XPLANIT FINANCIAL SERVICES (Formerly Davenport Tax Preparation)

If you're looking for Davenport Tax Preparation — you're in the right place. Same trusted, licensed team. Same personal attention.

Now under the XPlanit Financial Services name, with a few more ways we can help.

About Us

THE journey

 

From Chicago to Las Vegas — Same Commitment to You

 

Our humble story began almost 40 years ago, with a simple mission: give every client honest, personal guidance, not a one-size-fits-all answer.

 

That mission began in Chicago, where I spent more than 30 years preparing tax returns, drawing on firsthand experience as an IRS auditor in the Kansas City, MO regional office and later as a tax professional with H&R Block.

 

In December 2018, we relocated to Las Vegas, bringing that same personal approach to a new home.

 

As our client relationships grew, so did the ways we could help. What started as tax preparation expanded into life insurance and Medicare guidance, notary services, and HR benefits consulting. We needed a name that reflected everything we'd become.

 

That's XPlanit.

 

Our name and zip code may have changed, but we remain the same team, commited to the same values as we serve each client. Just more ways we can help you plan ahead! 

 

Chicago, we love you, we miss you and we thank you. You will always be home!

 

Las Vegas, we thank you for making us feel welcome in our new home in the desert! 

 

We thank you for continuing the journey with us...