XOA TAX
What we could verify
- Registered business?
- Not verified
- CPA license or firm permit?
- Not verified (searched the state board)
- Publishes prices?
- Publishes prices
- Local or remote?
- Not stated on its website
- Software?
- None named on its website
1 of 5 answered from a dated source.
Documents 2 of 5 core services; IRS preparer record found for a named person; publishes prices.
Score breakdown
Dark bar: points earned. Grey bar: the weight we could check.
Evidence
| Claim | What the source shows | Source | Points |
|---|---|---|---|
| Business name | XOA TAX | home page | |
| Website | https://www.xoatax.com/ | home page | |
| Office locality | Costa Mesa, CA | home page | |
| Phone | +17145946986 | home page | |
| Offers bookkeeping | Documented: ...Annual   (Saved 15%) METAL Start at $299 Per month, billed annually Dedicated bookkeeping experts Accurate monthly books and year-end tax-ready financial packages P&L, balance... | home page | |
| Payroll coordination | Documented: ...with an intelligent financial platform to deliver everything you need-bookkeeping, tax, payroll, and strategy-all in one place. Claim Your Free Consultation Trusted by hundreds... | /services/managed-accounting | 4 pts (max 4) |
| Month-end close + reporting | Documented: ...experts Accurate monthly books and year-end tax-ready financial packages P&L, balance sheet and 1099 reporting Unlimited communication with your bookkeeping team Year-end income... | home page | 6 pts (max 6) |
| Bookkeeping designation (AIPB/NACPB) or IRS preparer record | IRS preparer record for Phuong D Dang · CPA (self-reported to the IRS, not a state license) · business name on the record: XOA Tax LLP | IRS preparer records Third-party Sep 27, 2026 | 6 pts (max 6) |
| Pricing approach published | Publishes prices: "$299 Per month" | home page | 6 pts (max 6) |
| Onboarding described | Documented: ...a business this way is like driving a car by only looking in the rearview mirror Our Process From Financial Mess to Masterplan in 3 steps 01. We Plug Into Your Business In a... | /services/managed-accounting | 4 pts (max 4) |
| Reporting cadence stated | Documented: ...Clear Path Forward Track your financial health in Real-time. Receive simple (or custom) monthly financial reports you can actually understand. We’ll meet with you regularly to... | /services/managed-accounting | 4 pts (max 4) |
| Named contact / team | Mimi Dang, CEO | home page | 3 pts (max 3) |
| Communication channel / process | Documented: ...analyzes your financial data to identify every eligible deduction and credit. Read More Client Portal App (Web & Mobile) Secure, intuitive app for instant document sharing... | /our-services | 3 pts (max 3) |
| Working contact route verified | [email protected] (mail server found) | DNS check Third-party Oct 7, 2026 | 2 pts (max 2) |
| Privacy / data-handling page | Documented: Data Privacy & Bank-Level Security | /our-services | 2 pts (max 2) |
Checked and not found
- Not documented. Checked 8 pages of the firm's own site on 2026-09-26 (Firm's own website): Monthly bookkeeping (0 pts, max 8); Catch-up / cleanup (0 pts, max 5); AP / AR (0 pts, max 4); Industries served (documented) (0 pts, max 5); Software supported (0 pts, max 5); Local / remote model stated (0 pts, max 3); What is included / excluded (0 pts, max 5).
- Not verified. Searched California Board of Accountancy licensee file (DCA public licensee data) for CPA firm records named 'XOA TAX' on 2026-09-26: no matching record (State accountancy board): Active CPA firm or individual license (state board) (0 pts, max 8).
Searches that find nothing are not a mark against a firm. How we search.
Not verified (not checked yet, so each scores 0 and counts against coverage): Service area; Current QuickBooks ProAdvisor or Xero advisor listing (0 pts, max 6); Entity found in the state business registry (0 pts, max 6); Operating 1+ year (registry formation date) (0 pts, max 5).
Check it yourself on the state's own records: California Board of Accountancy license search and business registry search.
- Bookkeeping designation (AIPB/NACPB) or IRS preparer record: The IRS's public file of active tax preparers (PTIN holders, updated 2026-02-23) lists Phuong D Dang under the business name 'XOA Tax LLP' in Costa Mesa, CA. The record lists: CPA. It is one individual's IRS preparer record, not a firm license or a directory listing. Its CPA entry is self-reported to the IRS and is not a state CPA license. It does not prove service quality.
- Working contact route verified: The email address the firm publishes is on a domain that accepts mail (MX record present).
Data limitations
- 20 of 23 evidenced items come from XOA TAX's own website and are labelled self-reported.
- No ratings or review counts are published here. Why.
Is this your firm?
Claim this listing to correct a field with evidence, or report a correction. Claiming confirms ownership only; it does not change the score.