Tax
Plan the year you’re in and the exit you haven’t defined.
April is a filing date, not a strategy.
Advanced planning and structuring, transaction advisory, due diligence, and compliance, run proactively across the year. The structure you choose now decides what the exit costs later, so the planning happens before the decision, not after the return.
Practice Leader
Valerie Velazco, CPA
Credentials
CPA · former-PwC
Best Fit
Owners with a multi-year horizon
Engagement
Annual plus planning
What’s Included
Six Services, One Team
01
Advanced tax planning
A multi-year position rather than a return, revisited as the business and the code change.
02
Entity structuring
The structure that fits how you actually operate and how you intend to exit.
03
Transaction advisory
Deal structure modelled for after-tax outcome before the letter of intent is signed.
04
Due diligence
Tax exposure on the buy side and the sell side, quantified rather than flagged.
05
Compliance
Federal, state, and local filings handled without the March scramble.
06
Multi-state and nexus
Where growth across state lines creates filing obligations, mapped before it creates penalties.
How we work
Planning Ahead of the Deadline
Q1
Position
Last year filed, this year modeled, and the decisions that move the number identified.
Mid-year
Adjust
A check against actuals, with estimates and structure revisited while it still matters.
Q4
Act
Timing, entity, and transaction moves executed before the year closes them off.
Always
On Call
The structuring question gets answered when it comes up, not at filing.
Who You’ll Work With
“By the time a return is filed, every decision that mattered is already behind you.”
Valerie Velazco, CPA
CPA · former-PwC
Valerie leads Tax at 1Source, working with owners on the structuring and planning decisions that set what the business keeps and what the exit costs.
Signals
12 months
Planning Horizon
A standing position, revisited quarterly rather than annually.
50 states
Nexus Coverage
Multi-state obligations mapped as the footprint grows.
4
Practices in the Room
Valuation, assurance, and advisory at the same table for the same decision.
Works Alongside
The Rest of the Platform
Next Step
Bring us the decision before you make it.
Structure, timing, and exit questions are cheapest to answer early. Tell us what you are weighing and we will model what it costs either way.
