Verity’s Essence Is Our Clients

In order for you to be successful, we provide an exceptional experience, unparalleled expertise, and a premier level of service.
  • Tax Preparation & Strategy
  • Accounting & Assurance
  • Business Advisory Solutions 
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What We Offer

Tax Services

Let our professionals navigate the overwhelming and complex territory of taxes.

You can be assured that you will receive the quality and commitment in achieving your tax needs.  We offer an extensive knowledge base and proficiency in working thorough federal, state and local regulation.  Combined with practical individual, commercial, and industry experience, we build sustainable strategies tailored to your exclusive goals and objectives.

  • Individual & Business Tax Preparation – confidential and personal attention
  • Tax Planning & Strategy – impact guidance, looking beyond regulation
  • IRS Representation & Other Tax Matters – sensitive to your situation

View details on our Tax Services.

Accounting & Assurance

Essential business functions concentrated on reporting and safeguarding information while ensuring reliability.

No matter the size of your business or organization, we provide the experience and expertise to ensure a clear, fair and reliable presentation of your financial position. Highly skilled in preparing a complete range of financial statements, you can rely on Verity to thoroughly review controls, systems and procedures.  We offer consultation in planning your next step, addressing current and evolving legal and regulatory concerns.

  • Attestation Services – reporting standards meeting the needs of management, investors, bankers and owners.
  • Certified Audits.
  • Traditional Accounting Services – Provide assistance and solutions with all accounting and bookkeeping needs.

View details on our Accounting & Assurance.

Business Advisory Solutions

Building business value tailored with peak performance initiatives.

As a forward-thinking firm, we work with a wide variety of clients, entrepreneurs, managers, and owners from a wide variety of businesses and organizations, successful and challenged. From our vantage point, we are able to make objective evaluations and considered suggestions that build value.

  • Business valuations
  • Financial analysis & modeling
  • Succession and transition planning
  • Business acquisition (buy/sell) assistance
  • Financing representation and negotiation
  • Strategic planning to achieve goals and objectives

View details on our Business Advisory Solutions.

About Verity Accountancy, PC

We have the privilege of working with incredible clients from diverse backgrounds spanning varying industries.

Many of our clients are closely-held companies, from new start-ups to second and third generation operations.  We provide expertise and guidance by drawing upon our experience, knowledge and professional judgement.  As a member of your team, we seek to be your trusted advisor.  We are passionate about business and accounting, in addition to ensuring our clients success.

View our Full Services.

Our Approach

Commitment

We meet with you to identify the company’s opportunities and objectives

Key opportunities are identified to build your business and enhance company value

In the planning process the engagement scope and objectives are defined

Assessment

The business operation and industry are reviewed; possible future risks are assessed

Our analysis is designed to gain insight and perspective about the business while identifying its strengths and weaknesses

We assess the organization’s health using analytical techniques, benchmarking data and industry trends

Implementation

Outcomes are modeled and tested to measure expectations, review variances and propose adjustments

We execute an agreed upon plan focused on your desired goals

Findings are explained, results evaluated and suggestions considered

What We’re Working On

Verity Accountancy works on a variety of client projects, here we’ve selected a few.

Business Transition Planning
Transition planning, value calculation, preparation of executive summary highlighting operations, and coordination of financial package for buyer’s evaluation.
Consulting & Litigation Support
Litigation support and pending testimony in behalf of business client concerning an employment matter.
Business Acquisition
Provided acquisition guidance to a prospective shareholder.  The transition represents the 5th transfer of ownership interest in the Company’s 60+ year operating history.

Community Outreach

The team at Verity Accountancy gives back to the community.

East Portland Rotary Club
Jeffrey Hart is an active member of the Portland Eastside Rotary Club.  Established in 1950, the Club promotes lasting change in our community through member participation in such projects as meals-on-wheels, Rebuilding Together, Walt Harwood Dictionary Project, and so on.
School volunteer for SMART
Jeffery Hart regularly participates in the SMART program (Start Making A Reader Today). Each year, SMART reaches thousands of Oregon children with vital one-on-one reading support, and books for those who need them most.
Risk Management Association
Brian Tanz is an active member of the Portland Metro Chapter of the Risk Management Association (RMA) Board since 2009, and a prior Chapter President. RMA is a global, not-for-profit, member-driven professional association serving the financial services industry, focused on using sound risk management principles.
South Portland Business Association
Brian Tanz is an active Board member and Treasurer of the South Portland Business Association (SPBA) since 2012. The SPBA brings together the local business community of South Portland by providing opportunities for owners and stakeholder to network, learn, and promote community awareness.
Evergreen Business Capital
Brian Tanz serves on the Oregon Loan Committee for Evergreen Business Capital. Evergreen is a private, nonprofit organization authorized by the U.S. Small Business Administration (SBA) as a Certified Development Company (CDC). As a CDC, Evergreen primarily facilitates the SBA 504 Loan Program which has advanced small-business development by providing nearly $800 million in loans.

How it Works

Learn more about accounting, taxes, and business management on our Blog.