Business Tax & Advisory Services
Compliance • Strategy • Problem Resolution
Tax strategy, Remediation, Compliance, and year-round access for serious business owners who want predictability and proactive guidance.
BUSINESS SERVICES
Business – Compliance
Includes:
Federal business return (Schedule C / 1065 / 1120-S / 1120)
One state return
Reporting income & expenses already incurred
Not Included:
Tax planning or advisory
Payroll or sales tax
Notices or cleanup
Add-On Services
Business – Remediation
*Project-Based Pricing
For businesses with:
Unfiled returns
Payroll or sales tax issues
IRS or state notices
Penalties & balances
Compliance cleanup
Must be resolved before Compliance or Strategy continues
Business – Strategy
*Annual or Project-Based
Includes:
Entity structure analysis
Owner compensation planning
Tax strategy & projections
Growth and optimization planning
Not Included:
Tax Return Compliance
Cleanup or remediation
Apply for Business Annual
✅ This Is For:
Business owners
LLCs, S-Corps, partnerships
Owners tired of hourly CPA billing
Clients who want proactive tax planning Annually
❌ This Is NOT For:
DIY filers
Price shoppers
One-time tax prep clients
Businesses without bookkeeping discipline
HOW IT WORKS
Step 1: Apply & approve
Step 2: Sign engagement + autopay
Step 3: Onboarding + year-round access
⏱️ Live within 48 hours.
WHAT’S INCLUDED
Unlimited email & portal support
Year-round tax planning
Business return (1120S / 1065 / Schedule C)
Personal return (1040)
Quarterly tax estimates
IRS & state notice handling
Strategy calls as needed
Amended returns when required
Entity optimization & election guidance
🧠 No meter. No surprise invoices.
WHY FLAT FEE
Hourly CPA Business:
Annual $300–$500/hr
Reactive
Avoids calls
Surprise invoices
VS.
Velmarq Group:
Flat $5,000 - $10,000 Annually
Proactive
Encourages planning
Predictable cost
Bottom line:
You call us before problems happen—not after.
PAYMENT OPTIONS
$5,000+ annually (preferred)
Auto-renew unless canceled in writing
No refunds once services begin
RISK & COMPLIANCE
Engagement required before services begin
Circular 230 compliant
Advisory ≠ legal representation
Client responsible for accuracy of records