Excel Financial and Tax Services
We put Excellence at your service everyday with our awesome team and products and services! We help you or/and your business with: Income Tax and Business Tax Preparation ITIN Application and Renewal Bookkeeping Payroll I.R.S Tax Resolution Tax Planning Incorporation Financial Planning Life Insurance Disability Insurance Health Insurance Investments Products and Services: IRA, 401k, 403b, Annuities, 529 Plans, Stocks, Mutual Funds and more.
Services
- Tax preparation service
- Accounting firm
- Bookkeeping service
- Health insurance agency
- Income protection insurance agency
- Investment service
- Life insurance agency
- Payroll service
- Tax consultant
From the Business
- Identifies as Black-owned
- Identifies as women-owned
Service Options
- Online appointments
- On-site services
Accessibility
- Wheelchair-accessible car park
- Wheelchair-accessible entrance
Find Us on Google Maps
100 E Pine St #110, Orlando, FL 32801, United States
Customer Reviews

Reviews

Sisse has been providing financial and tax advice to me and my family for years. She is very knowledgeable and is always responsive to our needs. I will continue recommending her services as highly professional.

I have been using Excel financial and Tax services for the past 4 years and they never disappoint. I have been personally working with Mrs .Sisse Ferguson who is a God send . She has helped me and my family in some really hard times . It doesn’t matter day or night she is always there willing to answer any questions you may have or help you in anyway she possibly can . She is fast and efficient. I am a customer for life .

Taxes are complicated, so when I send my documents to Excel I know they’ll be filed properly and done so securely. It’s great peace of mind!
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