XOA TAX: Professional Tax & Accounting Firm in California

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Make Profits with Best Accountants team

Trust one firm to provide the guidance you need, and not only achieve your financial goals but also make profits that propel your business forward.

We can help you #Thrive

From accounting to tax solutions, all tailored to meet your business’s unique needs.

Tax Preparation

Get your tax done right to stay on top of your finance and run your business smoothly

Bookkeeping

XOA TAX knows your anguish and aims to deliver up to date, accurate records every month.

Payroll

Gain valuable insights of your employees’ performance with our comprehensive reports.

Business Formation

We handle all the procedures necessary to build your business from the ground up.

Proven Process,
Real Results

Expert Tax Attorneys and CPAs

Experience excellence with our expert team. Specializing in complex challenges, our seasoned attorneys and professionals are committed to delivering bespoke solutions.

Your Representative Before The IRS

We prepare the papers. We scan every number. We submit the forms on time. And we are here to defend your rights.

Our #Success Stories

Plan to Success

Mr. Brandon Evans, initially lacking a clear business plan and understanding of U.S. business laws, successfully established his LLC in Delaware with the help of professional consultants.

E-commerce Startup

In 2019, Mr. Jackson, who owns many companies, started an online store but didn’t know much about taxing online sales. This led to mistakes in his financial records, missing important information on funds and incomplete records of income and expenses, which is super messy.

Stuck in a special situation

Dustin and Rosie, a couple in their middle years, sold all their properties and assets for a stock market venture. Their gamble paid off with big profits, but it brought a huge tax bill of over 2 million USD, a financial challenge they didn’t even plan for.

Empowered Business in the U.S.

Joyce Ho, a entrepreneur from Vietnam, sought assistance from XOA TAX to navigate the complexities of establishing a business in the U.S. We provided comprehensive help so that Joyce Ho’s foreign-owned business not only launched successfully but also achieved profitability early on.

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)

$

/month

Up to $

Annual Revenue

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

Quarterly Bookkeeping and Bank Reconciliation (Max 150 transactions/month)

$

/month

Up to $

Annual Revenue

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)

$

/month

Up to $

Annual Revenue

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)

Want A Customized Solution For Your Business Need?

We specialize in not only tax but also accounting, bookkeeping, payroll, and so on. Our expertise is proven through years of experience helping businesses fly high with their dreams.

Our Client Talked
About Us

I've been filing my taxes here for the last three years and each year has been a pleasant experience. In a nut shell: if you're looking for professionalism, timeliness and quality, look no further.

The good folks here are very communicative and will answer every question you have. They make sure all your documents and information are in order, and if you forget a form or document, sending it to them is very easy. I love that I can simply text, call, or email and someone gets back to me in a timely manner.

I started taking my mom here last year and it's been a smooth process for her as well.

As far as cost, I'm not too familiar with the cost across other CPA firms, but I believe the pricing here was fair, though I'm sure this can vary based on the complexity of your tax situation. In any case, I thought pricing was more than affordable.

Overall, I only have positive things to say. I'll be back next year!

Johnny and Duy were very helpful. The whole process was very easy to upload my documents. They helped me with my tax return and also sorting out some mistakes that I had made myself with doing my own returns. I learned my lesson, tax returns are better left to the professionals. And these guys are professional and know what they're doing.

Been doing my personal taxes with them for 2 years now. Overall a great firm to work with. The whole process took a little over 2 weeks. The team was always responsive and easy to work with. Best to drop by ready with your documents and have a conversation with them about your tax situation. They charged a reasonable rate and definitely of great value. Give them a chance if you are looking for a tax firm this year.

I worked with Xoa Tax to help me complete a gift tax return. They were very knowledgable and professional. I would definitely return to them again if I need additional help with my tax returns.

As a software engineer, I was suggested to Hoang by a friend. Uyen not only did an excellent job on my taxes, but she also maintained her word and returned my call within 24 hours of getting all the paperwork (taxes). She not only called me back when she said she would, but she also chatted to me as if I were a friend. Her knowledge and passion for what she does wowed me. I couldn't think of anything I could have done differently because everything went so smoothly. The very best. Their services were completed in less than 10 days, compared to other internet advisors or tax prepares!

I was one of their sister company Xoa Ticket's customer. I'm happy with their service thats why I filed taxes this year with them. I am glad I found these guys! Even during these difficult times dealing with Covid restrictions, they were super accommodating, prompt, and efficient! I had a 30 minute free consultation with Hoang, who took down all the details. He was easy to work with, patient, and understanding:) We also went back and forth through email to make sure I not only understood everything on my taxes, but to learn how to do things in the future as well.

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Skip weekends in paperworks. #Thrive with our CPAs.

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Email

[email protected]

Phone

(714) 594-6986

Irvine Office

2211 Michelson Dr, Irvine, CA 92612

Costa Mesa Office

940 South Coast Drive, Suite 205 Costa Mesa, CA 92626

The solution
Client Name: Mr. Brandon Evans
Situation: Mr. Brandon Evans had a vision of establishing a business in the United States. He had supply chain and other support services in place and had already assembled a team of staff. However, he lacked a clear plan for establishing the company in the U.S. and had a limited understanding of the legal requirements involved.
Ms. Joyce Ho from Vietnam, achieve a smooth and profitable business launch in the U.S.
Challenges Faced by the Client
Lack of Clear Business Plan: Mr. Evans had a business concept but lacked a comprehensive plan outlining the business's operations, location, ownership structure, and financial viability.
Unclear Business Entity: He needed guidance on selecting the appropriate business entity type (e.g., corporation, LLC) and understanding the implications of each choice.
Ownership and Investment: Mr. Evans needed to determine ownership distribution, investment amounts, and expected returns for potential investors.
Management Structure: For corporations, he had to choose officers and directors, while for LLCs, he needed to identify Managers or Members and establish their roles.
State of Incorporation: The selection of the state of incorporation and ensuring the chosen business name was available were important initial steps.
The Solution
Mr. Brandon Evans partnered with a team of experienced business consultants and legal experts who provided a step-by-step plan to streamline the business formation process. The following solutions were implemented:
Business Plan Development: A detailed business plan was created, outlining the business's activities, location, staffing, revenue model, and financial projections.
Entity Selection: After careful evaluation, Mr. Evans decided to form an LLC (Limited Liability Company) due to its flexibility and liability protection.
Ownership and Investment Planning: Ownership distribution and investment details were finalized, clarifying the expectations of investors.
Management Structure: As an LLC, Mr. Evans designated Managers and Members with defined roles and responsibilities.
State of Incorporation: Delaware was chosen as the state of incorporation due to its business-friendly environment and established legal framework.
Business Name and Indicator: A unique company name was selected, and it was ensured that the name was available for use. A suitable corporate indicator was also chosen.
Incorporation Filing: The necessary incorporation paperwork was filed with the state authorities, officially establishing the LLC.
Organizational Meeting and Operating Agreement: An organizational meeting was held to adopt the operating agreement, outlining how the business would be managed and governed.
Obtaining a Federal Tax Number (EIN): An Employer Identification Number (EIN) was obtained to facilitate tax reporting and compliance with federal and state regulations.
Bank Account Setup: A dedicated business bank account was opened to ensure the separation of personal and business finances.
Additional Financing: Mr. Evans secured additional financing to support the business's growth and operations.
Office Space Acquisition: A suitable office space was leased to serve as the company's operational headquarters.
Bookkeeping and Payroll System: An efficient bookkeeping and payroll system was established to maintain accurate financial records and ensure compliance.
Results
The implementation of these solutions yielded significant results for Mr. Brandon Evans's business: The business was established smoothly, with a clear plan and structure in place..
Time and expenses were saved due to efficient planning and compliance, which was crucial for a foreign woman entrepreneur.
The business achieved profitability from the outset, thanks to a well-thought-out business plan and financial strategy.
Conclusion
This case study highlights the importance of seeking expert guidance and services when establishing a business, especially for individuals like Mr. Brandon Evans, who may lack a clear understanding of the legal and operational aspects involved. With the right assistance, entrepreneurs can streamline the business formation process, save time and expenses, and achieve profitability. Mr. Evans's successful business launch demonstrates the value of careful planning and professional guidance in the world of entrepreneurship. With the right assistance, Mr. Brandon Evans can achieve success.

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.
The solution
Recognizing the seriousness of their situation, Dustin and Rosie sought our assistance. We connected them with a board-certified tax attorney who had a wealth of experience in handling tax-related challenges.
The tax attorney prepared and sent a detailed report to the IRS, explaining the couple's financial difficulties. The argument made was that, despite their profit, they couldn't reasonably afford such a high tax bill because they had already invested all their life savings and assets in the stock market.
The result
“He was able to avoid being audited, and
make his first online store thrive!”
After a thorough review, the IRS understood their situation and decided to reduce their tax bill by more than half. This substantial reduction saved Dustin and Rosie over $1 million USD. With this financial relief, they could eventually handle their life without the overwhelming burden of excessive debt.Even though the 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.
The solution
To deal with these issues, Mr. Jackson reached out to our professional services. We decided to gather all the necessary documents and paperwork ever since to correct the tax records and assessments. This effort was essential to avoid potential pitfalls associated with incorrect tax filings.
The result
“He was able to avoid being audited, and
make his first online store thrive!”
If we hadn't fixed these tax problems, the business would have run into some serious trouble down the road. Making mistakes in tax filings could have triggered an audit in the future, leading to substantial financial burdens and the risk of harming the company's good name. By dealing with these financial issues, we essentially removed a major obstacle, enabling the business to keep growing without worrying about audits and financial penalties on the horizon.

In the highly competitive world of entrepreneurship, understanding the intricacies of business formation in a foreign country can be especially challenging. This case study examines how XOA TAX, a renowned financial and advisory services company, helped their foreign female client, Ms. Joyce Ho from Vietnam, achieve a smooth and profitable business launch in the United States, despite her limited understanding of U.S. business regulations.
Ms. Joyce Ho from Vietnam, achieve a smooth and profitable business launch in the U.S.
Client Background
Ms. Joyce Ho, a motivated woman entrepreneur from Vietnam, had a vision for a thriving business in the United States. However, as a foreigner, she faced unique challenges and lacked a clear understanding of the legal requirements and procedures for establishing a business in a foreign country. Fearing potential legal pitfalls and cultural barriers, Ms. Joyce Ho sought professional assistance from XOA TAX.
Challenges Faced by the Foreign Female Client
Limited knowledge of U.S. business laws and regulations.
Uncertainty about roles and responsibilities of company officers and directors in a foreign context.
Confusion regarding the selection of U.S. shareholders, officers, and directors.
Limited understanding of U.S. capitalization and entity types (LLC or S-corp).
Concerns about multi-state registration and compliance in a foreign country.
Anxiety about obtaining a U.S. federal Employer Identification Number (EIN) as a foreigner.
Unclear process for opening a U.S. business bank account as a foreigner.
Overall, a lack of clear strategies and knowledge to initiate and manage a profitable business in the U.S.
Solution
XOA TAX's team of experienced business consultants and legal experts devised a comprehensive plan to assist Ms. Joyce Ho, a foreign woman entrepreneur, in achieving her entrepreneurial goals in the United States. The following steps were taken:
Roles and Responsibilities Determination: XOA TAX worked closely with Ms. Joyce Ho to outline the roles and responsibilities of the company's officers and directors in the U.S., considering the unique aspects of operating a foreign-owned business.
Shareholders, Officers, and Directors Selection: Through thorough discussions, XOA TAX helped Ms. Joyce Ho identify suitable individuals for these key positions in compliance with U.S. regulations.
Capitalization Planning: XOA TAX assisted in determining the appropriate capitalization structure for the U.S. business, ensuring compliance with U.S. financial requirements.
Entity Type Recommendations: After evaluating the specific needs and goals of Ms. Joyce Ho's U.S. business, XOA TAX recommended the establishment of an LLC (Limited Liability Company) due to its flexibility and limited liability protection, while considering the foreign ownership.
Multi-State Registration: To expand the business reach in the U.S., XOA TAX facilitated the registration of the company in multiple states, ensuring compliance with U.S. state regulations.
EIN Acquisition: XOA TAX successfully obtained a U.S. federal Employer Identification Number (EIN) for the company, navigating the unique requirements for foreign entrepreneurs.
U.S. Bank Account Setup: XOA TAX advised Ms. Joyce Ho to open a dedicated U.S. business bank account as a foreigner, ensuring compliance with U.S. financial regulations.
Business Launch and Strategies: XOA TAX provided comprehensive business strategies tailored to Ms. Joyce Ho's industry and target market in the U.S., accounting for cultural nuances and market dynamics.
Bookkeeping and Payroll System: XOA TAX helped establish an efficient U.S. bookkeeping and payroll system, ensuring accurate financial records and compliance with U.S. tax regulations.
Results
The implementation of the above solutions yielded remarkable results for Ms. Joyce Ho's foreign-owned business in the United States: The business was established smoothly, with a clear structure and well-defined roles and responsibilities adapted for foreign ownership.
Time and expenses were saved due to efficient planning and compliance, which was crucial for a foreign woman entrepreneur.
The business became profitable from the outset, achieving a net income increase of 275% in the second quarter, which stabilized in the third quarter.
Conclusion
This case study underscores the significance of seeking expert guidance and services from companies like XOA TAX when foreign women entrepreneurs aim to establish businesses in a foreign country, such as the United States. With the right assistance, foreign women entrepreneurs like Ms. Joyce Ho can successfully navigate the complexities of U.S. business formation, ensuring profitability and compliance from the start. XOA TAX's expertise in legal matters, strategic planning, and financial management played a pivotal role in achieving these outstanding results for a foreign woman entrepreneur venturing into the U.S. market.