Taxes and Advanced Planning

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Taxes and Advanced Planning

YES! You can really meet with a CPA more than once a year. Your search is over!

Seeking a professionals help once a year is great if that professional is your doctor, but when it comes to your personal or business finances, once a year is simply not enough. A lot can happen in a year! We strive to get to know you and know the changes in your life events which may have ramifications on your financial strategy. In order to have financials that ebb and flow with all that is going on in your business and/or your life, Veris makes things simple by setting up regular advanced planning meetings. Yes, that is more than once a year!

Veris Tax and Advanced Planning Highlights

  • Focus on tax savings, building net worth, and making prudent financial decisions
  • Our clients are saving $13,746* more towards retirement than the national average.
  • Our clients save an average of $4,811* more in income taxes than the average American when using our wealth building strategies.
  • Where else can you get a 35% return on your money?
  • Mid-year advanced planning meetings:
    • Tax projections
    • Tax strategy sessions
    • Proactive advice


* Source: National average data compared to sample of Veris client data.

Complete List of Tax and Consulting Services

Our firm specializes in providing advanced tax planning services to individuals and businesses seeking to optimize their financial strategies. With a team of experienced professionals well-versed in the ever-changing tax laws and regulations, we are able to develop comprehensive plans tailored to each client’s unique needs and goals. Through careful analysis of income, expenses, investments, and other financial factors, we can identify opportunities for minimizing tax liabilities while maximizing savings and benefits. Our proactive approach to tax planning ensures that our clients are well-prepared for any changes in the tax landscape, allowing them to make informed decisions that will benefit them both now and in the future.

Our team of experienced professionals specializes in providing top-notch business tax preparation services to ensure that your financial obligations are met efficiently and accurately. Our meticulous attention to detail and comprehensive knowledge of current tax laws allow us to navigate through the complexities of tax preparation with ease. From gathering necessary financial documents to calculating deductions and credits, we handle every aspect of the process with precision and care. With our dedication to staying abreast of changing regulations and our commitment to delivering exceptional results, you can trust us to expertly manage all your business tax preparation needs.

We help prepare accurate tax reporting and compliance with tax laws. An income tax preparation service for individuals involves gathering all necessary financial documents, such as W-2 forms, 1099s, receipts for deductions, and other pertinent information. Our proactive tax team review all documents meticulously to identify potential deductions or credits that could help minimize the taxpayer’s liability. Additionally, we navigate through complex tax regulations to ensure all income sources are properly accounted for and reported accurately on the individual’s tax return.

At Veris, we pride ourselves on offering exceptional Fiduciary services for trusts and estates. Our team of experienced professionals understands the significant responsibility that comes with being a fiduciary, entrusted to act in the best interests of our clients. We approach each case with diligence, care, and expertise to ensure that all legal and ethical obligations are met. From managing assets to making critical decisions on behalf of beneficiaries, we take great care in upholding the highest standards of integrity and transparency.

Understanding and interpreting financial reports is a crucial skill for any individual or business looking to make informed decisions about their finances. Reading financial reports involves analyzing income statements, balance sheets, and cash flow statements to gain insight into the overall financial health of an organization. By learning how to read and interpret these reports, individuals can identify trends, assess profitability, and evaluate the company’s performance over time. This knowledge allows investors to make sound investment decisions based on concrete data rather than speculation or intuition.

Our talented tax team is here to offer comprehensive guidance on all aspects of business operations and decisions. From streamlining processes to improving efficiency, we will work closely with you to develop strategies that align with your company’s goals and objectives. By leveraging our expertise in analyzing market trends and financial data, we can help you make informed decisions that drive growth and profitability. Whether it’s developing a marketing plan or expanding into new markets, our tailored approach ensures that every aspect of your business operations is optimized for success.

We offer a comprehensive solution for businesses operating in multiple states to accurately report and comply with various state tax regulations. With the complexities of multi-state reporting, our service provides companies with the tools and expertise needed to navigate through different jurisdictions seamlessly. By centralizing all tax data across different states, organizations can streamline their reporting process and minimize the risk of errors or penalties. Additionally, this service ensures that businesses stay up-to-date with changing tax laws in each state, saving time and resources on researching and interpreting complex regulations.

Our personal finance coaching is designed to empower individuals with the knowledge and skills necessary to take control of their financial well-being. Our team will work closely with you to assess your current financial situation, set achievable goals, and develop a personalized plan for success. Through one-on-one sessions, we will provide guidance on budgeting, saving, investing, debt management, and more.

At Veris, we understand the importance of accurate and timely Nonprofit tax reporting. We are dedicated to providing comprehensive tax services that ensure your nonprofit remains compliant with all tax regulations. From preparing Form 990 to filing state-specific reports, we take care of every aspect of nonprofit tax reporting so you can focus on advancing your mission and cause. With our attention to detail and commitment to excellence, you can trust us to handle all your nonprofit tax reporting needs efficiently and effectively.

Year-round relationship

Focusing on advanced planning

Tax savings and net worth building