Taxes and Advanced Planning
At Veris, we’re dedicated to proactive tax planning to ensure our clients’ financial peace of mind. When you choose our proactive planning services, our team will reach out to initiate a comprehensive tax strategy tailored to your needs. Experience the relief of having our experts handle your taxes well in advance, allowing you to avoid last-minute surprises in the Spring. Let Veris take the worry out of tax season, so you can focus on what matters most.
Complete List of Tax and Consulting Services
- Help individuals and businesses optimize financial strategies
- Communicate updates on ever-changing tax laws and regulations
- Identify opportunities for minimizing tax liabilities while maximizing savings and benefits
- Provide information to help clients make informed decisions that will benefit them both now and in the future
- Ensure that your financial obligations are met efficiently and accurately
- Assistance with gathering necessary financial documents and calculating deductions and credits
- Provide comprehensive knowledge of current tax laws and complexities
- Accurate tax reporting and compliance with tax laws
- Identification of potential deductions or credits that could help minimize the taxpayer’s liability
- Help to ensure all income sources are properly accounted for and reported
- Offering exceptional Fiduciary tax services for trusts and estates
- Upholding the highest standards of integrity and transparency with regards to assets and beneficiaries
- Assistance with reading and interpretation of financial reports
- Training on identification of trends, assessment of profitability, and overall company performance
- Advice on streamlining processes and improving efficiency
- Expertise in analyzing market trends and financial data
- Provide tailored approach to your business operations and environment
- Provides the tools and expertise needed to navigate through different jurisdictions seamlessly
- Streamline reporting process and minimize the risk of errors and penalties
- Provide updates on changing tax laws in each state
- Ensure compliance with all nonprofit tax regulations
- Assist in all aspects of nonprofit tax reporting from Form 990 to state-specific reporting
“Last year my tax preparation needs became more complex and I was referred to Veris. They listened to my concerns and immediately offered suggestions as to best cope with the situation at hand. I have since signed on with Veris for my yearly tax preparation needs. They offer different tiers and levels of service based upon personal need. From the receptionist at the entrance to everyone we have encountered at Veris, their customer service has been exceptional. Phone calls and emails are always answered and responded to promptly. It gives my family such peace of mind knowing we are in such capable hands.”
–Thomas Musiol
“I am pleased to see your company is focused on advising, advanced planning and helping business owners run their business vs. just filling out tax forms. So often small business owners, myself included, get so involved with day to day operations that we fail to see or understand the financial underpinnings of our business. Veris showed me how to use my Company’s financial information to allow better and more profitable business decisions. For that I am grateful.”
–Tom Wilkinson