Call us at 844-643-9235. We speak English, Spanish, French, and Hungarian.
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! I'm Alice, the Managing Director responsible for overseeing client relations. My commitment is to provide you with top-notch service, driven by a dedication to excellence. I hold a Bachelor's degree in Accounting and Finance and am currently pursuing a Master's degree in Management Accounting. I've gained significant expertise in the field of digital marketing, and I'm eager to offer my assistance to you!
Hello! My name is Lindisbeth. As an independent tax preparer at Excel Financial and Tax Services, my experience spans notary services and various insurance sectors including health, property, casualty, and workers' compensation. I service both individual and business clients, leveraging my extensive knowledge of the financial industry to deliver exceptional service. Fluent in both English and Spanish, I'm eagerly looking forward to the privilege of working with you!
Hello! I am Daniela. With a background in customer service, public, criminal, and family law, I am committed to ensuring that your experience with our company is nothing short of exceptional. I am bilingual in English and Spanish. I look forward to working with you and supporting your financial journey!
*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.
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