Aldea Tax Services

Bookkeeper · 333 West San Carlos Street, Suite 600, San Jose, California

  • Silver champion partner

    Partner status

    Silver champion partner
  • Xero advisor certified

    Certification

    Xero advisor certified

About us

We can provide qualified accounting professionals who can ensure that your financial records are maintained correctly and accurately. Our bookkeepers can also assist in setting up and training your staff on the financial systems that you might be using or installing, such as QuickBooks or other legacy systems. We work with you to ensure that your personal or business processes are conducted in a manner that ensures ongoing integrity in your financial transactions.

Accounting services no longer require in-house staff and all the accompanying overhead expenses and hassles. Advances in technology now allow us to securely provide you with accounting and bookkeeping services anywhere in the world. You can access your financial information and business files online, anytime, for a fraction of the cost of in-house

Affiliations

  • National Association of Tax Professionals

Meet the team

Aldea Tax Services advisors: 4 - Xero certifications: 2

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

Christian Navarrete Luna

CEO

Profile image for Christian Navarrete Luna
  • Xero advisor certified
    Has a strong understanding and practical knowledge of how to use Xero with clients.
  • 1 year Xerocon attendance

Aldea Tax Services: Bank experience

Clients of Aldea Tax Services connect to a range of banks via Xero. Aldea Tax Services 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


  • Bank of America (US)
  • Capital One (US)
  • Chase Bank (US)
  • Citibank (US)

Aldea Tax Services: Industry experience

Aldea Tax Services 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


  • Administration and support services
  • Construction and trades

Aldea Tax Services : App experience

Aldea Tax Services serves clients who use 1 different app that connect and integrate with Xero.



Connected apps

Find us

Aldea Tax Services has offices in 4 locations

San Jose

333 West San Carlos Street, Suite 600, San Jose, 95110, California

+1 9255152100

San Jose

333 West San Carlos Street, Suite 600, San Jose, 95110, California

+1 9255152100

Palo Alto

3101 Park Boulevard, Palo Alto, 94306, California

+1 9255152100

San Diego

600 B Street, Suite 300, San Diego, 92101, California

+925 5152100

New to Xero? Aldea Tax Services can help

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

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

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.