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'm Maria. But, you can call me Majo (Ma-Ho). As the Director of Operations and Marketing at Excel Financial and Tax Services, I bring a rich blend of business management and marketing expertise to the table. My skills extend from graphic design to website building, and from creating compelling marketing materials like flyers and business cards to spearheading effective social media marketing campaigns. Bilingual in English and Spanish, I'm well-equipped to communicate and resonate with diverse audiences. I'm excited to bring our shared financial vision to life and look forward to working with you at Excel Financial and Tax Services, where we turn financial goals into achievements. 

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! 

Hello, my name is Djeneba Tandia, and I go by Zeina. I am a recent graduate of Rowan University, where I earned my bachelor’s degree in Financial Analysis and Taxation. 

I am passionate about the finance and accounting industries and believe that finance is the foundation of every successful business.

I am fluent in both English and French, I am dedicated to supporting your financial journey while continuing to grow and develop professionally within the finance and accounting field.

Hello, my name is Joisha Anderson I go by Joi.  I am a dedicated tax preparer with extensive knowledge and experience in the tax industry. I have a true passion for financials and helping clients succeed. I am committed to providing accurate, reliable tax solutions while ensuring each client receives the best possible guidance for their financial situation. 

Hello, I'm Lesley.   I am a dedicated client relationship professional with a passion for helping individuals and businesses feel confident about their financial future. I take pride in building strong, long-lasting relationships by understanding each client’s unique goals and providing personalized guidance every step of the way.  My focus is on delivering exceptional service, clear communication, and dependable support so clients always feel informed and valued.   I am bilingual and fluent in both English and Spanish.