Your access to recognized Marketplace health Insurance
Our goal is to make health insurance simple partnering with leading providers to give you peace of mind and reliable coverage options.
AT EXCEL TAX & FINANCIAL SOLUTIONS WE DO MORE THAN NUMBERS
We provide complete financial legal and business support designed to help individuals families and entrepreneurs succeed.
- Tax and accounting service :- individual and business returns, amended filings, bookkeeping ,payroll and outsourced accounting.
- Insurance service :- marketplace AC enrollment premium tax credit guidance and affordable family coverage options.
- Business advisory setup:- new business formation registrations, compliance and ongoing advisory support to help you grow
- Immigration and legal support :- USCIS form preparation ,affidavit of support, power of attorney and notary public service
Our accounting services are designed to look after small-business to explore
The partnership promise
Why Excel ? Because we invest in your success. We don't prepare Forms we prepare futures, every service is designed To create long term stability whether that means lowering your tax burden, helping your business grow or guiding your family through complex paper work. We succeed we you do.
One place every solutions
why EXCEL? Because life is complicated enough. Taxes business ,insurance, immigration handling them separately can feel over whelming. Excel brings everything together in one place so you save time ,avoid mistakes and gain peace of mind knowing all your financial and legal needs are connected under one roof.
Beyond numbers toward clarity
why EXCEL? Because we see beyond numbers any one can crunch numbers but we take it further. We listen, understand your story and then turn complex rules in to simple, actionable solutions. With excel you don't just get compliance you get clarity. Confidence and a partner who cares about your goals.
What set as Apart ?
One office all your tax and immigration forms Prepared correctly the first time .
View All Features
How It Works
Select your service.
Start by choosing the service you need tax preparation ,bookkeeping, immigration assistance ,health insurance enrollment or business advisory.
Complete your client forms.
Fill out short guided form tailored to your service. The form collects only the details we need to understand your situation and prepare an accurate estimate list of all supporting documents required.
Get your Estimated fee and Guidance.
Once we review your forms, we will provide a transparent estimate of the service fee (so you know what to expect ) and guidance.
We are flexible to cope up with any strategy for our clients. Just Send Us A Message 
Your trusted partner is just a call away
We provide ongoing support for individuals and families from tax planning ,consultation services, bookkeeping , immigration filings, business formation to health insurance enrollment and more . Whether you’re a sole proprietor or managing a larger team.
During your consultation our experts will learn about.
- Your goals and challenges
- How currently manage your taxes ,business or paperwork.
- The time and recourse you spend handling compliance.
- What services and solutions fit your budget.
Let’s talk and help you regain the time you need to run your business.
Our client’s reviews inspired us the most to improve our services
Google rating score: 5 of 5
"I've used their tax services since 2020 and have always been impressed by their professionalism and efficiency. The process is simple and smooth. they handle everything once I submit the necessary documents. Their expertise makes tax filing stress-free, and I highly recommend them for reliable and hassle-free assistance.
MESAY ERBETO
10 reviews
Google rating score: 5 of 5
"I've been a customer of Excel Tax & Financial solutions for a couple of years, and they are truly one of the best. Zena is highly professional and experienced in his field. He takes the time to listen and ensures everything is done thoroughly and accurately. The team is efficient and utilizes the latest technology to streamline the process, making everything smooth and hassle-free.
Feven Legesse
6 reviews
Google rating score: 5 of 5
Leave Tax Worries Behind with Expertise Like Mr. Zena I wanted to take a moment to recommend an absolute professional who has been assisting me with my tax returns. Meet Mr. Zena. He is not just an exceptional tax adviser but also one of the most humble individuals I have come across in my professional journey. Mr. Zena has the knack of expertly navigating through the most complicated tax scenarios, and with his advice, even the most daunting tax matters become a breeze. He ensures you can focus on what you do best and leave the tax worries to him. So folks, let's be wise in choosing our tax adviser and remember: A good tax adviser is like a GPS, guiding you to glory by avoiding unnecessary costs and penalties. Do not hesitate to reach out to Mr. Zena for consultation. Here's to a stress-free tax season! 🥂
Mike Eshetie Afework
10 reviews
50
PAYROLL SETUP
+950
INSURED FAMILY
+825
TAX PREPARED
+152
COMPANIES SERVED
SCHEDULE AN INTRO CALL Have tax questions? Ask us or find your answer here
Professional bookkeeping saves you valuable time, eliminates costly math errors, and ensures your financial records are always "audit-ready." By maintaining accurate books throughout the year, you gain clear insights into your business cash flow, make better financial decisions, and experience a stress-free tax season with maximized deductions.
Yes, absolutely. We specialize in both individual and corporate tax preparation. Handling both under one roof allows us to create an integrated tax strategy that aligns your business structure with your personal financial goals, ultimately minimizing your overall tax liability.
Many business owners miss out on deductions like home office expenses, vehicle and mileage tracking, startup costs, professional development/education, and qualified retirement plan contributions. We review your specific financial activity to ensure you claim every single deduction you are legally entitled to.
Generally, we will need your income statements (W-2s, 1099s), bank and credit card statements, a record of business expenses (or your bookkeeping file), identification for you and your dependents, and a copy of your previous year’s tax return. We will provide you with a customized checklist based on your specific situation.
While you can manage your own books using basic software, doing so consumes hours of time that could be spent growing your business. Mistakes in bookkeeping can lead to missed deductions, IRS penalties, or flawed financial data. Hiring us ensures total accuracy and gives you total peace of mind.
We guide you from a business idea to a legally operating company. We handle your state LLC or corporation registration, secure your Federal Employer Identification Number (EIN), assist with necessary local business compliance, and provide ongoing strategic advisory to set your startup up for long-term growth.
We handle your entire payroll lifecycle. This includes setting up your employee payment systems, managing direct deposits, tracking hours, calculating accurate state and federal tax withholdings, and issuing year-end W-2s and 1099s. We ensure your team is paid on time while keeping your business 100% compliant.
When we walk you through the Marketplace Health Insurance (ACA) enrollment process, we evaluate your household size and estimated annual income. We then help you calculate and claim the Premium Tax Credit to significantly lower your monthly health insurance premiums.
We provide trusted, accurate preparation for standard USCIS forms and Affidavits of Support. Additionally, we specialize in handling Ethiopian Passport Renewals and Yellow Card applications, saving you the time and confusion of managing complex international paperwork on your own.
Yes, we have a licensed Notary Public in our office. A notary is required to legally verify your identity when signing official documents, such as a Power of Attorney, real estate deeds, or legal affidavits, ensuring they are recognized as authentic by courts and government agencies.
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