Services / Tax Advisory

Tax advisory that works all year — not just in April.

Most tax bills are decided long before filing season. Xel's CPAs plan with you quarter by quarter, so you pay exactly the right amount — and never get surprised.

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Tax season, on the clock — we file ahead of it

What's in the ledger.

Tax services

TAX—110Business TaxEntity returns, multi-state filings, and strategy for S-corps, partnerships, and LLCs.VIEW → TAX—120Individual TaxPersonal returns done right — including equity comp, rentals, and self-employment income.VIEW → TAX—130Tax PlanningQuarterly projections and proactive moves before year-end, when they still count.VIEW → TAX—140Credits & DeductionsR&D, energy, hiring, and industry-specific credits most filers leave on the table.VIEW →

How an engagement works.

Four steps

STEP 01

Free consultation

30 minutes with our tax team. We review last year's return and your books — and tell you what we see.

STEP 02

Plan

A written tax strategy: entity structure, timing, credits, and estimated payments.

STEP 03

Execute

We file, you approve. Quarterly check-ins keep the plan ahead of your numbers.

STEP 04

Review

Year-end debrief: what you saved, what changes next year, no surprises in April.

Why owners switch their tax work to Xel.

CPA-led, planning-first

Most tax relationships are transactional: documents in February, a signature in April, silence until next year. Ours runs all year. The return is just the receipt for twelve months of decisions — entity structure, owner compensation, purchases, estimated payments — and those decisions get made with a CPA in the room, while they can still be changed.

The mechanics are simple: pricing agreed up front rather than discovered on an invoice; quarterly planning for clients who want April decided in advance; and IRS or state notices handled by us, start to finish. With offices in California, Oregon, Florida, and Georgia — and filings in all fifty states — multi-state is our normal, not an upcharge surprise.

WHAT TO EXPECT

The working relationship

A named CPA team that knows your file
Secure portal and e-signature — no email attachments
Questions answered quickly — usually within one business day
Notices handled without drama

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The calendar we run for you.

Rolling · next 12 months

The main federal income-tax and payroll deadlines ahead, computed live from today’s date — weekend and federal-holiday dates roll to the next business day automatically. State calendars differ, and deposit schedules are set per employer; tracking both is our job, not yours.

January 15Q4 estimated tax payment for the prior year (Form 1040-ES).January 31Q4 Form 941 and annual Form 940; W-2s to employees and Form W-3 to the SSA; Form 1099-NEC to recipients and the IRS.February 28Paper filing of the other Forms 1099 and 1098 with the IRS.March 15S-corporation and partnership returns — file or extend.March 31Electronic filing of the other Forms 1099 and 1098 with the IRS.April 15Individual and C-corporation returns and payments; Q1 estimate.April 30 · July 31 · October 31Quarterly Form 941 payroll returns for Q1, Q2 and Q3.June 15 · September 15Q2 and Q3 estimated payments; extended S-corp/partnership returns Sep 15.October 15Extended individual and C-corporation returns.

FILING DATES ONLY. PAYROLL TAX DEPOSITS RUN ON A SEMI-WEEKLY, MONTHLY OR NEXT-DAY SCHEDULE SET FOR EACH EMPLOYER, AND STATE CALENDARS DIFFER AGAIN — TRACKING BOTH IS OUR JOB, NOT YOURS.

FAQs.

Quick answers

Can you take over from my current preparer mid-year?Yes — we request the file, review what’s been done, and take the handoff from there. Mid-year switches are routine, and your prior preparer is required to release your records.

What does tax preparation cost?A scoped quote before work begins, based on the forms and complexity involved. Most tax engagements are quoted flat; where hourly is the better fit we tell you the rate and the expected range first.

I got an IRS letter. What do I do?Upload it to the portal before responding to anything. Most notices resolve with the right paper trail — and responding wrong is how small issues become big ones.

Do you handle multi-state returns?Daily — remote employees, part-year moves, and businesses selling across state lines. It’s one of the most common reasons clients come to us.

Available at every office.

And everywhere else

Work with a local advisor in person, or run the whole engagement remotely — same team, same portals, same standard.

Tax advisory in Eugene, OR Tax advisory in Salem, OR Tax advisory in Ontario, CA Tax advisory in Orlando, FL Tax advisory in Savannah, GA Tax advisory — virtual, all 50 states

Bring us last year's return. We'll find what it missed.

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