Excel Financial And Tax Services
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Zephyrhills, FL & Online
About
Excellence is at your service!
I love helping my clients the most!
Highlights
3 employees
12 years in business
Serves Zephyrhills, FL
Offers online services
Photos and videos
No reviews (yet)
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Frequently asked questions
What is your typical process for working with a new customer?
Introductory meeting over the phone or the internet to define the scope of work.
Gather data.
Get to the work.
Deliverables to the client.
What education and/or training do you have that relates to your work?
I have a M.B.A in business management and accounting. In addition to being an account, I am also a wealth management advisor. This allows to assist my clients with passion and knowledge.
Services offered
Accounting
Individual Tax Preparation
Financial Services And Planning
Business Tax Preparation
Hr And Payroll