Veritas Planning Advisors

Veritas Planning Advisors is a CPA firm offering tax preparation and tax planning, bookkeeping, payroll, cloud accounting, business consulting, retirement planning and part-time CFO services. The firm works mainly with busy professionals and growing businesses, including medical practices, law firms and software companies, and aims to make the numbers easy to understand and act on.

Clients can reach the team by phone, email or the online contact form, and the firm states a strict 12-hour response policy. Work runs through streamlined systems and secure virtual tools. The office is at 94 Grove Street in Somerville, and founder Jay Patadia leads the practice with an emphasis on listening before advising.