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What we do

Full-spectrum services for the modern operating business.

Five practices, one team, one shared portal. Every engagement is led by a partner and scoped at a fixed fee.

01 · Practice

Tax Services

Preparation, filing, and year-round tax strategy done right the first time.

Individual and business tax preparation and filing for every entity type. We handle federal, state, and local returns, quarterly estimates, and stay in your corner year-round — not just at deadline time.

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Inside the engagement

  • Individual, corporate, partnership, and S-corp tax preparation
  • Multi-state filings and sales tax compliance
  • Quarterly estimated tax calculations
  • Prior-year amended returns and clean-ups
  • Electronic filing through our secure IRS-authorized system

02 · Practice

Accounting & Bookkeeping

Clean books, on time, every month — so you always know where you stand.

Monthly bookkeeping, reconciliations, and financial statements delivered on a predictable schedule. Your books stay audit-ready and your dashboards stay accurate, all year long.

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Inside the engagement

  • Monthly bookkeeping and bank/credit-card reconciliation
  • Chart of accounts setup and clean-up
  • Monthly financial statements (P&L, balance sheet, cash flow)
  • QuickBooks, Xero, and Wave setup and training
  • Catch-up bookkeeping for behind-the-books businesses

03 · Practice

Payroll Services

Full-service payroll that pays your team on time and files every form.

We run your payroll, file every payroll tax return, issue W-2s and 1099s, and keep you compliant across every jurisdiction you operate in.

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Inside the engagement

  • Weekly, bi-weekly, or monthly payroll runs
  • Federal, state, and local payroll tax filings (941, 940, W-2, W-3)
  • 1099-NEC and 1099-MISC year-end filings
  • Direct deposit setup and pay-stub delivery
  • New-hire reporting and workers' comp coordination

04 · Practice

Business Formation

Start on the right structure — LLC, S-corp, C-corp, or partnership.

We help you choose the right entity, register it in the right state, get your EIN, and set up the operating agreements and bank accounts you need on day one.

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Inside the engagement

  • Entity selection consultation (LLC, S-corp, C-corp, partnership)
  • State registration and Articles of Organization
  • EIN application and initial IRS elections
  • Registered-agent service in all 50 states
  • Operating agreements and initial resolutions

05 · Practice

Tax Planning

Proactive strategy to lower next year's tax bill — not just file this year's.

We meet with you throughout the year to identify credits, deductions, and structural moves that reduce your total tax burden. The best tax return is the one shaped in September, not April.

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Inside the engagement

  • Quarterly tax planning sessions
  • R&D, energy, and industry-specific credit analysis
  • Entity-restructure and S-corp election evaluation
  • Retirement plan design (Solo 401(k), SEP-IRA, defined benefit)
  • Owner compensation and distribution optimisation

06 · Practice

CFO & Advisory

A seasoned finance leader in your corner without the full-time price tag.

Fractional CFO services for growing businesses. Cash-flow forecasting, KPI dashboards, board reporting, financing prep — the strategic finance work that most SMBs desperately need but can't yet justify hiring for full-time.

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Inside the engagement

  • 13-week cash-flow forecasting and scenario planning
  • Monthly management reporting and KPI dashboards
  • Pricing, margin, and unit-economics analysis
  • Bank financing and SBA loan preparation
  • Board deck preparation and investor reporting

07 · Practice

IRS Resolution

Letters, audits, back taxes — we handle it so you don't have to.

IRS or state notice in the mail? Owe back taxes? We become your Power of Attorney, communicate directly with the tax authorities, and negotiate payment plans, offers in compromise, and penalty abatements.

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Inside the engagement

  • IRS and state notice response
  • Audit representation from start to finish
  • Back-tax filing and Installment Agreements
  • Offer in Compromise and Currently Not Collectible status
  • Penalty abatement and lien/levy release negotiations

Ready when you are

Bring us your books, your goals, and the one thing keeping you up at night.

Thirty minutes with a Velza partner, no pitch deck. We'll tell you whether we can help ”” and what to do next either way.

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