Velmarq Group LLC

We help clients bring structure, clarity, and long-term strategy to their financial lives through disciplined planning, compliance-driven execution, and thoughtful advisory support.

Who we serve

• Business owners and entrepreneurs
• Real estate investors and asset managers
• High-income professionals and executives
• Families with estate, trust, and legacy planning needs

Velmarq is built for clients whose financial lives extend beyond a single tax return and who value precision, planning, and long-term partnership.

Our approach

• Proactive, forward-looking tax and financial planning
• Integrated tax strategy, accounting, and advisory services
• Focus on complex, multi-entity and multi-state situations
• Advisory-level relationships rather than one-time transactions

Experience and scope

Velmarq serves clients from its office in Savannah, Georgia and across the United States.

The firm combines technical tax and accounting expertise with practical insight to navigate complex tax laws, evolving regulations, and multi-state considerations while maintaining a high standard of compliance and professionalism.

Our commitment

Velmarq Group LLC is committed to operating with integrity, professionalism, and discretion. Engagements are structured, advisory-driven, and delivered pursuant to written agreements that clearly define scope and expectations.

Success is measured by the quality of work, long-term client outcomes, and the clarity and confidence clients gain from working with the firm.

Individual tax and 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 and CFO support

Scalable support for business owners who want clarity without internal accounting 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 and strategic advisory

Comprehensive tax and advisory services for closely held businesses, real estate investors, and growth-focused enterprises:

• Federal, state, and local tax compliance and 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 and executive compensation planning

Advanced 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 plan design and coordination
• Key-person planning and golden handcuff strategies
• Business succession–aligned retirement planning
• Multi-generation wealth continuity planning

Accounting and financial advisory

Accurate reporting combined with forward-looking insight:

• Financial statement preparation (monthly, quarterly, annual)
• Reviews and compilations (non-attest advisory support only)
• GAAP-compliant reporting and advisory
• Forecasting, budgeting, and cash-flow modeling
• Management consulting and financial oversight
• Accounting system implementation and optimization

Velmarq Group LLC does not provide audit, review, or compilation (attest) services.

Estate, legacy, valuation and succession advisory

• 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
• Business valuation support
• Buy-sell and ownership transfer planning
• Sale and acquisition advisory coordination
• Succession planning for family-owned and closely held businesses

Additional business-focused services

Velmarq also offers services such as:

• Business tax services and strategy
• Business advisory and consulting for profitability, structure, and decision-making
• Ongoing accounting and financial oversight
• Quarterly tax filing and compliance
• Business formation and structuring (including entity setup and EIN registration)
• Back tax resolution and prior-year filing cleanup
• Real estate investment advisory for residential and commercial portfolios

Services are provided in accordance with applicable IRS due diligence requirements and relevant accounting standards. No information in this document constitutes legal, tax, or financial advice outside of a formal engagement.

Pricing is designed to reflect:

• National-level expertise
• Proactive, year-round planning
• Transparent flat fees instead of billable-hour surprises

Tax preparation is treated as one part of a broader financial strategy focused on preserving wealth, reducing tax liability, and supporting informed decisions.

Flat-fee services

Velmarq emphasizes flat-fee, year-round service models for clients who need more than basic, once-a-year tax filing. Representative categories described on the website include:

• Individual tax services
• Advanced individual tax services
• Business tax services
• Tax resolution services
• Tax advisory services
• Business startup and planning services
• Financial statement preparation and projections
• Specialized advisory and consulting engagements

A detailed schedule of flat-fee amounts and add-on pricing by service type and tax form is published on the Velmarq website and may be updated over time.

Representative ranges

• Business Annual tax and advisory engagements are typically quoted in the range of approximately $5,000–$10,000+ per year, depending on scope and complexity.
• Additional add-ons and specialized services may be billed separately and can materially change the total cost of an engagement.

All final pricing is determined after an intake review that considers the client's situation, complexity, and the condition of their records.

Add-ons and complexity factors

The website notes that add-on services:

• Expand the scope of work and are billed separately
• Do not replace tax resolution or cleanup services when underlying issues exist

Common complexity or add-on factors can include:

• Multi-state tax filings
• Additional business entities
• Additional investment or rental properties
• Amended tax returns
• Expedited or priority handling

Disclosures

• Final pricing is confirmed in writing after intake and engagement review.
• Services are provided subject to a written engagement agreement that defines scope, responsibilities, and fees.
• Published pricing and ranges may change; clients should confirm current fees directly with Velmarq before engaging services.

If an agent is not immediately available by phone, callers are encouraged to leave a detailed message.

Office location

Velmarq Group LLC

102 Oglethorpe Professional Court Savannah, Georgia 31406 United States

Office hours

• Monday – Friday: 7:00 a.m. – 7:00 p.m.
• Saturday: 9:00 a.m. – 4:00 p.m.

(Office hours may change over time; clients should confirm current hours when scheduling.)

How to request an appointment

• Prospective and current clients can request an appointment using the contact form on the Velmarq website.
• Inquiries should include the client's industry, type of service requested, and any specific questions or document needs.
• Clients may also contact the firm by phone or email to request an appointment.

The firm's typical response time is within one business day during normal operating hours.

This program combines compliance, strategy, and problem resolution for businesses with complex tax and financial needs.

Service components

Business – Compliance

Includes:

• Federal business return (Schedule C / 1065 / 1120-S / 1120)
• One state return
• Reporting income and expenses already incurred

Does not include:

• Tax planning or advisory
• Payroll or sales tax services
• Noticing handling or cleanup work
• Add-on services

Business – Remediation

Project-based pricing for businesses that need cleanup or catch-up work, such as:

• Unfiled returns
• Payroll or sales tax issues
• IRS or state notices
• Penalties and outstanding balances
• Compliance cleanup that must be resolved before standard Compliance or Strategy services continue

Business – Strategy

Available as annual or project-based engagements, focused on:

• Entity structure analysis
• Owner compensation planning
• Tax strategy and projections
• Growth and optimization planning
• Tax return compliance
• Cleanup or remediation when required

Business Annual program

The Business Annual offering is designed for:

• Business owners
• LLCs, S corporations, and partnerships
• Owners tired of hourly CPA billing
• Clients who want proactive, annual tax planning and advisory support

It is not intended for:

• DIY filers
• Price shoppers
• One-time tax preparation clients
• Businesses without basic bookkeeping discipline

How it works

1. Apply and be approved
2. Sign the engagement agreement and set up autopay
3. Complete onboarding and gain year-round access

The firm aims to have services live within approximately 48 hours of onboarding.

What's typically included

• Unlimited email and client portal support
• Year-round tax planning
• Business return (1120-S / 1065 / Schedule C)
• Personal return (1040) for the owner where applicable
• Quarterly tax estimates
• IRS and state notice handling related to the engagement
• Strategy calls as needed
• Amended returns when required
• Entity optimization and tax election guidance

Flat-fee structure and pricing

• Flat annual fees are typically in the range of approximately $5,000–$10,000+ depending on scope and complexity.
• The intent is to be proactive, predictable, and planning-focused, rather than reactive and hourly-billed.
• Clients are encouraged to contact Velmarq before problems arise, not after.

Payment terms and policies

• Engagement is required before services begin.
• Services are Circular 230 compliant.
• Advisory services are not a substitute for legal representation.
• Clients remain responsible for the accuracy and completeness of their records and information.
• Annual fees are generally set at $5,000 or more and may auto-renew unless canceled in writing.
• No refunds are provided once services begin.

Recognition and reputation

• Velmarq Group has been recognized as a leading tax preparation or accounting firm in its market, with awards based on verified client reviews and independent performance analysis.
• The firm has been featured in national and regional publications highlighting its growth, service quality, and client-focused approach.
• Media features are editorial in nature and do not constitute endorsements.

What makes Velmarq different

• Emphasis on applying tax law correctly and strategically, not shortcuts.
• Specialization in complex income, multi-entity, and asset-heavy situations.
• Flat-fee transparency instead of unpredictable hourly billing.
• Proactive guidance and planning instead of last-minute, deadline-driven work.

Service structure and engagements

• The firm does not position any return as "simple"; all work involves professional judgment.
• Many services are annual, not month-to-month, because effective tax strategy and liability reduction require continuity.
• Clients can often upgrade from one-time filing to an annual advisory engagement by completing intake, signing a new engagement agreement, and selecting an annual plan.

Strategy vs. Compliance vs. Resolution

• Compliance focuses on accurate, timely tax return preparation and filing based on information provided (e.g., wages, itemized deductions, investments, rental real estate, S corporation or LLC reporting).
• Strategy refers to proactive tax planning—not just filing. It aims to:
• Reduce future tax burden where legally possible
• Optimize investments, real estate, and business structures
• Plan withholding and timing of income
• Evaluate available filing positions
• Resolution is used when issues already exist, such as:
• IRS or state notices
• Unfiled returns
• Penalties and interest
• Balances due or payment issues
• Audit activity or filing errors

Resolution work is generally required to bring a client back into compliance before long-term strategy and planning can be effective.

Guarantees and limitations

• Velmarq Group LLC does not guarantee tax outcomes, refunds, or elimination of tax liability.
• Strategies are intended to be fully compliant with IRS regulations, supported by documentation, and defensible under audit.
• Audit defense or formal IRS representation may require a separate engagement and authorization.

Multi-state returns and add-ons

• Multi-state filing is available as an add-on; each additional state return requires a separate engagement or fee.
• Add-ons may also cover additional entities, additional investment properties, amended returns, expedited service, or upgrades from compliance-only to strategy-level services.

Communication and response times

• Clients can contact Velmarq through the website, secure client portal, phone, or email.
• Current clients receive priority communication based on their engagement level.
• The firm aims to respond within one business day during normal operating hours.

Payments

The website notes that Velmarq accepts:

• Online credit and debit card payments
• ACH transfers
• Cashier's checks
• Domestic and international wire transfers
• Payments via the secure client portal
• Major electronic app-based payment methods

Specific payment options may vary by engagement and are confirmed in the written agreement or invoice.

Ask anyway — the agent will say plainly that it is not published rather than guess.