Don't Let Taxes Drain Your Dream: Invest in Expert Financial Clarity.
Navigating complex tax legislation like the TCJA and OBBBA means every missed deduction or compliance error isn’t just an expense; it’s capital lost, an investment opportunity vanished.
XOATAX helps transform financial risks into strategic advantages. We meticulously handle your accounting, tax preparation, and advisory needs, guiding you through regulatory complexities to optimize your financial position and ensure robust compliance with evolving regulations
This frees your precious time and resources to focus purely on growing your business, where your true expertise lies. Let us secure your financial foundation, so you can build your legacy.
financial
planning
Empowering Growth Through Strategic Financial and Tax Advisory
We serve as your strategic financial and tax advisors, providing proactive planning beyond basic compliance. Our focus is on guiding clients through complex financial and regulatory changes, like those from the TCJA and OBBBA.
We offer expert consultation on optimizing business structures, strategic advice for asset sales, and specialized tax planning for unique income streams such as digital content, cryptocurrency, and restricted stock units.
Leveraging technology for forward-looking scenario analysis, we deliver the insightful direction needed to maximize financial positions and foster sustainable growth.
our services
Our small business had some challenging financial situations, and previous tax preparers only offered basic filing. XOATAX, led by Kevin Zhang, immediately identified areas where we were overpaying and developed a strategic plan that significantly improved our corporate health.
Their ability to quickly dissect complex scenarios and deliver clear, actionable advice is unmatched. The efficient electronic communication also means we get rapid, accurate results without any hassle. They truly understand what it means to be a strategic partner, not just a service provider.
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Solutions to Your Business Queries
What core accounting and tax services do you offer?
We offer a comprehensive suite of financial services, including tax preparation, tax advisory, bookkeeping, payroll management, and business formation. Our services also encompass Virtual Financial and Tax Operations (FTO), which includes core functions such as preparing financial statements, managing accounts receivable and payable, and providing strategic Virtual CFO expertise.
Do you provide strategic tax planning and advisory services?
Yes, we emphasize a shift towards higher-value, proactive strategic guidance beyond basic compliance and transactional bookkeeping. We offer services like retirement tax planning on investments, advice on how to avoid capital gains tax from asset sales, and consultations on complex tax scenarios. Our goal is to assist clients in navigating regulatory complexities and optimizing their financial positions.
I'm behind on my financial records. Can you help me get my books up to date?
Absolutely. We can assist in getting your accounting software, such as Xero or QuickBooks, up to date using your bank statements and credit card records. This includes managing daily transactions and ensuring accurate record-keeping.
Do you specialize in specific industries or complex tax situations?
Yes, specialization is a core strategy to provide highly tailored services. We focus on lucrative niches like Software Providers (SaaS/AI), the Cannabis Industry, Real Estate, Dental and Medical Practices, Cryptocurrency and Blockchain, Home Service Firms, Law Firms, Digital Media, and Solopreneurs/Creator Economy Workers. We also have expertise in complex issues like Restricted Stock Units (RSU) and Employee Stock Purchase Plans (ESPP) capital gains, and tax implications for cryptocurrency accounts.
Can you assist with forming a new business entity, such as an LLC or S-Corp, or with closing an existing business?
Yes, we offer business formation services, including guidance on setting up entities like LLCs or S-Corps to ensure your business structure is optimized for tax outcomes. We also assist with the dissolution or closing of professional corporations and other entities.
What makes XOATAX different from others CPA firms or basic software solutions?
XOATAX offers fast reaction times and can quickly adapt to new technology and specialized software.
We provide comprehensive solutions with our expertise and experience, unlike software-as-a-service (SASS) options that only provide a tool.
Compared to others firms, we offer cost savings, faster responses, and less bureaucratic friction, focusing on core services to ensure your finances are healthy. We operate without geolocation limits, providing seamless experiences across states.
