Veris | The Proactive CPA

Veris is a proactive, full-service CPA firm serving the tax, accounting & consulting needs of individuals & small businesses.

[Veris | The Proactive CPA @VerisCPA]

We're grateful for the trust our clients place in us and proud of the team members who serve them every day.

Recently, we received this feedback from one of South Carolina's charter school authorizers. Comments like these remind us why responsiveness, attention to detail, and proactive service matter.

Thank you to our team for making a difference for the schools and communities we serve.

#TheProactiveCPA #CharterSchools #ClientFeedback

[Veris | The Proactive CPA @VerisCPA]

Recently, our team spent the day exploring historic downtown Charleston with @OnPurposAdvntrs

A little friendly competition, a lot of teamwork, and plenty of laughs made for a great day together.

Strong relationships create strong teams, and strong teams create better experiences for our clients.

#TheProactiveCPA #VerisCulture #CharlestonSC #TeamBuilding

[Veris | The Proactive CPA @VerisCPA]

Happy Father’s Day to all the incredible dads and father figures who bring strength, integrity, and quiet consistency to both home and life.

To every dad who works hard, leads by example, stays steady through challenges, and still finds time to deliver those classic dad jokes, thank you. Your impact reaches far beyond what you see.

Wishing you a Happy Father’s Day!

#TheProactiveCPA #FathersDay #DadAppreciation

[Veris | The Proactive CPA @VerisCPA]

As a busy mom and active member of the community, Ray has been an incredible addition to the Veris team.

Her caring nature, positive energy, and passion for giving back create a meaningful impact both within our office and throughout the community we serve.

#TheProactiveCPA #VoicesofVeris #EmployeeSpotlight #VerisCulture

[Veris | The Proactive CPA @VerisCPA]

Thank you, Summerville!

We're honored to be recognized in the @SummervilleJournal 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.

#TheProactiveCPA #SummervilleSC #BestOf #ReadersChoice

[Veris | The Proactive CPA @VerisCPA]

The IRS sends you a notice! What to do? This month's letter walks you through the process, plus much more! https://t.co/SixEcCxYVm

[Veris | The Proactive CPA @VerisCPA]

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.

#TheProactiveCPA #WorkAnniversaries #EmployeeSpotlight

[Veris | The Proactive CPA @VerisCPA]

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!

#TheProactiveCPA #VerisCulture #WelcomeToVeris

[Veris | The Proactive CPA @VerisCPA]

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.

#TheProactiveCPA #MemorialDay #Neverforget #HonorandCourage

[Veris | The Proactive CPA @VerisCPA]

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.

#TheProactiveCPA #CompanyCulture #TeamVeris

[Veris | The Proactive CPA @VerisCPA]

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.

#TheProactiveCPA #CharterSchools #NationalCharterSchoolsWeek

[Veris | The Proactive CPA @VerisCPA]

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.

#TheProactiveCPA #MothersDay #ThanksMom

[Veris | The Proactive CPA @VerisCPA]

Want a lower tax bill? Your tax planning needs to start now! https://t.co/w7QRK15GUB

[Veris | The Proactive CPA @VerisCPA]

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!

#TheProactiveCPA #RealityTown #RMSA #CommunityGiveBacks

[Veris | The Proactive CPA @VerisCPA]

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.

#TheProactiveCPA #workanniversaries #EmployeeSpotlight

[Veris | The Proactive CPA @VerisCPA]

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.

#TheProactiveCPA #WereMoving #Summer2026 #BigMoves

[Veris | The Proactive CPA @VerisCPA]

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.

#TheProactiveCPA #EmployeeSpotlight #VoicesofVeris #VerisCulture

[Veris | The Proactive CPA @VerisCPA]

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.

#TheProactiveCPA #TeamVeris #EndOfTaxSeason

[Veris | The Proactive CPA @VerisCPA]

https://t.co/WPHV5LAaxP

[Veris | The Proactive CPA @VerisCPA]

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.

#TheProactiveCPA #Forbes #BestInState #CPA