Financial Services Organization


Xpitax for Financial Services Organizations

Your greatest asset is the talent of the individuals who work for you. You deliver sound financial advice to your clients to help them grow their personal wealth, their business equity, and plan for a financially prosperous future. As a result, they look to you to manage a breadth of financial services. Xpitax can help you profitably manage routine tax and accounting work, freeing you and your team to focus on serving your clients.

Xpitax's trained Chartered Accountants can prepare corporate, partnership, fiduciary and individual tax returns, while your in-house staff focuses on return review, consulting, or other high-touch, high value client services. Our experienced professionals are trained to prepare a high quality product that is on par with what your organization would produce.

Best of all, you don't have to change to fit our process. All you need is a scanner and broadband connection to get started. Outsourcing helps you more effectively manage compliance requirements easily and cost-effectively – freeing you and your team to focus on value creation.

Leverage dedicated resources trained to deliver high quality services:

  • Individual Tax Returns
  • Corporate Tax Returns
  • Partnership Tax Returns
  • Fiduciary Tax Returns
  • Valuation Services
  • Special Projects

Learn how Xpitax can help you better manage your compliance work:

  • Offload routine compliance work and focus on higher value services
  • Develop junior staff members by giving them higher level work
  • Improve profit margins by maximizing cost effective sourcing strategies

Contact us today.