Velin & Associates, Inc has earned a reputation as one of top accounting firms when it comes to providing quality, personalized financial guidance to individuals, small businesses, nonprofits and churches. Velin & Associates, Inc’s expertise ranges from tax management and accounting services for small business, to bookkeeping services, auditing and assurance services, and virtual accounting solutions when it makes good sense to outsource.
At Velin & Associates, Inc, we pride ourselves on giving you and your finances the time and attention they deserve. By combining our expertise, experience and the team spirit of our staff, we assure that every client receives the close analysis and expert guidance needed to build a strong financial future. Our dedication to high standards, and our work ethic are the reasons our client base returns year after year.
We provide financial services in various area. You can get CPA Services in Calabasas including:
Cash Flow & Budgeting Analysis
Good cash management can improve a company’s liquidity, reduce costs, and increase profitability. Velin & Associates can help you maintain optimal cash flow levels by tracking sources and uses, forecasting, and budgeting accordingly. To a business entity, cash flow is something that can make or break the business’ ability to survive. We can help you analyze your spending, re-balance your budget and/or debts for an optimal cash flow to support your business’ success. This balance plan would be revisited if and when there were any major changes in your business structure to ensure that you are operating at an optimal level. With our help and guidance, you will always be on top of your finances and ready for the future.
IRS Representation
We have succeeded in representing many clients in both personal and business tax audits, so if you need a representative to help you deal with your tax audit, we can help.
Professional representation can be vital during an audit, and our experience with tax authorities enables us to guide clients in their dealings with federal and state agencies. If you have been chosen for an audit, the professional representation you can find with our firm can put many of your worries at bay. We are ready and willing to answer any and all questions the IRS may be asking of you.
Estate Planning
Effective estate and trust planning can ensure financial security for loved ones. For businesses, it can maintain a smooth succession of ownership. Velin & Associate’s role is to help you navigate the complex and shifting tax laws to facilitate the transfer of assets and minimize the tax liability of your beneficiaries. Everyone should have a well thought out plan as to how to disburse one's estate so as to avoid complications and to be sure wishes are followed. Having your taxes and estate thoroughly and carefully planned will ensure that your loved ones don't have any complications to deal with during a time of loss.
Retirement Planning
At Velin & Associates our goal is to help you reach your financial goals and maintain financial independence through a comfortable retirement. We can guide you through tough decision-making processes such as asset allocation, investment performance monitoring, college education funding, retirement plans, insurance, and tax, estate, and business succession planning. Whether you are developing an investment strategy or evaluating current investments, Velin & Associates can ensure that your portfolio will take into account tax implications for an advantageous after-tax return. The road to retirement is a long one and we can help you to take the proper steps to reach your goals.
You can choose CPA Services in Pasadena, CPA Services in San Fernando, CPA Services in Sherman Oaks, CPA Services in Rolling Hills Estates.
Contact Us:
7315 Sunset Blvd., Suite D
West Hollywood, California 90046, USA
Phone: (323) 902-1000
Fax: (323) 403-0404
Direct: (323) 528-1512
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