Welcome to Preferred Bookkeeping and Tax Services, LLC
Helping small businesses stay on track
Full-Service Accounting Firm Licensed in Florida.
Our company specializes in accounting and tax preparation services.
We are based in Palm Coast, Florida.
Our reach goes beyond our territory by offering virtual services.
Why choose us?
Helping Small Business Owners
I have been doing my taxes with Preferred bookeeping and tax service since it was RV financial for 20 years now. I wouldn't go anywhere else. She's professional, honest, kind and very knowledgeable in her work. I totally recommend her to everyone.
Maribel RiveraSatisfied Customer
Rachel does an amazing job! She has helped me navigate QuickBooks, fix mistakes and make the tax return process go as smooth as possible. I have also hired her as my bookkeeper so that I can focus more on growing my business and not have to worry about clean up at tax time next year. I highly recommend her. Her price is fair and works hard to ensure you get every dollar you deserve.
Kathryn FouquetSatisfied Customer
We have been working with RV Financial Services, LLC since we opened our church in 2010. They are courteous, welcoming and very professional. I would recommend them any type of business, big or small.
Nuevos ComienzosSatisfied Customer
I highly recommend Rachel! She is friendly, caring, patient, considerate, knowledgeable and passionate in her field. Rachel's organizational skills are excellent and many times she has gone the extra mile in assisting me with questions and concerns and is respectful in client services; she also returns telephone calls.
Thomasina CookSatisfied Customer
Rachel is an amazing tax professional. Knowledgeable about the latest tax changes. I highly recommend working with her for all your bookkeeping and tax needs!
Kevin MullerSatisfied Customer
Our church has been working with Rachel and her team for many years now. Rachel is a kind and courteous human being. She is a very efficient professional who conducts her business with honesty and professionalism. Rachel is very knowledgeable and is always current with new tax laws. Her office is very quick to respond to all my questions. I highly recommend Preferred Bookeeping & Tax Services for all your financial needs.
Lilia SalcedoSatisfied Customer
Meet Our Team
Hablamas Español y Falamos Portuges
Our firm is one of the leading firms in the area. By combining our expertise, experience, and the energy of our staff, each client receives close personal and professional attention.
Rachel Velez, founder of the firm, has been helping small business owners as a bookkeeper and accountant since 2003. She worked as bookkeeper for an investment firm in NJ for 18 years before founding her financial services practice. She holds an Accounting Degree and holds Certificates of Completion of many hours of continued education courses in her field along with an insatiable desire for learning and staying competent in all that is relevant to taxation and bookkeeping.
She is a member of the Palm Coast Professional and Business Networking Group and serves at her church in the Finance Committee. She enjoys travel especially participating in short-term missions’ trips whenever possible.
Rachel Velez, EA, CAAFounder
Rachel is a member of the National Association of Tax Professionals (NATP) and the National Association of Enrolled Agents (NAEA) and stays current with continuing professional education courses so that our firm stays on the leading edge of ever-changing tax laws and accounting methods.
Keila SakerBookkeeper and Tax Preparer
Keila holds a degree in Business Administration from her country Colombia. She serves as bookkeeper, tax preparer and performs administrative duties. She speaks fluent Spanish and her attention to detail while serving our clients has won the trust of those she serves. She loves the outdoors and enjoys taking her young son to the park as often as possible.
Andreia Da SilvaBookkeper and Tax Preparer
Andreia specializes in accounting and business management, is fluent in Spanish and Portuguese and always willing to help our clients with great attention to detail. She holds a Bachelor of Public Accounting and Business Administration degree with Cum Laude Distinguished Recognition from Venezuela. She loves nature, bicycling, outdoor activities, and spending quality time with her children.
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Preferred Bookkeeping & Tax Services, LLC
1 Hargrove Grade Bldg A Unit 2C, Palm Coast, FL 32137-5117
Tel: 386-627-8300| Fax: 856-946-1215 | Email: firstname.lastname@example.org