SERVICES

ACCOUNTING SERVICES

 

Bookkeeping and Write-Up

Financial Statements

Quickbooks Setup and Assistance

Payroll tax Compliance and Reporting

Cash Management and Bill Paying Services

Agreed Upon Procedures

Family Office Services

Part-time CFO or Controller Services

Budgeting Analysis

 

TAX SERVICES

 

Income Tax Preparation

Income Tax Planning and Strategies

IRS Problem and Resolution

IRS Tax Audits and Representation

International Taxes

Entity Selection and Structure

State Income Taxes 

Estate, Trust and Gift Taxes

Non Profit Organizations

 

CONSULTING SERVICES

Business Plans

Financial Due Diligence

Real Estate CAM Lease Audits

Financial Loan Packages

Workers Compensation Audits

Budgets and Forecasts

Management Support and Operations

Systems and Controls Design

Litigation Support

 

We work with other professionals having expertise in insurance, investment management and advisory, IT support, business valuations, and attorneys providing legal advice.  Our value proposition is to get the job done with a high standard of professionalism. 

We welcome the opportunity to form a stronger relationship with you and invite you to contact us.

YOUR SATISFACTION IS OUR GOAL AND PRIORITY.

© 2023 by Rene Velez, P.A..