ABOUT US
XNE Financial Advising, LLC is a private corporation and certified minority-owned business enterprise (MBE) via the National Minority Supplier Development Council as well as the U.S. Black Chambers, Inc that specializes in tax preparation, financial plans, bookkeeping and wealth accumulation strategies for individuals and small businesses throughout the country. Founded in 2011, the company provides services through a flat-fee pricing model that are both affordable and accessible. While the company's concentration of clients derive from Virginia, Maryland and Washington, D.C., XNE Financial Advising services are available to individuals and businesses all over the United States. We believe we've mastered the art of helping everyday people cope with the struggle of making their money work for them, and avoiding the familiar problem of overworking for their money.
Company Highlights
2,300+ Clients
IRS ERO Processor of $881.3 Million+ in Taxable Incomes
Managed $76.6 million of business revenues
XAVIER EPPS
Meet Xavier Epps! Xavier has over 21 years of industry experience that spans across various sectors (Wall Street, Non-profits, Federal & Local Governments). Mr. Epps has Bachelor’s Degree in Information Systems Management and graduated cum laude. His prior experience includes the holding of Financial Industry Regulatory Authority (FINRA) Securities Licenses 7 and 63, Certificate in Federal Appropriations and Formulation Justification, and Execution as well as currently serving as an IRS Registered Tax Return Preparer (RTRP), Certified Microsoft Office User Specialist and Intuit QuickBooks Certified User (Pro/Premier Versions).
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Check out the Company's Press Kit: 2020 XNE Financial Advising, LLC Press Kit
Meet Kayla Wade – Your Trusted Tax Expert at XNE Financial Advising, LLC
Kayla Wade joined XNE Financial Advising, LLC in early 2022, stepping into the vital role of Tax Advisor. She brings with her a wealth of experience from the Internal Revenue Service, where she served as a Revenue Agent in the SBSE (Small Business/Self-Employed) Division. At the IRS, Kayla honed her investigative and analytical skills by conducting in-depth audits of businesses and individuals, ensuring compliance with complex tax laws. Her dedication and sharp eye for detail earned her a promotion within just one year—a testament to her work ethic and expertise.
Before her time with the IRS, Kayla built a foundation in financial services as a Mortgage Specialist in the Appraisal Department of a major corporation, where she navigated the fast-paced world of real estate finance.
Kayla is a proud graduate of Alabama Agricultural and Mechanical University (AAMU), where she earned her Bachelor of Science in Accounting, graduating Magna Cum Laude in May 2020. With over six years of customer service experience across multiple industries, Kayla is known for her reliability, creative problem-solving, and commitment to providing clients with peace of mind.
KAYLA WADE
