Trusted Tax Professionals
Accurate taxes.
Peace of mind.
Veritax USA delivers expert tax preparation for individuals and businesses — so you keep more of what you've earned, with zero surprises at filing time.
Veritax USA delivers expert tax preparation for individuals and businesses — so you keep more of what you've earned, with zero surprises at filing time.
Your go-to tax resource for small to medium businesses, and complex personal returns.
W-2, 1099, freelance, investments — all personal federal and state filings handled accurately and on time.
PersonalLLCs, S-corps, partnerships, sole proprietors. Schedule C, business deductions, and quarterly estimated taxes.
BusinessYear-round strategy to minimize your tax liability, maximize deductions, and stay ahead of law changes.
PlanningFrom startups finding their footing to established small businesses navigating growth, we provide hands-on tax strategy and business guidance — helping you structure decisions, manage obligations, and build a stronger financial foundation from day one.
AdvisoryLate or unfiled returns from previous years? We get you current and help resolve any penalties owed.
Back TaxesWe coordinate directly with our bookkeeping partner, RS Accounting Services, so your books and your return stay in sync.
Ongoing30 minutes to understand your situation and outline exactly what we'll do.
Log into your Intuit portal and upload your documents safely.
Our team prepares and reviews your documents to file your return accurately.
After you review and sign, we e-file directly to the IRS on your behalf.
Your dedicated Intuit link makes it easy to share tax documents and communicate with your preparer through one secure portal.
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At Veritax USA, we believe everyone deserves expert tax guidance — not just corporations with big budgets. We work with individuals, families, freelancers, and small business owners to make tax season straightforward.
Our team prepares and reviews your documents to file your return accurately.
Don't have clean, up-to-date books? We'll connect you with our bookkeeping partner, RS Accounting Services, so your records stay tax-ready all year — no year-end scramble, no reconstructing books in April.
Visit RS Accounting Services →Decades of combined experience in finance, strategy, and client-focused service — here to help you navigate tax season with confidence.
Veteran finance and banking corporate executive with decades of leadership across enterprise organizations and SMBs. As founder, President and Board Member of Union Plus Mortgage Company, an AFL-CIO-owned company, James developed the business plan, raised capital, and guided the company through its early growth years.
As Senior Managing Director at Strategic Risk Associates, James advised regional and community banks on complex regulatory, operational, and M&A challenges, leading strategic reviews of banking operations and overseeing enterprise risk management implementations.
At Treliant Risk Advisors, James served as Senior Advisor on mortgage-backed-security litigation, regulatory compliance audits, and mortgage servicing reviews on behalf of major financial institutions.
James previously served as Chairman and CEO of Acacia Federal Savings Bank, where he led the institution's growth for over two decades.
James is an initial investor and advisor at Clearstep, a healthcare technology company leveraging artificial intelligence to streamline patient triage and improve access to care across hospital systems.
Luke brings a multidisciplinary background in real estate development, project management, and business development to Veritax USA's tax preparation and advisory services. Through his work valuing, developing, and structuring billion-dollar project portfolios, he brings a deep, firsthand understanding of business operations.
In business development, Luke has tackled challenges ranging from new business origination to revenue predictability, giving him a grounded understanding of what drives a company's financial stability. He applies that same rigor and attention to detail to every tax return and advisory engagement, helping SMBs navigate tax season with confidence.
Luke holds a Bachelor's degree in Public Policy from St. Mary's College of Maryland where he was on the Varsity Men's Soccer Team — a passion he still tries to make time for on weekends.
No commitment. Just 30 minutes to talk through your situation and see how we can help — at no charge.
View available times →Plain-language guidance on tax law, deductions, deadlines, and more.
The World Bank plans to eliminate short-term consultant contracts by 2027. For those affected, the tax implications vary widely depending on the path you take.
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Read article →Whether you're a new client or have a quick question, we're here to help. We'll respond within one business day.