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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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.
The engagements we most commonly deliver for founders, U.S. expats, and growing businesses across the United States and abroad.
Precise, compliant, audit-ready tax preparation for individuals, U.S. expats, and small business owners, including multi-state and foreign-owned LLC filings.
Learn moreFull-service monthly bookkeeping built on Xero, delivering accurate financials, reconciled accounts, and clear visibility into performance.
Learn moreWe restore months or years of incomplete books by reconstructing your financial data into clean, reliable records.
Learn moreWe migrate from QuickBooks, Wave, or spreadsheets into a clean, modern Xero environment with a redesigned chart of accounts.
Learn moreWe correct inaccurate books, fix categorizations, reconcile accounts, and prepare clean statements before tax season or audits.
Learn moreFinancial strategy, forecasting, budgeting, and KPI tracking, giving you CFO-level insight without a full-time hire.
Learn moreTax 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.
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.
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.
A short discovery call is the fastest way to see whether Soarx is the right fit. Here is what working with us looks like:
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