Excelsior Tax Consultants LTD

Excelsior Tax Consultants LTD

5.0 (3)
1 employee
11 years in business

About this pro

I take the time. I take the time to make sure it's done right the first time. To make sure your educated on your options and I take the time to help you pick the option that is best. I take time to know you and your family and to ensure you're getting the best service at a great price. 

Read more about this pro


Credentials

West Hempstead, NY 11552
Email verified
Phone verified

3 Reviews

5.0

  • Jasmine

    Joe is such a pleasure to work with! Super informative and trustworthy to get the job done right, plus he does it all with a smile!

  • Cathy

    I have used and trusted Joe for many years. He is so knowledgeable and amazing at what he does. Would highly recommend him to all. Great guy and GREAT personality as well.

  • Brock B.

    I have had the great pleasure of working with Excelsior Tax Consultants LTD and Joseph Lessard for the past 5 years. I initially reached out to him out of disappointment and frustration trying to complete my taxes via turbo tax and other DIY companies. Joseph's knowledge of our tax system has proven superior time and time again as he is always been able to help me reach the best possible return. I have begun to look forward to tax season each year as he has made the process effortless and stress-free. Joseph has also assisted me with setting up my business and organizing my taxes/expenses, making an incredibly arduous process, effortless. Beyond his exemplary professionalism, Joseph is one of the kindest humans I have had the pleasure of working with. I highly recommend Excelsior Tax Consultants LTD and Joseph without reservation!



FAQs


What is your typical process for working with a new customer?

Process can vary depending on the client. It will look different for a business than an individual. I always start with a phone consultation. 


What education and/or training do you have that relates to your work?

I am licensed to prepare taxes in all 50 states. I have experience with multi state tax returns, business taxes, business start up, bookkeeping and Payroll. 
I am well versed on the current SBA programs for individuals and business during COVID and can assist with this as well. 


Do you have a standard pricing system for your services? If so, please share the details here.

Prices are dependent on the work involved. Prices will be quoted during phone consultation. 


What types of customers have you worked with?

I have worked with business owners including doctors, therapists, restaurants, commercial products, route owners, paintball shops etc. 


Describe a recent event you are fond of.

I was nominated as Best Accountant for 2020 Best of Long Island. 


What advice would you give a customer looking to hire a pro in your area of expertise?

Your accountant should be one of your most trusted advisors. Find someone who will care about your financial well being, who will educate you and consult them on all of your major financial decisions. 


What questions should customers think through before talking to pros about their needs?

What are your financial goals? Is there something big your saving for or trying to accomplish? 


Services offered

Tax Accountants Accountants Bookkeepers Business Tax Preparation Payroll Services Individual Tax Preparation Tax Preparation Services