance
Block 32 · @type: unknown
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◈ Source: https://flextcg.com/services/ · Fetched: 2026-05-14T18:11:12Z · Law I — Provenance
Block 33 · @type: unknown
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◈ Source: https://flextcg.com/services/itin-application/ · Fetched: 2026-05-14T18:11:12Z · Law I — Provenance
Block 34 · @type: unknown
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            "valueName": "search_term_string"
          }
        }
      ],
      "inLanguage": "en-US"
    },
    {
      "@type": "Organization",
      "@id": "https://flextcg.com/#organization",
      "name": "Flex Tax and Consulting Group (FTCG)",
      "url": "https://flextcg.com/",
      "logo": {
        "@type": "ImageObject",
        "inLanguage": "en-US",
        "@id": "https://flextcg.com/#/schema/logo/image/",
        "url": "https://i0.wp.com/flextcg.com/wp-content/uploads/2023/05/cropped-Flex-%E4%B8%BBLOGO-2400x1800-1-1.webp?fit=1666%2C1520&ssl=1",
        "contentUrl": "https://i0.wp.com/flextcg.com/wp-content/uploads/2023/05/cropped-Flex-%E4%B8%BBLOGO-2400x1800-1-1.webp?fit=1666%2C1520&ssl=1",
        "width": 1666,
        "height": 1520,
        "caption": "Flex Tax and Consulting Group (FTCG)"
      },
      "image": {
        "@id": "https://flextcg.com/#/schema/logo/image/"
      },
      "sameAs": [
        "https://www.facebook.com/flextaxusa/",
        "https://www.instagram.com/flextcg_usa/?hl=en",
        "https://www.linkedin.com/company/flextcg"
      ]
    }
  ]
}
Block 35 · @type: unknown
{
  "@context": "https://schema.org",
  "@graph": [
    {
      "@type": "WebPage",
      "@id": "https://flextcg.com/pay/",
      "url": "https://flextcg.com/pay/",
      "name": "Pay Online - Flex Tax and Consulting Group (FTCG)",
      "isPartOf": {
        "@id": "https://flextcg.com/#website"
      },
      "primaryImageOfPage": {
        "@id": "https://flextcg.com/pay/#primaryimage"
      },
      "image": {
        "@id": "https://flextcg.com/pay/#primaryimage"
      },
      "thumbnailUrl": "https://flextcg.com/wp-content/uploads/2024/02/Zelle.webp",
      "datePublished": "2024-07-17T17:22:56+00:00",
      "dateModified": "2025-10-31T07:24:39+00:00",
      "description": "Effortlessly make secure and convenient payments. Choose various payment options and enjoy hassle-free transactions. Make your payment now.",
      "breadcrumb": {
        "@id": "https://flextcg.com/pay/#breadcrumb"
      },
      "inLanguage": "en-US",
      "potentialAction": [
        {
          "@type": "ReadAction",
          "target": [
            "https://flextcg.com/pay/"
          ]
        }
      ]
    },
    {
      "@type": "ImageObject",
      "inLanguage": "en-US",
      "@id": "https://flextcg.com/pay/#primaryimage",
      "url": "https://i0.wp.com/flextcg.com/wp-content/uploads/2024/02/Zelle.webp?fit=530%2C280&ssl=1",
      "contentUrl": "https://i0.wp.com/flextcg.com/wp-content/uploads/2024/02/Zelle.webp?fit=530%2C280&ssl=1",
      "width": 530,
      "height": 280,
      "caption": "Zelle"
    },
    {
      "@type": "BreadcrumbList",
      "@id": "https://flextcg.com/pay/#breadcrumb",
      "itemListElement": [
        {
          "@type": "ListItem",
          "position": 1,
          "name": "Home",
          "item": "https://flextcg.com/"
        },
        {
          "@type": "ListItem",
          "position": 2,
          "name": "Pay Online"
        }
      ]
    },
    {
      "@type": "WebSite",
      "@id": "https://flextcg.com/#website",
      "url": "https://flextcg.com/",
      "name": "Flex Tax and Consulting Group (FTCG)",
      "description": "FTCG is an accounting, tax and business consulting corporation located in San Francisco.",
      "publisher": {
        "@id": "https://flextcg.com/#organization"
      },
      "potentialAction": [
        {
          "@type": "SearchAction",
          "target": {
            "@type": "EntryPoint",
            "urlTemplate": "https://flextcg.com/?s={search_term_string}"
          },
          "query-input": {
            "@type": "PropertyValueSpecification",
            "valueRequired": true,
            "valueName": "search_term_string"
          }
        }
      ],
      "inLanguage": "en-US"
    },
    {
      "@type": "Organization",
      "@id": "https://flextcg.com/#organization",
      "name": "Flex Tax and Consulting Group (FTCG)",
      "url": "https://flextcg.com/",
      "logo": {
        "@type": "ImageObject",
        "inLanguage": "en-US",
        "@id": "https://flextcg.com/#/schema/logo/image/",
        "url": "https://i0.wp.com/flextcg.com/wp-content/uploads/2023/05/cropped-Flex-%E4%B8%BBLOGO-2400x1800-1-1.webp?fit=1666%2C1520&ssl=1",
        "contentUrl": "https://i0.wp.com/flextcg.com/wp-content/uploads/2023/05/cropped-Flex-%E4%B8%BBLOGO-2400x1800-1-1.webp?fit=1666%2C1520&ssl=1",
        "width": 1666,
        "height": 1520,
        "caption": "Flex Tax and Consulting Group (FTCG)"
      },
      "image": {
        "@id": "https://flextcg.com/#/schema/logo/image/"
      },
      "sameAs": [
        "https://www.facebook.com/flextaxusa/",
        "https://www.instagram.com/flextcg_usa/?hl=en",
        "https://www.linkedin.com/company/flextcg"
      ]
    }
  ]
}
◈ Source: https://flextcg.com/pay/ · Fetched: 2026-05-14T18:11:12Z · Law I — Provenance
Block 36 · @type: unknown
{
  "@context": "https://schema.org",
  "@graph": [
    {
      "@type": "WebPage",
      "@id": "https://flextcg.com/privacy-policy/",
      "url": "https://flextcg.com/privacy-policy/",
      "name": "Privacy Policy - Flex Tax and Consulting Group (FTCG)",
      "isPartOf": {
        "@id": "https://flextcg.com/#website"
      },
      "datePublished": "2019-08-18T14:24:42+00:00",
      "dateModified": "2025-04-19T21:14:46+00:00",
      "description": "This Privacy Policy explains our information collection practices with respect to Personal Information, the kinds of information we collect.",
      "breadcrumb": {
        "@id": "https://flextcg.com/privacy-policy/#breadcrumb"
      },
      "inLanguage": "en-US",
      "potentialAction": [
        {
          "@type": "ReadAction",
          "target": [
            "https://flextcg.com/privacy-policy/"
          ]
        }
      ]
    },
    {
      "@type": "BreadcrumbList",
      "@id": "https://flextcg.com/privacy-policy/#breadcrumb",
      "itemListElement": [
        {
          "@type": "ListItem",
          "position": 1,
          "name": "Home",
          "item": "https://flextcg.com/"
        },
        {
          "@type": "ListItem",
          "position": 2,
          "name": "Privacy Policy"
        }
      ]
    },
    {
      "@type": "WebSite",
      "@id": "https://flextcg.com/#website",
      "url": "https://flextcg.com/",
      "name": "Flex Tax and Consulting Group (FTCG)",
      "description": "FTCG is an accounting, tax and business consulting corporation located in San Francisco.",
      "publisher": {
        "@id": "https://flextcg.com/#organization"
      },
      "potentialAction": [
        {
          "@type": "SearchAction",
          "target": {
            "@type": "EntryPoint",
            "urlTemplate": "https://flextcg.com/?s={search_term_string}"
          },
          "query-input": {
            "@type": "PropertyValueSpecification",
            "valueRequired": true,
            "valueName": "search_term_string"
          }
        }
      ],
      "inLanguage": "en-US"
    },
    {
      "@type": "Organization",
      "@id": "https://flextcg.com/#organization",
      "name": "Flex Tax and Consulting Group (FTCG)",
      "url": "https://flextcg.com/",
      "logo": {
        "@type": "ImageObject",
        "inLanguage": "en-US",
        "@id": "https://flextcg.com/#/schema/logo/image/",
        "url": "https://i0.wp.com/flextcg.com/wp-content/uploads/2023/05/cropped-Flex-%E4%B8%BBLOGO-2400x1800-1-1.webp?fit=1666%2C1520&ssl=1",
        "contentUrl": "https://i0.wp.com/flextcg.com/wp-content/uploads/2023/05/cropped-Flex-%E4%B8%BBLOGO-2400x1800-1-1.webp?fit=1666%2C1520&ssl=1",
        "width": 1666,
        "height": 1520,
        "caption": "Flex Tax and Consulting Group (FTCG)"
      },
      "image": {
        "@id": "https://flextcg.com/#/schema/logo/image/"
      },
      "sameAs": [
        "https://www.facebook.com/flextaxusa/",
        "https://www.instagram.com/flextcg_usa/?hl=en",
        "https://www.linkedin.com/company/flextcg"
      ]
    }
  ]
}
◈ Source: https://flextcg.com/privacy-policy/ · Fetched: 2026-05-14T18:11:12Z · Law I — Provenance
Block 37 · @type: unknown
{
  "@context": "https://schema.org",
  "@graph": [
    {
      "@type": "WebPage",
      "@id": "https://flextcg.com/tax-planning/",
      "url": "https://flextcg.com/tax-planning/",
      "name": "Tax Planning Advisory - Flex Tax and Consulting Group (FTCG)",
      "isPartOf": {
        "@id": "https://flextcg.com/#website"
      },
      "datePublished": "2023-09-05T00:13:11+00:00",
      "dateModified": "2025-11-23T19:42:37+00:00",
      "description": "Book a free 1-on-1 tax strategy appointment and get our FREE e-book for high-income earners ($250K+) seeking advanced tax planning.",
      "breadcrumb": {
        "@id": "https://flextcg.com/tax-planning/#breadcrumb"
      },
      "inLanguage": "en-US",
      "potentialAction": [
        {
          "@type": "ReadAction",
          "target": [
            "https://flextcg.com/tax-planning/"
          ]
        }
      ]
    },
    {
      "@type": "BreadcrumbList",
      "@id": "https://flextcg.com/tax-planning/#breadcrumb",
      "itemListElement": [
        {
          "@type": "ListItem",
          "position": 1,
          "name": "Home",
          "item": "https://flextcg.com/"
        },
        {
          "@type": "ListItem",
          "position": 2,
          "name": "Tax Planning Advisory"
        }
      ]
    },
    {
      "@type": "WebSite",
      "@id": "https://flextcg.com/#website",
      "url": "https://flextcg.com/",
      "name": "Flex Tax and Consulting Group (FTCG)",
      "description": "FTCG is an accounting, tax and business consulting corporation located in San Francisco.",
      "publisher": {
        "@id": "https://flextcg.com/#organization"
      },
      "potentialAction": [
        {
          "@type": "SearchAction",
          "target": {
            "@type": "EntryPoint",
            "urlTemplate": "https://flextcg.com/?s={search_term_string}"
          },
          "query-input": {
            "@type": "PropertyValueSpecification",
            "valueRequired": true,
            "valueName": "search_term_string"
          }
        }
      ],
      "inLanguage": "en-US"
    },
    {
      "@type": "Organization",
      "@id": "https://flextcg.com/#organization",
      "name": "Flex Tax and Consulting Group (FTCG)",
      "url": "https://flextcg.com/",
      "logo": {
        "@type": "ImageObject",
        "inLanguage": "en-US",
        "@id": "https://flextcg.com/#/schema/logo/image/",
        "url": "https://i0.wp.com/flextcg.com/wp-content/uploads/2023/05/cropped-Flex-%E4%B8%BBLOGO-2400x1800-1-1.webp?fit=1666%2C1520&ssl=1",
        "contentUrl": "https://i0.wp.com/flextcg.com/wp-content/uploads/2023/05/cropped-Flex-%E4%B8%BBLOGO-2400x1800-1-1.webp?fit=1666%2C1520&ssl=1",
        "width": 1666,
        "height": 1520,
        "caption": "Flex Tax and Consulting Group (FTCG)"
      },
      "image": {
        "@id": "https://flextcg.com/#/schema/logo/image/"
      },
      "sameAs": [
        "https://www.facebook.com/flextaxusa/",
        "https://www.instagram.com/flextcg_usa/?hl=en",
        "https://www.linkedin.com/company/flextcg"
      ]
    }
  ]
}
◈ Source: https://flextcg.com/tax-planning/ · Fetched: 2026-05-14T18:11:12Z · Law I — Provenance
Block 38 · @type: unknown
{
  "@context": "https://schema.org",
  "@graph": [
    {
      "@type": "WebPage",
      "@id": "https://flextcg.com/services/audit-and-tax/",
      "url": "https://flextcg.com/services/audit-and-tax/",
      "name": "Audit and Tax - Flex Tax and Consulting Group (FTCG)",
      "isPartOf": {
        "@id": "https://flextcg.com/#website"
      },
      "datePublished": "2020-06-04T15:19:48+00:00",
      "dateModified": "2025-01-03T05:33:35+00:00",
      "description": "We provide clients with a team of individuals who are knowledgeable and experienced in a wide range of audit and tax issues.",
      "breadcrumb": {
        "@id": "https://flextcg.com/services/audit-and-tax/#breadcrumb"
      },
      "inLanguage": "en-US",
      "potentialAction": [
        {
          "@type": "ReadAction",
          "target": [
            "https://flextcg.com/services/audit-and-tax/"
          ]
        }
      ]
    },
    {
      "@type": "BreadcrumbList",
      "@id": "https://flextcg.com/services/audit-and-tax/#breadcrumb",
      "itemListElement": [
        {
          "@type": "ListItem",
          "position": 1,
          "name": "Home",
          "item": "https://flextcg.com/"
        },
        {
          "@type": "ListItem",
          "position": 2,
          "name": "Services",
          "item": "https://flextcg.com/services/"
        },
        {
          "@type": "ListItem",
          "position": 3,
          "name": "Audit and Tax"
        }
      ]
    },
    {
      "@type": "WebSite",
      "@id": "https://flextcg.com/#website",
      "url": "https://flextcg.com/",
      "name": "Flex Tax and Consulting Group (FTCG)",
      "description": "FTCG is an accounting, tax and business consulting corporation located in San Francisco.",
      "publisher": {
        "@id": "https://flextcg.com/#organization"
      },
      "potentialAction": [
        {
          "@type": "SearchAction",
          "target": {
            "@type": "EntryPoint",
            "urlTemplate": "https://flextcg.com/?s={search_term_string}"
          },
          "query-input": {
            "@type": "PropertyValueSpecification",
            "valueRequired": true,
            "valueName": "search_term_string"
          }
        }
      ],
      "inLanguage": "en-US"
    },
    {
      "@type": "Organization",
      "@id": "https://flextcg.com/#organization",
      "name": "Flex Tax and Consulting Group (FTCG)",
      "url": "https://flextcg.com/",
      "logo": {
        "@type": "ImageObject",
        "inLanguage": "en-US",
        "@id": "https://flextcg.com/#/schema/logo/image/",
        "url": "https://i0.wp.com/flextcg.com/wp-content/uploads/2023/05/cropped-Flex-%E4%B8%BBLOGO-2400x1800-1-1.webp?fit=1666%2C1520&ssl=1",
        "contentUrl": "https://i0.wp.com/flextcg.com/wp-content/uploads/2023/05/cropped-Flex-%E4%B8%BBLOGO-2400x1800-1-1.webp?fit=1666%2C1520&ssl=1",
        "width": 1666,
        "height": 1520,
        "caption": "Flex Tax and Consulting Group (FTCG)"
      },
      "image": {
        "@id": "https://flextcg.com/#/schema/logo/image/"
      },
      "sameAs": [
        "https://www.facebook.com/flextaxusa/",
        "https://www.instagram.com/flextcg_usa/?hl=en",
        "https://www.linkedin.com/company/flextcg"
      ]
    }
  ]
}
◈ Source: https://flextcg.com/services/audit-and-tax · Fetched: 2026-05-14T18:11:12Z · Law I — Provenance
schema.org v2.0.0 · source: https://flextcg.com/ schema.org/WebPage ↗
Semantic Words 40 words · frequency ranked · Law III
40 words · top 5: tax · services · business · flex · verification · click to expand
Top 40 words by frequency from https://flextcg.com/ + 41 interior pages (36,580 words total). Stop-words stripped. Ranked by repetition.
#1tax1279x · 5.52%
#2services950x · 4.1%
#3business739x · 3.19%
#4flex400x · 1.73%
#5verification399x · 1.72%
#6accredited389x · 1.68%
#7check383x · 1.65%
#8service352x · 1.52%
#9planning288x · 1.24%
#10consulting274x · 1.18%
#11advisory271x · 1.17%
#12formation263x · 1.14%
#13investor262x · 1.13%
#14group257x · 1.11%
#15itin253x · 1.09%
#16application252x · 1.09%
#17appointment251x · 1.08%
#18book237x · 1.02%
#19information208x · 0.9%
#20file205x · 0.89%
#21ftcg199x · 0.86%
#22irs186x · 0.8%
#23state179x · 0.77%
#24financial174x · 0.75%
#25preparation173x · 0.75%
#26secure172x · 0.74%
#27support167x · 0.72%
#28audit165x · 0.71%
#29compliance165x · 0.71%
#30protection164x · 0.71%
#31pricing162x · 0.7%
#32industries162x · 0.7%
#33plus159x · 0.69%
#34flextcg153x · 0.66%
#35beneficial151x · 0.65%
#36notice151x · 0.65%
#37ownership150x · 0.65%
#38personal147x · 0.63%
#39assistance146x · 0.63%
#40online145x · 0.63%
Law III — frequency measured, meaning is the reader's · source: https://flextcg.com/
Text Topology Fingerprint v1.0.0 · very_long · 255,281 chars · Law III
Six-layer pre-linguistic shape measurement. Deterministic. Same input, same output, always. Hash: 6f8927d8715b385f8d0a33aba34e9d31...
◈ Signal Matrix
0.127
TTR
0.064
HAPAX
0.936
REP
0.743
BIGRAM
0.510
H2T
0.483
CPRT
2.262
SKEW
6.325
KURT
0.620
C/P
1.813
PENT
0.671
S1P
0.002
NASC
TTR=type-token ratio · HAPAX=hapax ratio · REP=repetition score · BIGRAM=bigram repetition · H2T=hapax-to-type · CPRT=capital token ratio · SKEW=sentence skewness · KURT=sentence kurtosis · C/P=comma-period ratio · PENT=punct entropy · S1P=single-sent para ratio · NASC=non-ASCII ratio
◈ Topology Position
Latin dominant · narrow vocabulary range · short-form declarative register · moderate clause complexity · narrow topic focus · moderate uncommon edge signal
◈ Six Measurement Layers
Layer 1 — Character
0.0025
Non-ASCII Ratio
0.0 = Latin-dominant · 1.0 = fully non-Latin script
Layer 1 — Character
3.3763
Character Entropy
Shannon entropy of character distribution.
Layer 1 — Character
'e' (21851x)
Most Frequent
Highest-frequency character. Law V — common edge.
Layer 2 — Token
0.1265
Type-Token Ratio
Unique tokens / total tokens. Lexical diversity signal.
Layer 2 — Token
0.0645
Hapax Ratio
Tokens appearing exactly once. Law VI — uncommon edge.
Layer 6 — Document
0.5095
Hapax to Type
Hapax count / unique token count.
Layer 3 — Punctuation
0.6203
Comma/Period Ratio
Clause complexity per sentence.
Layer 3 — Punctuation
1.8130
Punct Entropy
Shannon entropy across punctuation types.
Layer 4 — Sentence
1106
Sentence Count
Total detected sentences across all crawled pages.
Layer 4 — Sentence
2.2620
Skewness
Positive = long-tail. Negative = conversational.
Layer 5 — Paragraph
0.6714
Single Sent Ratio
High = web copy. Low = academic prose.
Layer 6 — Document
0.9355
Repetition Score
Tokens appearing more than once / total.
◈ Token Length Distribution
1-3
30%
4-6
31%
7-10
32%
11-15
7%
16-20
0%
21+
0%
◈ Density Gradient — TTR per Document Tenth
Front-loaded = abstract/preamble · Flat = consistent prose · Back-loaded = building complexity
◈ Lexical Richness Curve — Rolling Window TTR
0.460.98
Window=50 tokens · Step=25 · 1507 data points
topology_fingerprint.py v1.0.0 · sha256: 6f8927d8715b385f... · Law III + Law VI
Ratio Signals 8 deterministic measurements · the gap is the signal
Eight deterministic measurements. Law I: every value traces to its source stage.
schema density
0.7750
Schema props extracted / top semantic words.
nav ratio
0.2468
Nav URLs / total internal URLs.
content to structure ratio
0.1148
Total words / raw HTML bytes. Content density.
external tld diversity
1
Unique TLD count in outbound links.
self declaration coherence
0.8095
Fuzzy overlap across title / H1 / meta / schema name.
schema to nav alignment
0.0000
Schema type tokens vs nav link text overlap.
javascript surface ratio
0.0000
Fraction of interior pages JS-gated.
URL Depth Distribution
depth_0: 37 · depth_1: 27 · depth_2: 17 · depth_3plus: 77
Internal URLs by path depth. Depth 0 = root.
Tech Stack · Security · Freshness SecurityLabel.MINIMAL · FreshnessLabel.CURRENT
Sitemap: ✗Robots.txt: ✗Schema.org: ✓Open Graph: ✓Canonical: ✓HTTPS: ✓HSTS: ✗CSP: ✗
Security
SecurityLabel.MINIMAL
Freshness
FreshnessLabel.CURRENT
Server
Apache
cmsWordPress
web_serverApache
analytics['Google Analytics', 'Google Tag Manager', 'Hotjar']
Ledger Appends 14 ledgers · graph edge traversal · Law V+VII
Every ledger this entity appends to. Follow any link to see every other entity in the registry that shares that TLD or schema type. Law VII — Torus. The corridor never ends.
TLD LEDGER
.com
https://globaldataregistry.com/registry/tld/ledger/com ↗
SCHEMA LEDGER
webpage
https://globaldataregistry.com/registry/schema/ledger/webpage ↗
SCHEMA LEDGER
readaction
https://globaldataregistry.com/registry/schema/ledger/readaction ↗
SCHEMA LEDGER
imageobject
https://globaldataregistry.com/registry/schema/ledger/imageobject ↗
SCHEMA LEDGER
breadcrumblist
https://globaldataregistry.com/registry/schema/ledger/breadcrumblist ↗
SCHEMA LEDGER
listitem
https://globaldataregistry.com/registry/schema/ledger/listitem ↗
SCHEMA LEDGER
website
https://globaldataregistry.com/registry/schema/ledger/website ↗
SCHEMA LEDGER
searchaction
https://globaldataregistry.com/registry/schema/ledger/searchaction ↗
SCHEMA LEDGER
entrypoint
https://globaldataregistry.com/registry/schema/ledger/entrypoint ↗
SCHEMA LEDGER
propertyvaluespecification
https://globaldataregistry.com/registry/schema/ledger/propertyvaluespecification ↗
SCHEMA LEDGER
organization
https://globaldataregistry.com/registry/schema/ledger/organization ↗
SCHEMA LEDGER
faqpage
https://globaldataregistry.com/registry/schema/ledger/faqpage ↗
SCHEMA LEDGER
question
https://globaldataregistry.com/registry/schema/ledger/question ↗
SCHEMA LEDGER
answer
https://globaldataregistry.com/registry/schema/ledger/answer ↗
Law V — Common Edge · Law VII — Torus · 14 ledger appends
Build: national-transit-v1.0.0 Spec: Root-LD v1.0 Status: LIVE Minted: 2026-05-14
flextcg.com · gdr-3f79a0fa
flextcg.com is recorded in the Global Data Registry — open provenance infrastructure for the machine-readable web.
View the Registry →