CLAIM YOUR Credit Of Up To

$26,000 Per Employee

Our team of industry specialists will maximize your CREDIT

 You must have Full Time W-2 Employees and Employees cannot be related to you per the Cares Act

Step 1: Get Your Credit Estimate

CUSTOM JAVASCRIPT / HTML

Step 2: Book Your FREE Consult

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  150+ Clients Served

  Combined 50 Years of Experience

   10-50% Reduction in Taxes

CLAIM YOUR Credit Of Up To

$26,000

Per Employee

Our team of industry specialists
will maximize your CREDIT

Step 1: Get Your Credit Estimate

CUSTOM JAVASCRIPT / HTML

Step 2: Book Your FREE Consult

CUSTOM JAVASCRIPT / HTML

Our Process

We do the work, you get the credit. We designed our solution with your busy schedule in mind, providing a clear path to obtain your tax credits. Our clients invest a short amount of their time while we take care of the rest.

1. Data Gathering

Use our secure link to upload your payroll reports, profit & loss reports, 941 forms, and PPP loan information.

2. Credit Calculation

We will use our expertise to calculate the highest value and help you recover 30-40% MORE even 
when you obtain a PPP loan.

3. Technical Report

We will write a detailed technical report related to your eligibility for the credit and to ensure a safe and compliant process for your business.

4. Amending Returns

We will prepare and help file the 941-X amended payroll returns, and we will handle all future IRS correspondence.

5. Get Paid

The IRS will process the payroll credit and will
mail you a check!

  150+ Clients Served

  Combined 50 Years of Experience

   10-50% Reduction in Taxes

Our Process

We do the work, you get the credit. We designed our solution with your busy schedule in mind, providing a clear path to obtain your tax credits. Our clients invest a short amount of their time while we take care of the rest.

1. Data Gathering

Use our secure link to upload your payroll reports, profit & loss reports, 941 forms, and PPP loan information.

2. Credit Calculation

We will use our expertise to calculate the highest value and help you recover 30-40% MORE even 
when you obtain a PPP loan.

3. Technical Report

We will write a detailed technical report related to your eligibility for the credit and to ensure a safe and compliant process for your business.

3. Technical Report

We will write a detailed technical report related to your eligibility for the credit and to ensure a safe and compliant process for your business.

4. Amending Returns

We will prepare and help file the 941-X amended payroll returns, and we will handle all future IRS correspondence.

5. Get Paid

The IRS will process the payroll credit and will
mail you a check!

↓ Client Results ↓

Samuel Prabhakar

Founder & CEO

Elite Custom Solutions

"We are fortunate and grateful for 
helping us get this payment."

"First, let me just say that we contacted you from a random link , when we googled ERC. We went with you as I felt for some reason when we called you , Tim came across as a genuine person. We gave you info on what we know, that was all. Tim and the team were flexible and took it from there till we have come to this point. We are fortunate and grateful for helping us get this payment. It will help our company. I would recommend Velo, without any hesitation to others, you can use our company as a reference if needed. 

Thank you again."

Walan Kite

The Vault Social Clubs LLC

"I would highly recommend Velo Advisers, Sam and his team. Very professional and a pleasure to work with."

“In mid 2022 We were contacted by 15-20 ERC companies. Most were very vague and couldn’t answer direct questions. Velo Advisers, Sam, and his team answered all our questions. Most other companies would not (or could not) tell me approximately how much we would get back without paying their fee. We had a conference call with Sam and his team, our questions were answered, estimated amounts and time lines were made. After telling us the approximate numbers, without any fees, we choose to use Velo Advisers and Sam’s team. The process was fairly easy.

 Sam offered me several payment options for their services. Most other companies did not and wanted full payment up front.  After Velo Advisers filed all IRS required paperwork our CPA wanted copies of some forms, Sam’s team sent them promptly.  The IRS refund checks came a bit longer than estimated but that was the IRS, not Sam and their team. I would highly recommend Velo Advisers, Sam and his team. Very professional and a pleasure to work with. “

JASON BECKSTEAD

Owner, Spindrift Transportation, Inc.

"Extremely Professional & Easy To Work With"

“Sam and his team at Velo Advisers were extremely professional and easy to work with. They responded quickly to our first inquiry and set up a meeting to gather all of the information that was needed. The process with Velo could not have been more simple and efficient. They hit every deadline and commitment right on time. Getting this ERC credit was a tremendous boost to our business. They even reviewed our entire business to find other credits that we qualify for. I am beyond grateful for their services and I would definitely use them again or recommend them to any company looking for fast, professional assistance with tax credits or consulting."

KEVIN LEHOE

Owner- Office Oasis

" Velo Advisers Saved Me Hundreds Of 
Thousands Of Dollars In Tax Liability "

“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. “

BOB CANTARUTTI

President, 
Emium Lighting

"Combine their capability with reasonable costs and you have a great business partner to work with."

“Thank goodness for Velo Advisors. With their assistance we were able to work through the issues caused by the transition and get our company back on track. They were able to provide corrections and much needed guidance. They have completed their tasks in a timely manner and met all deadlines even when we did not allow them much time to do so. Combine their capability with reasonable costs and you have a great business partner to work with.”

PHIL YOUNG

Co-Owner, Fleet Feet

"They Have Been Instrumental To Us"

“Working with the Accounting Team at Velo Advisers has been instrumental in helping our family-owned small business maintain a steady growth trajectory. Since employing their services, we have been able to offload much of the desk labor that, as owners heavily involved in day-to-day operations, we simply don't have time to devote ourselves to. The byproduct of this is us being able to execute against things like staff culture, community outreach and in-store innovations, which are foundational to our short and long-term success. Our accountants are accessible, pursue excellence, and also help us more fully understand the financial health of our business, which we value greatly."

↓ Client Results ↓

Samuel Prabhakar

Founder & CEO

Elite Custom Solutions

"We are fortunate and grateful for 
helping us get this payment."

"First, let me just say that we contacted you from a random link , when we googled ERC. We went with you as I felt for some reason when we called you , Tim came across as a genuine person. We gave you info on what we know, that was all. Tim and the team were flexible and took it from there till we have come to this point. We are fortunate and grateful for helping us get this payment. It will help our company. I would recommend Velo, without any hesitation to others, you can use our company as a reference if needed. 

Thank you again."

Walan Kite

The Vault Social Clubs LLC

"I would highly recommend Velo Advisers, Sam and his team. Very professional and a pleasure to work with."

“In mid 2022 We were contacted by 15-20 ERC companies. Most were very vague and couldn’t answer direct questions. Velo Advisers, Sam, and his team answered all our questions. Most other companies would not (or could not) tell me approximately how much we would get back without paying their fee. We had a conference call with Sam and his team, our questions were answered, estimated amounts and time lines were made. After telling us the approximate numbers, without any fees, we choose to use Velo Advisers and Sam’s team. The process was fairly easy.

 Sam offered me several payment options for their services. Most other companies did not and wanted full payment up front.  After Velo Advisers filed all IRS required paperwork our CPA wanted copies of some forms, Sam’s team sent them promptly.  The IRS refund checks came a bit longer than estimated but that was the IRS, not Sam and their team. I would highly recommend Velo Advisers, Sam and his team. Very professional and a pleasure to work with. “

JASON BECKSTEAD

Owner, Spindrift Transportation, Inc.

"Extremely Professional & Easy To Work With"

“Sam and his team at Velo Advisers were extremely professional and easy to work with. They responded quickly to our first inquiry and set up a meeting to gather all of the information that was needed. The process with Velo could not have been more simple and efficient. They hit every deadline and commitment right on time. Getting this ERC credit was a tremendous boost to our business. They even reviewed our entire business to find other credits that we qualify for. I am beyond grateful for their services and I would definitely use them again or recommend them to any company looking for fast, professional assistance with tax credits or consulting."

KEVIN LEHOE

Owner- Office Oasis

" Velo Advisers Saved Me Hundreds Of Thousands Of Dollars In Tax Liability "

“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. “

BOB CANTARUTTI

President, 
Emium Lighting

"Combine their capability with reasonable costs and you have a great business partner to work with."

“Thank goodness for Velo Advisors. With their assistance we were able to work through the issues caused by the transition and get our company back on track. They were able to provide corrections and much needed guidance. They have completed their tasks in a timely manner and met all deadlines even when we did not allow them much time to do so. Combine their capability with reasonable costs and you have a great business partner to work with.”

PHIL YOUNG

Co-Owner, Fleet Feet

"They Have Been Instrumental To Us"

“Working with the Accounting Team at Velo Advisers has been instrumental in helping our family-owned small business maintain a steady growth trajectory. Since employing their services, we have been able to offload much of the desk labor that, as owners heavily involved in day-to-day operations, we simply don't have time to devote ourselves to. The byproduct of this is us being able to execute against things like staff culture, community outreach and in-store innovations, which are foundational to our short and long-term success. Our accountants are accessible, pursue excellence, and also help us more fully understand the financial health of our business, which we value greatly."

CLAIM MONEY FOR YOUR  BUSINESS

Your small to medium size business may be eligible for tax incentives. We can help you find out in 90 seconds. On average, we find an approximate net benefit of $95K and show business owners how to permanently reduce their taxes.

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