Excelsis Accounting Group

Excelsis Accounting Group

Reviews Summary

Excelsis Accounting Group receives overwhelmingly positive feedback for their professionalism, expertise, and responsiveness. Clients consistently praise their knowledgeable team, efficient service, and valuable tax advice, with many highlighting long-term satisfaction. The firm is particularly commended for handling complex situations with accuracy and providing pragmatic solutions. While most reviews are glowing, a small minority express dissatisfaction with communication and unmet expectations. Overall, Excelsis is highly recommended for both personal and business accounting needs, with many clients considering them trusted advisors.

About This Listing

Accounting
Audit
Business Consulting
Financial Statements
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Individual Taxpayers
Real Estate
Professional Services
GAAP Compliance
SEC Reporting
State-Specific Experience
Multi-state Experience
Local Tax Credits
Years of Practice
CPA License

Who Can Work with a CPA?

Individuals seeking tax prep, retirement planning, or financial advice
Small business owners needing bookkeeping, payroll, or tax compliance
Freelancers and contractors with 1099 income or complex returns
Couples planning finances together or managing joint returns
Investors with capital gains or rental property income
Anyone looking for year-round financial guidance and peace of mind

*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*

First-Time Clients

If this is your first time working with a CPA, don’t worry — most professionals offer a free consultation and will walk you through what to expect. You may be asked to complete an intake form, share financial documents, or set clear goals for your session.

What to Know Upfront:

Documentation Bring your most recent tax returns, income details, and any financial concerns
Availability Appointments fill up quickly during tax season — book early if possible

*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*

What to Bring

Government-issued ID for verification
Tax documents (W-2s, 1099s, investment summaries, etc.)
Receipts or logs for deductible expenses, donations, or mileage

*Tip: Organize your documents in advance to save time and ensure accuracy.*

Preparing for Your Appointment

Write down any financial goals or questions in advance
Check if your CPA offers virtual sessions or document uploads
Bring a notebook or use a notes app for key takeaways
Know your deadlines for filing, payments, or compliance

*Note: Preparation helps you make the most of your CPA’s expertise.*

How to Get Started

Use our directory to find highly reviewed CPAs near you. Reach out directly to schedule your consultation.

Other Helpful Info

Many CPAs offer both in-person and remote consultations
Fees may be flat-rate, hourly, or based on service complexity
Some CPAs specialize in industries like healthcare, real estate, or tech
Check for client reviews and credentials (CPA license, EA, etc.)

*Note: Every CPA is different — take time to find one who fits your goals and style.*

Features

Accounting
Audit
Business Consulting
Financial Statements
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Individual Taxpayers
Real Estate
Professional Services
GAAP Compliance
SEC Reporting
State-Specific Experience
Multi-state Experience
Local Tax Credits
Years of Practice
CPA License

Contact Information

Address

5335 Kietzke Ln #110

Reno, Nevada 89511

Hours

Sunday Closed
Monday 8AM-5PM
Tuesday 8AM-5PM
Wednesday 8AM-5PM
Thursday 8AM-5PM
Friday 8AM-5PM
Saturday Closed

Customer Reviews

Having worked with Excelsis Accounting Group for several years, I consistently value their comprehensive expertise, professional approach, and meticulous attention to detail in all aspects of their service. You make the life of a business owner so much easier?thank you, Excelsis Team!

Mark Bailey and his team are our trusted advisors. Mark's savvy and thoughtful business advice and his team's assistance through taxes and financial reports have helped our business grow. Simply put, their expertise gives business owners like us confidence in an ever-changing economy. We highly recommend Excelsis Accounting group.

Excelsis is everything you would want in an accounting firm. I use the firm for individual tax preparation. Mark and his firm were always very responsive to my questions. Mi prepared my tax returns and she was very professional, met with me for a one on one consultation to go over my returns, efficiently prepared my returns quickly. I would highly recommend Excelsis accounting group.

I would give a -5 review if I could. Mark and his assistant MiYou screwed us over severely. We first met with them in January 2024 and contracted with his firm to do our business and personal taxes. He asked us to file an extension (which I specifically did not want to do). In July 2024 his assistant said they were complete. I asked for a phone call and begrudgingly his assistant sat on the phone with me going over taxes. It was then I discovered they had not completed our personal taxes yet and wanted mor

We have been using Excelsis for our tax accounting for the last 4 years. They are very efficient and easy to work with and have made several suggestions to reduce our taxes!

Mark and all the people at Excelsis are amazing! At my first visit I arrived with a foot high stack of papers and in less than a week, I had my tax return and a neat file of relevant documents. I have been going back year-after-year & tell everyone that Excelsis is the best tax agency.

If you are looking an experienced and qualified accounting firm, I highly recommend Excelsis Accounting Group. Mr. Bailey and his team are experts in their field. They did a business valuation for me and as it was a nasty litigation situation, he had to be deposed in order to be ready for trial. He is very confident and able to back up all of his work under scrutiny. I have been very impressed by Mr. Bailey's integrity and highly recommend him and his firm.

Excelsis Accounting Group has handled our business and personal taxes with professionalism, in a timely manner and have given us excellent tax advice. All calls are returned promptly.

Mark Bailey and his team are very knowledgeable, professional, responsive, and a pleasure to work with!! Mark takes a pragmatic and balanced approach to a full array of accounting topics. I would especially recommend Excelis Accounting Group to the small public company seeking top-notch advice and a reasonable fee structure.

Mark Baily and the Excelsis Accounting group is absolutely the best accounting firm East of San Francisco and this side of the Mississippi. Not only in tax and audit but in giving significant advice to clients. Dr. J William Stinde, PhD

I have worked with Excelsis for the last 6+ years. They do an excellent job and I've never experienced any issues. I always enjoy working with them and look forward to having another smooth tax season.

Excelsis has served us for at least last 15 years. We have always been very happy with them. They have always been on the top of any situation and have given us very good advice. Wonderful people too!

Excelsis Accounting has given us great service and business advice. The response to our needs is always quick and they are very easy to work with.

Great Accounting Firm to work with and affordable rates. Would highly recommend!!! MiYoo is AWESOME!! MiYoo is so easy to work with and has the patience of a Saint!! LOVE Excelsis Accounting Group and can't imagine being without them, especially MiYoo!!! THEY ARE THE BEST!

I highly recommend Excelsis Accounting Group! I have done business with them for many years now and am very happy with their professionalism, knowledge and accuracy. They are great folks to work with.

I have worked with Mark Bailey. I found him to be very responsive, particularly on short notice. I found him to be far more knowledgeable than the other side and meticulous with his work for us.

Excellent work product; very professional team and highly responsive. Rates for small business are the most competitive in this market. They are a key component of any early stage venture's start up team.

Mark Bailey and Mike Beers are very smart and experienced. They are easy to work with. I highly recommend Excelsis .

Very knowledgeable and up to date with Tax policy. Has always prepared tax returns on time with timely suggestions for future tax actions. Very competent!

I have worked with Excelsis for several years now. They have done an outstanding job on my taxes and tax planning, every year without a hitch.

Friendly, efficient service. My total experience with Excelsis has been very positive.

Mark Bailey and Troy Haggard are great. They help us with both our personal and business.

Mark Bailey and crew are pure scammers! You've been warned! They take your money and disappear!!!

My experience has been exceptional Knowledgeable and efficient.

I have had the pleasure of working with Mark Bailey at Excelsis Accounting Group, and I can confidently say that his expertise and professionalism are truly exceptional. Mark consistently demonstrates a deep understanding of accounting principles and a keen attention to detail, ensuring that all financial matters are handled with accuracy and integrity. What sets Mark apart is his proactive approach and excellent communication skills. He takes the time to thoroughly understand his clients' needs, providing

I've been coming here for years because I'm always happy. They have helped me through challenging tax situations. I HIGHLY recommend EXCELSIS??????

Excelsis Accounting Group do a stellar job! High quality and value. Professional with expeditious response times. Highly recommend!

Frequently Asked Questions

What qualifications should I look for in a CPA?

Look for a Certified Public Accountant (CPA) license, which ensures they’ve passed rigorous exams and meet state requirements. Check for relevant experience in your industry, additional certifications like CFA or CMA, and membership in professional organizations like the AICPA. Verify their credentials through state licensing boards.

How do I find a CPA in my area?

Use online directories like the AICPA, CPAverify, or state CPA societies. Search platforms like Yelp or Google for local CPAs with reviews. Ask for referrals from business associates, friends, or financial advisors. Local chambers of commerce can also provide recommendations.

What’s the difference between a CPA and an accountant?

A CPA is a licensed professional who has passed the CPA exam and met state requirements for education and experience. An accountant may lack this certification and could have varying levels of expertise. For complex tasks like tax audits or financial reporting, a CPA is typically more qualified.

How do I know if a CPA specializes in my needs?

Ask about their experience with your specific financial needs, such as tax preparation, small business accounting, or estate planning. Review their website or LinkedIn for case studies or client testimonials. Inquire about their client base to ensure they handle similar financial situations.

Should I check a CPA’s reviews before hiring?

Yes, reviews provide insight into a CPA’s reliability, communication, and performance. Check platforms like Google, Yelp, or the Better Business Bureau for client feedback. Look for patterns in reviews, but verify their authenticity, as some may be biased or outdated.

How can I verify a CPA’s license?

Visit your state’s Board of Accountancy website or use CPAverify.org to check a CPA’s license status. Confirm their license is active and check for any disciplinary actions or complaints. This ensures they’re in good standing and meet professional standards.

What questions should I ask during a CPA consultation?

Ask about their experience with your financial needs, fee structure, availability, and communication style. Inquire how they handle tax filings, audits, or financial planning. Ask for references or examples of similar work to assess their expertise and fit.

How much should I expect to pay for a CPA’s services?

Fees vary based on location, services, and complexity. Basic tax preparation may cost $150-$500, while business accounting or audits can range from $1,000 to $10,000+. Request a detailed fee structure upfront and compare quotes from multiple CPAs.

Can I work with a CPA remotely?

Yes, many CPAs offer remote services through secure online platforms for document sharing and virtual consultations. Ensure they use encrypted tools for data security. Remote CPAs can be effective if they understand your local tax laws or business regulations.

How do I assess a CPA’s communication skills?

During consultations, evaluate their ability to explain complex financial concepts clearly. Ask sample questions about taxes or financial strategies and note their responsiveness and clarity. Good communication ensures you understand their advice and fosters a productive relationship.

What red flags should I watch for when screening a CPA?

Beware of CPAs who guarantee specific tax refunds, lack a valid license, or have disciplinary actions on record. Avoid those with poor communication, vague fee structures, or negative reviews highlighting unethical behavior. Always verify their credentials independently.

Should I choose a CPA from a large firm or a solo practitioner?

Large firms offer more resources and specialized teams but may charge higher fees. Solo practitioners often provide personalized service and lower costs but may have limited availability. Choose based on your needs, budget, and preference for personalized attention.

How often should I meet with my CPA?

For individuals, annual meetings for tax preparation may suffice. Businesses may need quarterly or monthly check-ins for bookkeeping, tax planning, or financial reporting. Discuss your needs upfront to establish a meeting schedule that aligns with your financial goals.

Can a CPA help with both personal and business finances?

Yes, many CPAs handle both, but confirm their expertise in both areas. Ask about their experience managing personal taxes and business accounting simultaneously. Ensure they can balance both without compromising attention to your specific financial needs.

What should I do if I’m not satisfied with my CPA?

Discuss concerns directly with your CPA to resolve issues. If unresolved, check your contract for termination terms. Seek a new CPA by researching reviews, credentials, and referrals. Request your financial records to ensure a smooth transition to a new professional.

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