Delivering Efficiency Through Xpitax

We know how important it is to you to have efficiency and accuracy with your tax returns. To provide you with the best service and value possible, Wendroff & Associates continuously evaluates opportunities to streamline the preparation of your returns. We're proud to announce that we've partnered with Xpitax Solutions to provide our clients with a new, innovative solution for tax season.

What is Xpitax?

Xpitax is a longstanding, leading outsourcing company that offers back-office data entry for tax professionals like us. The company is a wholly-owned subsidiary of Wolters Kluwer with offices in India and the U.S. Xpitax was founded in 2002 by a tax partner who wanted to make the tax season more efficient for CPAs so we can spend less time on routine data entry, and more time doing what we love most: delivering proactive tax and accounting strategies to grow your wealth and your business.

Is My Data Secure?

Yes! Xpitax has highly-trained professionals with significant tax preparation experience, ensuring that all of your documents are handled properly. All Xpitax professionals undergo background verification screening once hired, sign an NDA during the onboarding process, and are required to take mandatory security training at least once a year. Employees do not have any access to send out any outgoing emails outside the Xpitax organization and only have access to read-only data files.

Xpitax operates on a fully redundant U.S.-based network infrastructure and hosting site with stringent physical and network security measures to safeguard sensitive client data.

In 20 years of providing tax preparation services to CPA firms across the U.S. and Canada, Xpitax has never had a breach of confidential data.

How Does the Process Work?

Our process will continue to be as seamless as it is today. We will collect your tax information, scan it into our processing software and upload the file to a secure server hosted in the U.S. The work performed by Xpitax will be limited to electronically organizing your tax data and entering it into our tax software. Once these tasks are complete, your Wendroff & Associates accounting partner will meticulously review and analyze your return until final completion. You will still work directly with our team of experts and get the same quality service that you’ve come to expect.

Can I Opt Out of the Process with Xpitax?

Yes, we will first contact you for permission to share your data with Xpitax. Should you have any concerns that we’re unable to address, we will continue managing all steps of your tax preparation process in-house.

We’re proud to partner with Xpitax, who shares our commitment to providing clients with the best possible service—and we think you’ll love how easy this new service makes tax season!

If you have questions about how this partnership works, don’t hesitate to contact us!


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