Excel Tax & Financial Solutions LLC

About Excel Tax & Financial Solutions LLC

Based in Dallas, Texas, this one-office practice combines tax preparation, bookkeeping and payroll with a wider set of personal-paperwork services under the same roof. Its clients are individuals, families, small companies and community organizations across the country, with several industries named such as real estate, retail, healthcare and e-commerce. Beyond ordinary accounting, it helps new owners register an LLC or corporation, obtain a federal employer number and keep up with local compliance. The firm also prepares immigration forms, handles notary work and health-insurance marketplace enrollment, and mentions help with Ethiopian passport renewals, which suggests a community-oriented client base. The site is in English, gives no founding year and shows an owner-led team with a controller and assistants; the team page itself contains leftover template names. Fees are quoted as estimates after a client questionnaire rather than listed publicly.

Services

Tax work covers individual, business and nonprofit returns, amended filings, multi-state filings, IRS audit representation and tax resolution. Accounting includes daily bookkeeping, reconciliations, financial statements, QuickBooks or Xero setup, sales-tax filing and year-end clean-up. Payroll covers direct deposit, withholding calculations and quarterly and annual filings. Business setup includes state LLC or corporation registration, EIN application and ongoing advisory. Additional services include USCIS form preparation, notary and power of attorney, and ACA marketplace enrollment.

• ✓ Company formation: offered
• ✓ Accounting and bookkeeping: offered
• ✓ Tax compliance: offered
• ✓ VAT: offered
• ✓ Payroll: offered
• ✕ Audit: not listed
• ✕ Bank account assistance: not listed
• ✓ Residency and visas: offered
• ✕ Corporate secretarial: not listed
• ✕ Virtual office: not listed