Business Details
Your Trusted Partner for Accounting and Tax Solutions in Whittier
Our firm, Excellent Tax and Accounting, has been delivering expert accounting, tax, and business advisory services since our founding. Based in Whittier, California, we serve clients across the United States and internationally, combining decades of industry experience with a commitment to professionalism and client-centric solutions. Our team of certified professionals specializes in bookkeeping, tax planning, payroll management, and strategic business advisory, ensuring clients receive accurate financial systems and proactive guidance.We prioritize responsiveness, quality, and integrity, maintaining strict ethical standards while staying ahead of industry trends through continuous education. Our collaborative culture fosters innovation and personalized attention, enabling us to address complex financial challenges and empower businesses to achieve long-term success. With a focus on transparency and client education, we provide tailored solutions that align with individual business goals, from startup formation to advanced financial planning.
Services
Accounting
Tax Service
Business Advisory
Payroll
Business Planning
New Business Formation
Financial Reporting
Tax Resolution
Payroll Compliance
Strategic Consulting
Highlights and features
- We offer certified professionals with decades of combined accounting experience.
- Our team provides tailored financial solutions aligned with business-specific needs.
- We guarantee proactive tax planning to maximize year-round savings.
- We maintain strict ethical standards and government compliance expertise.
- Our client-centric approach prioritizes transparency and personalized financial education.
Associations and certifications
- American Institute of Certified Public Accountants
- California Society of Certified Public Accountants
What people say
Experienced advisors
Genuine approach
Trusted advisors
Business success
Proactive guidance
Services
Accounting
Our accounting services ensure accurate financial management through monthly or quarterly bookkeeping, bank reconciliations, income statements, and balance sheet preparation. We maintain clean general ledgers and provide financial analysis to support data-driven business decisions. Clients receive customized packages including payroll integration and tax planning for comprehensive financial oversight.
Tax Service
We offer strategic tax preparation and year-round planning to minimize liabilities while ensuring compliance. Our experts handle federal and state tax filings, quarterly estimates, and audit defense, identifying deductions and credits tailored to business structures. Services include resolving past tax debt and optimizing savings through proactive consultation.
Business Advisory
Our advisors provide growth strategies, cash flow analysis, and financial forecasting to strengthen business operations. We assist with entity selection, budgeting, software implementation, and expansion planning, combining industry expertise with personalized guidance to enhance profitability and long-term stability.
Payroll
We streamline payroll processing with direct deposit, tax compliance, and reporting services. Our team handles W-2s, 1099s, and regulatory filings while ensuring adherence to evolving tax laws. Clients benefit from time savings and reduced risk through accurate, outsourced payroll solutions.
Business Planning
We develop customized business plans covering growth strategies, performance metrics, and risk management. Services include budget forecasting, debt financing analysis, and acquisition planning to align financial operations with strategic objectives, ensuring businesses remain competitive and scalable.
People
Ramon O. Ramos
Public Accountant, Business Advisor
Certified public accountant with expertise in tax strategy and business advisory. Member of AICPA and California Society of CPAs, dedicated to delivering tailored financial solutions.
Alicia A. Navarro
Public Accountant, Tax Advisor
Experienced tax advisor specializing in compliance and strategic planning. Active in professional accounting organizations, providing clients with accurate and proactive financial guidance.
Adriana Ramos
Payroll Specialist
Payroll expert ensuring accurate processing and tax compliance. Certified in tax education, offering efficient payroll solutions to streamline business operations.
Ronny A. Zepeda
Tax Advisor
Dedicated tax professional focused on compliance and resolution services. Provides strategic tax-saving opportunities while maintaining adherence to regulatory requirements.
Ximena Cortez
Tax Advisor, Payroll Assistant
Supports tax and payroll operations with expertise in compliance and client service. Committed to accurate financial management and personalized business solutions.
Questions
What accounting services do you offer for small businesses?
We provide monthly/quarterly bookkeeping, bank reconciliations, financial statements, and general ledger maintenance tailored to small business needs.
How can tax planning benefit my business year-round?
Proactive tax planning identifies deductions, structures payments, and reduces liabilities while ensuring compliance with evolving tax regulations.
Do you handle payroll tax compliance for businesses?
Yes, we manage payroll processing, tax filings, W-2/1099 preparation, and regulatory compliance to minimize audit risks.
Can you assist with new business formation?
We guide clients through entity selection, registration, and financial setup to establish a strong foundation for new businesses.
What strategic advisory services are available?
Our services include growth planning, cash flow analysis, software implementation, and financial forecasting to support business scalability.
