ATAX Franchise, Inc.

Bookkeeper · 5536 Broadway, The Bronx, New York

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About us

ATAX is a full-service national tax preparation and business services franchise. We are proud of the fact that we are 100% Latino-owned, and that we serve clients in both English and Spanish.

We offer many services to help you with your personal and business finances: Personal Taxes Business Taxes Bookkeeping Payroll Incorporation Services - Business structure creation, including C-Corp, S-Corp, LLC, Professional Corporation, and Not-for-Profit Whether you need help untangling your personal finances or are simply overwhelmed in managing your business’ accounting needs, we would love to help you.

Meet the team

ATAX Franchise, Inc. advisors: 30 - Xero certifications: 0

To become certified, advisors complete learning modules on Xero’s key features and pass a practical exam.

Joel Lacayo

Head of Growth - US

Xero Migration

Has training and expertise in switching clients to Xero.
Trade & construction

Has training and expertise in advising on apps for trade and construction businesses.
Professional services

Has training and expertise in advising on apps for professional services firms.
1 year Xerocon attendance

Building out an incredible sales team with a hyper focus on bookkeeping services. We provide an efficient & attentive process to allow each of our clients to focus on what matters most: their business

ATAX Franchise, Inc.: Bank experience

Clients of ATAX Franchise, Inc. connect to a range of banks via Xero. ATAX Franchise, Inc. 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

American Express (US)
Bank of America (US)
Chase (US)
Citibank (US)
PayPal
TD Bank
Wells Fargo (US)

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ATAX Franchise, Inc.: Industry experience

ATAX Franchise, Inc. 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

Accommodation and hospitality
Construction and trades
Healthcare and social services
Professional services
Repairs and personal services
Not-for-profit

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ATAX Franchise, Inc. : App experience

ATAX Franchise, Inc. serves clients who use 2 different apps that connect and integrate with Xero.

Connected apps

Find us

ATAX Franchise, Inc. has offices in 2 locations

New York: 5536 Broadway, The Bronx, New York, 10468; +1 (716) 299-8719

San Francisco: 44 Montgomery Street, 3rd Floor, San Francisco, 94104, California; +1 (716) 299-8719

New to Xero? ATAX Franchise, Inc. can help

Xero is beautiful online accounting software for smaller businesses. ATAX Franchise, Inc. can help make your switch as smooth as possible.

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

Partner since 2018

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.