*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*
If this is your first time working with a CPA, don’t worry — most professionals offer a free consultation and will walk you through what to expect. You may be asked to complete an intake form, share financial documents, or set clear goals for your session.
*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*
*Tip: Organize your documents in advance to save time and ensure accuracy.*
*Note: Preparation helps you make the most of your CPA’s expertise.*
*Note: Every CPA is different — take time to find one who fits your goals and style.*
1156 Bowman Rd suite 100-a
Mt Pleasant, South Carolina 29464
The team at Veris CPA is incredible to work with. I have been dealing with some staff for many years while enjoying any new people I meet during tax season. Everyone from the tax and audit teams is knowledgeable about my unique business. They always have time to answer my questions and explain any process I may not understand. They stay abreast of all changes in my industry that will help or harm me. A special shoutout to Rachel Kerr who I have worked closely with since being a Veris client. She make
I highly recommend Veris CPA. I have used Jeremy Holmes (Veris Mt. Pleasant) for years and his expertise and attention to detail have made my tax preparation process stress-free. He is always responsive, patient, and willing to answer any questions I have. The level of professionalism and knowledge of Jeremy Holmes as well as the entire Veris team is impressive. I'm grateful for their support and guidance throughout the years as one of their dedicated clients.
We've been using Veris services for 5 years now. The confidence and professionalism they provide me as a taxpayer are immeasurable. Brooke Skinner won us over with her service and communication skills. We couldn't be happier with any other tax service.
Veris is an excellent CPA firm. They make tax season a breeze. With the different levels of service and protection plans, I have never felt more secure with my tax portfolio.
Yes, it's Valentines week, so I must begin my review with, " I am in love with Veris-CPA Firm. They have multiple locations which make it conveinent and we adore 'our person' Amy at the Mount Pleasant office and our CPA Dan! GREAT service-GREAT company!
Veris has been very helpful with tax advice and preparation. They are very responsive, knowledgeable, and business oriented. I recommend Veris for all tax issues.
Very professional and extremely efficient. My CPA has been outstanding to work with these past 3 years.
Russell Deal was terrific to work with. We are very happy with the quality of his work and Veris' overall efficiency. As new residents of South Carolina, we didn't know who to call. After being referred to Veris and working with them, they should definitely be your go-to, proactive CPA.
Veris is not just a CPA firm; they're partners in our success story. From the inception of our school, they've been instrumental in guiding us through the financial maze. Their proactive approach sets them apart - they don't just provide numbers, they empower us with understanding and foresight. Their team embodies the 'Heart of a Teacher,' patiently explaining complex concepts and strategies in a way that's relatable and easy to grasp. No question is too small, and their dedication to our success is evide
I am new to governmental accounting and the Veris team was truly amazing. They walked me through the entire audit process and was very patient with me as I transitioned into the new position. I have reached out to Arthur several times since the audit for one thing or another and he is always quick to respond and so helpful.
We have been with Veris since we opened our small animal hospital 25 years ago-long before they became Veris!! We have had excellent communication and tax advise from Justin and Brooke, and the entire staff is always wonderful and welcoming when we come in or call. Thanks for the great care!! Dr Brett and Dr Erin Burton
I was treated professionally from my initial phone call all the way through the process of helping me file my federal and state income taxes. Whenever I had a question, someone returned an email or phone message in a very timely manner. The receptionist is a strong asset to the firm as well. In my opinion, a 5 Star Company for sure.
Veris has been an excellent firm to handle my mom?s taxes. They are thorough, communicative, and go the extra step in ensuring an easy process.
All the staff is friendly and efficient. We are very happy with the quality of their work and would not use anyone else!
These folks live up to the "proactive" promise, as advertised. They're fantastic not just at getting the taxes done, but they're also super responsive, insightful, and helpful about all aspects of financial planning for a business and personal tax related items. I worked with many accountants for my businesses and personal needs - Veris stands head and shoulders above the rest, I highly recommend their services.
I have been going here for at least 12 years and have always had positive encounters with Brooke. She is the absolute best and answers my many questions promptly and is courteous and Kind. Actually, all the staff at Veris are professional, kind and compasionate and I always recommend people that are looking for a hassle free experience to see Brooke.
Veris accounting firm impresses with exceptional efficiency and a commitment to quality. Their streamlined processes ensure timely and accurate financial services, making them a reliable choice for nonprofits seeking top-notch accounting support.
Veris CPA is a great accounting firm. They have always done our taxes in a timely manner and catch everything we forget to include! Highly recommend!
Veris CPA Firm has been nothing but a great partner for East Cooper Montessori Charter School. We have used their services from Auditing, back office accounting, advisory services and ERTC filing. Highly recommend!!
This group is so easy to work with, they are "proactive" as they claim. They are quick to respond to your questions and always willing to help you. We would highly recommend them to anyone in need of a great CPA office.
Veris and team are awesome! they serve as our CFO and I could not be happier with their accounting services and customer service! Special shout out to Peyton for all her hard work on our account!
Veris is fantastic. They?ve saved my company a lot of money, they have great ideas for tax and retirement planning, and are a really competent and friendly group of professionals.
This team has been taking care of my small business and personal tax needs for going on 10 years now. I?ve used other firms - this one can?t be beat. Russell is a champion and a super nice fellow to deal with.
Veris could not have made the whole process any easier from start to finish. The team was available to answer any questions that I had along the way, and they finished ahead of schedule! I highly recommend their services!
Greetings from Taipei, Taiwan from probably Veris CPA's only expatriate tax client, or at least, one of the very few! I originally sought the services of Danny Quirk (Daniel Quirk, Jr.) because he's a fellow Citadel graduate. However, as we have worked together on my federal taxes over the years, I've gotten tremendous service not just from Mr. Quirk, but also from the rest of the amazing team that he's a part of. Long story short: my yearly tax grind is a combination of submitting Taiwanese taxes and then
In the past they processed my taxes in a reasonable time for a reasonable price. This year, I sent all the forms over weeks ago and have yet to hear anything back. Hope they have not lost everything!
We have used Veris for over20 years. They are a great group of people to do business with. You can always count on their Accounting.
I have had the great pleasure of working with McCay, Kiddy and Associates for the last 10 years. They provide CPA services to several of our businesses and are amazing. They know the accounting world so well that they can take a complicated tax system and explain it so everyone can understand it. They are also proactive and have helped me save thousands of dollars. They are consistently 5 stars.
My husband and I have three businesses (one consulting, one manufacturing, and one real estate) and a fairly complicated tax return, McCay Kiddy has been a perfect partner. I really appreciate their desire to be proactive versus reactive and focus on what works for us more than pushing anything we don?t need or really benefit from in the long run. They are incredibly responsive, community minded, and really great people. Mafia members and tax cheats don?t have to be the only ones who love their accountant
Justin and his team are excellent! Very responsive to emails and calls when you need them and very fair pricing as well. I high recommended them as I have been through some other accountants in the past and they are superior in service and detail.
I wish I could post a review about the tax services. I dropped off my tax paperwork well over a month ago. Several phone calls and emails later I can not get an update. The company appears very disorganized and if they have trouble updating a potential client then I am not sure they should be trusted with a persons/businesses financials.
I?ve always been 100% taken care of with Brooke Skinner!
I was a little apprehensive about the change, but Cindy calmed those feelings. I have just picked up the work done and I am very pleased with the results and short turn around time.
In 2018, I went to McCay Kiddy LLC to have my 2017 tax return done. I have sold my two homes and purchase one new home. Although I am able to do my own taxes, I was well over my head on this one. Want to thanks them for doing my taxes and saving me thousands of dollars.
Great bunch of people. Always extremely helpful.
I'm probably an accountants nightmare. I'm 1099 through commissions, buy/sell my own properties, have some cash generating property on both long and short term, and generally hate all things accounting. McCay Kiddy, specifically Brook, helped sort out my quagmire and made a couple suggestions so that moving forward my accounting is easily managed, i budget appropriately and begin setting myself up for my future. Would recommend to anyone in my line of work and beyond.
I am incredibly happy with McCay Kiddy. They handle our companies bookkeeping as well as our personal and business taxes. We are so impressed at the professionalism of their entire staff. We will be clients for life!
Extremely conscientious group of people, from the front desk to the accountants. Requests are handled promptly and efficiently. I would recommend them.
Have been working with Veris for years. They are very responsive and their work is accurate and promptly prepared
We have trusted Justin and Melissa with our accounting support for years and would never go elsewhere.
We have been very satisfied with the services of Veris CPA. Always very professional.
Amy H has been handling our taxes for years. Never disappointed at quick response and thoroughness!!
I had a great experience! Justin and Jenara were so helpful and informative. After using their services I had the information I needed and support that was priceless. Thanks again.
Staff is extremely helpful and friendly. Russell is very responsive to all of my questions and concerns.
Great company -Russell Deal offers great advice and counsel.
Danny Quirk is great, knowledgeable and sensible. Easy to talk to.
Veris is great to work with! Highly recommend!
Simply the best. Russell is awesome! Thanks Veris
Incredibly professional and knowledgeable on all things taxes and non-profit accounting.
Justin Kiddy is the best. I enjoy working with him
Professional and reliable CPA firm. Very proactive which makes it easy to work with them.
Arrogant . Had an account for many years . Once it sold out every thing changed
Great organization. They go above and beyond!
Do not recommend. Really hard to communicate with even off-season.
Excellent customer service. Professional and proficient!
24 years of excellent service and counting!
Great CPA's. Been with for years now.
Look for a Certified Public Accountant (CPA) license, which ensures they’ve passed rigorous exams and meet state requirements. Check for relevant experience in your industry, additional certifications like CFA or CMA, and membership in professional organizations like the AICPA. Verify their credentials through state licensing boards.
Use online directories like the AICPA, CPAverify, or state CPA societies. Search platforms like Yelp or Google for local CPAs with reviews. Ask for referrals from business associates, friends, or financial advisors. Local chambers of commerce can also provide recommendations.
A CPA is a licensed professional who has passed the CPA exam and met state requirements for education and experience. An accountant may lack this certification and could have varying levels of expertise. For complex tasks like tax audits or financial reporting, a CPA is typically more qualified.
Ask about their experience with your specific financial needs, such as tax preparation, small business accounting, or estate planning. Review their website or LinkedIn for case studies or client testimonials. Inquire about their client base to ensure they handle similar financial situations.
Yes, reviews provide insight into a CPA’s reliability, communication, and performance. Check platforms like Google, Yelp, or the Better Business Bureau for client feedback. Look for patterns in reviews, but verify their authenticity, as some may be biased or outdated.
Visit your state’s Board of Accountancy website or use CPAverify.org to check a CPA’s license status. Confirm their license is active and check for any disciplinary actions or complaints. This ensures they’re in good standing and meet professional standards.
Ask about their experience with your financial needs, fee structure, availability, and communication style. Inquire how they handle tax filings, audits, or financial planning. Ask for references or examples of similar work to assess their expertise and fit.
Fees vary based on location, services, and complexity. Basic tax preparation may cost $150-$500, while business accounting or audits can range from $1,000 to $10,000+. Request a detailed fee structure upfront and compare quotes from multiple CPAs.
Yes, many CPAs offer remote services through secure online platforms for document sharing and virtual consultations. Ensure they use encrypted tools for data security. Remote CPAs can be effective if they understand your local tax laws or business regulations.
During consultations, evaluate their ability to explain complex financial concepts clearly. Ask sample questions about taxes or financial strategies and note their responsiveness and clarity. Good communication ensures you understand their advice and fosters a productive relationship.
Beware of CPAs who guarantee specific tax refunds, lack a valid license, or have disciplinary actions on record. Avoid those with poor communication, vague fee structures, or negative reviews highlighting unethical behavior. Always verify their credentials independently.
Large firms offer more resources and specialized teams but may charge higher fees. Solo practitioners often provide personalized service and lower costs but may have limited availability. Choose based on your needs, budget, and preference for personalized attention.
For individuals, annual meetings for tax preparation may suffice. Businesses may need quarterly or monthly check-ins for bookkeeping, tax planning, or financial reporting. Discuss your needs upfront to establish a meeting schedule that aligns with your financial goals.
Yes, many CPAs handle both, but confirm their expertise in both areas. Ask about their experience managing personal taxes and business accounting simultaneously. Ensure they can balance both without compromising attention to your specific financial needs.
Discuss concerns directly with your CPA to resolve issues. If unresolved, check your contract for termination terms. Seek a new CPA by researching reviews, credentials, and referrals. Request your financial records to ensure a smooth transition to a new professional.