SoCo Tax & Cloud Accounting


  • Xero Migration


    Xero Migration
  • Gold champion partner

    Partner status

    Gold champion partner
  • Partner since 2013


    Partner since 2013
  • Xero advisor certified


    Xero advisor certified

About us

Certified Xero Partner in Orange County, California.

888-603-8121 "Service When and Where You Need It" Most appointments can be held at your place of business or home in order to understand your needs better. We run our business on a Mac and understand how Mac users like operations streamlined and fast. Learn how to use your accounting data to make improved decisions and have an instant read on where your company is. Besides being certified Xero Gold Champions, we are also Certified LivePlan Experts, Guru's, Spotlight Reporting Advisors, Gusto Partner, and TSheets Pro's. Serving global clients and available for handshakes in Orange County, Los Angeles County, San Diego County, Irvine, Anaheim, Fullerton.


  • American Institute of CPAs
  • National Association of Enrolled Agents
  • California Society of CPAs
  • Accountex Network
  • National Association of Tax Professionals

SoCo Tax & Cloud Accounting: Bank experience

Clients of SoCo Tax & Cloud Accounting connect to a range of banks via Xero. SoCo Tax & Cloud Accounting 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

  • Airwallex
  • Bank of America (US)
  • Bluevine Bank (US)
  • Brex (US)
  • Commonwealth Bank CBA (AU)
  • PayPal
  • Silicon Valley Bank (US)

SoCo Tax & Cloud Accounting: Industry experience

SoCo Tax & Cloud Accounting 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

  • Manufacturing
  • Media and communications
  • Professional services
  • Real estate and hiring services
  • Retail

SoCo Tax & Cloud Accounting : App experience

SoCo Tax & Cloud Accounting serves clients who use 7 different apps that connect and integrate with Xero.

Connected apps

New to Xero? SoCo Tax & Cloud Accounting can help

Xero is beautiful online accounting software for smaller businesses. SoCo Tax & Cloud Accounting can help make your switch as smooth as possible.

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

  • 4 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.