TAXANISTA

Accountant

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About us

Full service bookkeeping, accounting, tax planning & preparation, audit defense, and outsourced CFO services.

We are licensed in all 50 states and can assist your small to medium sized business virtually and at the time and level of detail that best suits your business needs. What makes us different is that we are proactive, not reactive with our clients, & we actually return phone calls & emails.

Affiliations

American Institute of CPAs
Institute of Management Accountants
National Association of Enrolled Agents
California Society of CPAs

Meet the team

TAXANISTA advisors: 15 - Xero certifications: 3

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

Menchie Uy

Accounting Lead, aka Accountanista

Xero advisor certified

Has a strong understanding and practical knowledge of how to use Xero with clients.

Menchie has over 14 years of experience as a CPA. She takes pride in finishing her tasks timely and keeps a good working relationship with clients.

TAXANISTA: Bank experience

Clients of TAXANISTA connect to a range of banks via Xero. TAXANISTA 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

American Express (US)
Bank of America (US)
Barclaycard (US)
Bell Bank (US)
Capital One (US)
Chase Bank (US)
Citibank (US)
Desert Financial Federal Credit Union (US)
Fifth Third Bank
PayPal
Stripe
US Bank (US)
Wells Fargo (US)

TAXANISTA: Industry experience

TAXANISTA 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

Construction and trades
E-commerce
Healthcare and social services
Marketing, advertising and consulting
Professional services
Real estate and hiring services
Repairs and personal services

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TAXANISTA : App experience

TAXANISTA serves clients who use 4 different apps that connect and integrate with Xero.

Connected apps

New to Xero? TAXANISTA can help

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

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

1 Year 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 2012

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.