Prepaid Tax and Accounting Plans

What is the prepaid plan all about?

• Have you ever had a simple question regarding your taxes and could not find the answer?

• Have you ever received letter from the IRS or state/city tax agency and was wondering how to handle it?

• Have you ever wanted to know the tax consequence of a financial transaction before you took the chance?

• Have you ever read about recent tax legislation and wondered how it affected you or your business?

One of the essentials of putting your financial house in order or running a successful business is having resources to get answers to those important questions. In many cases, you just don't know who to call, or you just don't want to contact the professionals, because the costs can run as high as couple hundred dollars for a simple consultation. Velev Advisors can help you get your answers at a fraction of the cost. Our goal is to help clients establish a year-round, long-term relationship with a trusted adviser. We provide a pre-paid tax and accounting plan that allows you to contact us via email, telephone or mail and ask accounting, and tax questions, or research tax and accounting information. We have tons of resources at our fingertips to save you time and money. Our staff works diligently to answer your questions and give you the best advice from our experts, within 48 hours.

What does it cover?

Individuals/Families

• Preparation of your federal and state income tax returns. Covers one tax year per year of subscription. (side businesses, rental properties, investments, etc. may be subject to additional fees.)

• Proactive, lawful tax minimization strategies such as appropriate W4 withholding, maximizing tax savings through employee benefit plans such as flexible spending accounts, health savings accounts and 401(k), etc.

• Up to 2, 30 minutes, telephone or face-to-face consultations per year of subscription. Up to 12 email questions per year of subscription.

• Up to 10 hours of help with audits of returns we have prepared.

• Schedule C: Profit or loss from business
• Schedule D: 1099B from broker. Capital gains/losses
• Schedule E: Income/loss from partnership, LLC, etc. Rental properties/ K1.
• Schedule F: Farm
• Schedule H: Income to household staff
• Schedule 2106: Un-reimbursed business expenses
• Schedule 3800: General business credits
• Schedule 4136: Fuel tax (credit for road tax)
• Schedule 8829: Home office expenses
• Schedule IRA : (Traditional or Roth) Retirement account

Businesses

• 20% discount for the preparation of your federal and state income tax returns. One discount per year of subscription.

• Proactive, lawful tax minimization strategies.

• Up to 2, 30 minutes, telephone or face-to-face consultations per year of subscription. Up to 24 email questions per year of subscription.

• Up to 10 hours of help with audits of returns we have prepared.

How much does it cost?

How to subscribe?