Tax Concierge for owners and families
All your filings and compliance, responses to any IRS or state notice, and planning meetings, plus questions answered throughout the year without a new invoice.
Ask about Tax Concierge
Irvine, CA · CPA‑reviewed cloud accounting
Run your business from the numbers.
Monthly books closed fast and reviewed by CPAs, tax support that doesn't disappear after April, and CFO-level guidance when a big decision lands on your desk.
“I now run my company from the numbers. No more guessing.”
Clare A., SoCo client
Certified partners
- Xero Gold Partner
- QuickBooks Online ProAdvisor
- LivePlan Expert
- Bill.com
- Gusto Partner
Why SoCo
Most owners find out how last quarter went when it's already too late to change it.
Cost vs. in‑house
25%
What companies can save using our outsourced accounting instead of hiring an in-house team.
Cash visibility
3 mo
Our signature rolling cash flow forecast, so you see the next quarter before it arrives.
Tax support
12 mo
Questions and meetings throughout the year at no extra charge with Tax Concierge.
Services
One team for books, tax and strategy.
Six services that fit together, so your bookkeeper, tax preparer and CFO are finally reading from the same numbers.
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01Outsourced Accounting
A monthly hard close reviewed by CPAs, EAs and bookkeepers. No gaps when someone's out sick.
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02Contract CFO
Fundraising, bank loans, acquisitions, forecasting and succession planning, on a bench that scales.
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03Software Integration
QuickBooks, Xero, Salesforce, Shopify or POS, connected fast and your staff trained to use it.
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04
Tax Concierge
Every filing, notice response and planning session, with questions answered all year long.
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05Tax Planning
Returns prepared after a real meeting and an in-depth review by a CPA, EA or tax attorney.
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06Tax Representation
Audits, offers in compromise and installment agreements, handled for you by people who do this every week.
How we work
From messy books to clear decisions.
- 01
Discovery call
We learn how your business runs, what's in your current books and where the numbers stop being useful.
- 02
Cloud setup
We connect your bank, payroll and sales tools to Xero or QuickBooks Online and clean up what came before.
- 03
Monthly close
Every month is closed and reviewed by our CPA team, so reports land on time and add up.
- 04
Plan ahead
Tax planning and cash flow forecasting turn those reports into decisions before year end.
Built for the whole year
Support that doesn't clock out after April.
Contract CFO when the stakes go up
Raising capital, applying for a bank loan, buying a competitor or planning your exit. Get senior financial leadership for the moments that need it, starting with a three-month cash flow forecast.
Talk to a CFOClient words
Clare A.I now run my company from the numbers. No more guessing.
Cloud stack
Work with us from anywhere.
Certified across the tools growing businesses already use. Meet us by video, in person in Southern California, or on-site in Orange County.
- Xero Gold Partner
- QuickBooks Online ProAdvisor
- LivePlan Expert
- Bill.com
- Gusto Partner
- Spotlight Reporting
- Salesforce
- Shopify
Integrity first
We say what the numbers say, even when it's not what anyone hoped to hear.
Relationship over transaction
A team that knows your business, not a new face every time you call.
We do what we promise
Closes on time, answers when you need them, and results we can stand behind.
No. We're headquartered in Irvine and serve Orange, Los Angeles and San Diego counties in person, but we work with clients remotely by video conference as well.
Both. We're a Xero Gold Partner and certified QuickBooks Online ProAdvisors, and we integrate tools like Bill.com, Gusto, Salesforce and Shopify around them.
Your monthly close is reviewed by our team of CPAs, Enrolled Agents and bookkeepers. Tax returns get an in-depth review by a CPA, EA or tax attorney.
Yes. Our Tax Representation service covers audit representation, offers in compromise and installment agreements for individuals, families and organizations.
Call (888) 603-8121 or fill in the form below. We'll set up a video or in-person meeting to understand your business and recommend the right services.
Get started
Stop guessing. Start knowing.
Tell us about your business and we'll come back with a clear recommendation for your books, your taxes and your next big decision.