Tax, Bookkeeping & Insurance Services

If you’re like most business owners, than you love being able to dedicate your time to perfecting your products or services and making sure that every one of your clients’ individual needs are met. Unfortunately, every administrative tasks of running your company often get in the way of that. Why not hand over those responsibilities to one whose expertise lies solely within the field of finance? You certainly have no shortage of options when it comes to choosing a provider of professional tax services. Yet few can offer the same level of comprehensive service available through Excella Tax Inc.

Tax and Bookkeeping Services offered include but are not limited to:

Tax Preparation

  • Individuals
  • Corporations
  • Partnerships
  • LLCs

Tax Representation

  • Federally licensed to represent taxpayers before IRS
  • Respond to IRS audit Notifications
  • Offers -in-Compromise
  • Free Initial Consultation ( if you receive an audit letter from IRS, don’t be panic, just bring the letter to us for free initial consultation)


  • Process daily sales and deposit reports
  • Verify daily deposits and report variances
  • Reconcile and verify credit card deposits
  • Reconcile monthly bank statements

Accounts Receivable

  • Prepare and mail billings as needed
  • Record and account for revenue
  • Input receivable transactions into the accounting system
  • Prepare and deliver periodic statements
  • Maintain subsidiary receivable ledger
  • Process approved adjustments
  • Apply cash received to customer accounts and resolve any “short pays”

General Ledger

  • Setup chart of accounts
  • Prepare adjusting journal entries
  • Perform monthly closing
  • Perform year-end closing
  • Prepare financial statements

Accounts Payable

  • Classify invoices to the proper general ledger account
  • Input vendor invoices
  • Maintain vendor files
  • Request and maintain vendor W-9 information
  • Respond to vendor inquiries about payment status
  • Retrieve copies of payments as necessary
  • Prepare and file required 1099 forms
  • Prepare vendor checks
  • Reconcile vendor statements to accounts payable ledger
  • Prepare detailed aged accounts payable report


  • Enter approved payroll time cards
  • Prepare employee earnings statements
  • Prepare department payroll reports
  • Prepare timely and accurate notifications of tax liabilities and deposits
  • Complete year-end W-2 forms
  • Respond to employee payroll inquiries
  • Process and submit wage garnishments
  • Prepare and file new hire reporting to state
  • Prepare, file, and pay federal, state, and local payroll taxes
  • Allocate payroll expenses to profit centers as necessary
  • Covered California Certified Agent
  • Health, Dental, Vision Insurance
  • Life Insurance
  • Financial Foundation Index Universal Life
  • Medicare Advantage Plans
  • Medicare Supplement Plans

Learn more Insurance Services

Why Wait Any Longer?

For more information of our services, simply give us a call at (805) 981-6357 or fill out the form below:

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