Taxes & Advanced Planning

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.

Talk with a Proactive CPA
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Business and Individual Clients Served Annually
2,000+

More Saved Toward Retirement Than the National Average
$13,746

Calls and Planning Check-Ins
Unlimited

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 constraints, resulting in missed opportunities.

Our 3-Step Process

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  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.

Our Process, and When We Talk

The five Veris CPA partners standing on the lawn beside the Veris sign outside the office
Proactive Advisory CPA Reactive CPA
Jan Ongoing monitoring & planning with your CPA Limited or NO communication with your CPA
Client event or regulatory change Implementing tax strategies
Dec – April 15 Tax savings realized Missed Opportunities

Packages and pricing

Bronze, Silver and Gold

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.

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.

What Our Clients Say

I’ve been very pleased with the continued exceptional service of Veris over these last several years since Hood and Selander 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

Not Sure Which Package Fits?

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

Let’s Start a Conversation

Tell us what you are working on and we will tell you how we can help.

Mount Pleasant · West Ashley · Summerville

Talk with a Proactive CPA
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