With more than 14 years of experience in tax preparation and training Tax Excellence provides award-winning service to our clients that continues to meet them where they are and take them to were they strive to be.
Many of our clients came to us in need of serious help getting their taxes and accounting processes in order. Some were even close to losing everything from their hard earned life savings to the legacy of family built businesses.
Our goal is to relieve the stress of trying to manage keeping the books and doing ones own taxes all alone or from being short changed by others with less then great tax prep or shoddy business and tax deduction advise!
Keeping this in mind we set out to right the sail and expand our client's knowledge base. As a result at Tax Excellence we not only TELL our clients; we SHOW our clients a side by side analysis and TEACH the best way to keep records and file their taxes so they actually know their options and what they are looking at when they are comparing outcomes versus us just inputting data in our system and churning out a return.
As our client we will provide you the same extensive tax information to help you make the best decisions to adequately handle your tax responsibilities. Having information about the credits, exemptions and/or deductions one qualifies for can mean the difference in owing the IRS or State Department of Revenue and receiving a refund.
We are proud that our clients appreciate our effort and have returned to us year after year. As a result we continue to grow and are determined to work hard to earn continued client loyalty!