Prepare today, for real life

Minimize your tax burden, pay the least amount of taxes

It’s never too late to start planning for retirement! Get started today so that you can have the future you deserve in.  

tax-planning-for-a-brighter-financial-future

Leave retirement anxiety behind

Reduce Tax Liability

Making a plan ahead of time, especially regarding your business income, guarantees you’ll make the most of available tax credits.

Gain Flexibility In Plan

Tax planning doesn’t just help lower the taxes you owe, the amount your heirs will need to pay, save for retirement, and other expenses.

Year-round Tax Planning

By tracking your income and expenses throughout the year, we help you ensure you get all the deductions and credits you are entitled to.

Determining Investment Returns

Capital gains, expenses, and inflation can quickly alter your investment planning if you’re not careful – which could lead to having less money than anticipated.

tax-planning-strategies-to-maximize-your-saving

Tax Planning

Proactive Tax Strategies

By integrating custom tax guidance with your wealth management and financial planning strategies, we can help optimize all areas of your finances for greater returns.

Lean Process,
Get Success.

We firmly believe that putting our customers first is the best way to help you achieve your goals.

Connect with CPAs

Utilize an iterative approach to assist our clients

Visualize Your Goals

Provide detailed instructions to accomplish your objectives.

Financial Analysis

Analyze performance and other financial transactions

Optimize and Review

Advise on how to improve for a favorable outcome.

Great benefits from XOA TAX.

Get value from a dedicated team, it’s the expert financial solution your business deserves.

xoatax-logo
  • Is a CPA Firm
  • Experienced Staffs and Senior Managers
  • We have designed our workflow process to guarantee quality control through various reviews and a final sign-off from an authorized CPA.
  • We are constantly looking to improve our workflow to make it easier for our clients.
  • We stay current on any tax law changes to ensure that our customers benefit the most.
  • In audit event, we will help by representing you in front of the IRS or state tax agency.
  • We understand that every client is different, and tailor our recommendations to fit their specific needs for the best outcome.
  • We always take the time and patience needed to listen to our customers concerns and make sure they understand each step of the process.
  • Our firm invest in topnotch IT and software to maximize quality and efficiency of our work products.
  • Staying late to help busy clients.
  • Communicating through phone, SMS, email, and chat.
  • We are a team of lawyers, bankers, and other professionals who work together to provide our clients with expert advice and support when they encounter tax problems.
  • Already support national-wide clients and expats

Other Agencies

  • Maybe not a CPA firm
  • Seasonal Staffs
  • May spend 15-20 minutes input client data and may not have the same level of expertise or quality control measures in place
  • The workflow is very sluggish and out of date.
  • May not be keep up with all the current tax laws.
  • Not representing clients before the IRS and state tax authorities.
  • May not fully understand clients' needs and offer cookie-cutter solutions without taking individual circumstances into consideration.
  • May often rush through the process and do not prioritize communication with their clients. Even if they do, additional fee may be charged.
  • Maybe still rely on outdated and basic software in order to cut costs, as a result work quality and accuracy are compromised
  • Limited working hours
  • Just communicate through limited channels.
  • May lack a diverse team with specialized knowledge and may not be able to offer the same level of personalized and comprehensive services.
  • Only work with local clients

Need a personalized solution?

Come talk to us, we would love to chat!

Free Consultation

Get a personal consultation.

  • Office

10015 Garden Grove,Blvd
Garden Grove, CA 92844

  • Open Hours

Monday – Friday: 9AM – 6PM
Saturday: Appt. only

[email protected]
+1 (714) 594-6986

Get a personal consultation

Other accountancy services

View all services

Wealth Management

Ensure your assets are invested in such a way as to achieve maximum income growth.

Read more

Estate Planning

Take the time to plan your estate leads to less stress and more money for your future.

Read more

Individual Tax Preparation​

Reduce time for tax problems, have faster tax refunds, and develop tax planning techniques.

Read more
logo-xoa-tax

Minimize your tax liability and maximize financial stability with a well-devised plan. A well-thought-out tax plan helps you stay financially secure in the long run.

accredited-business
google review
yelp

Customer service is not just a department, it's the entire company. The whole point of our business is to make life less difficult for our Clients

Phuong Dang, Partner Tweet
Contact us
Facebook Twitter Yelp Instagram Linkedin
Overview
For Clients

© 2022 XOATAX LLP I All right reserved.

Privacy Policy  |  Terms of Service  |  Sitemap

;