Welcome to Excel Financial and Tax Services – Your Nationwide Tax Experts!
Here are some types of tax returns that our tax preparation service handles:
Personal tax returns - These are individual tax filings for people who earn wages, salaries, dividends, or capital gains.
Self-employed - Tax services for individuals who work for themselves rather than for an employer and need to file their taxes with possibly different forms and deductions, such as Schedule C for profit or loss from business.
Rental properties (long term, short term, Airbnb...) - Handling tax situations for individuals who own rental properties, involving income and expenses from renting out property.
Farms - Specialized tax returns for agricultural businesses, which might include specific deductions and credits related to farming.
Businesses and Corporations (LLC, Inc, Partnership...) - Corporate tax filings for registered businesses, which involve different forms and tax regulations compared to individual or self-employed taxes.
Reliable Tax Solutions All Year Round
At Excel Financial and Tax Services, we understand that tax season can be stressful. That's why we offer comprehensive tax preparation services that cater to your individual needs, ensuring you're fully prepared, no matter where you are in the U.S.
Get ready for tax season and download your free tax guides for individuals, self-employed, businesses, nonprofits, and rental activities
WHY YOU SHOULD CHOOSE US
Flexible Preparation Options To Suit Your Busy Life
1. In-Person Consultations: Sit down with one of our experienced tax professionals at any of our locations at Tampa, Wesly Chapel and Orlando. Orlando office appointments are virtual. Get personalized advice and answers to all your tax questions.
2. Virtual Meetings: Can't make it to one of our offices? No problem! Book a virtual meeting and connect with our experts via video call from the comfort of your own home.
3. Convenient Document Drop-Off : Short on time? Drop off your tax documents at our Tampa and Wesley Chapel office, and we’ll take care of the rest.
4. Securely upload your tax documents via secured client portal on our website if you are unable to drop them off in person. Client Portal
Diverse Payment Options For Your Convenience
1. Pay Directly Through Your Refund: Opt to have your tax preparation fees deducted directly from your tax refund for a seamless experience.
2. Pay upfront in full: We offer the option for Payment in full for our tax preparation services. This simple payment method allows you to settle your account at the beginning, so you can focus entirely on your business throughout the tax season
3. Flexible Installment Payments: Manage your budget by paying for our services in installments. Through a reputable third party financial institution (subject to approval)
Get Your Refund Sooner With a Refund Anticipation Loan:
Access Your Refund Sooner: Eligible clients can benefit from a Refund Anticipation Loan provided by a third-party lender. RAL is subject to approval from third party bank.
Start Your Stress-Free Tax Preparation Journey Today!
Kindly fill out the form below to get access to our free comprehensive Tax preparation guide
Frequently Asked Question
What other kinds of taxes do you prepare?
We also prepare taxes for Self-employed, Rental properties, Farms, Corporations.
When is the deadline to file my tax returns?
Typically, the deadline is April 15, unless it falls on a weekendor holiday. Extensions may be available.
What documents do I need to file my tax return?
Common documents include:
• W-2s, 1099s, or other income statements
• Records of deductible expenses (e.g., medical, education, business)
• Last year’s tax return
• Proof of tax credits (e.g., childcare, education)
What’s the difference between a standard deduction and itemized deductions?
The standard deduction is a fixed amount set by the IRS. Itemizing involves listing eligible deductions if their total exceeds the standard deduction.
Do I need to file a tax return if I didn’t earn much income?
It depends on your filing status, age, and income. You may still need to file to claim a refund or credits like the Earned Income Tax Credit (EITC).
How long does it take to get my tax refund?
• E-file with direct deposit: ~21 days
• Paper returns: 6–8 weeks
• Delays can occur if there are errors or further reviews.
What happens if I owe taxes but can’t pay?
You can request a payment plan from the IRS or explore offers in compromise for financial hardship.
Will I owe penalties if I miss the filing deadline?
Yes, unless you file for an extension. Penalties include:
• Failure-to-file: 5% per month on unpaid taxes.
• Failure-to-pay: 0.5% per month on unpaid taxes.