Excel Financial and Tax Services

Excel Financial and Tax Services is a financial and tax firm offering insurance, wealth management, accounting, bookkeeping, payroll, and tax preparation. Its services include IRS tax debt resolution, tax planning, sales tax registration, business entity formation, and notary work. The team speaks English, French, Spanish, and Hungarian, which helps with clients from a range of backgrounds.

The firm has offices in Tampa, Wesley Chapel, and Orlando. The Tampa office is at 610 E Zack Street in downtown Tampa, and the office is open Monday through Friday during business hours. Appointments are needed at the Orlando office, so calling ahead there is wise. Clients can reach the team by toll-free phone, Spanish is available by pressing option 1, and there is a client portal for existing clients.