Protecting legacies. Guiding growth. Creating generational wealth.
We help business owners, real estate investors, and professionals build efficient financial systems, minimize tax liabilities, and gain clarity—so you can lead with confidence and create lasting impact.
From tax audits to cash flow confusion, small missteps can have major consequences. At Veridian, we integrate tax and accounting into your broader financial plan—so every dollar has a mission and every decision has purpose.
Strategic Tax Planning & Reduction
Monthly Bookkeeping & Financial Reporting
Business Tax Return Preparation
Entity Structuring for Tax Efficiency
Payroll & Contractor Compliance
Transaction Categorization
Financial Statement Preparation
Clean-Up & Historical Reconciliation
Cash Flow Analysis & KPI Dashboards
Business & Individual Tax Returns
Entity Tax Structuring
Quarterly Estimated Tax Calculations
Tax Reduction Roadmaps & Year-Round Planning
Payroll Processing & Tax Filing
1099 Contractor Reporting
W-2 Filing & End-of-Year Summaries
Compliance with Federal & State Regulations
We assess your current financial setup, needs, and risks.
We analyze books, tax filings, payroll, and entity structure for savings and efficiency.
Receive a simple, customized roadmap to reduce tax burdens and streamline reporting.
We take the day-to-day off your plate—monthly, quarterly, and annually.
Ongoing analysis to help you grow, scale, and exit with confidence.
Let’s design a plan that works for your business—whether you’re scaling, exiting, or optimizing your operations.
Your future tax savings, business growth, and funding success begin with one simple step—let’s build your blueprint for generational wealth."
Address
Assistance Hours
Mon – Sat 9:00am – 8:00pm
Sunday – CLOSED
Phone Number:
© 2025 Veridian Strategic Planning Group - All Rights Reserved
Facebook
LinkedIn
Youtube
TikTok