Our Services

At Veritad Financial, we’re dedicated to providing accurate, honest, and personalized accounting solutions for small businesses, nonprofits, and individuals. Our CPA-led firm delivers the peace of mind you need—so you can focus on your mission.

Business Tax & Accounting

Grow with Confidence

We help small and midsize business owners stay compliant and organized, with services tailored to your unique needs.

  • Tax planning and preparation

  • Bookkeeping and financial reporting

  • Payroll support

  • Business consulting

Why it matters:

Accurate, proactive accounting means fewer surprises and more time to focus on what you do best.

Person working on tax or finance documents at a wooden desk, with a laptop displaying a schedule or spreadsheet, a cup of tea, a calculator, and a stack of papers with blue pens
A cluttered desk with a laptop displaying a spreadsheet, a calculator, a pen, a stack of papers, and a glass of tea in a home office setting
Close-up of two people shaking hands, one with dark skin and the other with light skin, in a professional setting.

Nonprofit Services

Specialized Support for Not For Profit Organizations

We understand the unique challenges nonprofits face. Our team ensures your organization remains transparent, compliant, and ready for growth.

  • IRS compliance and reporting

  • Fund accounting

  • Grant tracking and reporting

  • Board and donor-ready financial statements

Personal Tax Services

Why it matters:

With Veritad Financial, your board and donors can trust your numbers—and your team can stay focused on your mission.

Personalized Tax Solutions

Whether you’re a business owner or an individual, you deserve a smooth, stress-free tax season.

  • Individual tax preparation

  • Tax planning and strategy

  • IRS correspondence and support

Why it matters:

We take the worry out of tax time, so you can focus on what matters most.

Let’s talk.

We’ll listen, answer your questions, and help you find the right solution.