Complex Tax Code,
Made Simple

Struggling to maximize deductions and credits? Dealing with varying state and local tax regulations with customized solutions to meet your unique business needs.
Asses My Situation
Asses My Situation

Help your business navigate the complex world of taxes

Check Our Clients Feedback!

Excellent

4.6/5

4.6 Star Rating

Oscar N.

Westminster, CA

0

1

5/5

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.

Hoàng N.

Huntington Beach, CA

0

1

5/5

7/22/2023

I was impressed with the straightforward tax preparation service I received. Although my taxes are typically simple this year's situation was more complex than I could handle alone. I contacted Hoang and he responded very promptly. The cost was a bit higher than expected but ultimately worthwhile for the expertise and efficiency provided. I submitted all of my documentation and my taxes were completed just two weeks later. I knew I would owe taxes this year and was dreading the process so I'm grateful it was handled smoothly and quickly. Hoang also provided helpful suggestions for planning my tax payments next year. I don't live live in CA anymore but I will likely return to Hoang next tax season because I feel like I can trust him & his team.

Amy N.

Garden Grove, CA

0

1

5/5

1/10/2023

I have been working with this CPA & accounting firm for 2 years now and I am consistently impressed with the level of service and expertise they provide. The team is professional, knowledgeable and always willing to go the extra mile to make sure my financial needs are met. I highly recommend this firm to anyone in need of top-notch accounting services.

Eric N.

Westminster, CA

0

1

5/5

8/28/2023

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. Their reasonable fees reflect the personalized, caring service. Taxes are stress-free and enjoyable thanks to XOA's excellent service. I confidently recommend them to anyone seeking a trusted tax prep firm. Five stars!

Ut Q.

El Monte, CA

0

1

5/5

3/29/2023

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.

Nick H.

Alhambra, Los Angeles, CA

0

1

5/5

6/8/2021

XOA TAX has done an excellent job! I'm completely satisfied with the way they handled my tax return. I don't think my tax situation is complicated, but I appreciate the fluid communication with my preparer. He answered all my questions and took additional time to explain many tax "things" that I never had the knowledge of. And because of this new information, I will be able to plan out my 2021 taxes to maximize my refunds.
Definitely coming back next year!!

How Can We Help You?

Stories from our satisfied customers

E-Commerce Business

 

In 2019, Mr. Jackson, an experienced businessman who owns a range of various companies, started an exciting new online store. Even though he had a lot of experience, he depended on a personal accountant to help him with the complicated finances of his new business.

 

Even though this accountant was skilled, they didn't know much about how to tax online purchases. Because of this, there were some mistakes in the company's financial records. The tax forms did not list the distribution funds and withdrawals of capital. There were a lot of blank spots in the books where income and expenses should have been written, and deals were not properly recorded.

 

These problems were found when he reached out to us. We had to request all the necessary paperwork to correct the tax papers and tax assessment. So, what's going to happen if they do their taxes wrong over the course of time? The business would be very likely to be audited in the future, which could cost them a lot of money and hurt their brand image, which is a bottleneck in their development.

Stuck In A Special Situation?

 

Dustin and Rosie, a middle-aged couple, chose to do something brave. They sold their family home and all their assets to invest in the stock market. As their gamble paid off, they made a substantial profit. However, with great profits came a significant tax liability. Unprepared for this, they were faced with a tax bill of over 2 million USD.

 

Knowing the gravity of their situation, they reached out to us for help. With years of experience in solving tax issues, our tax attorney sent the IRS papers that explained the couple's financial hardships. His argument was that even though they did make a profit, they couldn't pay such a high tax rate because they already invested all of their life savings and assets into stocks.

 

After a thorough review, the IRS agreed with them and cut their tax bill by more than half, which saved them over $1 million USD. This comfort meant that John and Emily could keep working on their finances without worrying about going into too much debt.

What Cases Did We Help With?

E-com Business

 

In 2019, Mr. Jackson, an experienced businessman who owns a range of various companies, started an exciting new online store. Even though he had a lot of experience, he depended on a personal accountant to help him with the complicated finances of his new business.

 

Even though this accountant was skilled, they didn't know much about how to tax online purchases. Because of this, there were some mistakes in the company's financial records. The tax forms did not list the distribution funds and withdrawals of capital. There were a lot of blank spots in the books where income and expenses should have been written, and deals were not properly recorded.

 

These problems were found when he reached out to us. We had to request all the necessary paperwork to correct the tax papers and tax assessment. So, what's going to happen if they do their taxes wrong over the course of time? The business would be very likely to be audited in the future, which could cost them a lot of money and hurt their brand image, which is a bottleneck in their development.

Stuck In A Special Situation?

Dustin and Rosie, a middle-aged couple, chose to do something brave. They sold their family home and all their assets to invest in the stock market. As their gamble paid off, they made a substantial profit. However, with great profits came a significant tax liability. Unprepared for this, they were faced with a tax bill of over 2 million USD.

 

Knowing the gravity of their situation, they reached out to us for help. With years of experience in solving tax issues, our tax attorney sent the IRS papers that explained the couple's financial hardships. His argument was that even though they did make a profit, they couldn't pay such a high tax rate because they already invested all of their life savings and assets into stocks.

 

After a thorough review, the IRS agreed with them and cut their tax bill by more than half, which saved them over $1 million USD. This comfort meant that John and Emily could keep working on their finances without worrying about going into too much debt.

Elevate your business success

Tailored To Meet Your Unique Business Needs

Get in touch with us today

Tax For Business

10015 Garden Grove, Blvd Garden Grove, CA 92844.

Open Hours

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

Phone Number

+1 (714) 594-6986

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.

© 2022 XOATAX LLP I All right reserved.

Download PDF

Call Now

Schedule A Call With Us

*Note: UTC-7 when you select the date and time

Do you wish to continue with the call?

Please provide your phone number and we will contact you within 2 hours

You have successfully submitted your phone number

.printfriendly { text-align: right; margin-bottom: 20px; } #printfriendly-text2{ background: transparent; border: 1px solid #2abc63; padding: 12px 20px; } .printfriendly a{ background: transparent; border: 1px solid #2abc63; padding: 12px 20px; }