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

What We Do

Insurance and WEALTH MANAGEMENT*

  • Financial Planning
  • Private Wealth Management
  • Investments Products and Services
  • Retirement Plans: IRA, 401k, 403b, Annuities.
  • Disability Insurance (Income Protection)
  • Life Insurance
  • LongTerm Care Insurance



Accounting and Tax Services

  • Income Tax Preparation for Individuals and Businesses
  • Accounting and Bookkeeping
  • Payroll Services
  • Sales Taxes Preparation
  • I.R.S Tax Debt Resolution
  • Tax Planning
  • Incorporation
  • Outsourced C.F.O Services



Notary & More

  • Notary
  • Notary Signing Agent
  • Documents Preparation



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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. 


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