FREE Tax Return Review

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FREE Tax Return Review

Veris would like to offer you a FREE tax return review to see where we can save you money! Are you in?

Here is your typical accounting scenario – let’s see if it sounds familiar.

  • April 15 th is coming. You gather your documents and contact your CPA
  • Your CPA calls and you scramble to find missing documents
  • You receive a call that your tax form is ready to sign, but there is no time to review it
  • You stand in the lobby and are told that you owe a large tax bill
  • You are surprised and you are frustrated!

Here is the Veris solution – doesn’t this sound better?

  • At Veris, we have the Heart of a Teacher and specialize in Proactive Tax Planning
  • Well before April 15 th we have regularly scheduled planning and advisory meetings
  • No more wondering, “what else can I be doing now to save on taxes later?”
  • Our process is efficient and turn time is quick
  • No more surprise tax bills on April 15th
  • We have several planning packages to fit your needs

FREE tax return review

Veris provides a Proactive Advantage for our clients


The average annual tax savings for Proactive Planning clients


The average COVID credits that Veris found for our business clients


The percentage of business owners who plan to change CPA’s this year. What about you?

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