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Simplistic Service
Financial excellence made simple, secure, and personal.
At A Different Excellence Financials & Tax Preparation, we offer a full suite of professional services designed to meet your personal and business needs — all delivered with integrity, accuracy, and care.
Individual & Small Business Tax Returns
Comprehensive and stress-free tax preparation for individuals, families, and small business owners. We ensure accuracy, compliance, and maximum refunds every time.
Notary Services
We provide reliable notary services to verify and witness the signing of important documents — ensuring authenticity, accuracy, and your full understanding of each transaction.
Refund Advances
xNeed your money faster? We assist in securing refund advances before the IRS releases your refund, giving you early access to your funds with confidence.
Business Registration
Start your business with ease. From LLC setup to EIN registration, we help you build your foundation for success with expert guidance every step of the way.
Software Training
Hands-on instruction for entering and submitting client information, amending previous returns, and using tax software efficiently — ideal for preparers and small business owners.
Bookkeeping & Financial Tracking
Stay financially organized year-round. We help manage income, expenses, and records while identifying smart ways to minimize your tax liability.
Virtual Filing Services
File your taxes securely from anywhere. Our online filing system makes it easy to upload, review, and submit your documents with just a few clicks.
IRS PTIN Registration Support
We guide new tax professionals through the process of obtaining an IRS Preparer Tax Identification Number (PTIN) — answering questions and ensuring full compliance.
Tax Preparation Training
Learn the essentials of professional tax preparation — from software use to understanding bank products — with guidance from experienced tax professionals.
Bank Product & Cash Advance Training
Get certified to offer refund transfers and cash advance services. We teach you how to manage bank product approvals and serve clients effectively.
Mentorship & Ongoing Support
Our mentorship program offers continuous support, education, and one-on-one guidance to help you grow and succeed throughout your financial journey.