About Excel Financial and Tax Services
Excel Financial and Tax Services offers a range of financial solutions for individuals and businesses, including income tax and business tax preparation, ITIN application and renewal, bookkeeping, payroll, IRS tax resolution, tax planning, incorporation, and various insurance services. Their investment products include IRAs, 401k plans, stocks, and mutual funds. Clients consistently praise Excel Financial and Tax Services for their knowledgeable and efficient team. Many describe their experiences as fantastic, with a focus on making tax filing easy and stress-free. The staff is noted for being patient and understanding, providing clear answers to questions and concerns, particularly during busy periods like tax season. One client highlighted the exceptional communication and support received, allowing them to meet tight deadlines without stress. Overall, Excel Financial and Tax Services is recognized for their dedication to client satisfaction and their ability to simplify the financial planning process.
My first experience with Excel Tax Services was absolutely fantastic! They made filing my taxes so easy and stress-free. Their team was incredibly knowledgeable, efficient, and super helpful with all my questions. I felt completely confident in their hands and will definitely be back next year! Highly recommend!
A huge thank to both Sisse and Marissa for their help with my taxes this year. This was my second year with Sisse and her amazing team. Sisse was very patient and understanding with me, helped with answering all my questions and concerns even on the very dreaded last day on 4.15, with what was the best way for my young adults to file their taxes for the first time. Thank you so much in helping us ease our kids into this new part of adulthood. But overall thank you for your assistance with our personal taxes.
Without Excel financial and tax service we couldn’t do our tax report on time. I had so much problems with H&R block and they kept refusing my LLC tax report because it had only expenses as a start-up which was common for the first year. So I reached out Excel FNT and met Marisa. She communicated with me right away and finished the right report on time. I have to go a business travel on this Friday and she made it on Wednesday. I am very impressed how they work with a good communication for their customer. I appreciate their work!