ATAX Franchise, Inc.

Accountant · 5536 Broadway, Bronx, Bronx County, New York

  • Xero Migration

    Specialist

    Xero Migration 
  • Platinum partner

    Partner status

    Platinum 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 is one of the fastest growing bookkeeping, payroll and tax preparation Franchises in America with 30+ years of experience. Open year-round to serve small businesses just like our self. We're Making the tax and accounting process easy. Allowing our trusted consultants handle your books while you spend more time growing your business. ATAX is changing the way small businesses do business.

Meet the team

ATAX Franchise, Inc. advisors: 10 - Xero certifications: 10

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.
  • 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

Modesta Pimentel

Bookkeeper

Profile image for Modesta Pimentel
  • Xero payroll certified
    Has knowledge and experience of setting up payroll efficiently and ensuring a smooth payroll process.

Love being able to focus on helping each client set their financial goals which in turn puts a smile on my face thinking about the opportunities I have in helping each achieve those set goals!​

Nereyda Martinez

Assistant to Officer Manager

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

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 


  • Capital One
  • PayPal
  • Wells Fargo

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 


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

ATAX Franchise, Inc. : App experience

ATAX Franchise, Inc. serves clients who use 4 different apps that connect and integrate with Xero.



Connected apps

Find us

ATAX Franchise, Inc. has an office in 1 location

Bronx County

5536 Broadway, Bronx, Bronx County, 10463, New York

+1 4158600877

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.

  • 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

Awards

  • Emerging Partner of the Year 2015 US,
  • Xero Partner Advisory Board 2016 US
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.