Toll Free: 844-643-9235. Para Español Opt 1

Excel Financial and Tax Services
Excel Financial and Tax Services
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  • About
  • Team
  • Services
  • Contact Us
  • Client Resources
  • Client Portal

BOOK NOW! TOLL FREE 844 643 9235. PARA ESPAÑOL, OPCIÓN 1

Financial Planning

  • Financial Position
  • Insurance Planning
  • Investment Planning
  • Tax Planning
  • Retirement Planning
  • Estate Planning Tampa

Individual Tax Return Preparation

  • Employees by W2
  • Self-Employed 
  • Contractors
  • Realtor Agents
  • Property Investors
  • Farms tax help

Business Tax Return Preparation

  • Partnership 
  • S Corporation 
  • C Corporation
  • Non-profit
  • Trust Bonds
  • Estate Bonds bookkeeping and tax services

Bookkeeping & Payroll

Bookkeeping Services: Accounts Receivable,  Accounts Payable  Data Entry, Month-End Accounting,

Generate Reports, Generate Invoices

Payroll Services: Recurring Payroll, Direct Deposits, W-2 and 1099s, Comprehensive Reporting. Tax Resolution Specialists

Sales Tax

  • Sales Tax Registration and Permitting
  • Accurate Sales Tax Calculation
  • Bookkeeping and tax services 
  • Tax help 
  • Tax resolution specialists

IRS Tax Debt Resolution

IRS tax debt can be stressful, but prompt action is key. Our tax resolution specialists provide tailored solutions to help you reduce penalties, manage payments, and regain financial peace of mind.

Notary Services

 Accuracy and trust are essential in legal documentation. Our certified Notary Public professionals ensure your documents are handled with precision, authenticity, and care—providing reliable, convenient service you can trust. 

Business Entity Creation

Start your business entity today with confidence. We simplify the formation process, providing expert guidance and efficient service for startups, entrepreneurs, and growing businesses alike. 

Drop us a line!

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Our Offices' Locations and Hours of Operation

Email: cs@financialandtax.com

Toll Free: 844-643-9235

Monday-Friday: 9:00 AM to 6:00 PM.


610 E Zack Street, Ste. 110, Tampa, FL 33602

Ph: 813-461-5658


6013  Wesley Grove Blvd., Ste. 206, Wesley Chapel, FL 33544

Ph: 813-358-1750


100 E Pine St, Suite 110, Orlando, FL 32801

Office: 407-588-6925

 (by appointment only)



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