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

$15,194

The average annual tax savings for Proactive Planning clients

$18,829

The average COVID credits that Veris found for our business clients

72%

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

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