Our Service

Our firm comprised of highly qualified accountants with combined experience of over 18 years. We take pride in providing a full range of accounting, tax and consulting services to individuals, non-profit and other business organizations. Our focus is on your unique tax, accounting and consulting needs. For expert, affordable service from accountants that care about you, choose us.

Tax Services

From preparing individuals(1040) forms & Estate planning to S and C Corporation (1120) forms and partnership (1065) forms, we offer professional preparation of all federal, state, and local tax returns at competitive, affordable rates. We continuously monitor federal, state, and local tax law changes to allow its clients to minimize current and future tax liabilities. If necessary, we can implement tailor-made due-date tax compliance monitoring systems to prevent costly interest and penalty assessments attributable to late filing. Of course, we offer full tax preparation and filing services.

  • Individual Taxes
    We specialize in preparing your taxes quickly and painlessly, and will ensure you receive all the deductions you are entitled to. We are always available to help you with your tax planning needs to help you lower your taxes and avoid surprises during the tax season. And in order to speed your refund, we can file your return electronically to the IRS and state tax boards.
  • Corporate Taxes
    Careful tax planning is the most essential step in preparing our clients’ income taxes, and by minimizing taxes we strive to improve our clients’ profitability. Whether you are a large firm or small, established or start-up, we will find the best possible strategies for reducing your tax liability within the limits of the law
  • IRS And State/Local Representation
    Our firm knows the tax laws, and we know how your tax return was prepared. We can provide complete representation services before the IRS as well as state and local taxing authorities. We are also experienced in negotiating Offers in Compromise with the IRS.
  • Estate, Gift And Trust Tax Return Preparation
    Our firm provides expert preparation of federal and state estate, gift, and trust tax returns. We endeavor at all times to protect your heirs from the unneeded emotional devastation that can be caused by estate tax levies. We are also available to advise you in your estate planning needs, including business succession plans and gifting strategies.

Auditing (Finance &IT)

We specialize in Computer Systems Setup including specifying hardware and software requirements, tailoring QuickBooks, Power Church and Peachtree

Insurance

We are here to help you make the best of choices out of the various insurance services available in the market. We deal in various kinds of Personal and Commercial insurance services available ranging from

Personal:

  • Life
  • Auto
  • Health

Commercial:
Here we help you choose the best of service that is relevant to your business because every successful business needs to be insured against probable losses irrespective of how small or big your business empire is. We are committed to giving the best of services to our clients.

Business Consulting Services

Restructuring operations to improve efficiencies and save costs. Consolidating operations in the short term to provide strength and facilitate growth in the long term. Most small businesses that fail or stagnate typically do not articulate their goals, neither do they set clear objectives for measuring progress. At Excelle Financial Services, we specialize in helping Clients build a strategic budget that is tailored to realizing their long-term goals.

Financial Statement Compilation

Compilation of both business and personal financial statements for those clients seeking Financing or those required by lenders. The firm also draws up a business plan providing feasibility studies and cash flow projections. We specialize in capturing and presenting our Clients’ strengths to help them secure financing to facilitate growth.

Business Valuation

For clients seeking a sale or business combination, we offer professional advisory that helps our valued customers articulate their primary aim and objectives and better position their businesses for a good return on investment.

 

Payroll Service

Customized To Meet Your Unique Payroll Needs. We are offering a new Payroll Solution for your business

Accounting Systems Setup

We specialize in Computerized Accounting Systems Setup including specifying hardware and software requirements, tailoring QuickBooks, Power Church and Peachtree pro-form charts of accounts to suit the Client’s industry. We also provide training to the Client on Bookkeeping and how to maximize its use of QuickBooks or Peachtree. We also specialize in the use of other accounting software packages. Excelle Financial Services is a Certified QuickBooks Professional Advisor.

CFO Advisory

We offer investment advisory services based on our background as authorized dealers on the floor of the stock exchanges and as financial experts with proficiency in the fundamental and technical analysis to investors.

We interact directly with clients in assets management and we also provide passive and general advice on which securities or industries are bullish or bearish.

Notary Services

We are commissioned as a Notary Public for the state of Texas, USA. We authenticate documents. We also certify various personal and commercial documents for different purposes.

Financial and Accounting Records

At Excelle Financial Services, we believe that keeping proper financial and accounting information helps our customer’s business measure growth & set realistic targets for prosperity. We do this by making you and your business accountable, projectable and executable. We provide analysis on the financial performance and operations of businesses. Our assurance practice helps our clients manage risks, so they can focus on their core businesses.

Also, we conduct reviews and carry out due- diligence on the financial statements of businesses seeking business combination. The advisory service is designed to help companies explore opportunities and grow their businesses. Inclusively, we assist emerging SMEs to draw up a business plan for start-up companies seeking to explore new markets.

 

Risk Management portfolio

At Excelle Financial, our Risk Management portfolio is designed to safeguard your business from unforeseen challenges and potential losses. We provide a proactive approach to identifying, analyzing, and mitigating risks across financial, operational, and compliance areas. Our expert team crafts tailored risk management frameworks that align with your business goals, ensuring resilience and stability in today’s evolving marketplace. From assessing regulatory compliance to financial risk controls, we help you make informed decisions that protect your assets and secure your business’s future.

Get Started

Start your new financial journey with us

Book a Free 30min Consultation

Contact Us

469 954 0959
903 780 7438

info@excellefinancial.com

HEAD OFFICE – DALLAS, TX

9205 Skillman Street Ste 112
Dallas TX 75243-7324

SERVICES

Accounting
Auditing ( IT and Finance )
Assurance
CFO Advisory
Taxation
Business Consulting
Risk Management

Company

About
Resources
Contact
Team
Careers

 

Subscribe to our newsletter

wpChatIcon
wpChatIcon