Don't Let Taxes Drain Your Dream: Invest in Expert Financial Clarity.
Complex tax laws like the TCJA and OBBBA can lead to costly errors. We turn these financial risks into strategic advantages by handling all your accounting, tax prep, and advisory needs.
We’ll secure your financial position and ensure compliance, freeing you to focus on growing your business. Let us manage your financial foundation so you can build your legacy.
financial
planning
The real experts in the field will provide you with the best strategys
We offer proactive financial and tax planning, helping you navigate complex changes and achieve sustainable growth.
our services
Start strong and stay compliant. From setup to annual reports, we make business formation easy and stress-free.
Business Formation & Compliance
Streamline your financial operations with real-time data, accurate reporting, and proactive accounting support designed for business growth.
Managed Accounting
Build, grow, and expand without tax worries. We combine smart tax strategies with proactive support for your business take off.
Tax Services
Drive smarter growth with expert financial planning, performance tracking, and fractional CFO support tailored to your goals.
Finance Consulting & Fractional CFO
Our small business had some challenging financial situations, and previous tax preparers only offered basic filing. XOA TAX, led by Kevin Zhang, immediately identified areas where we were overpaying and developed a strategic plan that significantly improved our corporate health.
Their ability to quickly dissect complex scenarios and deliver clear, actionable advice is unmatched. The efficient electronic communication also means we get rapid, accurate results without any hassle. They truly understand what it means to be a strategic partner, not just a service provider.
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Solutions to Your Business Queries
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.
