Tax Solutions Meet Individualized Care

We don’t just provide basic tax services; we design custom plans for each client, ensuring maximum savings and minimal liabilities.

Precision in Compliance

Excel CPAs navigates the intricate landscape of tax laws, ensuring our services are precise, compliant, and tailored to your unique situation.

Modern Approach, Timeless Expertise

With a blend of modern technology and seasoned expertise, Excel CPAs turns tax season from a challenge into a smooth, insightful journey.

Maximizing Your Financial Potential

Dedicated to your financial future, Excel CPAs uncovers every deduction and opportunity, to increase your financial potential.

Two smiling accountants sitting at a conference room table with a male client. The accountants are reviewing financial paperwork and forms with the client.

About Excel CPAs

Tax Solutions Meet Individual Care

At Excel CPAs, we understand that navigating the constantly shifting tax world is both an art and a science. The balance between compliance and strategic tax planning is intricate and demands finesse. We are on the mission to turn this complex art into tangible benefits, paving a smooth tax journey for each client. Our foundation is built on a steadfast commitment to legality and astute tax strategies. We don’t just offer basic tax deductions; we craft bespoke blueprints tailored to each client’s unique needs, providing optimal tax savings and minimized liabilities. Dive into a world where tax solutions meet individualized care, only at Excel CPAs.

What We Offer

Beyond Number Crunching Impact-Driven Tax Advisory Services

Tax Return Preparation & Filing

You can trust us to navigate the tax maze on your behalf, leaving you more time to focus on your financial goals and endeavors.

Bookkeeping & Accounting

Let Excel CPAs be your trusted partner in optimizing financial performance and harnessing the full potential of your business.

Business Optimization & Consultation

Excel CPAs seeks to align business operations with organizational goals, leveraging best practices, and innovation for optimal performance.

Tax Planning

We proactively strategize throughout the year, exceling our clients to save more money on taxes. With Excel CPAs, navigate the intricacies of tax planning, ensuring a more tax-efficient tomorrow.

Financial Planning

Assisting individuals in mapping out their financial future, considering elements like retirement, investments, charitable, estate distribution and major purchases.

Financial Planning

Assisting individuals in mapping out their financial future, considering elements like retirement, investments, charitable, estate distribution and major purchases.

 

Tax Planning

We proactively strategize throughout the year, exceling our clients to save more money on taxes. With Excel CPAs, navigate the intricacies of tax planning, ensuring a more tax-efficient tomorrow.

 

Fractional CFO Services

You won’t just be reacting to the financial ebbs and flows; you’ll be anticipating them. Our Fractional CFO Services act as a beacon, guiding your business through the complexities of financial decisions, ensuring you’re not just surviving, but thriving.

Why Choose Us

Expert Tax Planning That Minimizes Your Liability

We proactively minimize your tax liabilities, not just during tax season but throughout the year. With anticipatory guidance rooted in the latest tax codes, our expertise excels at unlocking maximum tax savings.

Diverse Tax-Saving Strategies

Augusta Rule

Rent out your residence to your corporation for up to 14 days, enjoying a tax-free income boon.

Child Tax Credit

Harness the annual tax credit tailored for taxpayers with qualifying dependents.

Our Process

Filing Taxes Made Simple with Excel CPAs

Our streamlined onboarding process minimizes hassle and maximizes clarity. We make tax preparation easy and efficient so you can focus on what matters most.

Step 1

Initial Consultation

Complimentary Consultation: A no-obligation meeting to discuss your tax needs and goals.
Needs Assessment: We delve into your financial situation, establishing the foundation for tailored service.

Step 2

Initial Tax Document Collection to Assess Fees

Submit Documents: Provide basic tax documents so we can assess complexity.
Complete Confidentiality: Any information shared is kept strictly private.

Step 3

Provide a Fee Range

Transparent Pricing: Based on the initial document review, we'll provide a fee range, ensuring no hidden costs or surprises later on.

Testimonials

What Our Clients Say About Us

rick quintero
rick quintero
2023-10-11
It’s simply impossible to explain the incredible care and professionalism exhibited by Ms Dodin’s accounting firm; I was in a panic to complete my 2022 Tax Year and was guided through out the process by Monica who was my Sherpa. She was with me ensuring that understood the required documents that were needed - Monica would alert me to additional information - allowing me to gather the data without any judgment. Monica would answer my texts and emails whether it was day or night. Ms. Dodin and Monica provide a service that few accounting firms can offer - these people care!!! It was a pleasure to work with Ms Dodin; and when coupled with Monica’s ability to get your taxes done in a non- stressful manner……heaven on Earth.
Kelita G.
Kelita G.
2023-04-18
I have been working with Sam over 7 years. She has been a consummate professional with wonderful tax advice. My taxes have been accurately completed and correctly filed without fail by Sam and her staff. If you are looking for a tax professional, look no further. Sam is awesome!!
Robert Stoy
Robert Stoy
2022-03-31
We needed a new CPA to provide tax return preparation because our previous CPA retired. Sam Dodin did a fine job with this year's return, quickly carrying out all the work on-line, which saved me some time. She is well-organized and prompt and can provide additional tax advice to us when needed. Highly recommend.
Debbra Rino
Debbra Rino
2022-02-28
I've had the most stress free experience with Sam! She is amazing and goes beyond expectations for her clients. This year was my 2nd filing with Sam and I couldn't be more satisfied. :)
David Duplissey
David Duplissey
2022-01-10
Sam is an incredible accounting and tax professional who seems to have great attention to her clients needs. Highly recommend using her for both individual and business tax needs.
Brad Rutledge
Brad Rutledge
2021-10-13
Sam is excellent! She responded to my general inquiry on Yelp within minutes (seconds?) and was immediately available for a phone conversation to discuss my needs, all on a Saturday. She was very kind and helpful, and respectfully stayed on top of me to make sure I got her all of my documents in a timely manner (this was the week of the tax deadline). She then completed my tax preparation by the end of the following day!! All of this at a cost at or under quotes provided by other firms. I will definitely continue to use Sam and highly recommend her to anyone.
Vicky
Vicky
2021-10-05
I had an emergency with my tax return which wasn't filed by Sam. I did some online search and got in contact with Sam. She responded quickly and we had a quick call which helped me to figure out the situation. She also came with an estimate of the cost. I decided to let her help me for my tax amendment. The communication was smooth and she was efficient. She had the work done in a week. Now I don't need to worry about my tax for a while.
Ben Gabrielli
Ben Gabrielli
2021-09-06
Sam is simply incredible! She's fast, responsive and very affordable. I couldn't be happier with the help I received filing a tax issue. Highly recommend!
A P
A P
2021-05-08
I've used Sam's services for several years on end now. She is nothing short of exceptional! Highly responsive, patient and a true professional. I have recommended her services to colleagues and friends, of which all came back to state how satisfied they were with her services. If you're reading this review are are contemplating using Sam as your tax advisor, CPA, etc. think no further, Sam is the smart choice for you. Thank you, Sam!
Robert Bennigsdorf
Robert Bennigsdorf
2021-03-02
Sam is extremely helpful, knowledgeable, and professional. My last CPA recently retired and I was in need of a new CPA (and of all years, for my 2020 tax return with all of the complicated business tax law changes). Sam has been patient with me, explaining all the implications of the tax law changes. She advised me about a business tax credit I didn't even know I was eligible for, and it is a pretty substantial credit. I am thrilled to be working with Sam and look forward to many future years of her helping my business.

Get Strategic, Proactive Advice For Your Financial Needs

Our team of CPAs and advisors provides both compliance and value-added services to empower smarter financial decisions. Contact us today to schedule a consultation and learn how our customized solutions can help your business thrive.

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