Excel Financial and Tax Services
6013 Wesley Grove Boulevard C/O The Roman Group, Wesley Chapel, FL 33544
Hours open
Monday:
9:00 AM - 6:00 PM
Tuesday:
9:00 AM - 6:00 PM
Wednesday:
9:00 AM - 6:00 PM
Thursday:
9:00 AM - 6:00 PM
Friday:
9:00 AM - 6:00 PM
Saturday:
Closed
Sunday:
Closed
Photos
Location & Phone number
About the Business
Excel Financial and Tax Services is a diverse and multicultural financial institution located at 6013 Wesley Grove Boulevard in Wesley Chapel, Florida. Our team of professionals comes from various backgrounds, allowing us to better understand and address each client's unique financial needs. We are fluent in English, French, Spanish, and Hungarian, making communication easier for our clients. With branches in Tampa, Wesley Chapel, and Orlando, we offer a wide range of services including insurance, wealth management, accounting, tax preparation, and more. As an independent firm, we work with Capital Analysts and Lincoln Investment for advisory services, ensuring that our clients receive the best financial advice. Please note that tax services are not offered through Lincoln Investment. When you choose Excel Financial and Tax Services, you have a local partner with a global reach to guide you through your financial journey.
Reviews
"Professional and punctual! Sisse and her team have played a crucial role in maintaining my tax records and facilitating the growth of my business. Their service is both exceptional and dependable. As a new entrepreneur, this company provided me with a sense of confidence and security in managing all my business affairs. I wholeheartedly recommend this company and their team for all your tax and CFO needs. Absolutely fantastic!"
"Sisse and team are really knowledgeable, I recommend them for any of your tax services needs."
"Wonderful company with amazing team. Excel financial and Tax services has been filing my taxes since my very first tax filing .The work ethics is impeccable, the dedication amazes me, they are very thorough and punctual with their work .communication is amazing, they treat each individual with respect, Equality is like their anthem across all spectrums (race, age,class,religion etc). Oh and before anybody jumps to conclusions, the diversity in the company is ideal. The stuffs are fluent in many other languages like English,Spanish,French etc. Honestly check out their website. They are the absolute best, I can attest to that. Taxes season is practically here, give them a call and you will be amazed. Happy filing cause I know I am in wonderful hands."
"Sissé is super nice and very knowledgeable. Been going to her for two years now and she has always helped me out. I recommend her and will be having her do my taxes in the future!"
"I would avoid this place! If they didn't trample my garden and lawn to cut to my front door from the neighbor's house, they would have seen the no soliciting sign by my walkway. If they saw that then maybe they wouldn't have left a pile of their marketing garbage on my doorstep where someone could slip on it and would not have left their muddy footprints on my front porch. If they can't follow basic soliciting laws and rules of human decency, I definitely would not trust them with my financials."
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