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OUR SERVICES

Tax Preparation

Our firm specializes in expertly handling both personal and business tax preparation. We ensure accurate and timely filing of tax returns while working diligently to maximize available deductions and credits. Our dedicated team also offers strategic tax planning throughout the year, helping individuals and businesses optimize their financial situation and minimize tax liabilities.

Bookkeeping and Financial Reporting

With a keen eye for detail, our firm excels in providing comprehensive bookkeeping services. We meticulously record financial transactions, reconcile accounts, and generate clear and professional financial statements. Whether it's for your business's internal analysis or external reporting requirements, our accurate financial data empowers informed decision-making. We also offer timely quarterly and year-end reporting to keep you compliant with regulatory demands.​

Payroll and Compliance

Managing payroll can be complex, but our team takes the burden off your shoulders. Our payroll services encompass everything from precise employee compensation calculations to tax withholding and reporting to regulatory authorities. We also handle sales tax compliance, ensuring your business accurately calculates, collects, and remits sales taxes, so you can focus on what you do best.

Tax Consulting and Problem Resolution

Our experienced professionals provide comprehensive tax consulting services to guide individuals and businesses through intricate tax matters. Whether it's offering expert advice on tax implications of critical financial decisions, facilitating smooth IRS issue resolutions, or managing complex estate and trust tax situations, our firm is committed to delivering tailored solutions that put your mind at ease.

Financial Analysis and Planning

Beyond numbers, we offer valuable insights through meticulous financial analysis. Our budgeting and forecasting services help you plan for sustainable growth while ensuring fiscal responsibility. Looking toward the future, we provide retirement planning guidance, assisting both individuals and businesses in making tax-efficient decisions to secure their financial well-being. Our commitment to thorough financial analysis empowers confident choices in every scenario.

© 2023 Excel Tax and Accounting LLC.

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