Orange County Office

Los Angeles Office

our services

We're Your Trusted Tax Partner

Tax Return Preparation & Filing

Navigating the complexities of tax law can be daunting for individuals and businesses alike. At Excel Tax Group, our Tax Return Preparation & Filing Services are designed to alleviate the stress and uncertainty that often accompany tax season.

Bookkeeping & Accounting

In the dynamic world of business, where financial landscapes continually shift, Excel Tax Group stands as a beacon of accuracy, insight, and adaptability.

Tax Planning

At Excel Tax Group, we recognize the complexities and nuances of the ever-evolving tax landscape. Rooted in a commitment to ensure our clients pay the least amount permissible by law, our Tax Planning service is centered on offering actionable advice to minimize tax liabilities effectively.

Split Payments

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Financial Planning

In the intricate realm of financial landscapes, Excel Tax Group stands as your trusted advisor, bridging clarity and strategy. Our comprehensive Financial Planning Services equip individuals with a roadmap to their financial aspirations.

Business Optimization

Navigating the multifaceted world of business requires precision, foresight, and a solid strategy. At Excel Tax Group, we understand that an optimized business isn’t just about increasing numbers.

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.

About Excel tax group

Tax Solutions Meet Individual Care

At Excel Tax Group, we understand that navigating the constantly shifting tax world is both an art and a science. However, balancing compliance with strategic tax planning requires finesse. Therefore, we are committed to turning this complex art into clear benefits, paving a smooth tax journey for each client. Our foundation rests on a strong commitment to legality and smart tax strategies. Moreover, we don’t just offer basic tax deductions; we create customized plans tailored to each client’s unique needs, ensuring optimal savings and minimized liabilities.

Our Vision

Redefining the realm of tax solutions, where the blend of art and science carves a path to fiscal brilliance.

Our Mission

At Excel Tax Group, our quest is to transform the intricacies of tax navigation into clear, tailored blueprints. Through a fusion of unwavering compliance and astute planning, we pledge to guide each client towards optimal tax savings with the utmost integrity and precision.

Meet Our EXPERT

Sam Dodin, CPA, MBA

CEO - Excel Tax Group

Testimonials

What Our Clients Say About Us

I have been using Sam for several years and she never disappoints. She is the best CPA I have ever used! I will never use anyone else. My taxes are so difficult and I stress every year. Sam knows all the tax laws and I feel so secure with she completes my tax return . If you want to work with the best CPA, you should work with Sam. Thank you Sam for not only taking care of me but also my family.

Sam is an incredible accountant!! I've been working with her for years and her professionalism is unmatched. She's always available to answer questions and is very kind! I've always had a 10/10 experience and am lucky to have her as an accountant. Highly recommend her & her team.

I found Sam online this year. She is highly competent and knowlegable vis a vis day trading and foreign investments. She is also very thorough/conscientious and I feel confident that she has filed a careful return for me this year. Most importantly, she held my hand figuratively when discussing options for paying a large amount (for me) of taxes this year i.e., prevented me from freaking out. Will use her services again next year.

Have been going to Sam for the last 4-5 years. Moved into a new area & was praying I'd find someone I liked to prepare my taxes. Whether it was chance or fate ... I found Sam. If I could give her 11 stars, I would! She truly is a gem of a person & an expert in her field. I could go on & on about her ... but it would all be redundant. I simply feel blessed to have met her & will be going to her for ... as long as I possibly can!!

Sam has been doing my taxes since 2012. Each year I am more impressed with her breadth of knowledge. She's a true expert. And a very easy person to talk to. She asks the right questions to get every possible advantage in place regarding my tax returns. I highly recommend Sam to anyone looking for a tax advisor they can truly trust and rely upon.

Very knowledgeable about personal taxes. Sam is friendly and smart and we were able to get everything done in one meeting during my lunch hour. Wow, that was easy! Communication was great and I'm glad I found a local CPA. that I can meet with in person and make taxes a breeze. I filed early and got a refund. Thank you Sam!

Member Spotlight: Excel Tax Group Inc

Embrace the Future with Excel Tax Group

Embark on a journey of proactive tax planning and strategic foresight with Excel Tax Group. Experience the blend of comprehensive expertise, tailored strategies, and an unwavering commitment to your financial prosperity. Dive deeper into our array of services and witness firsthand the Excel Tax Group difference. Your prosperous financial future awaits.