Our Comprehensive Services

At USXA, we offer a comprehensive range of accounting and advisory services designed to support your financial and business goals. Our expertise spans across various domains, providing tailored solutions that address the unique needs of each client.

Tax Preparation & Advisory

We handle tax preparation and planning, ensuring compliance while optimizing outcomes. From federal and state returns to international tax credits, our expert team simplifies tax responsibilities and maximizes benefits for individuals and businesses alike.

Audit & Assurance

Our audit and assurance services include thorough financial reviews, audits, and fraud prevention. We ensure accuracy, compliance, and reliability by evaluating internal controls, enhancing transparency in financial reporting, and safeguarding organizational integrity.

Client Accounting Services (CAS)

We provide outsourced CFO services, budgeting, and financial statement preparation. By managing payroll, accounts payable, and customized reporting, we streamline financial operations and support strategic planning for your organization’s continued success.

Business Valuation & Litigation

We deliver business valuations and support for M&A, stock options, and disputes. Our insights provide essential clarity, empowering informed decisions and ensuring confidence in high-stakes financial and legal matters.

Business Management &
Family Office

Our family office services include budgeting, payroll, tax planning, and outsourced CFO support. We deliver comprehensive solutions to simplify financial management and protect the wealth of families and closely held businesses.

Additional Services

We specialize in cost segregation, forensic accounting, estate planning, and state and local tax guidance. Our tailored solutions address complex financial challenges and maximize benefits for individuals and organizations alike.