WELCOME TO
Join the elite 3% who make over $250,000 and pay $0 in taxes
"Did you know that 93% of small business owners and self employed individuals OVER PAY their taxes by at least $10,000 EVERY YEAR?"
Aren’t you tired of overpaying every year? As a tax strategist, I specialize in helping YOU permanently lower your tax burden by thousands of dollars every year… It’s my passion to help you keep your hard earned money to either grow your business or securing your financial future.
You are probably asking yourself why do I need a tax strategist when I have a CPA/tax preparer already? I can answer that! CPAs and other tax professionals are basically record keepers, making sure you itemize your expenses and income into the correct categories; and when tax season comes around they report those expenses and income in your tax return. Their work “looks-back” at the year and just reports the consequences of your financial decisions by keeping you compliant with the IRS rules and regulations.
But why do you need a tax strategist?
Well, a tax strategist is a proactive individual, who throughout the year finds ways to help you strategically implement lawful and effective strategies to the amount of taxes you will owe at the end of the year. In many of my client’s situations, they end up getting BACK money instead of owing. In essence, a tax strategist will help you implement tax saving strategies throughout the year so that when you go to your CPA/Tax Preparer you have already positioned yourself to save thousands on taxes. CPAs/Tax Preparers can only do so much when tax time comes around; they are basically trying to put put out fires with limited water, and sometimes the fire is non-extinguishable Your tax strategist works throughout the year to make sure you DON'T have a fire to worry about when tax time comes, saving you THOUSANDS.
We Offer
Various Tax
Services
Various Tax
Services
We are proud to offer a wide range of comprehensive services to meet the needs of individual taxpayers and business owners. Our team of tax professionals specialize in limiting your tax liability and implementing tax stategy to leverage the complicated IRS tax code to your benefit.
Why Choose Us
Client
Testimonials
Testimonials
"I have been 100% satisfied with Pamela's service, promptness, and good advice. She has saved me THOUSANDS of dollars and I have been able to invest my money in other projects and have even multiple retirement accounts. She has helped me create true generational wealth!"
- Tonya Richards
"It has been my first year working with Velez Financial Services and have been extremely pleased with your work and results. It has been very easy to work with you, and you show an impressive level of professionalism. I am looking forward to working with you in the future."
- Mario Gonzalez