EXCEL CPAS, P.C. 6B Liberty, Aliso Viejo, CA 92656
About the Business
Excel CPAS, P.C. is a leading accounting and finance institution located at 6B Liberty, Aliso Viejo, California, United States. Specializing in Tax Return Preparation & Filing Services, Excel CPAs aims to alleviate the stress and uncertainty of tax season for individuals and businesses. With a commitment to accuracy, insight, and adaptability, Excel CPAs offers Tax Planning services to minimize tax liabilities effectively. Additionally, their Financial Planning Services provide individuals with a roadmap to achieve their financial aspirations. Excel CPAs also offers Fractional CFO Services to guide businesses through financial decisions and ensure long-term success. With a focus on proactive tax planning and strategic foresight, Excel CPAs is dedicated to helping clients achieve optimal tax savings with integrity and precision. Experience the Excel CPAs difference and embark on a journey towards financial prosperity.
Photos
Location & Phone number
6B Liberty Ste 150, Aliso Viejo, CA 92656, United States
Hours open
Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
9:00 AM - 5:00 PM
Thursday:
9:00 AM - 5:00 PM
Friday:
9:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
9:00 AM - 5:00 PM
Reviews
"It’s simply impossible to explain the incredible care and professionalism exhibited by Ms Dodin’s accounting firm; I was in a panic to complete my 2022 Tax Year and was guided through out the process by Monica who was my Sherpa. She was with me ensuring that understood the required documents that were needed - Monica would alert me to additional information - allowing me to gather the data without any judgment. Monica would answer my texts and emails whether it was day or night. Ms. Dodin and Monica provide a service that few accounting firms can offer - these people care!!! It was a pleasure to work with Ms Dodin; and when coupled with Monica’s ability to get your taxes done in a non- stressful manner……heaven on Earth."
"I have been working with Sam over 7 years. She has been a consummate professional with wonderful tax advice. My taxes have been accurately completed and correctly filed without fail by Sam and her staff. If you are looking for a tax professional, look no further. Sam is awesome!!"
"Sam is excellent! She responded to my general inquiry on Yelp within minutes (seconds?) and was immediately available for a phone conversation to discuss my needs, all on a Saturday. She was very kind and helpful, and respectfully stayed on top of me to make sure I got her all of my documents in a timely manner (this was the week of the tax deadline). She then completed my tax preparation by the end of the following day!! All of this at a cost at or under quotes provided by other firms. I will definitely continue to use Sam and highly recommend her to anyone."
"I've used Sam's services for several years on end now. She is nothing short of exceptional! Highly responsive, patient and a true professional. I have recommended her services to colleagues and friends, of which all came back to state how satisfied they were with her services. If you're reading this review are are contemplating using Sam as your tax advisor, CPA, etc. think no further, Sam is the smart choice for you. Thank you, Sam!"
"Sam Dodin did an excellent job with my tax returns this year (2019 tax season). She was very thorough and took her time completing my return. My taxes are a bit more complicated due to the industry I work in but she understood my needs and worked with me to make sure everything was correct. I don’t write reviews often, but I can’t recommend her enough. She is extremely professional and I will return next year for all of my tax needs."
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