Excel Tax and Accounting LLC
Licensed
Licensed
About
At Excel Tax & Accounting, we are more than just a CPA firm - we are your trusted financial partners. With a passion for numbers and a commitment to excellence, we specialize in delivering top-tier tax preparation and bookkeeping services that empower individuals and businesses to thrive financially. Our dedicated team of skilled professionals brings a unique blend of expertise and personalized attention to every client engagement. We pride ourselves on not just crunching numbers, but also on translating them into meaningful insights that drive sound financial decisions. With a focus on accuracy, innovation, and unwavering integrity, we are here to simplify complexities and guide you toward a brighter financial future.
Overview
Hired 1 time
Background checked
License verified
4 employees
3 years in business
Business hours
This pro hasn't listed their business hours.
Payment methods
This pro accepts payments via Apple Pay, Cash, Check, Credit card, Google Pay, Venmo, and Zelle.
Credentials
License verified
Enrolled Agent (IRS)
License state: MA
Background checked
Passed by Jia Lang Song on Feb 6, 2024.
Services offered
Filing status
Sole proprietorship
Partnership
C-Corp / Corporation
S-Corp
Annual revenue
Less than $100K
$100K - $500K
$500K - $1M
Service needed
Annual tax filing
Quarterly tax filing
Other tax consultation
Reviews
Customers rated this pro highly for professionalism, work quality, and responsiveness.
Exceptional 5.0
5 reviews
5
100%
4
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3
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2
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1
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Sean G.
Feb 7, 2024
Excel Tax and Accounting has been helping my business with it's books, payroll and reports since 2021. They help me prepare my business taxes as well as personal taxes. They're professional, diligent and very responsive. I recommend them to all my friends.
Mei M.
Feb 7, 2024
I worked with Terry for my bookkeepings and tax preparations (both individual and business) for last few years and very impressed by his knowledge and professionalism. I am glad he started this new firm with his partner. I will highly recommend the Excel team if you are looking for accounting and tax professional.
Emma S.
Mar 12, 2024
Excel team helped me prepared my individual tax return this year. They are very professional - having all the documents exchanged through a secure and encrypted portal, which is very important because of all the scams and identity theft happening nowadays. They also very responsive and patient to walk through all the questions I had. Highly recommend the team if you are looking for tax professional.
Petal And Pony P.
Feb 7, 2024
Excel team has been helping our small jewelry business with tax planning and compliance. The team is extremely professional and very responsive. Always provide best tax suggestions for my business. Happy to continue to work with the team!
Fan C.
Feb 7, 2024
The team at Excel Tax & Accounting is exceptionally professional and knowledgeable, providing top-notch service. Communication was clear, friendly, and easy, and they handled my taxes smoothly at a very reasonable price. I'll definitely be working with them again.