eXfinancial

eXfinancial is an accounting firm that prepares tax returns and advises on business finances. It frames the tax return as the largest yearly bill and urges clients to have it prepared carefully. Its team works together to keep the numbers accurate and the tax bill low.

Services

• Tax preparation: current and past year returns, with strategy and business structuring.
• Tax trouble resolution: help with liens and other disputes with the tax authority.
• Accounting: handling financial data in the background so owners can run their business.
• Advisory: explanation of deductions, inventory methods and how figures affect tax.
• Home purchase planning: preparing finances before buying a property.

Customers and markets

The firm serves small business owners and individuals in the United States, filing with the IRS.

Key facts

• Products: AdviseMe365, Accountant365 and TaxPlus365
• Track record: it says it has advised more than 2,000 clients
• Method: an intake call for clients who want to talk before starting