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.

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.

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.

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.

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.