Xel Advisors
Xel is a professional services firm providing strategic CPA services in Savannah delivering unparalleled tax, accounting, bookkeeping, and financial services. Whether you’re seeking expert guidance or long-term support, experience the Xel advantage. By connecting with your CPA in Savannah, Georgia, you can elevate your business with confidence and clarity.
“In Savannah’s blend of old charm and new ambition, the best business partnerships honor the past while building the future.” — Xel
The Right Choice for CPA Services in Savannah
Xel Advisors, your local CPA in Savannah, Georgia and serving clients throughout Pooler, is a trusted advisor offering a comprehensive range of services tailored to individuals and businesses. Our expertise spans tax preparation and planning, accounting and bookkeeping, wealth management, audit and assurance, and transaction advisory. We also provide personal and commercial insurance solutions, including health and life coverage, as well as registered agent services and virtual office support.
Whether you’re launching a new venture, managing growth, or staying compliant, Xel Advisors—your CPA in Savannah and Pooler—is here to deliver expert guidance and personalized service that drives lasting success.
Dedicated Experience To Transform Your Business
At Xel Advisors, your trusted CPA in Savannah, we go beyond traditional accounting by offering a complete suite of business advisory and financial services. Our team helps local startups and established companies streamline operations, strengthen financial stability, and drive long-term growth. With expertise in tax planning, bookkeeping, payroll, and strategic advisory, we provide the tools your business needs to succeed in today’s competitive market. Whether you’re building a new venture or expanding an existing one, Xel delivers personalized solutions designed to help Savannah businesses thrive.
Our Services
With years of proven expertise, Xel Advisors offers more than just accounting—we provide the strategic guidance to elevate your operations. As your trusted CPA in Savannah, our dedicated team delivers comprehensive tax, bookkeeping, and wealth management solutions tailored to your business goals. We combine deep financial insight with innovative strategies to streamline processes, enhance profitability, and drive sustainable growth. Partner with Xel Advisors and transform the way your business approaches success.
Wealth Management
Our services are built around three pillars: Financial Planning, Investment Management, and Risk Management—each designed to help you grow, protect, and preserve your wealth. Whether you’re preparing for retirement, managing complex assets, or navigating market volatility, our team of experienced advisors and CPAs provides the insight and support you need.
Tax Advisory
As a leading CPA in Savannah and CPA in Pooler, we specialize in business tax advisory, individual tax services, tax planning, and maximizing tax credits and deductions. Our experienced tax professionals deliver strategic tax solutions designed to reduce liabilities and enhance financial outcomes.
Business Services
At Xel Advisors, we provide Business Management Services to companies in Savannah and Pooler, Georgia, designed to streamline operations and reduce overhead. Our offerings include Payroll & HR solutions, Accounting & Outsourced CFO services, Business Start-Up and Formations, and Registered Agent & Virtual Office support.
Transaction Advisory
When it comes to high-stakes decisions, precision matters. Xel offers Transaction Advisory services to businesses in Savannah and Pooler, Georgia, delivering clarity and confidence at every stage of the deal. As a trusted CPA firm with deep roots in accounting and finance, we specialize in Financial Due Diligence and Business Valuation.
Audit & Assurance
Xel Advisors offers trusted Audit & Assurance services to businesses in Savannah and Pooler, Georgia. Our team delivers accurate, transparent, and compliant financial reporting to help you meet regulatory requirements and build stakeholder confidence.
Insurance Services
Protect what matters most with Xel’s Insurance Services—tailored for individuals and businesses in Savannah and Pooler, Georgia. From commercial insurance to personal insurance, our solutions are designed to safeguard you, your assets, your business, your employees, and your future.
Client Reviews
The best around! Don’t know left from right when it comes to taxes or finances and Sunny broke it all down for me so I could understand and be empowered to make the right choices for myself. At the same time he was also very helpful to my husband who wanted help with much more granular and specificities when it came to finances. Was so impressed and we both felt so comfortable and so much more knowledgeable after working with them - life saving!
I couldn’t be more impressed with Xel Advisor’s services. The team is incredibly professional, knowledgeable, and always willing to go the extra mile to ensure my financials are in top shape. They take the time to explain everything clearly and are always responsive to any questions I have. I appreciate how they make complex accounting matters easy to understand. Highly recommend them for anyone looking for reliable and efficient accounting services!
Excellent customer service and very knowledgeable. Sunny helped with completing our taxes in a timely manner and explained how we can maximize our funds next year. We are looking forward to working with them again soon.
I recently had the pleasure of working with XEL ADVISORS here in Savannah Georgia, and I must say, the experience was exceptional. From the initial consultation to the final filing of my tax returns, their professionalism and expertise stood out at every step.
I had the pleasure of working with XEL Advisors, CPA, and I couldn’t be more impressed with their exceptional service. The team is highly knowledgeable, professional, and attentive to detail. They took the time to thoroughly explain everything, ensuring I understood my finances clearly. The experience was seamless, and I felt confident in their expertise. I highly recommend XEL Advisors, CPA for anyone looking for reliable, trustworthy CPA services!
Very prompt return turn around by the firm. It took them less than 2 days to get everything ready for signing.
We just got married and had to file from different states and Xel handled everything for us. Absolutely worth it!
Sunny has done my personal and business taxes for several years and is always so helpful! He takes the time to answer questions and files everything on a timely basis. I have recommended Sunny to my family and recommend him to anyone who needs help with their taxes.
Our Team of Advisors Savannah, Georgia
At Xel Advisors, our team of experienced CPAs in Savannah and CFPs is dedicated to helping businesses and individuals achieve financial clarity and long-term success. With over 10 years of proven experience at leading Big 4 accounting firms and major banks, we bring the knowledge and insight needed to navigate today’s complex financial landscape.
Our advisors combine technical expertise in accounting and finance with a client-first approach, offering tailored strategies that go beyond the numbers. Whether you need tax planning, wealth management, or business advisory services, we deliver solutions designed to maximize value and drive growth. Every member of our team holds a strong academic background in Business Administration with concentrations in Accounting and Finance, ensuring that your financial future is guided by trusted professionals who understand both the details and the bigger picture.
Discover the difference of working with a team that blends Big 4 accounting expertise with personalized, white-gloved service right here in Savannah.
Frequently Asked Questions
Whether you’re launching a startup, navigating local licensing requirements, or seeking expert tax or financial guidance, our Savannah-based team is here to help. Explore answers to the most common questions about our services and business solutions tailored to Georgia entrepreneurs and small business owners.
Xel Advisors is a small CPA firm based in Savannah, Georgia, offering comprehensive accounting services, tax planning, wealth management, and business advisory solutions. Our office is a part of a national network known as Xel Advisors. Our team of Savannah CPAs specializes in helping small businesses grow with personalized, local expertise. Learn more.
Xel provides a full suite of CPA services in Savannah, including tax preparation, bookkeeping, audit and assurance, financial planning, and insurance advisory. We also serve Pooler businesses with tailored accounting services. Explore our services.
You can book a free consultation with a Savannah CPA at Xel Advisors by booking a free consultation or calling +1 (912) 600-1188. We offer both in-person and virtual meetings.
While it’s not legally required, working with a CPA in Savannah ensures accuracy, compliance, and strategic tax planning. A small CPA firm like Xel can help you avoid costly mistakes and maximize deductions.
Tax preparation involves filing your returns accurately and on time, while tax planning is a proactive strategy to reduce your tax liability. Xel Advisors offers both services through our Savannah CPA team to help you stay compliant and save money.
General liability covers physical risks like property damage or injury, while professional liability protects against claims of negligence or errors in services. Xel Advisors helps Savannah businesses assess and secure the right coverage.
To register a business in Georgia, you’ll need to file with the Georgia Secretary of State, choose a business structure, and appoint a registered agent. Xel Advisors can guide you through the process as part of our business advisory services.
An EIN (Employer Identification Number) is a federal tax ID used to identify your business. You can apply for free through the IRS website. Xel can assist with this during your business setup.
Yes, Xel Advisors supports QuickBooks, Xero, Sage, and other platforms. Our accounting services are tailored to your preferred software, whether you’re a Pooler startup or a Savannah-based enterprise.
Our bookkeeping packages include monthly reconciliations, financial reporting, payroll integration, and tax-ready documentation. As a small CPA firm, we customize services to fit your business needs.
Xel’s wealth management services are primarily fee-based, ensuring transparency and alignment with your financial goals. Our Certified Financial Planners (“CFP”) offer unbiased advice tailored to your needs.
Yes, Xel Advisors provides personalized financial planning through our Savannah wealth management team. We help individuals and businesses set goals, manage investments, and prepare for retirement.
Get In Touch
Schedule a meeting with a CPA in Savannah today.