Gabriel Velez

About Gabriel Velez

Strategic Tax & Accounting Solutions for Growth-Focused BusinessesAs a Certified Public Accountant and Partner at Tehrani & Velez, LLP, I help business owners navigate complex tax strategies and financial planning to maximize profitability and minimize tax liabilities. My firm specializes in working with privately held businesses generating $1M to $50M in revenue, providing proactive tax planning, accounting, and financial strategy to drive sustainable growth.How I Help: Advanced Tax Planning – Minimize your tax burden with tailored strategies. Accounting & CFO Services – Gain clarity and control over your financials. Tax Compliance & Advisory – Stay compliant while optimizing for savings. Entity Structuring & Business Strategy – Ensure your business is set up for success.At Tehrani & Velez, LLP, we go beyond compliance—we partner with business owners to provide proactive financial insights that fuel expansion and profitability.If you\'re looking for a CPA who does more than just file returns, let’s connect.

Experience

1. Partner

   Tehrani & Velez, Llp

   Sep 2017 — Present · Irvine, CA, US

   As a founding Partner, my roles and responsibilities include leadership, strategy, and client service, ensuring the firm delivers high-quality tax and accounting solutions while scaling effectively. Strategic Leadership & Firm Growth-Vision & Strategy – Drive the firm’s growth, targeting 20%+ annual revenue increases-EOS Leadership – Implement the Entrepreneurial Operating System (EOS) to enhance efficiency-Process Improvement – Optimize workflows, including migrating to a new practice management solution-Talent Development – Foster team growth through structured career paths, education, and cross-training.Client Services & Advisory-Tax Planning & Strategy – Provide proactive tax-saving strategies for businesses earning $1M–$50M in revenue-Business Advisory & CFO Services – Guide clients on financial decision-making, entity structuring, and cash flow optimization-IRS & State Compliance – Ensure regulatory compliance while minimizing tax liabilities-Client Collaboration & Process Efficiency – Lead initiatives like implementing Practice Management Solutions and documenting Standard Operating Procedures.Operational & Financial Oversight-Revenue & Profitability – Ensure the firm’s financial health, optimizing service offerings for scalability.Marketing & Business Development-Brand Positioning – Establish the firm as a leader in tax planning and accounting-Content & Thought Leadership – Develop SEO-optimized tax content, monthly newsletters, and social media engagement-Client Acquisition & Retention – Build relationships with business owners, leveraging network marketing, referrals, and digital marketing.

Education

• University of California, Irvine

  B.A.

• St. John Bosco High School

  High School Diploma

• UCLA Extension

  Tax Law/Taxation & Accounting