Palm Coast, FL

rv@preferred-books.com

Welcome to Preferred Bookkeeping and Tax Services, LLC

Helping small businesses stay on track

Full-Service Accounting Firm Licensed in Florida.

Schedule a Free Consultation

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.

Financial Statements

Financial Statement preparation for small business clients is a long-standing service of this firm. Depending on the client's needs, monthly, quarterly and year-end balance sheet and detailed operating statements can be prepared and analyzed on a timely basis.

Payroll Services

Total payroll services for small business clients have been provided for many years. Services include: Set up and maintenance of all records, time card tabulations, withholdings of tax and benefit contributions, Federal and State tax filings, issuance of checks and preparation of all W-2's and 1099 forms.

Bookkeeping

You get one-on-one guidance and a comprehensive financial plan that helps manage risk, improve performance, and ensure the growth and longevity of your wealth.



Business Tax Returns

A variety of small business tax returns are prepared each year. We can assist in the preparation of corporate and partnership returns especially S Corp (1120S) and Partnership (1065) returns. We also assist non-profit organizations with their 990 returns.

Tax Planning

Tax planning and tax forecasting services for individual and small business clients is a core competency of the firm. Effective tax minimization begins with long-term tax strategizing to establish overall objectives and is maintained with conscientious and consistent annual tax forecasting and mid-year tax planning.

Individuals

A core specialty is the preparation of tax returns for individual taxpayers and small businesses. We specialize in the preparation of Schedule C forms for sole proprietors and single member LLC owners.

Why choose us?

  • Our focus is you and meeting your needs.
  • We strive to maintain a relationship based on trust, likeability, and approachability.
  • We want to earn the right for you to refer us to your friends and family.
  • We are affordable, experienced, and friendly.

Helping Small Business Owners

  • We categorize income and expenses and reconcile bank and credit card accounts monthly.
  • We assist business owners with any questions early on during the year wisely planning for tax season.
  • Relevant financial reports are prepared to make sure company goals are on target and to address any cash flow issues early on before matters get worse allowing time to make necessary corrections to avoid disaster.
  • The state-of-the-art accounting software used in our office can provide helpful comparisons and calculations for effective, practical business analysis.
Schedule a Free Consultation

Client Testimonials

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 Rivera

Satisfied 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 Fouquet

Satisfied 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 Comienzos

Satisfied 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 Cook

Satisfied 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 Muller

Satisfied 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 Salcedo

Satisfied 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, CAA

Founder

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 Saker

Bookkeeper 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 Silva

Bookkeper 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: rv@preferred-books.com

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