Veritas Planning Advisors - CPA

10/27/2026

Good news for adoptive families: the IRS is automatically issuing refunds for some 2025 adoption credit carryforwards—no amended return needed for many taxpayers. You could be eligible for a surprise tax benefit. Read now to see what’s changing and who may qualify.

Learn how IRS News Release IR-2026-123 allows 2020-2024 adoption credit carryforwards to trigger unexpected refunds on 2025 tax returns.

10/27/2026

Don't let your FSA dollars disappear. Review your balance now and plan ahead for eligible healthcare expenses before year-end.

10/26/2026

Watch this video for a quick overview of bunching tax deductions.

10/26/2026

Paying close to the standard deduction every year? You might be missing a smart tax strategy called **bunching**—and it could help you maximize deductions in alternating years. Learn how timing your expenses can make a big difference. **Check it out** to see if it could fit your tax plan.

Learn how bunching your tax deductions can maximize your savings. Watch our quick video overview and contact Veritas Planning Advisors in Somerville, NJ.

10/26/2026

Big achievements don't happen overnight—they're built through the courage to keep showing up. Let this week be another step toward your goals.

10/23/2026

November is packed with payroll and employment tax deadlines—miss one, and it can affect your cash flow and compliance. A quick check now can help your business stay on track through year-end. Read now to see what’s due and when.

Stay compliant this November. Review 2026 business tax due dates, including payroll, Form 941, and disaster relief extensions with Veritas Planning Advisors.

10/23/2026

A new IRS app is here—but seeing your balance or notice is only the first step. The real question is: what does it actually mean for your tax situation? Before you pay or panic, make sure you understand the details. Read now to see why a quick check can save you time, stress, and costly mistakes.

Learn about the new IRS mobile app replacing IRS2Go. Discover how to check balances, review transcripts, avoid scams, and verify tax account data.

10/23/2026

Happy clients can be your best source of new business! A simple follow-up can turn great photos into lasting relationships and valuable referrals.

10/22/2026

November tax reminders can sneak up fast—especially if you earn tips. If you received $20 or more in October, you may need to report it to your employer by November 10. Don’t let a simple deadline turn into a tax headache. Check it out to stay ahead and avoid surprises!

Review key November 2026 tax deadlines, including tip reporting requirements and disaster area extensions, with Veritas Planning Advisors.

10/22/2026

Did you know your paid family and medical leave policy could also help lower your tax bill? Starting in 2026, the PFML credit becomes a permanent planning tool for employers looking to support employees and manage costs smarter. Find out how this benefit can work for your business.

Learn how eligible employers can claim the Section 45S Paid Family and Medical Leave credit to reduce tax liabilities and enhance employee benefits.