WELCOME
Client's Portal
Accessing your online account, allows you to easily view your tax returns, personal information, upload files, and track your case.
Download Canopy App
Check below how to set up Canopy app.
*Advisory services offered through Capital Analysts or Lincoln Investment, Registered Investment Advisers. www.lincolninvestment.com. Excel Financial and Tax Services and the above firms are independent and non-affiliated. Tax services are not offered through, nor supervised by, The Lincoln Investment Companies.
This site has been prepared solely for information purposes is not intended to be a solicitation, offer or sale of securities products or investment advisory services to anyone who resides outside of the United States. Lincoln Investment and Capital Analysts are registered as investment advisers with the U.S. Securities and Exchange Commission and Lincoln Investment is registered as a broker/dealer in all 50 states. Lincoln Investment, Capital Analysts and its Financial Representatives may only transact business in a particular state if first registered and only after complying with registration requirements.
When you link to any of these websites provided here, you are leaving this site. We make no representation as to the completeness or accuracy of information provided at these sites. Nor are we liable for any direct or indirect technical or system issues or consequences arising out of your access to or use of these third-party sites. When you access one of these sites, you are leaving our website and assume total responsibility for your use of the sites you are visiting.
Robyn Mons and Angelic Soto are independent and non-affiliated to Excel Financial and Tax Services.
Copyright © 2022 Excel Financial and Tax Services - All Rights Reserved.
This website uses cookies.
We use cookies to analyze website traffic and optimize your website experience. By accepting our use of cookies, your data will be aggregated with all other user data.