Our Goal
Whether you are a prospective or existing client our goal is to establish and maintain a long-term mutually beneficial relationship.
Our Promise
- Work hard to provide you with exceptional service.
- Take advantage of existing opportunities and enable you to seize new ones.
- Minimize risk and improve your bottom line.
Our Approach
LISTEN ⇒ PLAN ⇒ EXECUTE.
Provide high quality professional and personalized service to all clients: large and small.
Velev Advisors is a state Registered Investment Advisor (RIA). The firm is based in Los Angeles, California and is offering financial planning, investment management and tax advisory services to individuals, small businesses, fiduciaries and non-profits. Providing clients with quality service is our number one priority, as we believe our success is built upon the success of our clients. Our staff is knowledgeable, experienced and efficient. Our rates are affordable and competitive.
Fresh from our Blog
IRS raises the safe harbor property expensing threshold to $2500
On November 24th IRS issued Notice 2015-82 which raises the safe harbor property expensing threshold to $2500.…
Read MoreDeadline for business tax filings
I wanted to issue a friendly reminder to all small business owners. The deadline for filing tax…
Read MoreAnother opportunity to obtain healthcare coverage for 2015
According to recent article in Wall Street Journal the US government estimates that as many as six…
Read MoreTax Increase Prevention Act of 2014
"The Tax Increase Prevention Act" also known as the tax extenders bill or "Achieving a Better Life Experience…
Read MoreACA impact on more-than-2% S Corporation shareholders
The Center for Agricultural Law and Taxation from Iowa State University has published a nice article outlining…
Read More1099 and W-2 filing deadlines
Reminder of the filing due dates for 1099 and W2 forms: February 2, is the deadline for…
Read MoreTax fraud and identity theft are on the rise
The IRS identified roughly two million tax returns that were potentially fraudulent last year - up 72%…
Read MoreQuotes
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Beware of little expenses. A small leak will sink a great ship.
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The hardest thing in the world to understand is the income tax.
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Where there is an income tax, the just man will pay more and the unjust less on the same amount of income.
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Even Albert Einstein reportedly needed help on his 1040 form.
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The way to make money is to buy when blood is running in the streets.
