Tax Savings: $272,000 Recovered for Office Oasis

Benefit:

$272,000

$ 0

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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.

As an e-commerce business navigating a change in ownership, Office Oasis faced complex tax issues and lacked clear strategies for reducing tax liability. They needed a partner who could proactively analyze their operations and implement tax solutions that aligned with their evolving business.

Velo Advisers conducted in-depth discovery calls to understand the business model and amended prior tax returns while building an ongoing tax strategy. By establishing annual tax planning meetings, Velo provided clarity on how daily business activities could translate to long-term tax efficiencies—allowing Office Oasis to shift from reactive to proactive tax management.

✅ $175,000 reduction in tax liability over a 2-year period.
✅ $272,000 total benefit recovered through tax strategies.
✅ Ability to invest in critical infrastructure and hire additional employees.
✅ Implementation of a solid, ongoing tax strategy for future savings and compliance.

Let’s Maximize Your Tax Savings

Want to uncover financial opportunities for your business? Partner with Velo Advisers today.

Tax Savings: $272,000 Recovered for Office Oasis

Benefit:

$272,000

Kevin Lehoe

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Let’s Maximize Your Tax Savings

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