Verafi SRQ - Tax Deductions & CPA
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Verafi SRQ
Client Portal
Trusted by 500+ business owners this tax season

Stop Losing Sleep Over Tax Deductions.
Get a CPA in Your Corner.

You're not a tax expert, and you shouldn't have to be. We combine Tax Expertise with real CPAs to ensure you claim every legitimate deduction, never miss a deadline, and finally see how your business and personal finances connect.

✓ No credit card required
✓ Real CPA review
✓ Done in 48 hours
Tax Anxiety Index - Veridian

57% of business owners admit they may have taken the wrong tax deduction.

Are you one of them? The tax code is complex and constantly changing. It's not your job to be a tax expert. It's our job to make sure you don't overpay, underpay, or trigger an audit by mistake.

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Staring at receipts wondering 'does this really count?'
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Worrying about an IRS audit every time you file
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Missing deductions you never knew existed
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Keeping business and personal finances in separate silos
Tax Anxiety Index HIGH
Fear of audit 68%
Unsure about deductions 57%
No clear financial picture 67%
"I used to dread tax season. Now I sleep through it." — Sarah K., E-commerce Founder
AI Efficiency & CPA Judgment - Veridian
✦ The Solution

Efficent. CPA Judgment. Fortune 500 Diligence for Your Business.

Our dedicated CPA model ensures every deduction is backed by data, and every return is prepared with the same diligence as a Fortune 500 company. Get the confidence of knowing your taxes are done right.

Deduction Confidence

We categorize every transaction correctly and flag deductions you're likely missing—like vehicle expenses, home office, and meals & entertainment.

Audit Defense

Know that your books are IRS-ready, so you're prepared for anything. No more sleepless nights.

Real-Time Clarity

See how your business decisions impact your personal financial future with a live dashboard, not a stale spreadsheet.

The Big Picture - Veridian
The Big Picture

Your business is your biggest asset. Why isn't it part of your financial plan?

89% of business owners want an advisor who understands their personal financial goals as well as their business goals. We don't just clean your books. We connect your business performance to your personal wealth—for better decisions on hiring, investing, and succession.

Personal Wealth Mapping
Hiring & Investment Clarity
Succession Planning
Live Business Dashboard

Welcome back, Alex 👋

Here's your financial overview and tax insights.

EST. TAX SAVINGS ⓘ
$28,540
↑ 18.7% vs last year
BUSINESS PROFIT (YTD) ⓘ
$182,430
↑ 24.5% vs last year
TAX LIABILITY ⓘ
$46,230
↓ 6.3% vs last year
REFUND / CREDIT ⓘ
$7,890
↑ 12.4% vs last year
Top Tax Deduction Categories
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Business Expenses
Office, travel, utilities, supplies
$14,720
42%
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Home Office
Workspace, internet, utilities
$7,350
21%
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Vehicle Expenses
Mileage, fuel, maintenance
$4,980
14%
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Professional Services
Legal, accounting, consulting
$3,250
9%
⚡ You have 7 potential deductions to review
Business Profit Overview
$182,430 ↑ 24.5% vs last year
JanFebMarAprMayJunJulAugSepOctNovDec
Wealth Map
TOTAL NET WORTH ⓘ
$1,246,800
↑ 15.3% vs last year
Business Assets
$592,400 47%
Investments
$342,800 27%
Real Estate
$238,600 19%
Cash & Other
$72,900 7%
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Increase Retirement Contributions

You could save an additional $3,200 in taxes.

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Consider Equipment Depreciation

Potential savings of $2,840.

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Home Office Optimization

You may be eligible for $1,450 more.

📁 The "Tax-Proof & Growth" Package

Everything You Need to Stop Guessing and Start Growing

01

Full Tax & Book Cleanup

We fix your past 12 months of data, so you have a compliant and accurate baseline—no more scrambling for receipts.

✓ 12-month historical cleanup
✓ Transaction categorization
✓ IRS-ready documentation
02

Deduction Discovery

Our Tax Experts scan for missed deductions, alerting you to gray areas in expenses like vehicle usage, home office, and meals.

✓ Tax Professional deduction scan
✓ Gray-area flagging
✓ CPA-approved recommendations
03

The Holistic Connect

We integrate your business financials with personal wealth mapping, so you finally see the whole picture.

✓ Business + personal dashboard
✓ Wealth mapping
✓ Succession planning framework

Our Peace of Mind Guarantee

We don't just promise results. We back them up.

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The Audit Shield

Get your taxes done with confidence, or we will cover the cost of an IRS review.

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The Time Guarantee

Get your 20 hours back each month, or we do it for free.

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The Person Guarantee

You get a dedicated advisor—not just an AI black box.
The real person 89% of owners want.