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VeriTax

FAQ

Frequently asked questions

What to expect when working with us.

What does the initial consultation cost?

Nothing. The first consultation is free. We’ll discuss your situation, answer your questions, and recommend next steps — no obligation.

What types of clients do you work with?

Individuals with W-2 income, self-employed freelancers and contractors, and small business owners who need tax preparation, bookkeeping, or payroll. If your taxes have gotten more complicated than TurboTax can handle, you’re in the right place.

Will I actually work with a CPA, or get handed off?

You work directly with Seth. Preparation, review, and filing are all handled personally — no junior staff, no outsourcing, no surprises.

How is this different from going to a big tax chain?

Tax chains are built for speed and volume. VeriTax is built for accuracy and strategy. You get a year-round CPA relationship focused on saving you money, not just filling out forms.

Do you handle bookkeeping and payroll year-round?

Yes. Monthly bookkeeping and payroll are ongoing engagements. Quarterly check-ins and clean books mean tax season is straightforward, not stressful.

Have a different question?

We’re happy to talk through anything that’s on your mind.