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Excel Financial and Tax Services

4.8

About this business

We put Excellence at your service everyday with our awesome team and products and services! We help you or/and your business with: Income Tax and Business Tax Preparation ITIN Application and Renewal Bookkeeping Payroll I.R.S Tax Resolution Tax Planning Incorporation Financial Planning Life Insurance Disability Insurance Health Insurance Investments Products and Services: IRA, 401k, 403b, Annuities, 529 Plans, Stocks, Mutual Funds and more. 

Location details

C/O The Roman Group, 6013 Wesley Grove Blvd Suite 206, Wesley Chapel, FL, 33544, United States

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WeekdayScheduleStatus
Mon9:00 a.m. to 6:00 p.m.
Tue9:00 a.m. to 6:00 p.m.
Wed9:00 a.m. to 6:00 p.m.
Thu9:00 a.m. to 6:00 p.m.
Fri9:00 a.m. to 6:00 p.m.
SatClosed
SunClosed
4.816 reviews
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Monica Obando's profile image
Monica Obando 
on Google
a month ago

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! 

Janette Ramos's profile image
Janette Ramos 
on Google
2 months ago

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. 

Seri Eberman's profile image
Seri Eberman 
on Google
2 months ago

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... read more

Gloria H.'s profile image
Gloria H. 
on Google
2 months ago

HUGE thank you to Ms Sisse and Morelys V. for your help! Working in the Customer Service world is very impactful on how you are treated yourself as a customer. You two have been very helpful, efficient and understanding on this last minute “shananigans” of mine. Thank you thank you! 

Veerley Mejia's profile image
Veerley Mejia 
on Google
3 months ago

Sisse and her team are so helpful and patient! I like to ask a lot of questions and they are always there to answer them. Very happy with Excel financial! Definitely recommend  

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Frequently asked questions about Excel Financial and Tax Services

How is Excel Financial and Tax Services rated?

Excel Financial and Tax Services has a 4.8 star rating with 16 reviews. 

When is Excel Financial and Tax Services open?

Excel Financial and Tax Services is closed now. It will open at 9:00 a.m. 

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