Flex Tax and Consulting Group

11/06/2025

💡 New Tax Relief for Overtime & Tips
Thanks to the federal law signed in July 2025, workers who earn tips or overtime pay may now qualify for special deductions on their federal income tax:

Up to $25,000 of “qualified tips” can be deducted for tax years 2025 through 2028.

Up to $12,500 (single filer) or $25,000 (joint filer) of “qualified overtime compensation” can be deducted for the same period.

The deduction phases out for higher incomes (starts at $150,000 for singles / $300,000 for joint filers).

Important: This is federal income tax relief only — deductions don’t automatically apply to state taxes, Social Security or Medicare withholding.

👉 Want to see if you qualify? Talk to us. We can walk you through how to apply this to your 2025 tax situation and plan ahead for 2026.

📞 (415) 860-6288
🌐 flextcg.com

💬 Book your session today.

07/25/2025

Random but Important: Did you know...?

If you moved to a new state this year—even just for a few months—you may need to file taxes in both your old and new states.

Many clients overlook this and end up with missed filings, penalties, or letters from state tax authorities months later.

Random? Maybe.
Relevant? Absolutely.

At Flex Tax, we specialize in cross-state and multi-source income returns. Whether you’re juggling W-2s, rental properties, RSUs, or business income, we’ll make sure you’re fully covered—state to state, and coast to coast.

💼 www.flextcg.com
📅 Schedule a consultation today.

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 ...

09/06/2024

Excited to announce that Ruonan Li has joined our team as an Audit and Tax Associate!

🌟 Ruonan, a recent MBA grad from UC Riverside '24, brings a wealth of knowledge from her specialized accounting studies. With intensive training in audit, tax, and financial accounting, she's ready to deliver top-notch financial solutions.

📚 Currently pursuing her CPA, Ruonan's expertise and fluency in Mandarin will greatly enhance our ability to serve diverse clients. Welcome aboard, Ruonan! We're looking forward to your success at Flex Tax and Consulting Group! 💼🎉

09/05/2024

We are thrilled to welcome Ruonan Li to our team as an Audit and Tax Associate! Ruonan graduated with an MBA from the University of California, Riverside, in 2024, where she immersed herself in a rigorous curriculum of specialized accounting courses. Her academic career included intensive audit, tax, and financial accounting training, equipping her with a robust understanding of accounting principles, tax laws, and auditing standards. These skills are indispensable in her new role with us, where she will apply her knowledge to provide high-quality financial solutions. Ruonan is also pursuing her CPA license, having started the Becker CPA Review Courses a few months ago. She is also fluent in Mandarin Chinese, enhancing our team's ability to serve a diverse client base. Join us in welcoming Ruonan and wishing her great success in her burgeoning career at Flex Tax and Consulting Group!

08/21/2024

🌟 Excited to welcome our third new summer intern, Kyle Lo, to the Flex Tax and Consulting Group team! 🎉 Kyle started with us last week, and we're thrilled to have his fresh perspective and enthusiasm onboard. Looking forward to a productive summer together!

07/31/2024

Grilling, chilling, and networking at the CREAA BBQ last Saturday! 🍔🌽 Had a blast connecting with new friends and soaking up the sun. Excited to see how these fresh connections will help us grow and serve better! Here’s to more fun and fruitful gatherings! 🌟🔥

07/26/2024

Flex Tax and Consulting Group - We are more than just an accounting firm; we also have in-house real estate agents, mortgage brokers, and tax experts, providing comprehensive support from loan application to financial management.

As a professional Certified Public Accounting firm, we understand the importance of Small Business Administration (SBA) loans for business growth. Let's explore why choosing us to apply for your SBA loan can bring you numerous benefits:

Expertise and Experience
Our Certified Public Accountants (CPAs) have extensive financial knowledge to accurately fill out application materials, ensuring that financial statements and forecasts meet SBA requirements. Our loan officers are familiar with the details of the loan process and can provide professional advice to help you choose the most suitable loan product.

Higher Success Rate for Applications
Our CPAs can help you prepare precise financial documents, a crucial part of the SBA loan application. Loan officers familiar with the SBA's approval process and standards can guide you to avoid common application errors, increasing your chance of success.

Save Time and Effort
Applying for an SBA loan involves a lot of paperwork and preparation. Our professional team can take on these tedious tasks, ensuring all documents are submitted on time to avoid delays due to incomplete or incorrect paperwork.

Customized Financial Plans
Our CPAs can create detailed financial plans and budgets based on your business needs and objectives, ensuring optimal use of funds. Loan officers will help you choose the loan products and terms best suited to your business, guaranteeing manageable repayment pressure.

Ongoing Support and Guidance
Applying for a loan is just the first step; our team can continue to provide financial management and loan repayment guidance after approval, helping you monitor your business's economic status, ensure timely repayments, and offer further financial advice and support.

Our Advantages:

Customized Services
We understand that each client's needs are unique. We tailor the most suitable financial and loan plans based on your specific situation, ensuring optimal use of your funds.

Local Market Experts
As a company located in the San Francisco Bay Area, we know local market dynamics and needs well. We can provide the most relevant advice to help your business stand out in the local market.

Choose us for comprehensive professional support, smoothing your SBA loan application and boosting your business to the next level!

Feel free to contact us anytime to help you achieve your dreams! Book now: https://zurl.co/e8UX

Email: [email protected]
Phone: 415-619-4305

07/26/2024

Flex Tax and Consulting Group - 我們不僅僅是一家會計師事務所，我們還擁有內部的房地產經紀人、抵押貸款經紀人和稅務專家，為您提供從申請貸款到財務管理的全方位支持。

作為一家專業的註冊會計師事務所，我們深知小型企業管理局 (SBA) 貸款對於企業發展的重要性。現在，讓我們來了解一下，為什麼選擇我們為您申請 SBA 貸款能帶來諸多好處：

1. 專業知識和豐富經驗
我們的註冊會計師 (CPA) 擁有豐富的財務知識，能夠幫助您準確填寫申請材料，確保財務報表和預測符合 SBA 的要求。同時，我們的貸款官員熟悉貸款過程中的各個細節，能夠為您提供專業建議，幫助您選擇最合適的貸款產品。

2. 提高申請成功率
我們的 CPA 能夠幫助您準備精確的財務文件，這是 SBA 貸款申請的關鍵部分。貸款官員熟悉 SBA 的審批流程和標準，能夠指導您避免常見的申請錯誤，提高申請的成功機率。

3. 節省時間和精力
申請 SBA 貸款涉及大量的文書工作和準備，我們的專業團隊可以為您分擔這些繁瑣的任務，確保所有文件按時提交，避免因為文書不全或錯誤而延誤申請。

4. 定制財務計劃
我們的 CPA 能夠根據您的業務需求和目標，為您制定詳細的財務計劃和預算，確保資金使用最優化。貸款官員則會幫助您選擇最適合您業務的貸款產品和條件，確保貸款的還款壓力在可控範圍內。

5. 持續支持和指導
申請貸款只是第一步，我們的團隊可以在貸款獲批後，繼續為您提供財務管理和貸款還款方面的指導和支持，幫助您監控業務財務狀況，確保按時還款，並為您提供進一步的財務建議和支持。

我們的優勢：

6. 客製化服務
我們了解每一位客戶的需求都是獨一無二的。我們會根據您的具體情況，量身定制最合適的財務和貸款方案，確保您的資金使用最優化。

7. 本地市場專家
作為一家位於舊金山灣區的公司，我們深知本地市場的動態和需求。我們能夠提供最貼近市場的建議，幫助您的業務在本地市場中脫穎而出。

選擇我們，您將獲得全方位的專業支持，讓您的 SBA 貸款申請更順利，助力您的業務更上一層樓！

歡迎隨時聯繫我們，讓我們幫助您實現夢想！現在就預約：https://zurl.co/SjaH

Email: [email protected]
Phone: 415-619-4305

Flex Tax and Consulting Group

07/18/2024

We're thrilled to announce Will Rao's promotion to Partner at the Flex Tax and Consulting Group Castro Valley Office. For the past seven years, Will has shown incredible dedication and skill, winning the trust of many clients both in the U.S. and abroad. He's particularly good at handling tax matters for foreigners, individual taxes, and international business taxes. Will is an expert in helping with personal and business tax returns, tax consulting, and planning. He also handles more complicated issues like restructuring foreign companies and managing tax reporting for U.S. businesses owned by foreigners. If you need trustworthy advice on taxes, think about reaching out to Will. Let's all congratulate Will! We're excited to see how his leadership will help us continue to grow and succeed.

07/11/2024

Exciting times at Flex Tax and Consulting Group! We kicked off our summer with a bang this week by welcoming our dynamic new interns. They're ready to dive in and shake things up with their fresh ideas and boundless energy. We can't wait to see the magic we create together this summer. Let's learn, grow, and innovate! Interested in joining us next year? Drop us a message -- we'd love to keep you in mind for our next summer internship program!

06/21/2024

🚨 Immediate Action Required: BOI Reporting Deadlines Are Upon Us! 🚨

🔍 Essential Info on BOI Reporting 📊
Time is running out! With the Corporate Transparency Act in effect from January 1, 2024, it's critical for certain businesses to report their beneficial ownership details to FinCEN. This transparency is vital to prevent financial crimes and safeguard our financial systems.

🛡 Who Must Comply? 🛡
If you own or control a Corporation, LLC, or any entity established through state or tribal filing, you need to submit a BOI report. This requirement applies to both domestic and foreign entities. Ensure your business’s compliance to avoid severe consequences!

📅 Crucial Deadlines to Remember:
• January 1, 2024: FinCEN starts accepting BOI reports.
• New businesses from January 1, 2024: File within 90 days of formation.
• Businesses before January 1, 2024: File by January 1, 2025.

⚠ Penalties for Non-Compliance:
• Failure to File: Not submitting a complete and accurate BOI report can lead to a $500-per-day fine, accumulating up to $10,000, plus up to two years in prison.
• Unauthorized Disclosure: Disclosing BOI without proper authorization incurs a $500-per-day fine, up to $250,000, and up to five years’ imprisonment.

⏰ Act Now with Flex Tax:
• Expert Guidance: Ensure compliance with help from Flex Tax.
• Secure Submission: Safely provide your information.
• Automated Reminders: We keep track, so you don’t have to worry about penalties.

👉 Don’t Delay! File Your BOI Report Today! 📝
The risks are high, and the deadlines are near. Let Flex Tax help you navigate these requirements efficiently and securely.

🔗 For immediate assistance or to start your filing process, visit our website http://flextaxboi.com or contact us directly at 415-860-6288 and [email protected].

🌟 Protect your business and uphold the integrity of our financial systems together!

04/01/2024

Unlock Massive Tax Savings: Download Your FREE eBook Today! -

If you invest in informed tax planning and business structuring, you can focus on growing your business while reducing your tax burden...