Preferred Bookkeeping & Tax Services LLC

Helping businesses find clarity, peace, and growth through virtual bookkeeping, payroll, and advisory services.

A Partner Who Cares About Your Growth

Preferred Bookkeeping & Tax Services LLC is proudly owned by Rachel Velez in Palm Coast, Florida. With over 20 years of experience, Rachel blends technical expertise with holistic values to bring clarity, care, and personalized support to every client.


When you work with us, you’ll find more than a bookkeeper—you’ll find a listening ear, a trusted guide, and a growth partner. Our mission is to help you feel calm and confident about your finances while ensuring your business doesn’t just survive, but thrives.

Our  Services

Rooted trees symbolizing stable financial foundations through clear, dependable bookkeeping.

Client Accounting Services

Strong Roots. Clear Records.

Accurate bookkeeping and financial reporting that give you clarity today so you can make confident decisions.

Tree reflected in calm water, representing balance, clarity, and peace of mind in tax filing.

Tax Services

Peace of Mind Filing.

Compliance and peace of mind with IRS and state filings—saving you time, money, and stress.

Sunlit forest symbolizing sustainable growth, vision, and purpose-driven business planning.

Strategic Business Planning

Grow with Purpose.

Forward-looking advice to align your vision, finances, and strategy—so your business can grow with purpose.

Testimonials

Maribel Rivera

I have been using Preferred Bookkeeping and Tax Service for 20 years, now, to handle my taxes. I wouldn’t go anywhere else. She’s professional, honest, kind and very knowledgeable in her work. I totally recommend her to everyone.

Nuevos Comienzos

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.

Kevin Muller

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!

Kathryn Fouquet

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.

Thomasina Cook

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.

Lilia Salcedo

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.

Maribel Rivera

I have been using Preferred Bookkeeping and Tax Service for 20 years, now, to handle my taxes. I wouldn’t go anywhere else. She’s professional, honest, kind and very knowledgeable in her work. I totally recommend her to everyone.

Nuevos Comienzos

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.

Kevin Muller

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!

Kathryn Fouquet

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.

Thomasina Cook

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.

Lilia Salcedo

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.

Maribel Rivera

I have been using Preferred Bookkeeping and Tax Service for 20 years, now, to handle my taxes. I wouldn’t go anywhere else. She’s professional, honest, kind and very knowledgeable in her work. I totally recommend her to everyone.

Nuevos Comienzos

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.

Kevin Muller

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!

Kathryn Fouquet

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.

Thomasina Cook

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.

Lilia Salcedo

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.

Contact Us

Have a question, need clarity, or ready to get started?
Reach out today, and let’s explore how we can bring peace and growth to your finances.

Palm Coast, Florida

Email: [email protected]

Phone: 609-805-2055

 

Hablamos Español