Financial Excellence

Established in 1990, Financial Excellence provides professional income tax services to the residents of South Orange County. Founded by tax preparers who sought to master the complexities of the tax code after facing significant challenges, the company emphasizes quality and expertise in preparing both personal and business tax returns.

All returns are meticulously reviewed by Jacqueline Rawson, an Enrolled Agent recognized by the IRS for her proficiency in tax representation. In addition to being an Enrolled Agent, Financial Excellence is a proud member of the National Association of Enrolled Agents and the California Society of Enrolled Agents, showcasing its commitment to professional standards in tax preparation.

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