It was painless through our own bumps and learning curve. Michelle has been growing the business…read moreand making changes to improve our experience. To us financials are very much a people business. We value and trust Michelle and her staff with a vital part of our life.

Reliable, honest, knowledgeable, smart, experience and the person with most integrity those are a…read morecouple of qualities you will get from Michelle. We are a small business and we did not know where to start and Michelle definitely help us out to create a system/changes that lead us to a better outcome for our customers and our company. She goes above and beyond making sure we get the information required to make the right decisions. We can not thank her enough, please continue with your transparency.

Very professional, take there time explaining while working and filling your taxes!! The price is…read morevery reasonable and worth every dollar spent filling my taxes with Xel Advisors. Totally recommend Xel Advisors for your taxes

I've been using these guys for five years and they are well worth it. They helped me out with…read morestrategies, payroll, and so much more. I couldn't have asked for better tax advisors. They are always there with a quick response whenever I have a question. I highly recommend this company for all your tax and payroll needs.

Shaila Chamberlain, CPA, has been my financial wizard for several years now, and let me tell you,…read moreshe's nothing short of magical! Whether it's tax season or just another Tuesday, she's always available to help me untangle the financial webs I get myself into. She not only handles my numbers but has also trained my team to handle things so smoothly that I almost believe we know what we're doing. Shaila usually answers my calls and texts with lightning speed, like she's got a sixth sense for when I'm about to have a financial meltdown. Except for today... Today, I felt like a red-headed stepchild--left on read and waiting for a response like a kid waiting for the ice cream truck that never comes. But hey, even the best of us have our off days, right? So, Shaila, you still get five stars from me... for now. But don't make me come back and edit this review! (Kidding... mostly.) Keep up the great work, and maybe shoot me a text back before I start looking for adoption papers.

I have worked with Shaila as being my CPA for quite some time now and has been a pleasure to work…read morewith her. She has been extremely helpful in answering all my questions whenever I felt I was worried about something in regards to my business. Any time she finishes filing taxes for me she is more than willing to sit down and discuss any of my concerns. Something that I do not find often with other CPA's is that she offers mini courses/speaking engagements where she will basically go over how taxes work in the business world. She explains each business entity clearly and thoroughly. Definitely worth the investment. Please ask her or her team about it. Lastly, she is clearly connected with businesses in the Riverside and Inland Empire where she is quite knowledgeable what is going on in the business world for her city she is working in.

The name says it all! This group was very responsive when dealing with a customer request. They…read moreturned the project and delivered parts within 24 hours! Great job! I would use and refer this company again. They do "IT" and computer systems review and implementation projects as well. Thanks team...

I couldn't be happier with the service I have and continue to receive. They answer immediately when…read moreI call and always have the answers I need. I have always been met with outstanding customer service and recommend them to everyone I know!

My experience with Robbie Casillas seemed to start off alright. His assistant, Brenda, knew the ins…read moreand outs of Quickbooks so when she saw our chart of accounts she recommended making some changes to "clean it up" and make it easier going forward. We even paid extra to have her come out to teach our office manager how to code things properly. After a couple of years some of those changes lead to some confusion that she had to "clean up" again. It seemed every year there were changes as to where our car lease deduction would go vs the loan for our work truck (we are in construction). Confusing, but that is why we hired a professional. Because it seemed we were saving money by getting the maximum deductions available I put up with Robbie's patronizing attitude. He constantly called me "Sweetheart" as if I were a little girl who doesn't understand big numbers (I have a Master's degree, btw) and although I mentioned it to him once he brushed it off like "Oh I call everyone 'sweetheart'" like that makes it okay. So last year we had a great year. It was the first post-recession boom and we did our Quickbooks the way we had always done them with the coding changes Brenda recommended each year. I made the estimated tax payments that Robbie recommended, but after looking at our QB Robbie informed us that we still owed $60,000 in taxes. Now after a couple of years running losses we had a lot of loans we were paying back so there is no way we could have still owed that much. I called Brenda to check that everything was coded properly (an extra $200). She said the QB was "so messed up" that we should hire a forensic QB bookkeeper. We did (another $500). This bookkeeper found that Brenda had miscoded our lease payments on our company car resulting in a missed deduction of $5,000, but we still owed the taxes. In the meantime we had to take an extension and pay what we thought we owed, so we took out a loan and made a payment. The interest on that loan while we were figuring this all out was $500. So I called Robbie to have him explain why there is so much income when our deposits don't show that amount of money. His response, "Sweetheart, you made a LOT of money last year. You don't have any deductions against that income so you must have spent it. You had a VERY good year, Sweetheart!" Oh, and he charged me $275 for a 45 minute phone call that left me more confused as to what was happening with our money. Then, to add insult to injury, Robbie had raised his prices significantly from the year before without telling us. How much? $100 more to do our 1099's and $500 more to do our corporate taxes. You raise your rates $600 over last year without a "heads up" to your clients? I didn't even know until I opened the bill! Unprofessional to say the least. So we asked an accountant friend for some advice. Within five minutes he asked, "Is your QB set on accrual? If it is then you must have entered signed contracts into QB for jobs you haven't started yet." BINGO! I called Brenda and asked her if we were on accrual and she said yes. I asked her how Robbie could have NOT known this. She laughed and said that Robbie doesn't know QB. He just does the accounting based on what she submits. This other guy fixed our problem in five minutes for free but Robbie couldn't fix our problem in weeks AND we are out the $1500 in his fees and the interest on our loan. Turns out we were actually due a REFUND for 2014. With the refund we paid back the loan, but we are out the interest. I asked Robbie for some sort of compensation or refund since we had been clients of his and trusted him for over five years. NOTHING. He takes no responsibility. I would avoid this company if you want to keep your money. What accountant in this day and age doesn't know how to use accrual on QB? We do high-end construction. We treat our customers with the utmost respect. The customer is always right, but apparently Robbie doesn't have this philosophy. He still does not think he did anything wrong. Sorry "Sweetheart" but you are very unprofessional and VERY wrong!

Wonderful team. Helped me with my tax returns since I'm military it get complicated on how to file…read moreand Esmeralda was very helpful and knowledgeable- Thank you for making this process easy.

From the owner: "Our staff is always available to answer questions and give you the best help you need."read more

These guys really know their stuff. I've sent several people to use their service for trucking…read moredispatch and everyone says they know what they are saying. They provide excellent service and have great value for the rates they charge their drivers.

From the owner: LoadTXN.com is dedicated to helping owner-operators and trucking professionals maximize their…read morerevenue and streamline their operations. Since 2012, we’ve provided reliable back-office support, 24/7 assistance, and expert solutions to reduce downtime and increase profitability. Whether it’s finding profitable routes, handling logistics, or providing emergency support, LoadTXN is your trusted partner in driving success. Let us help you take your business to the next level!