Certified Public Accountants -Personal Financial Planners
Our professionals offer a wide range of services to our individual and business clients. We believe our clients benefit by getting personalized, quality customer service that is beyond comparison. Below we have listed the services that we offer along with a brief description.
As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed. If it is not a service we provide, we would be more than happy to refer you to a qualified professional.
*Investment advisory services offered through U.S. Financial Advisors, LLC (USFA) an SEC-registered investment advisor. Securities offered through U.S. Wealth Advisors, LLC (USWA) a registered-broker dealer and member FINRA/SIPC. USWA, USFA and U.S. Insurance Brokers, LLC are wholly-owned subsidiaries of U.S. Wealth Management, LLC. Advisor, Michael Velazquez, CPA-PFS, 330 N. Brand Blvd. Suite 1280, Glendale, CA 91203.
We gauge our worth by the personal and business successes of our clients. We can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business.
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Succession planning is a must for anyone who owns a business. Understanding all the issues and managing the risks helps you stay in control and planning can provide a smooth transition to new ownership, whether it stays in your family or the business is sold to a third party.
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Cash Flow & Budgeting Analysis
A business can be profitable and still run into trouble due to cash flow issues. We can forecast and evaluate your company's financial condition, estimate financing requirements, and track cash-flow sources and uses.
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We gauge our worth by the personal and business successes of our clients. We can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business. Follows is just a few of the areas in which we provide consulting services:
*Accounting software selection and implementation *Type of entity selection *Business valuations *Buying/selling a business *Computer systems *Financial & retirement decisions *Estate, trust & gift planning
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Estate & Trust Tax Preparation
Effective estate and gift planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.
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Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order. *Investment advisory services offered through U.S. Financial Advisors, LLC (USFA) an SEC-registered investment advisor. Securities offered through U.S. Wealth Advisors, LLC (USWA) a registered-broker dealer and member FINRA/SIPC. USWA, USFA and U.S. Insurance Brokers, LLC are wholly-owned subsidiaries of U.S. Wealth Management, LLC. Advisor, Michael Velazquez, CPA-PFS, 330 N. Brand Blvd. Suite 1280, Glendale, CA 91203.
Request information about *Estate Planning below
*Financial Forecasts & Projections
Forecasting is a necessity when trying to effectively manage and lead a business to profitability. From simple projections to complex financial modeling, our experienced staff can assist you in achieving your company's financial goals. *Investment advisory services offered through U.S. Financial Advisors, LLC (USFA) an SEC-registered investment advisor. Securities offered through U.S. Wealth Advisors, LLC (USWA) a registered-broker dealer and member FINRA/SIPC. USWA, USFA and U.S. Insurance Brokers, LLC are wholly-owned subsidiaries of U.S. Wealth Management, LLC. Advisor, Michael Velazquez, CPA-PFS, 330 N. Brand Blvd. Suite 1280, Glendale, CA 91203.
Request information about *Financial Forecasts & Projections below
A properly structured financial plan enables you to face any financial challenge that may present itself at each stage of your life. Through the financial planning process, we can help you assess your financial needs and develop strategies that will enable you to achieve your goals and strengthen your financial security. *Investment advisory services offered through U.S. Financial Advisors, LLC (USFA) an SEC-registered investment advisor. Securities offered through U.S. Wealth Advisors, LLC (USWA) a registered-broker dealer and member FINRA/SIPC. USWA, USFA and U.S. Insurance Brokers, LLC are wholly-owned subsidiaries of U.S. Wealth Management, LLC. Advisor, Michael Velazquez, CPA-PFS, 330 N. Brand Blvd. Suite 1280, Glendale, CA 91203.
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The goal here is to assist our clients in creating and preserving wealth. In some cases, our analyses may include the involvement of other experts, (upon your approval of course) and/or consideration of certain products. We are licensed and/or have strategic alliances with other firms in the real estate, investment and insurance areas. *Investment advisory services offered through U.S. Financial Advisors, LLC (USFA) an SEC-registered investment advisor. Securities offered through U.S. Wealth Advisors, LLC (USWA) a registered-broker dealer and member FINRA/SIPC. USWA, USFA and U.S. Insurance Brokers, LLC are wholly-owned subsidiaries of U.S. Wealth Management, LLC. Advisor, Michael Velazquez, CPA-PFS, 330 N. Brand Blvd. Suite 1280, Glendale, CA 91203.
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We use accounting and auditing skills to provide an analysis of financial records in conjunction with dispute resolutions, as well as fraud and theft investigation. Our damage measurement methods can determine the extent of financial loss and illegal accounting practices.
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Choosing the form of entity of your business (e.g. "S" corporation, sole proprietor, limited liability company…) is a crucial decision that can have longstanding tax implications, positive or negative. We can assist you in evaluating the pros and cons of each entity type to help you determine the most advantageous form of business for your company.
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As you develop your investment strategy, we will act as your sounding board. We can help you and your investment advisor build an investment portfolio that takes into consideration the impact of taxes and produces a favorable after-tax return. *Investment advisory services offered through U.S. Financial Advisors, LLC (USFA) an SEC-registered investment advisor. Securities offered through U.S. Wealth Advisors, LLC (USWA) a registered-broker dealer and member FINRA/SIPC. USWA, USFA and U.S. Insurance Brokers, LLC are wholly-owned subsidiaries of U.S. Wealth Management, LLC. Advisor, Michael Velazquez, CPA-PFS, 330 N. Brand Blvd. Suite 1280, Glendale, CA 91203.
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Litigation support involves the quantification of economic damages pursuant to existing or pending litigation using accounting and auditing techniques. We have experienced competent staff who can compile information efficiently to assist in the calculation and documentation of any potential economic loss or damages.
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Even the most qualified managers can benefit from competent, objective feedback. We can help your company's management team develop long-term objectives and specific strategies to facilitate your business' future growth and success. *Investment advisory services offered through U.S. Financial Advisors, LLC (USFA) an SEC-registered investment advisor. Securities offered through U.S. Wealth Advisors, LLC (USWA) a registered-broker dealer and member FINRA/SIPC. USWA, USFA and U.S. Insurance Brokers, LLC are wholly-owned subsidiaries of U.S. Wealth Management, LLC. Advisor, Michael Velazquez, CPA-PFS, 330 N. Brand Blvd. Suite 1280, Glendale, CA 91203.
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Successful implementation and periodic review of your financial plan will ensure financial independence during your working years and through your retirement years. *Investment advisory services offered through U.S. Financial Advisors, LLC (USFA) an SEC-registered investment advisor. Securities offered through U.S. Wealth Advisors, LLC (USWA) a registered-broker dealer and member FINRA/SIPC. USWA, USFA and U.S. Insurance Brokers, LLC are wholly-owned subsidiaries of U.S. Wealth Management, LLC. Advisor, Michael Velazquez, CPA-PFS, 330 N. Brand Blvd. Suite 1280, Glendale, CA 91203.
Request information about *Retirement Planning below
Tax planning and preparation form a winning combination for our successful individual and business clients. Whether you are an individual or a multi-tiered partnership, our experienced staff can develop tax strategies that take advantage of new tax laws and legislation.
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We prefer to take a proactive vs. reactive approach to tax services. By keeping current on new tax laws and legislation, we are in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities. We provide our individual and business clients with the taxation expertise and knowledge that they deserve throughout the year. Tax services offered include but are not limited to:
*Tax planning & return preparation - Individuals - Corporations - Partnerships - LLCs/LLPs - Estates, trusts & gift - Not-for-profit organizations *Taxing authority representation *Divorce and support issues *Tax effects of buying/selling a business
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Comprehensive wealth management starts with understanding your goals and objectives, analyzing where you are now, and providing you with strategies and recommendations designed to help you maximize opportunities while minimizing risk.
