Veris • The Proactive CPA

Veris • The Proactive CPA Veris is a full service CPA firm to serve the tax, accounting and consulting needs of individuals and businesses in the Charleston area and beyond.

Veris | The Proactive CPA provides proactive, relationship-driven tax, audit, accounting, and advisory services throughout the Lowcountry for individuals, businesses, and nonprofits. Do you feel like you are not getting all you need from your current CPA? That is because most accountants focus on providing you lots of numbers. Do you know what those numbers mean? That is the missing puzzle piece.

Our Veris team provides you with accurate financials, but we go above and beyond the numbers in two ways. First, we provide insight into what those numbers mean. We have the Heart of a Teacher so we take the time to explain the numbers and spreadsheets so you can make knowledgeable financial decisions. Second, we provide PROactive information, not REactive numbers. That means we work with you all year long to plan, predict, and adjust to the changes in your life. With this approach, there are no surprises, and often times, there are savings. What are you waiting for? Isn’t it time you switched to a CPA who completes your puzzle?

Thank you, Summerville!We're honored to be recognized in the Summerville Journal Scene Readers' Choice Awards as:• Best ...
06/05/2026

Thank you, Summerville!

We're honored to be recognized in the Summerville Journal Scene Readers' Choice Awards as:

• Best Accounting Firm
• Best Accountant, Russell Deal

We appreciate the trust our clients place in us and are grateful for the opportunity to serve this incredible community.

Thank you for your support and for making Veris your choice for accounting services.

The IRS sends you a notice! What to do? This month's letter walks you through the process, plus much more!
06/03/2026

The IRS sends you a notice! What to do? This month's letter walks you through the process, plus much more!

As summer settles in and schedules fill up, a few smart decisions now can help you avoid costly surprises later. In this issue, there are strategies to strengthen your financial footing – from midyear tax planning opportunities to knowing when to call for help with an IRS notice. There is also...

This June, we are proud to celebrate three incredible team members and their work anniversaries at Veris CPA.Brooke Skin...
06/01/2026

This June, we are proud to celebrate three incredible team members and their work anniversaries at Veris CPA.

Brooke Skinner, Puja Goyal Pasari, and Melissa Rafte each play a meaningful role in who we are as a firm. Their dedication, talent, and unique strengths continue to shape our team and elevate the experience we provide to our clients.

We are grateful for the impact each of you makes every day and are excited for what lies ahead. Congratulations on your work anniversaries and thank you for being such an important part of Veris.

We’re excited to welcome Barb Ocenasova and Tylen Thomas to Veris!After interning with us during the 2026 tax season, Ba...
05/26/2026

We’re excited to welcome Barb Ocenasova and Tylen Thomas to Veris!

After interning with us during the 2026 tax season, Barb has joined us full time as a Tax Associate. Her professionalism and dedication to our clients made her a great fit for the Veris team.

Tylen joins us as a CAS intern and brings a strong willingness to learn along with a great attitude and drive to succeed.

We’re glad to have them both with us!

Today we pause to honor those who gave their lives in service to our nation.Their sacrifice will never be forgotten, and...
05/25/2026

Today we pause to honor those who gave their lives in service to our nation.

Their sacrifice will never be forgotten, and their legacy lives on in the freedoms we hold dear.

Wishing everyone a meaningful Memorial Day.

We recently ran an internal survey and asked our team for honest feedback.This response says a lot more than we ever cou...
05/18/2026

We recently ran an internal survey and asked our team for honest feedback.

This response says a lot more than we ever could.

Grateful for our team and the environment we’re continuing to build together.

It’s National Charter Schools Week!At Veris CPA, we’re proud to support organizations that make a lasting impact, includ...
05/11/2026

It’s National Charter Schools Week!

At Veris CPA, we’re proud to support organizations that make a lasting impact, including charter schools, nonprofits, and small businesses.

This week, we’re taking a moment to recognize the incredible charter schools we work with and the difference they make in shaping future leaders.

To our charter school clients, thank you for the work you do and the trust you place in our team. We are grateful to be part of your journey and to support your continued success.

Wishing a very Happy Mother’s Day to every kind of mom, especially those who give their time, energy, and heart to suppo...
05/10/2026

Wishing a very Happy Mother’s Day to every kind of mom, especially those who give their time, energy, and heart to support others.

We are grateful for the moms on our team who show up each day with compassion, commitment, and quiet strength.

To the moms who balance it all, who lead with patience, and who find ways to keep everything moving forward, your dedication makes a lasting impact.

We appreciate all that you do and hope today brings a moment to feel recognized and celebrated.

Want a lower tax bill? Your tax planning needs to start now!
05/06/2026

Want a lower tax bill? Your tax planning needs to start now!

With so much uncertainty in the economy, the tendency is to step back and wait until things settle down. On the other hand the early bird catches the worm. Now is a great time to be thinking about steps to reduce your tax obligations, both this year and into the future. This month an article is pres...

Address

1156 Bowman Road Suite 100-A
Mount Pleasant, SC
29464

Opening Hours

Monday 8am - 3pm
Tuesday 8am - 3pm
Wednesday 8am - 3pm
Thursday 8am - 3pm

Telephone

(843) 881-4477

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