Insights

Small Business Focus SoCo targets small businesses and entrepreneurs with cloud-based tools, presenting a sales opportunity to upsell integrated accounting, tax planning, and automation services to this segment.

ProAdvisor Edge As a certified QuickBooks and Xero partner, there is a cross-sell potential to clients using competing platforms and a need to expand advisory services around bookkeeping automation, payroll, and tax compliance.

Cloud Enablement Emphasize native cloud capabilities for remote operations to attract clients seeking anytime, anywhere finance management, presenting value in remote collaboration, real-time reporting, and mobile access.

Moderate Scale Growth With revenue in the multi-million range and a lean team, propose scalable add-ons like onboarding, bookkeeping packages, and managed compliance to accelerate growth without heavy headcount.

Tech Stack Synergy Leverage their tech stack to offer modernization services, data migration, analytics enhancements, and performance tracking using Google Analytics and Tag Manager to boost client ROI and visibility.

Similar companies to SoCo Tax & Cloud Accounting Services

SoCo Tax & Cloud Accounting Services Tech Stack

SoCo Tax & Cloud Accounting Services uses 8 technology products and services including Cloudflare, Squarespace, WordPress, and more. Explore SoCo Tax & Cloud Accounting Services's tech stack below.

SoCo Tax & Cloud Accounting Services's Email Address Formats

SoCo Tax & Cloud Accounting Services uses at least 4 email formats:
SoCo Tax & Cloud Accounting Services Email FormatsExamplePercentage
First.Last@socotax.comJohn.Doe@socotax.com
62%
First@socotax.comJohn@socotax.com
15%
Last@socotax.comDoe@socotax.com
15%
FLast@socotax.comJDoe@socotax.com
8%

Frequently Asked Questions

What is SoCo Tax & Cloud Accounting Services's phone number?

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You can contact SoCo Tax & Cloud Accounting Services's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is SoCo Tax & Cloud Accounting Services's official website and social media links?

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SoCo Tax & Cloud Accounting Services's official website is socotax.com and has social profiles on LinkedIn.

How much revenue does SoCo Tax & Cloud Accounting Services generate?

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As of September 2026, SoCo Tax & Cloud Accounting Services's annual revenue is estimated to be $1M - $10M.

What is SoCo Tax & Cloud Accounting Services's SIC code and NAICS code?

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SoCo Tax & Cloud Accounting Services's SIC code is 8721 - Accounting, Auditing, and Bookkeeping Services and NAICS code is 5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services.

How many employees does SoCo Tax & Cloud Accounting Services have currently?

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As of September 2026, SoCo Tax & Cloud Accounting Services has approximately 10 employees across 4 continents, including North America, Asia and Africa. Key team members include Compliance (tax & Regulatory): I. M., Corporate Tax Preparer: A. B. and Accountant: N. M. Explore SoCo Tax & Cloud Accounting Services's employee directory with LeadIQ.

What industry does SoCo Tax & Cloud Accounting Services belong to?

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SoCo Tax & Cloud Accounting Services operates in the Accounting industry.

What technology does SoCo Tax & Cloud Accounting Services use?

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SoCo Tax & Cloud Accounting Services's tech stack includes Cloudflare, Squarespace, WordPress, Squarespace Commerce, Google Workspace, Intercom, ActiveCampaign and Vimeo.

What is SoCo Tax & Cloud Accounting Services's email format?

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SoCo Tax & Cloud Accounting Services's email format typically follows the pattern of First.Last@socotax.com. Find more SoCo Tax & Cloud Accounting Services email formats with LeadIQ.
SoCo Tax & Cloud Accounting Services logo

SoCo Tax & Cloud Accounting Services

AccountingCalifornia, United States2-10 Employees

SoCo Tax & Cloud Accounting Services is an Irvine, California-based firm that operates in the accounting industry, focusing on providing tools and services that help small businesses and entrepreneurs manage their operations from any location. The company serves a client base likely consisting of small business owners and independent professionals seeking streamlined, cloud-enabled accounting and tax support, enabling them to run their businesses remotely and efficiently. Positioned as a professional services provider with recognized credentials, SoCo holds multiple QuickBooks ProAdvisor certifications and partners with Xero and Gusto, indicating a emphasis on integrating popular cloud accounting and payroll solutions. The organization appears to be a small-to-midsize operation, emphasizing specialized expertise and flexible service delivery. A recent development noted is the firm’s continued emphasis on enabling business management “anywhere,” underscoring its focus on accessible, remote accounting capabilities from its location in Irvine. } } } {

Section iconCompany Overview

Phone number
SIC Code
8721 - Accounting, Auditing, and Bookkeeping Services
NAICS Code
5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services
Employees
2-10

Section iconFunding & Financials

  • $1M - $10M

    SoCo Tax & Cloud Accounting Services's revenue is estimated to be in the range of $1M - $10M

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