About Luis M. Veloz

A New Yorker at heart, Luis M. Veloz brings a sharp, analytical edge to commercial and residential real estate finance. Dual-licensed as both a Real Estate Agent and an Accountant, he combines market expertise with financial precision to deliver seamless loan closings. With over twenty-two years of specialized experience in tax preparation, amendments, and debt settlement, Luis offers clients a rare 360-degree perspective that integrates real estate, lending, and taxation. His approach ensures every transaction is de-risked, strategically structured, and aligned to maximize financial advantage.

Work Experience

Luis’s career reflects a unique intersection of real estate, lending, and taxation expertise:

• 22+ Years in Taxation – Skilled in tax preparation, amendments, and debt settlement strategies.
• Licensed Real Estate Agent – Helping clients identify, evaluate, and secure the right properties.
• Licensed Accountant – Applying financial discipline and auditing precision to every transaction.
• Loan Processing Expertise – Experienced in structuring and processing commercial, business, and real estate loans.
• Internal Auditing Background – Ensures meticulous file accuracy and flawless closings.
• Transaction Risk Mitigation – Combines expertise to safeguard clients against hidden liabilities.
• Client-Focused Solutions – Designs tailored strategies that empower investments with clarity and confidence.