The Overwhelm is Real. The Solution is Clear.
Poor cash flow management is the cause of 82% of small business failures. Many owners spend precious hours buried in tedious financial tasks, feeling overwhelmed and uncertain. We replace that complexity with clarity. Our core mission is to give you back your time and provide the peace of mind that comes from knowing your finances are in expert hands, allowing you to focus on growing your business.
- Strategic Tax Planning & Compliance
- Outsourced Bookkeeping
- Proactive Financial Advisory
- Cash Flow Management
- New Business formantion
- Regulatory Compliance Guidance
our services
New Business & Regulatory Compliance Guidance
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Proactive Financial Advisory & Cash Flow Management
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Outsourced Bookkeeping & Financial Reporting
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Strategic Tax Planning & Compliance
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Why XOATAX? A Partner, Not Just a Provider
Did you know 23% of small businesses are likely to switch accountants this year? The top reasons aren’t mistakes, but feeling ignored, receiving slow responses, and a lack of proactive advice.
At XOATAX, we are built to be different.
Expert Leadership: Led by Kevin Zhang, a CPA and MST with 20 years of bilingual financial expertise.
Proven Credibility: Our insights are trusted and have been featured in established publications like the Associated Press (AP News).
Personalized Service: You are not a number in a queue. We pride ourselves on quick, responsive communication and a service tailored to your specific business needs.
We work with the best brands
We work with the best brands
testimonials
I was one of their sister company Xoa Ticket’s customer. I’m happy with their service thats why I filed taxes this year with them. I am glad I found these guys! Even during these difficult times dealing with Covid restrictions, they were super accommodating, prompt, and efficient! I had a 30 minute free consultation with Hoang, who took down all the details. He was easy to work with, patient, and understanding:) We also went back and forth through email to make sure I not only understood everything on my taxes, but to learn how to do things in the future as well.
As a software engineer, I was suggested to Hoang by a friend. Uyen not only did an excellent job on my taxes, but she also maintained her word and returned my call within 24 hours of getting all the paperwork (taxes). She not only called me back when she said she would, but she also chatted to me as if I were a friend. Her knowledge and passion for what she does wowed me. I couldn’t think of anything I could have done differently because everything went so smoothly. The very best. Their services were completed in less than 10 days, compared to other internet advisors or tax prepares!
I worked with Xoa Tax to help me complete a gift tax return. They were very knowledgable and professional. I would definitely return to them again if I need additional help with my tax returns.
Been doing my personal taxes with them for 2 years now. Overall a great firm to work with. The whole process took a little over 2 weeks. The team was always responsive and easy to work with. Best to drop by ready with your documents and have a conversation with them about your tax situation. They charged a reasonable rate and definitely of great value. Give them a chance if you are looking for a tax firm this year.
Johnny and Duy were very helpful. The whole process was very easy to upload my documents. They helped me with my tax return and also sorting out some mistakes that I had made myself with doing my own returns. I learned my lesson, tax returns are better left to the professionals. And these guys are professional and know what they’re doing.