Tax and Accounting Services

Velev Advisors provides a broad range of financial services to professionals, affluent individuals, small business owners and non-profits. We offer our clients a comprehensive approach that helps achieve financial goals by planning, saving, investing and managing tax and statutory compliance in today's highly complex economic and regulatory environment.

• Tax Returns Preparation & Compliance
• Individual Returns
• Fiduciaries/Non profits
• Business Entities - S corporations, C corporations, Partnerships, LLCs,
• Estates and Trusts Income Tax Returns
• Estate, Gift and GST Tax Returns
• Informational Returns - 5498, 1098, 1999 & W Series
• Compliance with Federal, State and City Agencies - IRS, FTB, EDD, BOE, SSA


• Tax and Compliance Problems
• IRS Audit Representation & Correspondence
• Amended Returns
• Prior-Year Returns & Back Taxes
• IRS and FTB Liens, Levies, Wage Garnishment
• Offer in Compromise & Payment Plans
• Late filings and Waivers


• Tax Planning

• Monthly or Quarterly Bookkeeping
• Bank and Credit Card Reconciliation
• General Ledger and Journal Clean Up
• Generate Income Statement & Balance Sheet
• Estimated Tax Payments Review and Preparation
• General Bookkeeping and Consultation

• Payroll Run
• State and Federal Reporting
• W-2 & W-3 Preparation
• 1099 Compliance

• Entity Formation
• Financial Reporting & Planning