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!
- Advanced tax planning
- Business tax preparation
- Income tax preparation for individuals
- Fiduciary (trusts and estates)
- Education on reading financial reports
- Guidance with business operations and decisions
- Multi-state reporting
- Coaching on personal finance
- Nonprofit tax 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.”
“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.”