TaxSmart

Bookkeeper · 4590 Macarthur Boulevard, Newport Beach, California

  • Silver partner

    Partner status

    Silver partner
  • Partner since 2014

    Experience

    Partner since 2014

About us

At TaxSmart, we make numbers simple easy and affordable. We’re a full service tax, bookkeeping and accounting firm.

The one-stop shop for your small business . Your life will be simpler when you turn your bookkeeping & taxes over to us. Today’s businesses move fast, and need real-time data to make the right decisions. We use Xero as our platform so you can access your books anywhere, anytime, from any device. The best part is that you’ll work with the same professional instead of the random person the chain assigns to work with you. Meet your virtual accounting team. Book a consultation today!

TaxSmart: Bank experience

Clients of TaxSmart connect to a range of banks via Xero. TaxSmart specialises in working with some of those banks; they can help with setting up bank feeds, and are knowledgeable about accessing bank loans and streamlining payments through Xero.

Bank connections


  • Chase (US)
  • Wells Fargo (US)

TaxSmart: Industry experience

TaxSmart works with businesses across a range of industries. They specialise in helping to choose apps that integrate with Xero to boost business performance for some of those industries.

Industries Served


  • Professional services

TaxSmart : App experience

TaxSmart serves clients who use 1 different app that connect and integrate with Xero.



Connected apps

Find us

TaxSmart has an office in 1 location

Newport Beach

4590 Macarthur Boulevard, Newport Beach, 92660, California

+1 8663983308

New to Xero? TaxSmart can help

Xero is beautiful online accounting software for smaller businesses. TaxSmart can help make your switch as smooth as possible.

Contact them to find out how they can help your business.

  • 2 Years Xerocon Attendance ?
    The firm shows a commitment to Xero and to professional development by having one or more of their people attend Xerocon, Xero’s annual global conference, for the number of years shown.
  • Partner since 2014
Please note, Xero doesn't guarantee the service of any one advisor

We don’t review advisor listings and we don’t recommend or guarantee the service provided by any one advisor, so make sure you check them out yourself and get comfortable with them yourself.

Xero certification means that some or all team members have completed courses and been assessed by Xero as proficient in the use of the Xero application.

Xero specialisation means that some or all team members have completed several short learning modules to develop skills in that area.

Xero doesn’t assess any individual advisor’s or firm’s proficiency as an accountant, bookkeeper or financial advisor. And Xero certified advisors and advisors with industry or bank specialisations are not employees of Xero.