Xavier Financial Services, LLC


Accepting new clients

  • Verified Pro with 10 years of experience
  • FL
    Lake Worth, FL
Book a free call

Does your current CPA pick up when you call? Let's change that! I am an accessible CPA: my firm is new, I have years of experience. Let's get to work!


Rental Property Income
Schedule K-1
Partnership (Business Tax Expertise)
S Corporation (Business Tax Expertise)
Business Tax Returns
Employee Stock Purchase Plan
Self-Employment Income
Retirement Income


  • Verified Pro with 10 years of experience
  • Experienced with FL tax code
  • Meet online or in person
  • FL
    Lake Worth, FL

How we’ll work together

Intro call

Schedule an intro call and we’ll meet to go over your tax situation.

Upload your documents

I’ll help you understand what documents you need to upload.

Review and file

After you review, I’ll file your taxes for you. And you’re done!

About me


Nice to meet you 👋

I'm Frank Gramlich, a licensed CPA embarking on a new venture in 2024—launching my independent practice, Xavier Financial Services, LLC. With 23 years of experience in public accounting, banking, risk management, and financial planning, I've decided to take this next step. My focus lies in providing accounting services for startups and entrepreneurs, tax preparation and consulting services. The most gratifying aspect of my work is assisting clients in achieving their goals. Through a blend of professional skills and diverse experiences, I craft comprehensive business plans and implement accounting systems, turning dreams into reality. What fuels my passion is not just the services I offer but also my commitment to promoting financial literacy. Connecting with people from various walks of life and positively influencing their careers through networking and referrals is satisfying. As a dad to two boys, every moment with my loved ones holds immense value. Originally from NE Philadelphia, I relocated to Florida in 2019. When not immersed in family time, you'll find me indulging in my love for sports, cooking, and live music. A former Philadelphia Eagles season ticket holder and semi-pro tailgate chef, I can whip up any dish, regardless of location or weather conditions. Whether it's baseball, golf, running, concerts, or movies, I'm always up for creating lasting memories in my free time. Connect with me, and let's collaborate to keep your financial house in order. Xavier Financial Services, LLC

This profile includes statements from the independent professional about their own education, skills, and experience. Intuit has not reviewed these statements for accuracy. See here for Intuit's Pro verification program.

What my clients say

Map showing location of the tax pro
Xavier Financial Services, LLC


Lake Worth, FL 33467


9:00am - 6:00pm
9:00am - 6:00pm
9:00am - 6:00pm
9:00am - 6:00pm
9:00am - 6:00pm
11:00am - 4:00pm



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