Orange County Office

our services

We're Your Trusted Tax Partner

Tax Return Preparation & Filing

Navigating the complexities of tax law can be daunting for individuals and businesses alike. At Excel CPAs, our Tax Return Preparation & Filing Services are designed to alleviate the stress and uncertainty that often accompany tax season. 

 

Bookkeeping & Accounting

In the dynamic world of business, where financial landscapes continually shift, Excel CPAs stands as a beacon of accuracy, insight, and adaptability. 

 

 

Tax Planning

At Excel CPAs, we recognize the complexities and nuances of the ever-evolving tax landscape. Rooted in a commitment to ensure our clients pay the least amount permissible by law, our Tax Planning service is centered on offering actionable advice to minimize tax liabilities effectively. 

Split Payments

Lacinia eleifend letius parturient a aliquam ultrices interdum mollis ut. Interdum lorem nunc fames fringilla et posuere.

Request a Payment

Lacinia eleifend letius parturient a aliquam ultrices interdum mollis ut. Interdum lorem nunc fames fringilla et posuere.

Financial Planning

In the intricate realm of financial landscapes, Excel CPAs stands as your trusted advisor, bridging clarity and strategy. Our comprehensive Financial Planning Services equip individuals with a roadmap to their financial aspirations.

Business Optimization

Navigating the multifaceted world of business requires precision, foresight, and a solid strategy. At Excel CPAs, we understand that an optimized business isn’t just about increasing numbers.


Fractional CFO Services

You won’t just be reacting to the financial ebbs and flows; you’ll be anticipating them. Our Fractional CFO Services act as a beacon, guiding your business through the complexities of financial decisions, ensuring you’re not just surviving, but thriving.

Two smiling accountants sitting at a conference room table with a male client. The accountants are reviewing financial paperwork and forms with the client.

About Excel CPAs

Tax Solutions Meet Individual Care

At Excel CPAs, we understand that navigating the constantly shifting tax world is both an art and a science. The balance between compliance and strategic tax planning is intricate and demands finesse. We are on the mission to turn this complex art into tangible benefits, paving a smooth tax journey for each client. Our foundation is built on a steadfast commitment to legality and astute tax strategies. We don’t just offer basic tax deductions; we craft bespoke blueprints tailored to each client’s unique needs, providing optimal tax savings and minimized liabilities. Dive into a world where tax solutions meet individualized care, only at Excel CPAs.

Our Vision

Redefining the realm of tax solutions, where the blend of art and science carves a path to fiscal brilliance.

Our Mission

At Excel CPAs, our quest is to transform the intricacies of tax navigation into clear, tailored blueprints. Through a fusion of unwavering compliance and astute planning, we pledge to guide each client towards optimal tax savings with the utmost integrity and precision.

Meet Our EXPERT

Sam Dodin, CPA, MBA

Sr. Director of Tax & Accounting Services

Testimonials

What Our Clients Say About Us

rick quintero
rick quintero
2023-10-11
Trustindex verifies that the original source of the review is Google.
It’s simply impossible to explain the incredible care and professionalism exhibited by Ms Dodin’s accounting firm; I was in a panic to complete my 2022 Tax Year and was guided through out the process by Monica who was my Sherpa. She was with me ensuring that understood the required documents that were needed - Monica would alert me to additional information - allowing me to gather the data without any judgment. Monica would answer my texts and emails whether it was day or night. Ms. Dodin and Monica provide a service that few accounting firms can offer - these people care!!! It was a pleasure to work with Ms Dodin; and when coupled with Monica’s ability to get your taxes done in a non- stressful manner……heaven on Earth.
Kelita G.
Kelita G.
2023-04-18
Trustindex verifies that the original source of the review is Google.
I have been working with Sam over 7 years. She has been a consummate professional with wonderful tax advice. My taxes have been accurately completed and correctly filed without fail by Sam and her staff. If you are looking for a tax professional, look no further. Sam is awesome!!
Robert Stoy
Robert Stoy
2022-03-31
Trustindex verifies that the original source of the review is Google.
We needed a new CPA to provide tax return preparation because our previous CPA retired. Sam Dodin did a fine job with this year's return, quickly carrying out all the work on-line, which saved me some time. She is well-organized and prompt and can provide additional tax advice to us when needed. Highly recommend.
Debbra Rino
Debbra Rino
2022-02-28
Trustindex verifies that the original source of the review is Google.
I've had the most stress free experience with Sam! She is amazing and goes beyond expectations for her clients. This year was my 2nd filing with Sam and I couldn't be more satisfied. :)
David Duplissey
David Duplissey
2022-01-10
Trustindex verifies that the original source of the review is Google.
Sam is an incredible accounting and tax professional who seems to have great attention to her clients needs. Highly recommend using her for both individual and business tax needs.
Brad Rutledge
Brad Rutledge
2021-10-13
Trustindex verifies that the original source of the review is Google.
Sam is excellent! She responded to my general inquiry on Yelp within minutes (seconds?) and was immediately available for a phone conversation to discuss my needs, all on a Saturday. She was very kind and helpful, and respectfully stayed on top of me to make sure I got her all of my documents in a timely manner (this was the week of the tax deadline). She then completed my tax preparation by the end of the following day!! All of this at a cost at or under quotes provided by other firms. I will definitely continue to use Sam and highly recommend her to anyone.
Vicky
Vicky
2021-10-05
Trustindex verifies that the original source of the review is Google.
I had an emergency with my tax return which wasn't filed by Sam. I did some online search and got in contact with Sam. She responded quickly and we had a quick call which helped me to figure out the situation. She also came with an estimate of the cost. I decided to let her help me for my tax amendment. The communication was smooth and she was efficient. She had the work done in a week. Now I don't need to worry about my tax for a while.
Ben Gabrielli
Ben Gabrielli
2021-09-06
Trustindex verifies that the original source of the review is Google.
Sam is simply incredible! She's fast, responsive and very affordable. I couldn't be happier with the help I received filing a tax issue. Highly recommend!
A P
A P
2021-05-08
Trustindex verifies that the original source of the review is Google.
I've used Sam's services for several years on end now. She is nothing short of exceptional! Highly responsive, patient and a true professional. I have recommended her services to colleagues and friends, of which all came back to state how satisfied they were with her services. If you're reading this review are are contemplating using Sam as your tax advisor, CPA, etc. think no further, Sam is the smart choice for you. Thank you, Sam!
Robert Bennigsdorf
Robert Bennigsdorf
2021-03-02
Trustindex verifies that the original source of the review is Google.
Sam is extremely helpful, knowledgeable, and professional. My last CPA recently retired and I was in need of a new CPA (and of all years, for my 2020 tax return with all of the complicated business tax law changes). Sam has been patient with me, explaining all the implications of the tax law changes. She advised me about a business tax credit I didn't even know I was eligible for, and it is a pretty substantial credit. I am thrilled to be working with Sam and look forward to many future years of her helping my business.

Embrace the Future with Excel CPAs

Embark on a journey of proactive tax planning and strategic foresight with Excel CPAs. Experience the blend of comprehensive expertise, tailored strategies, and an unwavering commitment to your financial prosperity. Dive deeper into our array of services and witness firsthand the Excel CPAs difference. Your prosperous financial future awaits.

Skip to content