 |
Thank you for visiting the home of Velazquez & Associates on the Web. Our dedication to client service has allowed us to grow into a robust platform that provides creative solutions and the highest quality professional services in tax and wealth management. Our mobile organization is able to service local, regional, national and international accounts beyond our physical location in Southern California. Continuing with our mission of empowering clients with intelligent information, we've designed this Website for you as a "one-stop shop" for many of your immediate financial questions and concerns:
FIRM PROFILE - Visit this page to learn more about the firm's history, personnel & mission statement.
CLIENT SERVICES - Find out more about the wide range of services we offer and our areas of expertise, which generally include tax and financial services for businesses, individuals and non-profit organizations.
NEWSLETTER - Our online client newsletter is updated constantly and is an easy way to keep current on tax and financial matters. Many of our clients use it as an inexpensive means of keeping their internal staff, bookkeeper, or accountant updated.
FINANCIAL TOOLS - Should I change my withholdings? When should I refinance? When can I retire? These are just a few of the many questions that can be addressed with our helpful interactive financial calculators & tools. These tools are not intended to replace the usual interaction that you would want with your tax preparer, tax professional or financial advisor. In fact, we encourage you to engage us in periodic tax planning and/or financial planning sessions, where we can look into the future, instead of just being a forensic accountant.
LINKS - There are a lot of great Websites out there - if you can find them! Use this page to Link to some useful sites that we've found.
In summary, whether you are looking for Certified Public Accountants to deal with complex income tax issues, have your tax return professionally prepared, or you need a personal financial plan or business plan, we hope you will consider our firm.
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.
