Our Services

What We Offer


There are different levels of financial statement assurance that aCPA provides to external users like government entities, banks, investors, shareholders, and other lenders...


We offer General Bookkeeping to Complex accounting assistance that allows management and business owners to make decisionsabout their business from the financial statements...


We are accountants and business consultants that deliver Executive eXperience, Strategy, and Solutions to you and your business...


We not only prepare Individual and Business tax returns, we take pride in our clients understanding their taxes...

Audit & Assurance

There are different levels of financial statement assurance that a CPA provides to external users like government entities, banks, investors, shareholders, and other lenders. The CPA’s stamp of confidence depends on the level of testing performed and review of (invoices, receipts, and other records) underlying financial records supporting the financial statements. While the name audit, review, or compilation speaks to the confidence issued and level of support reviewed by the CPA, all speak to the financial statement’s compliance with Generally Accepted Accounting Principles (GAAP). -The differences lie in the level of assurance over the accuracy of the numbers, as further described below.

Audit – An audit is the highest level of financial statement assurance provided by an Independent Certified Public Accountant. Audited financial statements provide the CPA’s opinion regarding the material accuracy of the financial statements as a whole. Further, audited financial statements provide confidence to the external user that the reported financial information not only is materially accurate but can be relied upon, depending on the type of opinion issued (unqualified, qualified, disclaimer, or adverse).

Review – A review is different from an audit because the CPA does not perform substantive testing over financial records to ensure material accuracy. When financial statements are reviewed by an Independent CPA, we provide reasonable assurance that the financial statements are accurate based on high-level analysis, our understanding of the business, and corroboration of information provided.

Compilation – A compilation means that the financial statements were simply compiled by the CPA and are in accordance with GAAP. The CPA has not performed any substantive testing or analysis regarding the accuracy of the financial information. The users of the financial statements are relying on Management’s statement that the reported information is accurate. The only assurance the CPA is providing is compliance or non-compliance with generally accepted accounting principles.


We not only prepare Individual and Business tax returns, we take pride in our client’s understanding their taxes. We provide tax resolution services, including IRS audit representation, offer and compromise, back-filings, and installment agreement negotiations. In addition, we assist businesses with compliance with State entity filings, sales, use, employment, and income tax filings.


With just one swipe of the pen, the Internal Revenue Service can confiscate your property, savings, checking account, and garnish your wages.

If you have an IRS problem, you need someone who knows the tax laws and taxpayers’ rights. eXfinancial has an assortment of IRS Solutions. You need an attorney educated in tax laws! Taking on the IRS, trying to handle tax liability by yourself is not an easy task and it is not recommended. eXfinancial has helped many people such as yourself lower their tax liability and in some cases eliminate tax bills. eXfinancial can put relief and comfort back into your life.

IRS Audit Representation. Professional representation provides the taxpayer with a knowledgeable CPA, Attorney, or Enrolled Agent that knows tax laws and can best communicate with the IRS on tax matters.

Installment Agreements. It is not uncommon to owe the IRS, desire to pay but currently not have the funds. We can speak to the IRS on your behalf to assist you in entering into a reasonable payment plan allowing you to pay your debt over time.

Offer and Compromise. Some taxpayers are eligible to reduce their tax debt if they meet certain criteria. We can help assess if this is you.

We offer a free initial tax consultation. Text us now at the number above with your name, number, and email address.


Individual and Personal Income. Everyday Uncle Sam expects to be paid his portion of your earnings; therefore every day you earn an income is tax season to us. We prepare tax returns, applying the most recent tax benefits, credits, and adjustments to maximize your tax deductions. Our staff is comprised of experienced tax professionals who are here to serve you and answer your tax questions throughout the year and not just during “tax season”.

Artist, Actress, and Entertainer. Actors, singers, dancers, and other entertainers face the challenge of tracking and reporting various types of income (employee and contractor wages), income earned from various states, and unusual business expenses. The entertainment industry can be demanding and complex to the average tax preparer. We assist artists throughout the year in accounting for ALL business expenses, which makes reporting the various income sources seem simple when it is time to file taxes.

Sole-Proprietor Tax. Even if you are the only person in your Company, you are a business and not an individual, take advantage of the business deductions the IRS allows. We have learned that many Schedule C business owners have their taxes prepared by Retail or Inexperienced tax professionals, which results in inaccurate returns and missed simple business deductions. Our firm specializes in business and assists our clients in identifying appropriate tax deductions.

“C” and “S” Corporations. (Form 1120 or 1120S) Corporations are separate tax entities whether they are owned by one individual or several shareholders and require a separate tax return. The “S” Corporation has become popular in recent years due to the ability of the Shareholder to reduce employment taxes by categorizing income as distribution versus wage. These entities are also popular on the IRS audit radar for the same reason. Filing as an S-Corporation can have its advantages only if properly maintained. Using a professional who understands BUSINESS taxes will help you avoid the pitfalls many business owners fall into that result in huge tax bills due to inaccurate tax returns.

Limited Liability Corporations and Partnerships. (Form 1065 and Schedule C for Single Member LLC’s)The preparation of taxes for Partnerships and LLCs can be complex. Each Partner needs to understand the relationship between business activities, financial reporting, and tax filing. We help our clients maintain and properly report Partner or Member activity for both book and tax purposes.

Homeowner and Condominium Associations (HOA). (Form 1120H) We specialize in preparing the informational 1120H tax return for Homeowner Associations. We also offer accounting, property management, and tax service packages at reasonable rates for self-managed HOA’s.


Our staff has a wide range of experience and training in State and Federal compliance. Organizations and Businesses must comply with the laws and rules set forth by the government. We assist with Business Entity Selection, Federal and State income and employment tax filings, and State and sales use tax compliance.


We offer General Bookkeeping to Complex accounting assistance that allows management and business owners to make decisions about their business from the financial statements, which not only includes cash-in-hand but accounts receivable (cash earned, but not received), accounts payable (cash due out, but not paid), pipeline (future cashflows not yet earned), expansion and increased working capital (cash reserves or line of credit needed to maintain and grow the business).

Most bookkeepers perform the following functions:

  • Month-end closing process
  • Bank and credit card reconciliations
  • Customer invoicing, collections, accounts receivable aging
  • Paying bills, review, and maintenance of outstanding payables

We provide accounting assistance and value, in addition to performing the following functions:

  • Cash to Accrual basis conversion
  • Consolidation of Parent and subsidiary companies
  • Journal entry posting and general ledger maintenance
  • Fixed asset accounting and depreciation
  • Cash management and analysis of cash flow
  • Generation of internal financial reports used for key decision making
  • Supervision the bookkeeping and data entry