Veris • The Proactive CPA

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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?

We officially cut the ribbon on our new Summerville office!Thank you to everyone who joined us and to the Summerville Ch...
10/12/2026

We officially cut the ribbon on our new Summerville office!

Thank you to everyone who joined us and to the Summerville Chamber of Commerce for making it a special day.

We’re proud to keep growing and investing in this community!

Pretzel making, sharing family photos, and plenty of good conversation! Our Veris team recently spent time with resident...
10/07/2026

Pretzel making, sharing family photos, and plenty of good conversation!

Our Veris team recently spent time with residents at The Palms of Mt. Pleasant, sharing stories and getting to know some of our neighbors.

Thank you to the residents and staff for making us feel so welcome, and Tara Durham & Michelle Bilodeau (not pictured) for organizing the visit. We’re looking forward to coming back!

Now is the time to visit your tax obligation. Here are some areas worth your attention.
10/07/2026

Now is the time to visit your tax obligation. Here are some areas worth your attention.

Fall is now upon us meaning there are only three months left to consider making smart moves to manage your tax obligation. With this in mind, why not review the tips included here to see if there is an area or two worthy of your attention. Plus consider a deeper dive into the long held idea of creat...

Congratulations to Madison Bagwell, Darien Castagna, and Drew Dellinger!The unique skills, perspectives, and dedication ...
10/01/2026

Congratulations to Madison Bagwell, Darien Castagna, and Drew Dellinger!

The unique skills, perspectives, and dedication each of you brings to Veris play an important role in making our firm what it is. We’re grateful for all you contribute and the difference you make for our clients and our team.

Happy Work Anniversary!

The culture we build at Veris extends beyond the office. Making time to serve our community together is one part of that...
09/21/2026

The culture we build at Veris extends beyond the office. Making time to serve our community together is one part of that. Hearing what it means to our people makes it even more worthwhile.

Payton Bogatch shares her perspective below.

Today, we remember the lives lost on September 11, 2001, and honor the courage of the first responders, volunteers, and ...
09/11/2026

Today, we remember the lives lost on September 11, 2001, and honor the courage of the first responders, volunteers, and countless individuals who stepped forward in the face of tragedy.

Twenty-five years later, the strength, compassion, and unity shown on that day remain a powerful reminder of what can bring us together.

We will never forget.

Small financial moves can pay off for years. Discover tax breaks for education, simple tax-planning strategies, ways to ...
09/02/2026

Small financial moves can pay off for years. Discover tax breaks for education, simple tax-planning strategies, ways to make banks compete for you, and how to avoid the technology upgrade tax.

College and trade schools are investments that can pay dividends for years. The same can be true of a few smart tax habits repeated year after year. In this month’s newsletter, we take a closer look at tax breaks for post-secondary education along with practical tax planning moves that can del...

Cheers to Our September Work Anniversaries! This month, we’re celebrating Jackie Jackson, Latonia Bennett, Bailey Flemin...
09/01/2026

Cheers to Our September Work Anniversaries!

This month, we’re celebrating Jackie Jackson, Latonia Bennett, Bailey Fleming, and Payton Bogatch!

We’re grateful for the talent, dedication, and positive impact each of you brings to Veris. Thank you for all you do to support our clients, strengthen our team, and contribute to our success.

We’re proud to have you on Team Veris and look forward to celebrating many more milestones together. Happy Work Anniversary!

South Carolina’s Charter School Accountability Act is now in effect. Is your school ready?We made it easy.Download our f...
08/24/2026

South Carolina’s Charter School Accountability Act is now in effect. Is your school ready?

We made it easy.

Download our free 21-point compliance assessment and quickly check your school’s compliance with the new Charter School Accountability Act requirements.

✓ Website transparency
✓ Transaction registers
✓ Credit card requirements
✓ Governance & board responsibilities
✓ Overall compliance

Work through the checklist, identify any gaps, and know what needs your attention.

Free download:
https://veriscpa.com/charter-school-accountability-act/

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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