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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.
