Soar to #Success with Best bookkeepers in Fullerton, CA.
Soar to #Success with Best bookkeepers in Fullerton, CA.
Hey Fullerton business owners, if you're facing messy books or confusing accounting rules, XOA TAX is your answer. We're great at organizing your financial records and making the rules easy to understand, so you can avoid financial problems.
Better books • Better decisions • Bigger profits
Better books • Better decisions • Bigger profits
Certified Experts With Powerful Bookkeeping System
Trustworthy Tax Advice You Can Count On
01
Dedicated Team of Experts
Get the support of a nationwide team of CPAs, bookkeepers, payroll experts, and tax pros.
02
Tax-ready financials
Audit? Forget about it. We make sure your financial information is ready for IRS scrutiny.
03
Tidy tax-ready financials
Filing is complicated. That's why we send a financial package for each year of catch-up. It's every document you need to get organized and ready to file, in one place.
04
Fast turnaround times
We can complete months or years of overdue bookkeeping—fast. That means more time for your business and way less deadline stress.
01
Dedicated Team of Experts
Get the support of a nationwide team of CPAs, bookkeepers, payroll experts, and tax pros.
02
Tax-ready financials
Audit? Forget about it. We make sure your financial information is ready for IRS scrutiny.
03
Tidy tax-ready financials
Filing is complicated. That’s why we send a financial package for each year of catch-up. It’s every document you need to get organized and ready to file, in one place.
04
Fast turnaround times
We can complete months or years of overdue bookkeeping—fast. That means more time for your business and way less deadline stress.
We can help you #Thrive in any industry
Construction
Real estate
E-commerce
Laundry
Agencies
Designers
Construction
Real Estate
E-commerce
Laundry
Agencies
Designers
Our #Success Story
Financial Clarity
XOA TAX assisted a small business facing financial challenges, including inaccurate financial reporting and high tax liability.
By implementing precise inventory tracking and expense management, they achieved very encouraging results. Additionally, XOA TAX ensured compliance with accounting principles and improved the client's overall profitability through expert bookkeeping services.
Accurate. Timely. Efficient.
XOA TAX assisted a small business incorrectly classified repair and equipment expenses in the Profit and Loss Statement and faced issues with negative figures in liabilities.
XOA TAX addressed this by recording these expenses on the Balance Sheet, capitalizing equipment costs, and setting up a depreciation schedule. XOA TAX strategy improved financial report accuracy, reduced audit risks, ensured accounting compliance, and possibly offered tax advantages for Johnson, LLC.
Financial Clarity
XOA TAX assisted a small business facing financial challenges, including inaccurate financial reporting and high tax liability.
By implementing precise inventory tracking and expense management, they achieved very encouraging results. Additionally, XOA TAX ensured compliance with accounting principles and improved the client’s overall profitability through expert bookkeeping services.
Accurate. Timely. Efficient.
XOA TAX assisted a small business incorrectly classified repair and equipment expenses in the Profit and Loss Statement and faced issues with negative figures in liabilities.
XOA TAX addressed this by recording these expenses on the Balance Sheet, capitalizing equipment costs, and setting up a depreciation schedule. XOA TAX strategy improved financial report accuracy, reduced audit risks, ensured accounting compliance, and possibly offered tax advantages for Johnson, LLC.
Lean Process,
Get Success.
We firmly believe that putting our customers first is the best way to help you achieve your goals.
Visualize Your Goals
Provide detailed instructions to accomplish your objectives.
Connect with CPAs
4.6 out of 5 star average expert rating by clients.
Optimize and Review
Advise on how to improve for a favorable outcome.
Financial Analysis
Analyze performance and other financial transactions
We’ve Got A Plan That’s Perfect For You
From basic tax to complex accounting, we got you covered!
Basic plan
Quarterly Bookkeeping and Bank Reconciliation (Max 50 transactions/month)
For annual revenue of $1 million and up, contact us for custom pricing.
FEATURES
- QBO Simple Start Subscription
- Transaction Processing
- Fixed Assets Register
- Trial Balance Preparation
- Data Security and Backups
- General Ledger Maintenance
- Month-End Close
- Business Tax Preparation
- Month-End Close
- Individual Tax Preparation
- Email Support Only
Pro plan
- Popular
Quarterly Bookkeeping and Bank Reconciliation (Max 150 transactions/month)
For annual revenue of $1 million and up, contact us for custom pricing.
FEATURES
Everything in Basic plan and More
- QBO Subscription
- Sales Tax Reconcilations
- Payroll Reconcilations
- Loan Amortization
- Business Tax Preparation
- Unlimited Phone & Email Support
Elite plan
Monthly Bookkeeping and Bank Reconciliation (Max 300 transactions/month)
For annual revenue of $1 million and up, contact us for custom pricing.
FEATURES
Everything in Basic plan and Pro plan
- Audit Support
- Accounts Receivable Management
- Accounts Payable Management
- Inventory Tracking
- Perform COGS and Refund COST
- Merchant Reconciliation
- Free Tax Planning with CPAs
- Estimated Tax Payment Preparation
- Annual Corporation Renewal (State fees apply)
Customized Tax and
Accounting Solution
Every business needs a reliable partner. From accounting to helpful business insights, we are here for you.
Lynn B. Woods
Westminster, CA
- 0
- 1
8/30/2023
I highly recommend XOA TAX for their unmatched expertise in tax preparation and bookkeeping. Their bookkeeping services have organized my finances, so tax time is easy. XOA TAX provides prompt, reliable customer service year-round, taking the stress out of tax season by expertly handling my return. Their professionalism and attention to detail is impressive.
Phyllis H. Bauman
Westminster, CA
- 2
- 12
6/23/2023
I've used XOA TAX for taxes the past 2 years - they're awesome! Friendly, knowledgeable staff take the time to understand my complex tax situation with rental properties and multiple businesses. They ask tons of questions and always find extra deductions I miss, getting me max refunds. Before XOA, taxes were a pain. Now I look forward to my yearly appointment.
Marvin G. Winter
Westminster, CA
- 5
- 20
5/14/2023
XOA TAX is a great CPA firm which gets the job done right and fast. It made the entire process easy and stress free. He offers different options based on my needs saving my time so rest assure my tax season had been great.
Success Stories: U.S. Launches Made Easy with Us!
Claim Your E-book
Dive into our expertly crafted eBook on Bookkeeping and discover the golden keys to financial mastery. Packed with invaluable insights and easy-to-implement strategies, this guide is your first step towards financial empowerment. Say goodbye to financial confusion and hello to clarity and growth. 🚀💼📈