Case Studies

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.

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.

Velo did an outstanding job with the tax credits they provided for my business. I received multiple six 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.