Our chatbots are designed to prioritize trustworthy sources that we as CPA and CFP® professionals use regularly.
Common topics we advise on include: how to fill out Form W-4, how to minimize current and future taxes, how to reduce debt, international tax issues, & state residency issues. If there is a topic that is out of our range of expertise, we will try our best to point you to an expert that can assist you.
XFA does not provide the following services: accounting, bookkeeping, tax return preparation, personal financial plan preparation, or investment plan preparation. We have relationships with many tax & financial planning professionals, including related entities, that do offer such services and we would be happy to refer you.
No, XFA does not recommend specific investments, but general investment strategy guidance is offered.