Veritas Planning Advisors
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2 reviews
Modern Accounting with a Human Touch
Veritas Planning Advisors, led by founder Jay Patadia, CPA, delivers a modern, tech-forward approach to accounting and tax services for busy professionals and growing businesses in New Jersey and beyond. With over 12 years of experience, Jay and his team combine the expertise of a large practice with the personal attention of a boutique firm.
We specialize in tax planning, bookkeeping, payroll, business consulting, retirement planning, and part-time CFO services—leveraging secure virtual tools and streamlined systems. Our strict 12-hour response policy and real-time monitoring mean that clients always receive fast, clear, and actionable guidance. Whether you’re scaling a medical practice, law firm, or SaaS company, our mission is simple: make expert accounting effortless, so you can focus on what matters most.
Jay’s passion for helping others, values-driven leadership, and family-friendly approach have earned the trust of hundreds of clients, from entrepreneurs to experienced business owners. We prioritize listening, transparency, and results you can see. At Veritas Planning Advisors, we don’t just keep you compliant—we help you plan, optimize, and prosper.
We specialize in tax planning, bookkeeping, payroll, business consulting, retirement planning, and part-time CFO services—leveraging secure virtual tools and streamlined systems. Our strict 12-hour response policy and real-time monitoring mean that clients always receive fast, clear, and actionable guidance. Whether you’re scaling a medical practice, law firm, or SaaS company, our mission is simple: make expert accounting effortless, so you can focus on what matters most.
Jay’s passion for helping others, values-driven leadership, and family-friendly approach have earned the trust of hundreds of clients, from entrepreneurs to experienced business owners. We prioritize listening, transparency, and results you can see. At Veritas Planning Advisors, we don’t just keep you compliant—we help you plan, optimize, and prosper.
Additional Information
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HQ Location
94 Grove Street, Somerville, NJ 08876, USA
Website
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Phone
(908) 541-0101
Service Lines
Tax Preparation
Tax Planning
Accounting
Bookkeeping
Business Consulting
Payroll & HR
Tax Problems
Tax Preparation
Virtual CFO
Industry Focus
Architects and Designers
Contractors
Doctors and Medical Professionals
Dentists
Doctors and Medical Professionals
Realtor & Real Estate Professionals
Restaurants
Software Developers
Lawyers & Attorneys
Freelancer
Investors
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Veritas Planning Advisors Reviews
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2 reviews
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5.0
05/03/2021
The professional business and personal services provided are thorough, reliable and very importantly prompt. As clients for over two years now, we have recommended Jay and his team to others. We are pleased and happy that our accounting and tax prep are in good hands.
Dawn D.
West Caldwell, NJ
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5.0
11/02/2020
Very prompt, clear .. and patient in understanding each question. Awesome in communication , laws and numbers
Chandresh T.
San Diego , California
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