Tax Return Preparation & Filing -

Excel CPAS

Tax Return Preparation & Filing

Why Choose Excel CPAs

Leave the Tax Maze to the Experts at Excel CPAs

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. Our experienced and knowledgeable tax professionals work diligently to stay abreast of the latest tax laws, ensuring our clients are fully compliant and maximizing their savings and deductions.

You can trust us to navigate the tax maze on your behalf, leaving you more time to focus on your financial goals and endeavors.

Our Services

Tax Return Preparation & Filing

Bookkeeping & Accounting

Tax Planning

Financial Planning

Business Optimization

Fractional CFO Services

Have More Questions?

EXCEL CPAS SUPPORT

Lean on Our Tax Expertise to Simplify the Process

Filing taxes doesn’t have to be painful. Our customized approach simplifies the process so you can focus on your financial goals.

Initial Consultation

Meet & Greet: A complimentary, no-obligation session where we discuss your tax situation and financial goals.
Establish Needs: A chance for us to understand the intricacies of your financial landscape, setting the foundation for our collaboration.

Initial Tax Document Collection to Assess Fees

Document Submission: Provide us with basic tax-related documents which will enable us to estimate the complexity of your tax situation.
Secure & Confidential: Be assured, any information shared during this phase is kept strictly confidential.

Provide a Fee Range

Transparent Pricing: Based on the initial document review, we'll provide a fee range, ensuring no hidden costs or surprises later on.

Engagement Agreement & Initial Fee Deposit

Mutual Commitment: We'll provide a detailed agreement that outlines services, deliverables, and terms of collaboration.
Start the Process: A nominal initial deposit sets the wheels in motion for your tax return preparation.

Secure Client Portal Access

Personalized Access: A dedicated, encrypted portal is set up exclusively for you.
Real-time Tracking: Use the portal to track progress, upload additional documents, and communicate securely with our team.

Complete Tax Document Checklist Request

Detailed Checklist: A comprehensive list tailored to your situation ensuring every relevant tax detail is captured.

Ease of Use: Our digital-friendly checklist makes it easy to mark off completed tasks and keeps everything organized.

Data Review & Clarification

Expert Review: Our tax professionals will go through each document, ensuring accuracy and completeness.
Clarifications & Queries: Should there be any ambiguities or missing details, our team will reach out for clarification, ensuring a meticulous approach.

Draft Return Preparation

Precision & Expertise: Leveraging state-of-the-art tax software and updated knowledge of tax laws, we craft an initial tax return draft tailored for maximum benefits.

Client Review Session

Interactive Walkthrough: A dedicated session where we explain every aspect of your draft return, ensuring you are well-informed and comfortable.

Feedback Loop: We value your input, and any feedback or additional details are incorporated at this stage.

Finalization & E-filing

Client Approval: Only after your complete satisfaction and approval do we proceed to the finalization stage. Electronic Submission: With your consent, we swiftly and securely e-file your return with the relevant tax authorities.
Confirmation & Documentation: Proof of Submission: Once filed, you receive an e-filing confirmation. Documentation Handover: A digital copy of your finalized return, along with other relevant documents, is made available for your records via the client portal.

Year-Round Support

Beyond Tax Season: At Excel CPAs, our relationship doesn't end with tax season. We're available year-round for any queries, updates, or tax planning discussions to ensure a continuous partnership.

Why Choose Excel CPAs

Personalized Approach

Accuracy & Efficiency

E-filing Advantage

Utmost Confidentiality

Unwavering Audit Support

Tax Law Compliance

Maximized Deductions

Multistate Expertise

Experience You Can Trust

Testimonials

What our clients say about us

Ever since I started working full-time after college 3 years ago, I have always prepared them myself using TurboTax. So happy that I hired Sam this year! I will never do them myself again. Sam and her team are highly knowledgeable at what they do. Sam was extremely professional and personable.

Sam has been an absolute pleasure to work with. I originally found her here on Yelp. She had such great reviews, I decided to reach out and use her for my personal and business tax return. She is incredibly knowledgeable in taxes and helped guide me every step of the way. I'll definitely be using her in the coming years to help our business stay on track. Thanks for all the help, Sam!

We recently found Sam after realizing late in the tax season that we need a new CPA/tax professional. Sam is everything we hoped for -- she is extremely responsive, courteous, honest, and efficient. I can highly recommend her without any reservations. We count ourselves lucky that we found her! She is a true professional.

Excel CPAs is more than just a tax service provider

We’re your partner in paving the way to your financial prosperity. Allow us to shoulder the complexities of tax season, so you can focus on what matters most. Get in touch with us today and experience the Excel CPAs difference.

Excel CPAS