VELMARQ

ACCOUNTING + FINANCE + CONSULTING

Strategic Tax, Accounting & Financial Advisory for Business Owners and Asset Holders

Velmarq Group partners with entrepreneurs, executives, investors, and families to deliver proactive tax planning, disciplined financial reporting, and long-term wealth strategies—designed for complexity, scale, and control.

Velmarq Group provides integrated tax, accounting, and advisory services for business owners, investors, and high-income professionals with complex financial lives. Our approach goes beyond compliance—delivering proactive planning, strategic insight, and disciplined execution to support long-term growth and wealth preservation.

The Velmarq Advantage

Velmarq Group is built for clients whose financial lives extend beyond a single tax return. We serve business owners, investors, and families who require proactive planning, precision, and a coordinated advisory approach.

Unlike traditional accounting firms, Velmarq integrates tax strategy, accounting, and financial advisory services into a single, cohesive framework—designed to support growth, protect assets, and create clarity at every stage.

What Sets Velmarq Apart

Proactive, Not Reactive

We focus on forward-looking tax and financial planning—not last-minute compliance. Our clients engage us to anticipate challenges and opportunities before they arise.

Built for Complexity

From multi-entity businesses and real estate portfolios to executive compensation and succession planning, we specialize in complex financial structures that demand experience and precision.

Advisory-Level Relationships

Velmarq operates as a long-term strategic partner—not a transactional service provider. Our work is consultative, intentional, and aligned with each client’s broader financial objectives.

Integrated Planning Approach

Tax strategy, accounting, retirement planning, and estate considerations are addressed together—ensuring decisions in one area support outcomes in another.

Selective Client Engagement

We work with clients who value insight, structure, and disciplined execution. This allows us to deliver a higher level of service, responsiveness, and strategic depth.

Who We Serve

Velmarq Group works with:

  • Business owners and entrepreneurs

  • Real estate investors and asset managers

  • High-income professionals and executives

  • Families with estate, trust, and legacy planning needs

We are not a high-volume tax preparation firm. Our services are best suited for clients seeking ongoing advisory support and proactive financial leadership.

Consultations are designed for clients with complex tax, business, or investment needs. Engagements are subject to fit and scope review.

Velmarq Scope of Services

Strategic Tax, Accounting & Advisory for Business Owners and Asset Holders

Velmarq Group provides integrated tax, accounting, and advisory services for entrepreneurs, executives, investors, and families who require proactive planning—not reactive compliance.

Individual Tax & Wealth Planning

Designed for high-income professionals, investors, and families with complex financial lives.

  • Advanced tax compliance and multi-year tax planning

  • High-income and equity-based compensation planning

  • Investment income, capital gains, and passive activity optimization

  • Estate and gift tax planning coordination

  • Trust and fiduciary tax administration

  • Financial planning aligned with long-term wealth objectives

  • Tax services for U.S. citizens living or investing abroad

Outsourced Accounting & CFO Support

Scalable accounting solutions for business owners who want clarity without internal overhead.

  • Accounts payable and receivable management

  • General ledger and account reconciliations

  • Fixed asset tracking and depreciation planning

  • Monthly and year-end closings

  • Payroll and sales tax coordination

  • Cash-flow management and operational reporting


Business Tax & Strategic Advisory

Comprehensive tax and advisory services for closely held businesses, real estate investors, and growing enterprises.

  • Federal, state, and local tax compliance and strategic planning

  • Sales and payroll tax planning and filings

  • Entity structuring and restructuring optimization

  • International and multi-state tax planning

  • Ownership structuring and employee benefit tax strategies

  • Accounting method selection and optimization

  • Advisory support for financial reporting and operational decision-making


Retirement & Executive Compensation Planning

Advanced planning strategies for owners and executives focused on tax efficiency and long-term wealth.

  • Owner and executive contribution maximization strategies

  • 401(k), Solo 401(k), SEP, and defined benefit plans

  • Key-person planning and golden handcuff strategies

  • Business succession-aligned retirement planning

  • Multi-generation wealth continuity planning

Accounting & Financial Advisory

Accurate reporting combined with forward-looking insight to support informed decision-making.

  • Financial statement preparation (monthly, quarterly, annual)

  • Reviews and compilations

  • GAAP-compliant reporting and advisory

  • Forecasting, budgeting, and cash-flow modeling

  • Management consulting and financial oversight

  • Accounting system implementation and optimization

Estate Tax & Legacy Planning

Tax-focused coordination to preserve wealth across generations.

  • Trust and estate tax planning coordination with legal counsel

  • Liquidity planning using insurance and structured strategies

  • Executive and group benefits planning

  • Estate tax minimization and transfer strategies

  • Long-term legacy and succession alignment

Valuation & Succession Advisory

Strategic planning for exits, transitions, and ownership continuity.

  • Business valuation support

  • Buy-sell and ownership transfer planning

  • Sale and acquisition advisory coordination

  • Estate and gift tax valuation matters

  • Succession planning for family-owned and closely held businesses

Logo with purple background and yellow letters 'VQ' above the word 'VELMARQ' in purple.

Velmarq — Clear Answers. Smart Financial Direction.

Velmarq is a trusted leader in accounting, financial planning, and business consulting across the nation. We specialize in delivering strategic, results-driven solutions designed to simplify complexity and empower confident financial decisions.

True specialization requires complete dedication—approaching every engagement as if it were our own. At Velmarq, this commitment drives everything we do, setting us apart through precision, care, and measurable results.

We partner with individuals and businesses seeking clarity, structure, and relief from financial stress. By working with Velmarq, you gain access to experienced professionals, streamlined financial management, and solutions tailored to your specific goals.

If you’re looking for a firm large enough to deliver comprehensive accounting, consulting, and financial planning services—while still providing personalized attention—Velmarq is your answer.


Serving individuals, entrepreneurs, and growing businesses with integrity, precision, and purpose nationwide.

Learn More

Our Services

  • Businessperson working at desk with calculator, smartphone, and documents in a bright office environment.

    Business Tax Services & Strategy

    Velmarq designs proactive tax strategies for businesses and professionals with complex income and entity structures. Our approach reduces tax liability, improves cash flow, and eliminates year-end surprises through precise planning and execution.


  • A woman in a black and white striped shirt is dropping a coin into a pink piggy bank.

    Business Advisory Services

    We partner with business owners to improve profitability, structure, and long-term decision-making. Our advisory services go beyond numbers—providing strategic insight, financial clarity, and guidance at every stage of growth.

  • A man in a suit and face mask gives a presentation to a group of people, some with face masks, in a conference room with a whiteboard displaying charts and notes.

    Ongoing Accounting & Financial Oversight

    We provide accurate, consistent accounting to support informed business decisions. From transaction tracking to financial reporting, we ensure your books are clean, compliant, and always ready for tax planning or financing.

  • A person holding a handwritten paper with notes and corrections, smiling, sitting at a desk in a bright room with a brick wall and window in the background.

    Quarterly Tax Filing & Compliance

    We manage quarterly filings and estimated tax payments to keep your business compliant and penalty-free. Our process ensures taxes are planned throughout the year—not rushed at the deadline.

  • Close-up of two people analyzing and discussing financial graphs and charts on papers at a desk.

    Business Formation & Structuring

    We help entrepreneurs form and properly structure LLCs, partnerships, and corporations for legal protection and tax efficiency. Services include entity setup, EIN registration, and strategic guidance to launch your business the right way.

  • Two men in business suits sitting at a desk, taking notes in notebooks with charts and graphs on the documents spread on the table, under blue lighting.

    Back Tax Resolution & Prior-Year Filings

    We assist individuals and businesses with unfiled or incorrect prior-year tax returns. Our team works to resolve outstanding filings accurately while minimizing penalties, interest, and unnecessary exposure.


  • A person filling out a tax incentive form with a pen, placed on a wooden desk alongside a calculator and stacks of paper and envelopes.

    Strategic Business Consulting

    We provide targeted consulting for startups and growing businesses facing operational or financial challenges. Our guidance focuses on structure, scalability, and long-term sustainability—not guesswork.

  • Two businessmen in suits discussing financial charts and graphs on a table, some documents and notebooks are also visible.

    Real Estate Investment Advisory

    We support real estate investors with tax-efficient strategies for residential and commercial properties. Services include income planning, expense optimization, and advisory support aligned with your investment goals.


LEARN MORE

Velmarq Group LLC

Providing tax, accounting, and advisory services to business owners, investors, and professionals with complex financial needs.

Services are provided in accordance with applicable IRS due diligence requirements and generally accepted accounting principles (GAAP). Results vary based on individual facts and circumstances.

Velmarq Group LLC is licensed and insured. No information on this website constitutes legal, tax, or financial advice unless provided pursuant to a written engagement agreement.

© Velmarq Group LLC 2025. All Rights Reserved.

Terms & Disclosures | Privacy Policy

Business Partners

NSTP logo with stars and stripes design
Logo for the American Institute of Certified Public Accountants (AICPA) with text 'Member of AICPA'.
Logo of IMA, the Institute of Management Accountants, with text indicating it is the Association of Accountants and Financial Professionals in Business.
The image features the word 'VELMARQ' in large, stylized 3D purple letters with reflections, and above it, a purple rectangle contains the letters 'VQ' in light yellow.

Strategic Tax, Accounting, and Advisory Services for Complex Financial Needs

We help business owners, investors, and professionals gain clarity, reduce tax exposure, and make confident financial decisions—through disciplined strategy, not guesswork.

Request a Consultation