Velo Advisers was founded amid the pandemic in 2021 as a company providing tax planning, accounting services, enterprise-grade solutions, and tax credit services to small and mid-sized businesses across the country.
After four years of growing alongside our clients, we recognized the immense value we were providing through tax credits and business incentives. Having uncovered hundreds of millions of dollars in savings, we made the strategic decision to revamp our model – focusing entirely on federal, state, and local tax incentives to help businesses maximize cash flow now and in the future.
Our team is composed of highly skilled, dedicated, and passionate tax analysts, accountants, CPAs, enrolled agents, and operational staff, all committed to making a meaningful impact for our clients. With a scalable infrastructure and efficient processes, we have the capacity to serve businesses of all sizes – whether they have 5 employees or 5,000 – ensuring they can fully maximize the tax incentives available to them.
Velo Advisers is a trusted financial advisory firm focused on delivering specialized tax credit solutions and financial strategies for businesses. We combine industry expertise with a proactive approach to ensure our clients maximize savings, improve compliance, and enhance financial efficiency.
At Velo, we believe in the American economy! It is our aim to elevate the impact entrepreneurs make in our world through strategic Tax and Cash flow Planning.
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.
Our values drive everything we do. We are committed to integrity, innovation, and results, ensuring our clients receive transparent, strategic, and effective financial solutions tailored to their needs.
Build it the right way.
We prioritize transparency and ethical financial practices.
We strive to engage in fair and well-intentioned business practices that honor the clients we serve, the team we employ, and the stakeholders we interact with. We do this by going beyond the ethics codes that regulate our engagements to ensure all are treated with a common dignity and respect.
Build something different.
We stay ahead of financial trends and evolving tax laws.
We bring our pioneering spirit into every engagement where we challenge the norm, drive change, and create value for the brands represented by our clients. We partner with them in thinking creatively about their business model, value proposition, and growth strategy to position them within their markets as thought leaders, culture makers, and industry disruptors.
Build something that lasts.
Our goal is to help businesses save money and reinvest in their future.
We forge legacies for our clientele by starting with the ‘telos’ and understanding the impact they want to leave on our world. We then partner with our clients in building roadmaps to create sustainable competitive advantages within their markets to achieve their goals, promote the underlying valuation of their business, and compound their industry influence.
Build something together.
We create tailored financial solutions that fit our clients needs.
We build strategic, long-term client relationships with entrepreneurs that share our vision of improving the world through products and services that promote progress, truth, and goodness. We do this by having a clientele that is widely distributed across various industry value chains and are at differing stages in their business life cycles.
We work with businesses across 80+ industries that qualify for tax credits, including Manufacturing, Technology Startups, Engineering, Architecture, Software Development, Aerospace, Pharmaceuticals, Healthcare, Automotive, Robotics, and Food & Beverage Production. However, our expertise and infrastructure allow us to support an even broader range of industries, ensuring that businesses of all types can access and maximize the tax incentives available to them.
With a highly skilled team and scalable processes, we have the capacity to serve businesses across diverse sectors, helping them leverage every available tax incentive to drive innovation, increase cash flow, and fuel long-term growth.
Want to uncover financial opportunities for your business? Partner with Velo Advisers today.
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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