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.

Contact us

Let’s talk.

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

Request a Consultation