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

 Resolving IRS tax debt can be a challenging and complex process, but it's essential to address it promptly to avoid penalties and legal issues.  Regain peace of mind and financial stability with our expert guidance. Our tailored solutions are designed to provide the relief and flexibility you need when you're unable to pay your taxes in full. tax resolution specialists

Notary Services

In the world of paperwork and legal documents, precision and trustworthiness are paramount. Our experienced and certified notary public team is dedicated to ensuring the legality and authenticity of your documents while prioritizing your convenience and peace of mind. Tampa

Business Entity Creation

 Create your business entity today!  

We specialize in making business entity formation a breeze. Whether you're a startup visionary, a seasoned entrepreneur, or simply looking to expand your business, our expert team is here to guide you through the process with ease and efficiency. 

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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*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.

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