ATAX Bookkeeping

Accountant

  • Xero Migration

    Specialist

    Xero Migration 
  • Silver partner

    Partner status

    Silver partner 
  • Partner since 2013

    Experience

    Partner since 2013 
  • Xero payroll certified

    Certification

    Xero payroll certified 
  • Xero advisor certified

    Certification

    Xero advisor certified 

About us

ATAX a national professional services firm offering bookkeeping, tax and payroll services. As an award winning firm with over 30 years experience we would love to serve you.

Meet the team

ATAX Bookkeeping advisors: 14 - Xero certifications: 7

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

Joel Lacayo

Head of Growth - US

Profile image for Joel Lacayo
  • Xero advisor certified
    Has a strong understanding and practical knowledge of how to use Xero with clients.
  • Xero payroll certified
    Has knowledge and experience of setting up payroll efficiently and ensuring a smooth payroll process.
  • 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.

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

Rafael Alvarez

President / CEO

Profile image for Rafael Alvarez
  • Xero payroll certified
    Has knowledge and experience of setting up payroll efficiently and ensuring a smooth payroll process.
  • 1 year Xerocon attendance

I am the President and CEO of one of the fastest growing franchise company in the Tax Preparation Industry with over 28 years of experience providing Payroll, Bookkeeping and tax preparation services.

ATAX Bookkeeping: Bank experience

Clients of ATAX Bookkeeping connect to a range of banks via Xero. ATAX Bookkeeping 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 


  • Capital One
  • PayPal
  • Wells Fargo

ATAX Bookkeeping: Industry experience

ATAX Bookkeeping 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.

Industry Specialist 


  • Trade & construction

    Specialist

    Trade & construction 
  • Professional services

    Specialist

    Professional services 

Industries Served 


  • Not-for-profit
  • Accommodation and hospitality
  • Healthcare and social services
  • Professional services
  • Construction and trades
  • Repairs and personal services
  • Education
  • Transportation and storage

ATAX Bookkeeping : App experience

ATAX Bookkeeping serves clients who use 4 different apps that connect and integrate with Xero.



Connected apps

New to Xero? ATAX Bookkeeping can help

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

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

  • 3 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 2013
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.