Xel Advisors

Xel Advisors

Reviews Summary

Customers consistently praise the exceptional service, professionalism, and expertise offered, particularly for small business owners and first-time filers. The team is commended for making complex tax, payroll, and accounting processes stress-free, with clear communication, timely responses, and cost-saving solutions. Many highlight the personalized attention, patience, and thoroughness in addressing questions and resolving issues. The overall sentiment reflects high satisfaction, with strong recommendations for both business and personal tax needs.

About This Listing

Bookkeeping
Business Consulting
Payroll
CFO Services
Tax Preparation
Tax Planning
Financial Advisory
Mergers and Acquisitions
Outsourced Accounting
Small Businesses
Mid-size Businesses
Startups
Non-profits
E-Commerce
Real Estate
Healthcare
Construction
Professional Services
QuickBooks
GAAP Compliance
Risk Management

Who Can Work with a CPA?

Individuals seeking tax prep, retirement planning, or financial advice
Small business owners needing bookkeeping, payroll, or tax compliance
Freelancers and contractors with 1099 income or complex returns
Couples planning finances together or managing joint returns
Investors with capital gains or rental property income
Anyone looking for year-round financial guidance and peace of mind

*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*

First-Time Clients

If this is your first time working with a CPA, don’t worry — most professionals offer a free consultation and will walk you through what to expect. You may be asked to complete an intake form, share financial documents, or set clear goals for your session.

What to Know Upfront:

Documentation Bring your most recent tax returns, income details, and any financial concerns
Availability Appointments fill up quickly during tax season — book early if possible

*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*

What to Bring

Government-issued ID for verification
Tax documents (W-2s, 1099s, investment summaries, etc.)
Receipts or logs for deductible expenses, donations, or mileage

*Tip: Organize your documents in advance to save time and ensure accuracy.*

Preparing for Your Appointment

Write down any financial goals or questions in advance
Check if your CPA offers virtual sessions or document uploads
Bring a notebook or use a notes app for key takeaways
Know your deadlines for filing, payments, or compliance

*Note: Preparation helps you make the most of your CPA’s expertise.*

How to Get Started

Use our directory to find highly reviewed CPAs near you. Reach out directly to schedule your consultation.

Other Helpful Info

Many CPAs offer both in-person and remote consultations
Fees may be flat-rate, hourly, or based on service complexity
Some CPAs specialize in industries like healthcare, real estate, or tech
Check for client reviews and credentials (CPA license, EA, etc.)

*Note: Every CPA is different — take time to find one who fits your goals and style.*

Features

Bookkeeping
Business Consulting
Payroll
CFO Services
Tax Preparation
Tax Planning
Financial Advisory
Mergers and Acquisitions
Outsourced Accounting
Small Businesses
Mid-size Businesses
Startups
Non-profits
E-Commerce
Real Estate
Healthcare
Construction
Professional Services
QuickBooks
GAAP Compliance
Risk Management

Contact Information

Address

530 Center St NE Suite 155

Salem, Oregon 97301

Hours

Sunday Closed
Monday 9AM-5PM
Tuesday 9AM-5PM
Wednesday 9AM-5PM
Thursday 9AM-5PM
Friday 9AM-5PM
Saturday Closed

Customer Reviews

I had an excellent experience working with Xel Advisors for my tax preparation. Their team demonstrated a high level of professionalism, expertise, and attention to detail throughout the entire process. From our initial consultation to the final filing, communication was prompt, clear, and courteous.

Finding Xel advisors was a God send for me - they?re patient, non judgmental, and most importantly, they knew how to help me make the most on my tax returns this year. I was shocked at what I didn?t know and I?m so glad I had the backing of this group to help. They?re all wonderful, and I couldn?t recommend them enough.

Gagan is legit as it gets. Walked in with a list full of things that have been stressing me out in terms of my finances and book needs for my business and he took care of it in literally minutes. The fact that he knew what to do, how to do it, & just went head on at the problem ahead was truly remarkable. Don?t look any further. Xel is where you want to be.

I walked into this place for some guidance, and let me just say that the service was amazing. Everything was explained with such detail and all of my questions had been answered. They helped me through managing my finances as well as bookkeeping and payroll for my business. They are so willing to work with you and offer a broad range of options! I can safely say that with Singh Accounting Services, I have been more at ease than ever. The quality of work and professionalism is amazing, and it is so comfortin

I am so grateful to have found the Xel Advisory group. Their team is exceptional - they are highly skilled, friendly, patient, intelligent, speedy, and efficient. Before working with Xel, tax season was always a stressful time for me because I found the language of accounting to be complex and confusing. However, Xel Advisors have made everything easy to understand, breaking everything down into clear categories. I will definitely continue to use their services for all of my accounting needs. Thank you Mr.

As a new business owner, I was completely overwhelmed with the idea of setting up the financials and infrastructure for it. I had no idea where to begin, until I hired Xel Advisors. Gagan was such a helpful guide. He broke everything down into ways I could easily understand, was patient, and answered ALL my questions. There are many facets to owning and running a business, and learning how to do payroll and taxes was one facet I did not want to be responsible for. Gagan and his team manage my payroll and t

I needed to find a new tax service since my old one wasn?t saving me much money. Singh Accounting Services was able to get me tons of money back from my taxes. They even helped me file for my business LLC and will be doing my bookkeeping once my company is ready. The owner, Gagandeep Singh, is very knowledgeable on accounting, finance, and taxes. He will always find a way to save you money and point you to the right resources. Highly recommend Singh Accounting Services and their professionalism.

My Husband and I needed a professional to go over our personal taxes and help us understand why we owed for the first time EVER. Gagan was quick and efficient and worked with our schedule to meet our needs. Not only did he get us extra savings however he helped us figure out what went wrong and how to fix it for next year. He surely went above expectations and we will be suggesting his services to friends in need!

Mr Singh is an amazing CPA and did a fantastic job on my taxes! He is incredibly knowledgeable, professional, patient with all my questions, and proactive about making sure I am paying the least amount of taxes I'm required to. I highly recommend him! I was very impressed by him and will definitely be returning to him next year .

I have known Mr. Singh for over 10 years through his great charitable work he has done throughout the community. Recently, I went with him for my business and personal taxes for the first time and received excellent service. He was able to save me money because of the deductions I did not consider. I take great pride in writing this review for a great man.

The best accountant services!!! I don't usually write reviews but when the people and the service is great, I have to let others know. They help me with business payroll, bookkeeping, taxes and everything else I would need help with. Communication is great and everything gets done in time or earlier. In some companies it's hard to get in touch with a accountant but with Singh accounting, they will never let you go to voicemail and return every text or email. Definitely recommend to everyone!!!

BEST Accounting service! I am very pleased with the professionalism of Singh Accounting Services, personal attention and attention to detail beyond any supplier I?ve ever worked with before. Gagandeep Singh is an extremely organized, knowledgeable and ethical professional. His response is very timely and he don?t leave any loose ends, his always going the extra mile to provide an exceptional service. It?s a pleasure to work with Gagandeep Singh and I highly recommend Singh Accounting Services.

Staff if very knowledgeable they know what they are doing 100% recommend. Will be coming back !

To say XEL Advisors exceeded my expectations is an understatement! I was really overwhelmed when doing my business taxes for the first time and was discouraged by the lack of customer service in several accountants I had reached out to before finding XEL Advisors. They were the only ones that reached back out to me in a very timely manner and took the time to explain the process to me as well as answer all of my questions to be prepared next year. They were honest with their pricing upfront (which is very r

Singh Accounting Services walked me through filing my taxes for the first time, and I couldn't have asked for better service and quality. They helped me make sense of all the paperwork I had to complete and answered all my questions thoroughly and to my satisfaction. Would highly recommend Singh Accounting Services for all your accounting needs.

Since day one Singh Account Services has been helping me every step of the way, as a new business owner it is a very difficult process to understand issues regarding taxes and payroll but Mr. Singh has the knowledge, is priced very competitively in the market, and has been the biggest help one can ask. Would recommend Singh Accounting Services to anyone looking for business and personal tax service.

I was in a tight spot with IRS. The other accounting firm that we had do our taxes was not as detailed as they were here. We were going to owe a lot of money. With their expertise Singh Accounting Services were able to help us out tremendously and I have already recommended to friends and family! Special thanks to Gagan!!

Gagan at Xel Advisors was very helpful and kind. His expertise in handling business taxes is immensely helpful. Would highly recommend for small business owners.

Xel Advisors makes all your professional and personal tax filing seamless. They treat their clients with care; handling any issues with attention to detail.

Gagandeep made my life so much easier as a first year business owner. I was overwhelmed with how to handle the new business and Gagandeep handled everything and made it stress free for me. Totally recommend going to him for all of your tax needs, especially if you own a business.

Xel Advisors provides fantastic service to their clients. Extremely professional and very quick responses at a very reasonable price. I recommend them to all of my clients.

First time we used this tax service was 2021. Very friendly and courteous. Mr Singh is professional, accurate, and fast. Will definitely go back this year.

My company has been working with this firm for about a year now. They are quick and professional at getting stuff done. I would highly recommend it to get your taxes and monthly tax works done here.

Extremely professional, answered all my questions and took time to make sure I was thoroughly satisfied. I would definitely recommend Singh accounting services to everyone I know.

They did a great job with our business taxes! We reached out, scheduled an appt, and completed everything in just a couple of days.

I am a start up business and getting all the accounting and payroll set up was so much easier thanks to Xel Advisors!

We have used your services and were very happy with everything. Look forward to using your service in the near future.

Highly knowledgeable and friendly staff! Our experience has been excellent!

Went in to get some help and the service was amazing. Extremely nice, organized and efficient. 100% sure I will be back

Frequently Asked Questions

What qualifications should I look for in a CPA?

Look for a Certified Public Accountant (CPA) license, which ensures they’ve passed rigorous exams and meet state requirements. Check for relevant experience in your industry, additional certifications like CFA or CMA, and membership in professional organizations like the AICPA. Verify their credentials through state licensing boards.

How do I find a CPA in my area?

Use online directories like the AICPA, CPAverify, or state CPA societies. Search platforms like Yelp or Google for local CPAs with reviews. Ask for referrals from business associates, friends, or financial advisors. Local chambers of commerce can also provide recommendations.

What’s the difference between a CPA and an accountant?

A CPA is a licensed professional who has passed the CPA exam and met state requirements for education and experience. An accountant may lack this certification and could have varying levels of expertise. For complex tasks like tax audits or financial reporting, a CPA is typically more qualified.

How do I know if a CPA specializes in my needs?

Ask about their experience with your specific financial needs, such as tax preparation, small business accounting, or estate planning. Review their website or LinkedIn for case studies or client testimonials. Inquire about their client base to ensure they handle similar financial situations.

Should I check a CPA’s reviews before hiring?

Yes, reviews provide insight into a CPA’s reliability, communication, and performance. Check platforms like Google, Yelp, or the Better Business Bureau for client feedback. Look for patterns in reviews, but verify their authenticity, as some may be biased or outdated.

How can I verify a CPA’s license?

Visit your state’s Board of Accountancy website or use CPAverify.org to check a CPA’s license status. Confirm their license is active and check for any disciplinary actions or complaints. This ensures they’re in good standing and meet professional standards.

What questions should I ask during a CPA consultation?

Ask about their experience with your financial needs, fee structure, availability, and communication style. Inquire how they handle tax filings, audits, or financial planning. Ask for references or examples of similar work to assess their expertise and fit.

How much should I expect to pay for a CPA’s services?

Fees vary based on location, services, and complexity. Basic tax preparation may cost $150-$500, while business accounting or audits can range from $1,000 to $10,000+. Request a detailed fee structure upfront and compare quotes from multiple CPAs.

Can I work with a CPA remotely?

Yes, many CPAs offer remote services through secure online platforms for document sharing and virtual consultations. Ensure they use encrypted tools for data security. Remote CPAs can be effective if they understand your local tax laws or business regulations.

How do I assess a CPA’s communication skills?

During consultations, evaluate their ability to explain complex financial concepts clearly. Ask sample questions about taxes or financial strategies and note their responsiveness and clarity. Good communication ensures you understand their advice and fosters a productive relationship.

What red flags should I watch for when screening a CPA?

Beware of CPAs who guarantee specific tax refunds, lack a valid license, or have disciplinary actions on record. Avoid those with poor communication, vague fee structures, or negative reviews highlighting unethical behavior. Always verify their credentials independently.

Should I choose a CPA from a large firm or a solo practitioner?

Large firms offer more resources and specialized teams but may charge higher fees. Solo practitioners often provide personalized service and lower costs but may have limited availability. Choose based on your needs, budget, and preference for personalized attention.

How often should I meet with my CPA?

For individuals, annual meetings for tax preparation may suffice. Businesses may need quarterly or monthly check-ins for bookkeeping, tax planning, or financial reporting. Discuss your needs upfront to establish a meeting schedule that aligns with your financial goals.

Can a CPA help with both personal and business finances?

Yes, many CPAs handle both, but confirm their expertise in both areas. Ask about their experience managing personal taxes and business accounting simultaneously. Ensure they can balance both without compromising attention to your specific financial needs.

What should I do if I’m not satisfied with my CPA?

Discuss concerns directly with your CPA to resolve issues. If unresolved, check your contract for termination terms. Seek a new CPA by researching reviews, credentials, and referrals. Request your financial records to ensure a smooth transition to a new professional.

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