
Welcome XPlanit Financial Services
We started in Chicago almost 40 years ago and relocated to Las Vegas in December 2018. Along the way, we've stayed true to one mission: giving every client a personal, honest solution — not a one-size-fits-all answer.
We've helped individuals and families navigate their finances and tax obligations with honest, personal guidance; first as Davenport Tax Preparation, now as XPlanit Financial Services.
Once our services grew beyond tax preparation, we knew it was time for a name that reflected our expanded service offerings. Enter XPlanit.
In addition to tax preparation services, XPlanit offers Life, Health and Medicare insurance, notarization services and assists HR departments with employee benefits education during annual Open Enrollment.
Not much has changed except our zip code and name.
Same trusted, licensed and experienced team. Same personalized solutions. Now more ways we can help...
One trusted partner, more ways we help you plan ahead
Same trusted team. Same personal attention.
Whether it's filing your taxes, protecting your family, or guiding your team
through open enrollment — we're here to help you plan it.
Same trusted partner, now with more ways we can help you plan ahead.