Veris • The Proactive CPA

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, 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 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!

Veris Client Newsletter: May 2026 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...

Recently, some of our team volunteered at Rollings Middle School of the Arts for their Reality Town event

We had the opportunity to work directly with students as they navigated real life financial decisions, helping them think through budgeting for housing, transportation, insurance, and more.

It was a great experience being part of such a hands-on event and connecting with students as they worked through real-world scenarios. Thank you to Rollings Middle for having us!

Join us in celebrating Valerie and Dylan on their work anniversaries at Veris!

Their dedication, positive energy, and commitment to excellence make a meaningful impact on our team every day. Each of them brings something unique that strengthens our culture and supports our clients in all the right ways

We are truly grateful to have them as part of the Veris community and look forward to many more milestones ahead.

We’re excited to share that our Summerville office is moving to a new location just down the road.

Our new address will be 202 East 2nd North Street, Summerville, SC 29483, and we expect to be fully operational there in summer 2026.

From starting as an intern to growing into her role, Riley has embraced every opportunity to learn and develop at Veris. Her dedication and positive attitude reflect exactly what our culture is all about.

At Veris, we are proud to support our team members as they grow, and Riley’s journey is a great example of what is possible with the right support and environment.

Tax season 2026 is officially wrapped at Veris.

We celebrated with a sunny harbor cruise, complete with laughs, good food, and a few dolphins swimming alongside.

This is The Proactive CPA culture. Working hard for our clients, supporting each other like family, and taking time to celebrate the wins together.

Grateful for Team Veris.

What’s one thing your team does to recharge or celebrate after a demanding season like tax time? Share below.

We are incredibly proud to celebrate our Partners, Russell Deal, CPA, MBA, and Dan Sullivan, CPA, MSA, for being named to Forbes America's Best-in-State CPAs 2026 list.

Russell and Dan’s dedication to their clients, leadership within our firm, and commitment to proactive service set the standard at Veris. This recognition reflects the excellence, integrity, and care that drive everything we do.

Congratulations, Russell and Dan! We are honored to have you both leading by example every day.