MEET OUR TEAM!

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 Hello! I am Sissé, the founder and Managing Partner of Excel Financial and Tax Services. With over 18 years of experience, I wear multiple hats as an accountant, enrolled agent, wealth management advisor, insurance agent, and notary public. I have been passionately serving in the financial services industry since 2005, helping clients navigate their financial journeys with diligence and commitment. Fluent in both French and English, I bring a multicultural perspective to our work. Alongside my dedicated team, we are committed to providing comprehensive financial and tax services. We are here to guide you, whether it's for insurance, wealth management, accounting, bookkeeping, tax preparation, I.R.S debt resolution, or tax planning. Welcome to Excel Financial and Tax Services – your partner in prosperity! 

Hello! I am Morelys, and I serve as the Director of Accounting at Excel Financial and Tax Services. I bring a robust academic background to my role, with a Bachelor's degree in Accounting and a Master's in Finance. Prior to this role, I shared my expertise in the classroom, teaching both Accounting and Taxes. One of the aspects of my job that I most enjoy is diving deep into our customers' needs, which allows me to craft customized, effective solutions to their unique financial situations. I am bilingual in English and Spanish, which enriches my ability to communicate and serve a diverse clientele. I look forward to working with you and supporting your financial journey! 

 Hello there! I'm Marisa, and I'm all about numbers and helping people out. With my degree in accounting, I've delved deep into advanced bookkeeping, tax preparation, and sorting out any tricky tax issues. But more than just crunching numbers, I love connecting with clients and being there to lend a hand. Every day brings a new opportunity to make someone's financial journey smoother, and I'm thrilled to be a part of that process!