Our mission is to help businesses reclaim valuable tax credits and incentives, empowering them with greater financial freedom and economic opportunity. Through our expertise, we ensure that businesses maximize their benefits, reinvest in growth, and thrive in an ever-evolving marketplace.
We believe Entrepreneurs and business owners are the heartbeat of the American economy. Their success sparks innovation, creates opportunities, and strengthens communities, with the intention of driving sustaining economic growth.
Velo Advisers specializes in tax credit and incentive services for businesses across the country. We focus on income tax credits, business tax credits, payroll tax incentives, sales and use tax incentives, and recovering unclaimed funds
Our operational expertise allows us to work with an expanding number of companies nationwide- delivering tailored, scalable tax solutions that create and drive lasting financial impact.
We provide strategic financial solutions to help businesses optimize cash flow, reduce tax burdens, and drive growth.
Receive tax savings for investing in innovation, product development, and process improvements.
Recover a portion of payroll taxes paid on employee-reported tips in hospitality and service industries.
Reduce excise taxes on distilled spirits production, benefiting both craft and large-scale distilleries.
Implement tax-advantaged wellness programs to enhance employee health and reduce healthcare costs.
Partner with Velo Advisers to streamline your finances, reduce tax burdens, and maximize profitability. Let’s build a stronger financial future for your business.
See how Velo Advisers has helped businesses optimize their finances and achieve long-term success.
See how Velo Advisers has helped businesses optimize their finances and achieve long-term success.
Owner, Junk Removal Solutions
Velo did an outstanding job with the tax credits that they provided for my business. I received multiple 6 figures of tax free money. They were professional, accurate, thorough, and authentic in their promises of service to me and my business. As a small business owner, I value working with companies that have my back and can do what they say they will do. This is the kind of company I value working with.
Owner, Spindrift Transportation, Inc.
Sam and his team at Velo Advisers were extremely professional and easy to work with. They responded quickly to our first inquiry and set up a meeting to gather all of the information that was needed. The process with Velo could not have been more simple and efficient. They hit every deadline and commitment right on time. Getting this credit was a tremendous boost to our business. They even reviewed our entire business to find other credits that we qualify for. I am beyond grateful for their services and I would definitely use them again or recommend them to any company looking for fast, professional assistance with tax credits or consulting.
Owner, Office Oasis
To get straight to the point, Velo Advisers saved me and my e-commerce company hundreds of thousands of dollars in tax liability. Within a few months of working with them, they identified and implemented a legitimate strategy to reduce our tax bill in 2020. This allowed me to invest more dollars back into my company to grow, hire additional employees, and launch new products. Before switching over to Velo, my previous CPA simply told me “this is how much you owe to the IRS”. This just shows you how important it is to have a solid tax strategy team on your side. I can’t speak highly enough of the team at Velo Advisors. They will be instrumental in my business for years to come.
See how Velo Advisers has helped businesses optimize their finances and achieve long-term success.
Owner, Junk Removal Solutions
Velo did an outstanding job with the tax credits that they provided for my business. I received multiple 6 figures of tax free money. They were professional, accurate, thorough, and authentic in their promises of service to me and my business. As a small business owner, I value working with companies that have my back and can do what they say they will do. This is the kind of company I value working with.
Owner, Spindrift Transportation, Inc.
Sam and his team at Velo Advisers were extremely professional and easy to work with. They responded quickly to our first inquiry and set up a meeting to gather all of the information that was needed. The process with Velo could not have been more simple and efficient. They hit every deadline and commitment right on time. Getting this credit was a tremendous boost to our business. They even reviewed our entire business to find other credits that we qualify for. I am beyond grateful for their services and I would definitely use them again or recommend them to any company looking for fast, professional assistance with tax credits or consulting.
Co-Owner, Fleet Feet
Working with the Accounting Team at Velo Advisers has been instrumental in helping our family-owned small business maintain a steady growth trajectory. Since employing their services, we have been able to offload much of the desk labor that, as owners heavily involved in day-to-day operations, we simply don’t have time to devote ourselves to. The byproduct of this is us being able to execute against things like staff culture, community outreach and in-store innovations, which are foundational to our short and long-term success. Our accountants are accessible, pursue excellence, and also help us more fully understand the financial health of our business, which we value greatly.
Owner, Office Oasis
To get straight to the point, Velo Advisers saved me and my e-commerce company hundreds of thousands of dollars in tax liability. Within a few months of working with them, they identified and implemented a legitimate strategy to reduce our tax bill in 2020. This allowed me to invest more dollars back into my company to grow, hire additional employees, and launch new products. Before switching over to Velo, my previous CPA simply told me “this is how much you owe to the IRS”. This just shows you how important it is to have a solid tax strategy team on your side. I can’t speak highly enough of the team at Velo Advisors. They will be instrumental in my business for years to come.
President, Emium Lighting
Thank goodness for Velo Advisers. With their assistance we were able to work though the issues caused by the transition and get our company back on track. They were able to provide corrections and much needed guidance. They have completed their tasks in a timely manner and met all deadlines even when we did not allow them much time to do so. Combine their capability with reasonable costs and you have a great business partner to work with.
Join the many businesses that trust Velo Advisers for expert financial guidance. Whether you need tax strategies, or financial recovery, we’re here to help.
At Velo Advisers, we go beyond traditional financial services—we become your trusted partner in growth. Here’s why businesses choose us:
With years of industry experience, our team provides strategic financial solutions tailored to your business needs.
No one-size-fits-all strategies—our services are customized to fit your unique financial goals.
We focus on optimizing cash flow, reducing tax burdens, and increasing profitability to help you succeed.
Looking for expert financial guidance? Velo Advisers is here to help. Fill out the form and our team will get in touch with you soon.
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Velo Advisers provides expert tax credit and recovery services tailored for businesses and entrepreneurs across the country. With a results-driven approach, we help optimize cash flow, minimize tax burdens, and drive long-term growth.
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