TAX PREP • TAX ADVISORY • ACCOUNTING
START WITH A COMPLIMENTARY TAX ASSESSMENT — 15 MINUTES, NO OBLIGATION, DIRECT PARTNER ACCESS.
BOBBACK TEHRANI PARTNER, CPA
GABRIEL VELEZ PARTNER, CPA, EA
We work with business owners, real estate investors, and high-income professionals who are done guessing at their tax exposure and are ready for a real strategy.
CPA = Certified Public Accountant · EA = Enrolled Agent (highest IRS credential for tax representation)
CLAIM YOUR COMPLIMENTARY TAX ASSESSMENT
No spam. No obligation. A partner reviews every submission personally
Recognized by Clutch, the world's leading B2B ratings platform, as a top-rated financial and tax advisory firm | QuickBooks Elite ProAdvisor | Rated 5 Stars by 50+ Clients
30+
YEARS | COMBINED PARTNER EXPERIENCE
200+
BUSINESSES | CLIENTS SERVED
$0
HIDDEN FEES
CPA+EA
DUAL-CREDENTIALED PARTNER
THE PROBLEM
MOST FINANCIAL DECISIONS ARE MADE WITHOUT THE FULL PICTURE
If your CPA only calls at tax time, you're not getting advice — you're getting history.
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No proactive strategy — only year-end scrambles.
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Missed deductions, credits, and entity-level savings
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Books that don't tell the full financial story
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No one connecting your tax, accounting, and business goals
See if a proactive strategy could change your numbers. See If You Qualify →
THE T&V APPROACH
YOUR FINANCIAL TEAM. ACTIVE ALL YEAR.
We act as your financial partners, not just your accountants. We make
moves before the year ends, not after.
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Year-round advisory — so your decisions are made with context, not in hindsight
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Transparent, upfront pricing — no surprises
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Direct partner access
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A plan built around your business entity, your goals, and your timeline
WHO WE WORK WITH
BUILT FOR BUSINESS OWNERS AND HIGH-INCOME PROFESSIONALS.
We work with clients who have complex tax situations and are ready for a relationship, not a transaction.
01
BUSINESS OWNERS
S-corps, LLCs, and partnerships navigating growth, entity optimization, and tax exposure they're not fully aware of. If your CPA only shows up at filing time, you're not getting the strategy your business deserves.
02
REAL ESTATE INVESTORS
Active and passive investors managing depreciation, cost segregation, and 1031 exchanges who need a partner, not a preparer. Whether you hold two doors or twenty, the right strategy is the difference between a tax bill and a tax shelter.
03
ATTORNEYS
High-earning associates, firm partners, and solo practitioners who've never had a CPA show them how to use their income structure to their advantage. You know the law — we make sure it works for you.
04
PHYSICIANS
W-2 earners and practice owners navigating income spikes, peak-earning years, and the retirement planning complexity that comes with high-income medicine. Most physicians overpay in taxes for years before they find the right team.
05
ENTREPRENEURS
Founders and operators across industries who are scaling fast and making high-stakes financial decisions without a strategic tax partner in the room. We work with you year-round so growth doesn't come with a surprise tax bill.
06
HIGH-INCOME EARNERS
Executives, consultants, and W-2 professionals who've crossed new income thresholds and don't yet have a proactive strategy to match. If your income has grown faster than your tax plan, that gap is costing you.
WHAT WE DO
WHEREVER YOU START,
WE SEE THE FULL PICTURE.
We work across tax, accounting, and business advisory because your financial life doesn’t fit in a single category.
TAX ADVISORY
TAX ADVISORY & PLANNING
More than preparation. We build proactive strategies to legally minimize what you owe, before the year ends, not after.
Proactive Tax Planning · Quarterly Planning · Monthly Strategy Tracker
INCLUDES:
REAL ESTATE
REAL ESTATE
TAX STRATEGY
Cost segregation, 1031 exchanges, and
depreciation planning to help investors
keep more of what they earn.
INCLUDES:
Rental Income · Passive Activity Rules
Short-Term Rentals
REAL ESTATE
TAX PREPARATION
Accurate, thorough, and filed on time. For individuals and businesses who want preparation handled by the same team managing their strategy.
INCLUDES:
Individual (1040) · S-Corporation (1120-S)
C-Corporation (1120) · Partnership (1065)
ACCOUNTING
BUSINESS ADVISORY
& ACCOUNTING
Clean books, clear financials, and a
partner who understands your numbers so you can decide with confidence.
INCLUDES:
Bookkeeping · Financial Reporting
Controller Services
CLIENT RESULTS
WHAT OUR CLIENTS SAY.
★ ★ ★ ★ ★
"Before T&V, I had no idea how much I was overpaying. Within the first year, we restructured my entity
and I saved over $22,000 in taxes. They're not just accountants — they're partners."
Michael T.
E-commerce Owner
★ ★ ★ ★ ★
"Gabriel walked me through a cost segregation study on my rental portfolio that I never knew I needed.
The tax savings paid for years
of advisory fees. I can't imagine working with anyone else."
Sandra L.
Real Estate Investor
★ ★ ★ ★ ★
"Bobback and Gabriel completely changed how I approach my finances.
I was leaving money on the table every single year. They treat me like a partner, not a number."
Dr. James R.
Physician
YOUR FIRST STEP
COMPLIMENTARY TAX ASSESSMENT CALL
No pressure. No obligation. Submit a few quick details and a partner will personally follow up to schedule a focused conversation about where you are, where you want to be, and whether we're the right fit to get you there.
✓A focused 15-minute conversation with a partner
✓ A quick review of your current tax or financial situation
✓ Honest feedback on whether T&V is a fit for your needs
✓ Clear next steps, with no pressure or obligation
YOUR ADVISORS
YOU'LL WORK DIRECTLY WITH
THE PARTNERS.
PARTNER
BOBBACK TEHRANI, CPA
PARTNER
GABRIEL VELEZ, CPA, EA
COMMON QUESTIONS
WHAT YOU'RE PROBABLY WONDERING.
READY FOR A FINANCIAL PARTNER?
If you already know you're ready, pick a time below.
15 minutes · No obligation · Direct partner access guaranteed
Or call: (949) 587-9890