★★★★★ 5.0 · 72 Google Reviews · Boutique Tax & Accounting Firm

Your tax firm
probably sucks.
We don't.

Built for business owners, investors, and high earners who expect more. 45+ years of EA expertise, amplified by AI tools we build ourselves — so you keep more of what you've earned.

No obligation. If your last preparer did everything right, we'll tell you — and shake their hand.

Second Look — Real Findings $46K Recovered
Basis & loss carryforwardsPrior preparer miscalculated both — caught in the first 3 minutes of review
⚑ $46,000 Found
100% bonus depreciationMade permanent by the 2025 tax bill — preparers on autopilot still use the old phase-down
⚑ Commonly Missed
R&D expensing (§174)New law allows amending 2022–2024 to deduct R&D costs — a look-back most owners never hear about
⚑ Recoverable
Filing accuracyWhen it's right, we say so — math, forms, and credits verified
✓ Clean
→ Findings from actual client reviews. Amended returns can generally reach back 3 years.

Real client results, anonymized. Individual results vary.

0
Years EA Experience
0
Returns Filed
0
72 Google Reviews
0
Times the IRS Won
The biggest tax-law overhaul in a decade just hit. 100% bonus depreciation. Retroactive R&D expensing. New QBI rules. If your preparer hasn't called you about it — that's a red flag. See what you might be missing →
The Velocity Second Look

Your last two returns might have cost you thousands.

We'll review your last two years of returns and consult with you — completely free. Deductions missed, structures that cost you, strategy your preparer never mentioned. And because amended returns can generally be filed up to three years back, what we find is often still recoverable.

We take 10 free reviews per month so every one gets real expert hours. When they're gone, they're gone.

What the Second Look covers
  • Reviewed by a 45+ year EA team — not software
  • Deductions, credits & entity structure, line by line
  • Missed money can often still be claimed (1040-X)
  • Free strategy consult included
  • Find nothing? You've confirmed you have a great advisor
The honest deal
No card. No commitment. No follow-up spam. A straight answer either way — that's the whole deal.
What We Do

Expert services. Modern tools.

From your personal 1040 to complex multi-entity structures — handled faster and smarter than anyone else in the region.

📋

Tax Preparation & Planning

Individual and business returns done right — with proactive planning built in so April never catches you off guard.

  • Individual & business returns
  • Multi-year filing & amendments
  • IRS representation & notices
📊

Bookkeeping & Accounting

Clean books, accurate P&Ls, and a clear view of your financial health — by QuickBooks ProAdvisor-certified pros.

  • Monthly bookkeeping & reconciliation
  • P&L & financial reporting
  • Cash flow analysis & payroll support
🚀

Business Advisory

From entity formation to exit planning — the high-level counsel most firms save for their biggest clients.

  • Entity formation (LLC, S-Corp, C-Corp)
  • Fractional CFO & financial leadership
  • Business sale & exit planning

Crypto Tax Advisory

Trading, staking, DeFi, NFTs — we've been in it long enough to know every angle the IRS cares about.

  • Capital gains & tax-loss harvesting
  • DeFi, staking & mining income
  • Cost-basis reconstruction
💎

Tax Subscription Plans

Stop treating taxes like a once-a-year panic. A dedicated expert and year-round advisory on a simple monthly plan.

  • Year-round advisor access
  • Quarterly planning check-ins
  • Simple monthly ACH — no surprise bills
Coming Soon
🤖

AI-Powered Tax Platform

Proprietary tools that eliminate paperwork and automate document collection — so your expert focuses on strategy.

  • Smart document ingestion & sorting
  • Pre-filled organizers from your history
  • Every return still reviewed by a human expert
Beyond Tax Season

Your books shouldn't be a mystery.

Taxes are one week of the story. Your books are the other 51. Our QuickBooks ProAdvisor-certified team keeps your bookkeeping clean, your P&L current, and your payroll on time — so every business decision starts from numbers you can trust. And when tax season comes, you're already done.

Years behind? Books a disaster? We specialize in cleanup — no judgment, no lecture. We've untangled worse than yours.

MonthlyBookkeeping & reconciliation
Real-timeP&L and cash flow visibility
Fractional CFOFinancial leadership, no CFO salary
One teamBooks + taxes under one roof
Why it matters
Messy books cost you twice
Once in bad decisions made on stale numbers. Again in April, when your preparer bills hours untangling them — or worse, misses deductions hiding in the mess.
Bundled advantage
Bookkeeping clients get tax strategy baked in all year — not bolted on in April.
One call, no finger-pointing
When your bookkeeper, tax preparer, and CFO are the same team, nothing falls through the cracks between them — and nobody blames the other guy.
The Question We Get Weekly

"But… are you a CPA?"
No. And that's the point.

A CPA is an accountant — licensed for audits and certified financials. That world is black and white, and it should be. Tax is different. Tax law has edges, elections, and judgment calls — the savings live in the grey — and navigating it is precisely what an Enrolled Agent is licensed by the IRS to do.

CPA
The Accountant
  • Licensed by the state — for accounting & audit
  • Lives in black and white. That's the job.
  • Certified financials, forensic books, attestation
  • Tax prep is often a side service, not the specialty

Need audited or forensic financials? Hire a CPA — we'll refer you to a great one.

EA · That's Us
The Tax Strategist
  • Licensed by the IRS itself — for tax, specifically
  • Lives in the grey — every legal recourse to cut what you owe
  • Unlimited representation rights before the IRS, all 50 states
  • Tax strategy isn't a side service. It's the entire job.

Want to keep more of what you earn? You need an EA. You need Velocity.

Why Velocity

We're not your grandpa's accounting firm.

70% of tax professionals are expected to retire in the next decade. Most are still faxing documents. We built something different — people-first, tech-forward, No BS.

Speed + Direction

Velocity isn't just fast — it's purposeful. Every engagement is built around your financial goals, not just your filing deadline.

🧠

45+ Years of Deep Expertise

Complex trusts, crypto portfolios, business sales, IRS audits — our team has navigated every scenario imaginable. Nothing surprises us.

🤖

AI Tools. Human Judgment.

Next-gen AI streamlines every step — but every return is reviewed and signed off by a credentialed expert. Every single time.

🤝

True Boutique Access

Your advisor's direct line. No call centers, no phone trees, no waiting three days for a callback.

📱

Modern & Paperless

Secure portal, e-signatures, text updates, online scheduling. Work with us from anywhere — no fax machine required.

💡

Proactive, Not Reactive

We don't just file what you bring us. We hunt for what you're missing — deductions, structures, and strategies that cut your burden every year.

"

His rates are quite low for the services he provides — he should probably charge more.

Sara Renner · Google Review

★★★★★

Client Reviews

Don't take our word for it.

72 reviews is just who took the time to write one. Behind them are thousands of clients served by a team whose EAs have been doing this for three decades. We didn't start last night — we've just never looked this good.

5.0★★★★★72 reviews on Google
1,000sof clients nationwide
30years — our most senior EAs
★★★★★

"Kevin is a true top-notch professional who really takes pride in his work. We are always impressed with his wealth of knowledge and ability to explain every detail. Simply the best, better than all the rest."

AA
Andrew Aldridge
Google Review
★★★★★

"Kevin is so knowledgeable and extremely helpful! He came highly recommended and did not disappoint. His rates are quite low for the services he provides — he should probably charge more."

SR
Sara Renner
Google Review
★★★★★

"Kevin Molen and his firm are a great business partner to have. He's helped advise and manage our personal and small business tax strategy for many years. We would not trust anyone else."

MK
Mike Krell
Google Review
The Team

The people behind your returns.

Kevin Molen — Managing Director
Kevin Molen
Managing Director

The face of Velocity Tax. 28+ years navigating the tax code — from simple W-2s to multi-entity structures, crypto, and IRS audits.

EA28+ Yrs
Jonathan Eller — President & CEO
Jonathan Eller
President & CEO

Built Velocity with one goal: disrupt an industry that hasn't changed in decades. AI + enterprise tech background meets boutique tax expertise.

FounderAI
Jason Grant — EA, Bookkeeper, Legal Advisor
Jason Grant
EA · Bookkeeper · Legal Advisor

A rare combination — tax expertise, accounting precision, and a law degree. The legal insight most firms simply can't offer.

EAJ.D.
Where We Are

Texas roots. National reach.

Headquartered in Conroe with team and client presence across the country — and a fully digital process that works from anywhere.

Conroe
TEXAS — HQ

2525 N Frazier St, Suite 6100
Conroe, TX 77303

Houston
TEXAS

Team & client presence
By appointment

Dallas
TEXAS

Team & client presence
By appointment

Bentonville
ARKANSAS

Team & client presence
By appointment

Anchorage
ALASKA

Team & client presence
By appointment

Fully digital process — secure upload, e-signature, video consults. We serve clients in all 50 states.

No-Risk Offer

Ready to find out what your last preparer missed?

Free two-year return review and strategy consult. No obligation, no pressure — just a straight answer from a team that's seen it all.