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Maximize Profits

Delegate your tax burden and uncover hidden savings for your business.
Protect your wealth

Are You Paying Too Much in Taxes and Losing Valuable Time?

Many individuals and businesses unknowingly sacrifice their hard-earned money and precious hours to outdated accounting practices.

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Solution for profit

Reclaim Your Time and Maximize Your Wealth with Our Modern CPA Approach.

We combine human expertise with advanced AI and intuitive technology to transform your financial management from a burden into a powerful asset.

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Our Modern CPA Approach

How We Deliver Unmatched Time & Money Savings

AI-Powered Tax Optimization

Cutting-edge AI analyzes your financial data to identify every eligible deduction and credit.
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Client Portal App (Web & Mobile)

Secure, intuitive app for instant document sharing, real-time financial dashboards, and direct communication.
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Proactive Tax Strategy & Advisory

Beyond tax prep, we provide year-round strategic planning sessions tailored to your goals
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Efficient Accounting & Bookkeeping

Streamlined, automated processes for accurate and timely financial records
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Human Expert at the Center

While technology drives efficiency, a dedicated, experienced CPA is always your primary point of contact
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Data Privacy & Bank-Level Security

State-of-the-art encryption and security protocols protect your sensitive financial information at every touchpoint.
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Our Modern CPA Approach

Services That We Excel At

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Why Clients Trust Us with Their Most Valuable Assets: Time and Money.

Our commitment to innovation, security, and client success sets us apart.
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Years of Experience
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Experts and CPAs in various fields
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Active Clients with full financial services
The Tangible Impact

More Than Just Savings, It's Freedom

Our clients experience a profound shift, moving from financial stress to strategic empowerment

Significant Tax Reductions

Clients typically see a 15-30%+ reduction in tax liabilities through our proactive strategies and AI-driven optimization

Hundreds of Hours Reclaimed

Imagine an extra 5-10+ hours per week to focus on growth, family, or personal pursuits, freed from financial administration

Accelerated Business Growth

With clear financial insights and strategic guidance, make decisions that drive profitability and expansion

Eliminate Penalties & Audit Risk

Our meticulous, tech-enhanced processes ensure compliance, virtually eliminating the stress of errors and audits

Enhanced Financial Literacy

We empower you with the knowledge to understand your finances, turning complex data into simple, actionable insights

Stress-Free Financial Management

Experience the calm that comes from knowing your finances are in expert, technologically advanced hands
testimonials

Real Results, Real Clients, Real Savings

What I like most is how proactive they are. They don’t just file taxes, they advise me on cash flow, inventory costs, and even how to structure my business for growth. As an ecommerce auto parts seller, margins can be tight, and their guidance has directly improved my bottom line.

Luis V.

CEO - Vicrez.com, LLC. | Automotive E-Commerce

My free consultation with Hoang was great. He was patient and understanding, taking the time to explain everything on my tax return.

So happy with their service that I trusted them with my taxes. Even with COVID restrictions, they were incredibly accommodating, prompt, and efficient, making the entire process smooth.

Mimi Dang

CEO Vicrez, LLC.

Uyen was highly recommended for my taxes. Her expertise and commitment to her word were truly impressive. She made me feel like a friend and completed my taxes efficiently, far faster than other services I’ve used. I couldn’t be happier.

Alesis Jenskin

I used XOA TAX for a gift tax return and was impressed with their knowledge and professionalism. Their expertise made the complex process simple and stress-free. Their clear communication and excellent service make them a top recommendation.

Chris N.

Irvine, CA

I’ve been using this firm for my personal taxes for two years. The process was efficient, taking just over two weeks. The team is responsive and easy to work with, providing great value for a reasonable rate. I recommend visiting them with all your documents ready to discuss your tax situation.

Brian P.

Orange, CA

Johnny and Duy were incredibly helpful. They not only helped me with my tax return but also fixed some mistakes I’d made on my own previous returns.

I learned my lesson: leave tax returns to the professionals. These guys are true professionals and know what they’re doing, providing great service and peace of mind.

Eric S.

Business Owner
XOATAX

Ready to Stop Overpaying and Start Thriving

Choose the service that best fits your needs and begin your journey to maximized savings and reclaimed time.

Time to let the Experts do the work for you!

the compound benefits

The Total Value You Receive is Unmatched

When you choose XOATAX, you're not just getting an accountant; you're gaining a strategic partner dedicated to your financial prosperity

AI-Powered Tax Optimization

Value: $4,000+ in annual savings

Dedicated CPA Expert

Value: $10,000+ in strategic guidance

Secure Client Portal & Mobile App

Value: $2,000+ in time savings & convenience

Proactive Tax Strategy & Advisory

Value: $20,000+ in future savings

Efficient Bookkeeping & Reporting

Value: $3,000+ in reclaimed hours & clarity

Exclusive Tax Savings Guide

Value: $500+

Total Perceived Value

Over $40,000 in value, for a fraction of the cost
A Word of Caution

The True Cost of Waiting

Every day you delay optimizing your taxes and streamlining your finances, you're potentially losing money in missed deductions, inefficient processes, and unnecessary stress. The tax landscape is constantly changing, and without proactive, tech-driven expertise, you risk falling behind
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Learn how we helped 100 top brands gain success.

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