Taxes & Advanced Planning

Plan Smarter. Save More.
Move Forward With Purpose.

At Veris, we believe tax planning should give you clarity and control, not stress. Whether you’re an individual, a business owner, or both, we help you understand where you are today and where you’re headed. Every decision you make has a financial impact. Our role is to guide you through those decisions with proactive strategies, year-round access, and deep technical expertise so you can move forward with confidence, never second-guessing what was missed.

With proactive strategies, year-round access to experts, and deep technical insight, we guide you through key decisions that shape your financial future. You’ll never have to wonder if something was missed.

2,000+

Business and Individual
Clients Served Annually

$13,746

More Saved Toward Retirement
Than the National Average

Unlimited

Calls and Planning
Check-Ins

At Veris, we believe tax season should feel empowering, not reactive. Our goal is to help you understand where you are, where you are going, and how every decision today shapes your financial tomorrow. We combine proactive planning, year-round accessibility, and deep technical expertise so you never have to wonder if something was missed.

Start the Conversation

How It Works

Proactive vs. Reactive

Tax Advisory

Proactive Advisory CPA – Frequent Touch Points

A proactive CPA, like Veris, stays in touch year-round, collaborating with you and other professionals to plan ahead, implement strategies, and maximize tax savings before year-end.

Reactive CPA – Limited/No Touch Points

A reactive CPA may not be aware of your major life events or new tax law changes until after year-end, often due to limited communication or workload constrains, resulting in missed opportunities.

Our 3-Step Process

1. Review and Assess

We begin with a thorough review of your prior year returns to understand your current landscape, identify what is working, and pinpoint areas for improvement.

2. Plan and Execute

Next, we develop a customized plan that fits your goals. This may include corrective actions, current year filings, or forward-looking strategies that help you stay ahead.

3. Monitor and Adjust

We maintain consistent touch points to ensure your plan continues to perform. Through ongoing advisory, we adapt your strategy as your business, family, or priorities evolve.

Why Charleston, Mount Pleasant, and Summerville
Individuals and Businesses Choose Veris for Tax Services

Always available

Unlimited calls, emails, and proactive check-ins to keep you ahead of tax deadlines and opportunities.

Meet every deadline

Proactive planning and transparent timelines ensure every filing and payment is on time.

Local roots, big firm expertise

Charleston-based professionals with experience at regional and national firms, serving Mount Pleasant and Summerville.

Collaborative and transparent

We communicate clearly and often, working alongside your advisors to make sure nothing is missed.

Tax strategy depth

Extensive experience with small businesses, professional services, real estate, and high-net-worth individuals.

Technology-driven

Modern tools for secure document exchange, digital signatures, and analytics-based planning that streamline your experience.

Packages and Pricing

Every engagement is tailored to your goals, complexity, and preferred level of involvement.

Bronze

Peace of Mind

Best for individuals or families with straightforward tax needs who want accurate, on-time filings and clear communication.

Silver

Plan for Growth

Ideal for small businesses and individuals with evolving financial situations who want to maximize their current and future tax benefits.

Gold

Partner for the Future

Our most comprehensive option includes quarterly advisory meetings and hands-on guidance for clients with complex or changing operations. This level is also well suited for business owners preparing for a potential sale or ownership transition.

If you are unsure which package fits best, try our pricing tool to explore your options before we prepare a tailored proposal.

Start with Our Pricing Tool

Schedule a Tax Discovery Call

“I’ve been very pleased with the continued exceptional service of Veris over these last several years since Hood and Sealander were acquired. The prompt response to problems and questions is very reassuring and gratifying. Keep up the great work.”

Bob Glen

“Veris is an excellent CPA firm. They make tax season a breeze. With the different levels of service and protection plans, I have never felt more secure with my tax portfolio.”

Dawn Rooke

Veris CPA - Awards Logos