Xcel Financial Services

Investment Advisory Service, Annuities & Retirement Insurance Plans, Financial Planners

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Today: 10:00 am - 5:00 pm

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(323) 221-5630Call Visit WebsiteVisit Website Map & DirectionsDirections2900 N Eastern AveLos Angeles, CA 90032 Write a ReviewWrite Review

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Hours

Regular Hours

Mon - Fri:	9:00 am - 5:00 pm
Sat - Sun:	10:00 am - 5:00 pm

Places Near Los Angeles with Investment Advisory Service

Alhambra (5 miles)
Monterey Park (5 miles)
San Gabriel (7 miles)
Pasadena (8 miles)
Glendale (10 miles)
Montebello (10 miles)
Huntington Park (12 miles)
El Monte (14 miles)
South Gate (14 miles)
Arcadia (15 miles)

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BBB Rating

Extra Phones

Fax: (323) 221-5797

Phone: (323) 221-5798

Neighborhoods

East LA, LA-32, El Sereno

AKA

Xcel Financial Svc Llc

Xcel Financial Services LLC

Xcel Financial Svc

Other Link

http://www.xcelfinancial.com

Categories

Investment Advisory Service, Annuities & Retirement Insurance Plans, Financial Planners, Financial Planning Consultants, Financial Services, Mutual Funds, Retirement Planning Services

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Details

Phone: (323) 221-5630

Address: 2900 N Eastern Ave, Los Angeles, CA 90032

Website: http://www.xcelfinancial.com

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Xcel Financial Services

Tax Planning
Planning is the key to successfully and legally reducing your tax liability. We go beyond tax compliance and proactively recommend tax saving strategies to maximize your after-tax income.
Estate Taxes
Lessen Taxes at Time of Death
IRS Representation
Nothing strikes fear in the hearts of people more than receiving an IRS Audit letter in the mail. Audits take significant time away from your business and family, requiring you to gather mounds of records substantiating each and every item reported on your tax return and develop a comprehensive understanding of tax law.
Tax Services
These tasks form the solid foundation of your small business accounting system. You can customize the package of services you receive by adding payroll, tax planning, tax preparation, or any of our other services.
Tax Deductions
As the employer, youâ€™ll get a current income tax deduction for contributions you make on behalf of your employees. Your employees wonâ€™t be taxed when the contributions are made but will be taxed later when distributions are made, usually at retirement.
Income Tax
Preparing your own income tax return can be a task that leaves you with more questions than answers. According to a study released by the US Government's General Accounting Office last year, most taxpayers (77% of 71 million taxpayers) believe they benefited from using a professional tax preparer.

Mutual Funds
SEPS donâ€™t require the detailed records that traditional plans must maintain. Also, there are no annual reports to file with the IRS, and the recordkeeping that is required can be done by a trustee of the SEP-IRA, usually a bank or mutual fund.

Accounting Services
Whether you need to prepare for tax time, a financial review or you just need to clean up some problem areas, you'll be prepared with a QuickBooks Tune-up. In four (4) hours, a QuickBooks Professional Advisor will help you clean up and organize your bookkeeping system.
Payroll Services
Our payroll service eliminates the burden of customizing, updating and maintaining your own payroll system--no more data entry, no more researching updates or new laws, no more worries.
Bookkeeping Services

Financial Planning
Our services encompass nearly every aspect of financial life. We are experienced in all matters of accounting and taxation, IRS problem resolution, estates and trusts, business formation, financial planning and investment, real estate and business sales.
Retirement Planning
Annuities
Estate planning on your own can be complicated and costly. And the list is endless... state taxes, bureaucracy, probate courts, unfair appraisals, health care concerns, eligibility of heirs, life insurance, IRA's, 401K's, annuities, burial or cremation costs, and intent regarding death-postponing treatment to name a few. Not knowing your legal and financial rights often ends up costing you more in the end.

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