Teaneck, NJ · Bergen County · NYC Metro

Soarx Tax & Advisory

Clarity in your numbers. Confidence in your decisions.

Soarx is a modern tax and advisory practice serving founders, U.S. expats, and growing businesses from the New York metropolitan area, delivering precise tax preparation, Xero-based bookkeeping, and CFO-level guidance across the United States and abroad.

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Our Services

Specialized financial services, done right

The engagements we most commonly deliver for founders, U.S. expats, and growing businesses across the United States and abroad.

Tax PreparationTax Preparation

Precise, compliant, audit-ready tax preparation for individuals, U.S. expats, and small business owners, including multi-state and foreign-owned LLC filings.

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Monthly BookkeepingMonthly Bookkeeping

Full-service monthly bookkeeping built on Xero, delivering accurate financials, reconciled accounts, and clear visibility into performance.

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Xero MigrationXero Migration

We migrate from QuickBooks, Wave, or spreadsheets into a clean, modern Xero environment with a redesigned chart of accounts.

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Accounting CleanupAccounting Cleanup

We correct inaccurate books, fix categorizations, reconcile accounts, and prepare clean statements before tax season or audits.

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Why work with a dedicated tax and advisory firm like Soarx before your next filing or funding round?

Tax and accounting rules are complex, multi-layered, and constantly changing, and they rarely match the reality of a growing business or an individual living and earning across borders. Getting them wrong is expensive.

Soarx was built to bring corporate-grade financial discipline to the founders, U.S. expats, and individuals who need it most, combining precise tax preparation, modern bookkeeping, and CFO-level guidance under one accountable partner.

Built for complex, real-world situations

We specialize in the work most firms avoid: multi-state filings, foreign-owned LLCs, catch-up and cleanup projects, and cross-border tax operations. Our founder has supported tax and accounting statements tied to millions of dollars in annual revenue and managed withholding tax across South America, Asia, and Europe.

Modern systems, lasting partnership

Everything we deliver runs on clean, Xero-based workflows designed for accuracy, automation, and tax-ready reporting. We work with clients across the United States and internationally, and we measure success by the relationships we keep, not the returns we file.

Still deciding? Talk to us.

A short discovery call is the fastest way to see whether Soarx is the right fit. Here is what working with us looks like:

  • Corporate-grade tax and accounting discipline, applied to founders and individuals.
  • Specialists in multi-state filings and foreign-owned LLCs.
  • Built on modern, Xero-based workflows for accurate, tax-ready books.
  • Real experience with cross-border and international tax operations.
  • State and federal tax resolution, penalty removal, and audit readiness.
  • Transparent pricing and a long-term partnership, not a once-a-year transaction.
  • Client education at every step, so you understand your own numbers.
  • Data handled with GLBA-aligned security practices.
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FAQ

Frequently asked questions

Where is Soarx Tax & Advisory located, and what areas do you serve?

Soarx Tax & Advisory is based in Teaneck, New Jersey, serving Bergen County and the greater New York metropolitan area. Because we work through secure online channels, we also support clients across the United States and internationally.

Do I need to be local to Teaneck or Bergen County to work with Soarx?

No. We work with clients across the United States and abroad through secure online onboarding and document sharing. Being in Teaneck, Bergen County, or the NYC metro is convenient but not required.

What services does Soarx offer?

We offer tax preparation, monthly bookkeeping, catch-up bookkeeping, Xero migration, accounting cleanup, and advisory / virtual CFO services. Many clients combine these into a single bundled package.

Who does Soarx typically work with?

We work with individuals, U.S. expats, foreign-owned LLCs, founders, freelancers, and growing service businesses and startups. Our focus is bringing corporate-grade discipline to clients who need it most.

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