Professional support for Businesses, Individuals, and Innovators.


Areas of Practice


Tax Accounting

Nearly every financial decision you make, whether for your individual finances or your business, has tax implications. Making a decision without understanding these implications can increase your tax liability and even cost you extra in interest and penalties. With the right tax planning guidance, however, you may be able to reduce your tax liability while avoiding interest and unnecessary fees (or penalties) entirely.

Making the most of your income and investments is easier when you work with the tax planning professionals at Velmarq Group. Our tax planning strategies go beyond basic compliance to help you maximize your income and move toward achieving your long-term financial goals.

Business Tax Planning

The tax accountants at Velmarq Group can provide your business with the forward-thinking advice you deserve. Our full-service firm provides year-end tax planning services in addition to complete CFO services, basic bookkeeping and payroll services, and sales tax reporting. When you work with Velmarq Group, you can rest easy knowing that we master our region’s current tax codes and regulations. This helps us lower your tax burden throughout the entire year — not only at the end of the year.

What is tax planning at Velmarq Group? We help a diverse range of businesses:

  • Grow and preserve assets while minimizing tax liability
  • Defer income and expenses to pay less in taxes now
  • Reduce income taxes for enhanced income preservation
  • Better manage finances throughout the year with part-time CFO services
  • Become more financially successful with comprehensive planning services
  • Individual Tax Planning

Tax planning is about much more than counting deductions and filing a 1040 in April of every year. At Velmarq Group, our tax accountants can design a customized tax strategy that meets your specific financial needs. We can help you preserve your income and assets by:

  • Minimizing tax liability on income and investments with year-round planning
  • Deferring income and expenses to future years for better long-term financial planning
  • Reducing tax liability on your estate so your family can keep more of what you make
  • Reducing taxes on gifts so you can share more of your money safely
  • Reducing taxes on your retirement income so you can relax
  • Maximizing tax deductions so you can keep more of your income
  • We Work for You — Not the IRS

In most cases, hiring a professional tax planner allows you to save more in tax liability than our services will cost. When you choose Velmarq Group, you’ll have experienced tax accountants on your side that will meticulously review your tax situation to create the best long term strategy for you. Whether you need comprehensive tax planning services for your business, you want to file your year-end return, or you need financial advice for the upcoming year, Velmarq Group is here to help you.


Accounting & bookkeeping outsource services

Finance and accounting outsourcing is a growing trend among middle market and high-growth companies, providing a cost-effective way for organizations to improve the finance and accounting function. The key benefits of Velmarq outsourcing include fractional use of finance and accounting professionals, enhanced processes and technologies, and stronger compliance measures.

Velmarq outsourcing enables organizations to scale resources up and down as needed with no obligation to pay salaries or benefit costs. Additionally, it alleviates the burden of hiring, training and maintaining accounting staff.

venture capital

We seek to back teams that have created products or services with mass-market potential and have already demonstrated a powerful underlying core technology, joyful user experience or have a keen sense of brand.  We are typically lead investors in first or early institutional rounds of financing after a company has shown audacious progress on Angel or Seed capital or startup capital.  We take active supporting roles to help companies build their brand, develop and nurture an engaged customer base and scale. We care deeply about Founders and Management and work diligently to help manifest their vision with an eye on long term value creation. 

We seek new investments that push the limits of categorization and leverage new and existing infrastructure and technologies in exciting ways.


Business Tax Services – Industry, Entity and Advisory Tax Strategies

At Velmarq Group, our reputation for quality service is built on preparing timely and accurate tax returns for our clients. We work with clients to create an accurate estimate of taxes owed so they can pay on-time and avoid interest and penalties.

The tax system has gone through tremendous increase in complexity during recent years, but our team is up-to-date on current tax issues in many different industries. For hospitality and nightlife clients, these issues include dealing with the federal healthcare mandate, gift cards, and tip reporting. For medical practices, we help clients navigate issues related to employment classification, and owner/officer reasonable compensation.

Our tax specialists are trained to avoid tax issues by getting it right the first time. Should you receive a notice from the IRS, you can feel confident knowing that we’ll tell you what the notice means and find the quickest resolution possible. With our help, our clients never need to deal directly with an IRS tax auditor. Even if we did not prepare the return in question, we can help businesses and individuals resolve tax issues.

Prior Year Return filing

There are a wide variety of reasons why you might need to file or amend a prior year tax return. Perhaps you wish to participate in a voluntary disclosure program and wish to avoid penalties. Maybe you have become aware of a potentially significant tax break that caused you to pay too much in taxes. If you need to file or amend a prior year tax return, the tax accountants at Velmarq Group can help.

Filing prior year or multi-year returns has the potential to be very stressful. Whether you owe money to the IRS or you’re simply overwhelmed with organizing tax information for multiple years, having a professional prepare your prior year returns can help you avoid the negative effects of your current tax situation and move one step closer to achieving your long-term financial goals.

We know the most common reason taxpayers put off filing returns: finding and organizing your books, records and paperwork can be a large, time-consuming task. Velmarq Group is used to this, and we can help! We have a tax organizer to help self-employed individuals put all of their numbers together in one place. If that is not enough, we can also help you get your QuickBooks file in order and/or contact the IRS on your behalf to request a Wage & Income transcript. That way we can ensure your tax returns include all of your income, therefore heavily reducing the chances of an IRS or State audit or notice.

Auto Insurance (Coming Soon)

There’s a good chance you’re paying too much for your car insurance and may not even know it. So, why not get the most affordable auto insurance quotes in from Velmarq Insurance? Easily compare rates for your car or motorcycle – even your watercraft, motorhome, renters or business insurance online at no cost and receive the lowest auto insurance quotes in just minutes with Velmarq Insurance. To assure you get the policy that most fits your needs and budget, Velmarq Insurance consults multiple insurance companies to narrow down the coverage with the lowest auto insurance online quotes available.

Tax Preparation for Foreigners

Anyone who lives and works in the United States has an obligation to report their income to the Internal Revenue Service (IRS), and potentially to pay tax on that income. U.S. tax rules are complicated, especially for foreign nationals, whose specific tax obligations may vary significantly depending on their residency status and occupation. Our Tax work with foreign nationals tax clients to reduce their tax compliance risk, such as:

  • Determining tax residency status – The amount of income tax owed, and how much information is required to be provided about business and personal affairs, depends on whether an individual is considered a resident or a nonresident. That determination requires careful consideration and doesn’t necessarily follow immigration status.
  • Understanding and complying with filing requirements and procedures – There are myriad filing requirements for foreign nationals, including filing returns to report income and reporting information on investment interests and bank holdings. We work with our clients to develop an inventory of filing requirements and ensure they are met timely and accurately. We ensure that all relevant tax treaties are considered, we evaluate the sources and types of income, take all proper allowable deductions, and determine that proper tax withholdings are made..
  • Other Taxes and Filing Requirements – We help our clients navigate the web of tax requirements, beyond federal income and informational returns. These include state and local income tax returns, social security taxes, gift and estate taxes, expatriation taxes, and foreign bank account reporting requirements.


The internet, software, and technology are so pervasive that we can’t remember having ever lived without them. They make our lives simpler, but behind the curtain are fluctuating challenges in protection and monetization; challenges that our firm stays two steps ahead of. We’ve helped engineers, inventors, gaming startups, and entrepreneurs develop, license, sell, and maintain ownership over their creations. We’ve also negotiated purchasing and partnership agreements for larger investment companies looking for their unicorn.


The startup and small business marketplace is still a new and fierce frontier that requires legal advice from attorneys who are deeply entrenched in the particulars of venture financing. We offer a competitive advantage that can help you save money and make more of it in the long run. We’ve steered corporations with a balance of legal, business, operational, and financial strategies that had clear execution and built-in problem-solving contingencies. Our holistic approach is essential to any company looking to grow. As your business grows, you may find yourself spending more time than you should on your accounting, taxes and/or finances. That time should really be spent on managing day to day operations, customer service and most importantly SALES. If you need CFO services, payroll services or help with payables and receivables, Velmarq Group can help. We can help you streamline your workload so you aren’t spending your free time researching decisions and managing details that are more effectively performed by accountants.