Services | Velev Advisors

Financial Planning

We offer complete line of financial planning services including, but not limited to, budgeting, retirement planning, children educational needs funding and estate planning. We offer services to individuals, trusts, estates, non-profits, and business entities.

Investment Management

We can help you manage your investments. We offer portfolio management and investment advisory services. Wealth brings opportunities, but also comes with unique array of challenges. At Velev Advisors we use client tailored approach and are dedicated to helping you build, grow and preserve your capital.

Tax Services

We offer comprehensive array of tax services including tax preparation, compliance, planning, audit representation and advisory. We serve individuals, families, small businesses, fiduciaries and non-profits.

Accounting & Business Advisory

We help small business owners seize opportunities, strategize and develop business plans, choose the right legal structures, analyze financials, and improve reporting, internal control and operational efficiency. We can support you start, operate, adapt and grow.

Our Services

We offer financial planning and investment management services. We also offer valuable tax, accounting and business advisory.

Call us today and lets discuss how we can help.

Financial Planning

Personal net worth statements
Budgeting and cash flow
Risk management and analysis
Retirement cash flow projections
Educational funding plan
Employee benefits review and planning
Effective Income, Estate and Gift Tax Planning

Investment Advisory & Management

Proactive client tailored investment planning
Portfolio Analysis
Thinking ahead with focus on the details
Investment Policy Statements
Discretionary & non-discretionary portfolio managment
Continuous monitoring
Continual reviews and reporting

Tax Preparation & Compliance

Individual Income Tax Returns
Business Income Tax Returns: Corporations, LLCs, Partnerships
Fiduciaries and Non profits
Estates and Trusts Tax Returns
Estate, Gift and GST Tax Returns
Informational Returns – 5498, 1098, 1999 & W Series

Representation

Correspondence with IRS and Regulatory Authorities
Audit Representation
Dispute Resolution, Mediation and Appeals
Collections, Liens, Levies, Wage Garnishments
Offer in Compromise, Payment Plans and Reliefs

Catch Up Situations

Late Filings and Back Taxes
Amended Tax Returns
Statute of Limitations, Penalties and Interest
Abatement Applications, Letters and Waivers

Special Situations

Discharge of Indebtedness
Special Credits
Multi-State Taxation
Short Sales and Real Estate Transactions
Special Elections and Waivers
Tax Position Specific Research

Steps in Our Approach

Listen
Ask pertinent questions and actively seek the other party’s point of view. Listen. Learn and Analyze.
Plan
Plan in a manner that fits the needs of the situation. Plan for: what, when, how and who. Keep it simple, result oriented and assure commitment.
Execute
Effectuate the plan. Have realistic expectations. Maintain appropriate controls and checkpoints.

Our Services

Financial Planning

Investment Management

Tax Services

Accounting & Business Advisory

Our Services

Financial Planning

Investment Advisory & Management

Tax Preparation & Compliance

Representation

Catch Up Situations

Special Situations

Steps in Our Approach

Listen

Plan

Execute