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    XNE Financial Advising

    4.2 (10 reviews)
    Closed 8:00 am - 7:00 pm

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    Services - XNE Financial Advising

    Business consulting

    Business filing for current tax year

    Individual filing for current tax year

    7 More Services

    Current year tax preparation and filing

    Debt management

    Business filing for past tax year(s)

    Individual filing for past tax year(s)

    Past year(s) tax preparation and filing

    Audit and conflict resolution support

    Tax planning

    XNE Financial Advising Photos

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    Recommended Reviews - XNE Financial Advising

    Your trust is our priority, so businesses can't pay to alter or remove their reviews. Learn more about reviews.
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    3 years ago

    Business owner information

    Photo of Xavier E.

    Xavier E.

    Helpful 1
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    Photo of Jary W.
    125
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    5 years ago

    Business owner information

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    Xavier E.

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    Photo of Eli B.
    8
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    3 years ago

    Business owner information

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    Xavier E.

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    Photo of Tom T.
    138
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    86

    7 years ago

    Business owner information

    Photo of Xavier E.

    Xavier E.

    Helpful 2
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    3 years ago

    Business owner information

    Photo of Xavier E.

    Xavier E.

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    5 years ago

    Business owner information

    Photo of Xavier E.

    Xavier E.

    We're so happy to assist!

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    Photo of Ivy B.
    198
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    3

    5 years ago

    Business owner information

    Photo of Xavier E.

    Xavier E.

    Thank you for the reveiw! We appreciate your business.

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    5 years ago

    Business owner information

    Photo of Xavier E.

    Xavier E.

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    5 years ago

    Business owner information

    Photo of Xavier E.

    Xavier E.

    Thank you for chosing us! We are happy to have you as a client.

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    5 years ago

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    Xavier E.

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    Ask the Community - XNE Financial Advising

    Review Highlights - XNE Financial Advising

    I was in search of a tax preparation service and Xavier of XNE Finance answered shortly after I wrote my email!

    Mentioned in 4 reviews

    Read more highlights

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    Davidov and Associates, CPA

    Davidov and Associates, CPA

    4.5
    (21 reviews)

    I've been working with Mike for a few years now, and he's always been responsive, efficient, and…read morereliable. He makes the process quick and easy, and I really appreciate how thorough he is. He even helped me resolve an issue that came up from a mistake made by a previous tax preparer, which saved me a lot of stress. Highly recommend!

    The front page of this firm's website clearly states that you can schedule a *free* consultation,…read moreclicking through the website to see what times are available. Which I did for an in-person time several days out, and got a confirmation email back. Nowhere was I required to enter detailed background information. A couple hours before the The front page of this firm's website clearly states that you can schedule a *free* consultation, clicking through the website to see what times are available. Which I did for an in-person time several days out, and got a confirmation email back. Nowhere was I required to enter detailed background information. A couple hours before the meeting, I got an email saying I could only do a 15-minute phone call. I further got a phone call about two hours before the meeting from Mike Davidow. He was abrasive on the phone, and stated their consultation fee was $400 for half an hour. He kept speaking over me and complained. All poor service. Suggest they start by improving their website and not yelling at people over the phone. Don't recommend this firm.

    Wendroff & Associates

    Wendroff & Associates

    4.3
    (51 reviews)

    WARNING - I do not recommend them and suggest you consider this before going with Wendroff &…read moreAssociates. New client - Had a scheduled call with Darren Wendroff "Director of Communications" LOL For being a "Communications Director" from the beginning of the call, he treated me very arrogantly as if he was doing me a favor. He said to me that he didn't have much time as if he was doing me a favor, I tried to give him all the information I know and could, he then replied with a high tone... If you don't give me accurate information, I cannot give you a quote , pretty interesting introduction to this firm Wendroff & Associates to a new client, if they are willing to treat you in that manner in a introduction, I can only imagine how they will treat you if you have a need, emergency or concern. I politely said to Darren Wendroff "Director of Communications" LOL, that he didn't need to be rude to me and speak in that manner to me... He got quiet and hung up on me - GOOD LUCK if you go with this firm.

    Update: So on top…read moreof my original complaints, upon deeper review they misfiled my taxes which resulted in me paying more than $10k than I should have. I'm of course waiting for my refund and hoping it comes through. Regarding the owner's comments about submitting it close to deadline. I submitted my documents weeks in advance (and ahead of their quoted deadline date for me to provide). I don't appreciate the implication that I submitted my documents late when simple email records can verify I submitted ahead of their deadline. Just say you were busy this year, had to deal with some staff shortages, what I don't appreciate is trying to pass it back on to me.

    The Del Ray CPA

    The Del Ray CPA

    2.0
    (11 reviews)

    Ted Phillips' conduct with me, a paying client, was absurdly unprofessional and I don't recommend…read morehiring him. I was eager to work with him as the owner of a small business in my neighborhood. He was friendly and knowledgeable in our first meeting, by zoom, and I looked forward to working with him not only for tax prep but for longer-term tax planning. The initial back-and-forth, all through texting through the firm's portal, was fine. But as it got closer to the April 15 deadline, his manner turned abruptly rude, "yelling" at me in ALL CAPS when I didn't understand what he needed, and sending other curt messages. When I asked if we could speak by phone to clarify, he yelled in all caps again. Then, when I called him on his behavior, he claimed his caps button got locked - which is ridiculous. When the taxes were complete, there was no opportunity for any in-person or even zoom-like meeting to ask questions about the way in which he had prepared my taxes. He offered only a separate appointment, long after the tax deadline, which would have been useless to discuss the current tax prep (and a separate cost). I am a low-maintenance client, was eager to work with this guy and would normally offer people grace. But I cannot recommend hiring him by any stretch.

    Ted Phillips is unprofessional with clients…read more While competent at tax filing, he becomes hostile if questioned. When I called to address rude communication, he began screaming and called me a "four-year-old child." He also mocked me in online communications saiykng he would "soil myself" completely unprofessional behavior. I recommend finding a service provider who values customer service and respects clients.

    Rich Geever, CPA

    Rich Geever, CPA

    4.3
    (11 reviews)

    I had a complicated tax situation, with several State Tax…read moreReturns. I took it to Mr. Rich, CPA - he solved my tax issues at a fair fee. He is very knowledgeable and experienced too. Trust - Rich for your Tax Problems, he is a real Pro.

    I will try to balance this review with pros and cons…read more Pros - He is extremely knowledgeable and truly knows the tax laws like the back of his hands. His early assistance was prompt, thorough and he also is very experienced with various tax issues. Cons - He has the capacity to be highly unprofessional once his comfort level settles in. I have been on the receiving end of him yelling on the phone, and attempting to scare me into thinking if I didn't hire him and his tax attorney for assistance (for a few thousand dollars) that I could end up in prison. I could go on and will spare you the details, but the bottom line is after several weeks of his subsequent unresponsiveness, I lost a lot of time. The good news is I successfully managed on my own without help and received a favorable response from the IRS in the end. The bad news is I wasted time and experienced unnecessary stress related to Rich's exaggerated 'scare tactics' about my tax situation. While I appreciate Rich's early assistance, over time his professionalism eroded. But don't take my word for it, just take a moment to review his response to the other less than stellar review on here as he illustrates my point himself with perfection. In fact, I suspect he may take aim at me personally as well after reading this and take the same approach, so just a heads up. This review is not to steer anyone reading away from soliciting Rich's services or to imply that others' experience may mirror my own because you may very well receive issue-free service as many other reviewers seem to have had, but as this site is dedicated, largely, to providing a forum for honest reviews on service providers, I am sharing my experience with others so they can make an informed decision.

    XNE Financial Advising - financialadvising - Updated July 2026

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