Tampa
Excel Financial and Tax Services
21.70
21.70
Overview
investment advisor, service tax preparation service, Tampa
Features
Wheelchair accessible entrance
Wheelchair accessible parking lot
Wheelchair accessible restroom
LGBTQ+ friendly
Transgender safespace
LGBTQ+ friendly
Onsite services
Identifies as women-owned
Identifies as women-owned
Appointments recommended
Identifies as Black-owned
Identifies as Black-owned
Online appointments
Photos & videos
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Overall
Innovativeness
Quality
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Excel Financial and Tax Services is a well-established and reputable business that provides a wide range of financial services. Their team is highly knowledgeable and experienced in tax preparation, financial planning, and investment services. They are known for their excellent customer service, being responsive to clients' needs and concerns. The staff is friendly, kind, and professional, making clients feel comfortable and confident in their abilities.The business has a strong online presence, with a user-friendly website that provides valuable resources and information. They offer a variety of services, including tax preparation, financial planning, and investment services, making them a one-stop-shop for all financial needs.However, one notable issue is that some clients have reported that the business can be a bit intrusive, such as the incident described by Rob where they cut through a neighbor's garden and left marketing materials on the client's doorstep. This behavior is unacceptable and raises concerns about the business's professionalism and respect for clients' boundaries.Despite this issue, the business has an overwhelmingly positive reputation, with most clients praising their exceptional service, expertise, and commitment to customer satisfaction. They have a strong track record of delivering high-quality services and meeting clients' needs in a timely and efficient manner.The business is wheelchair accessible, with a wheelchair-accessible restroom, parking lot, and entrance. They also offer online appointments and onsite services, making it convenient for clients to access their services.Overall, Excel Financial and Tax Services is a reliable and trustworthy business that provides top-notch financial services. While there may be some concerns about their professionalism, their excellent reputation and commitment to customer satisfaction make them a great choice for those seeking financial expertise.
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Hours
Closed
Friday
Saturday
Sunday
Monday
Tuesday
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Categories
Financial Service
Life Insurance
Accountants
Bookkeepers
Business Insurance
Financial Advisors
Legal Service
Tax Attorneys
Income protection insurance agency
Payroll service
Financial planner
Life insurance agency
Accounting firm
Tax preparation service
Tax consultant
Investment service
Bookkeeping service
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