We Transform Your Tax Compliance Challenges into Opportunities for Growth

At Evolved, we focus on treating every client as a valued partner, not just a number. Work with a dedicated tax team that knows your business.

Work With Us

  • Our client service is second to none, providing high-performance solutions without compromising quality.
  • We're driven by purpose, not profit. We offer practical, yet effective solutions..
  • True Partners - we collaborate with our clients and always have their best interests in mind.
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Our Clientele

Whether you're scaling a company, operating a private equity fund, or managing your family capital, we tailor our expertise to meet your evolving needs.

Private Equity Funds and Mergers & Acquisitions

Our proprietary fund platform ensures optimal structuring, tax efficiency, and compliance, so individuals can focus on what matters most - their strategy and execution.

High Net Worth Individuals + Family Offices

Business owners, entrepreneurs, and their family offices benefit from our comprehensive strategies for transactions, estate planning, wealth transfer, and philanthropy.

Venture Capital + Start Ups

Business founders turn to us for assistance in launching and growing their endeavors, maximizing tax advantages, and eliminating time-consuming tax compliance headaches.

Corporate Tax + Income Tax Provision

We leverage automation and process optimization to deliver accurate, efficient, and reliable results, navigating the technical and operational complexities of both provision and compliance processes.

Business Accounting + General Tax Services

Partnering with Evolved gives you a dedicated advisor committed to your success, delivering integrated tax compliance and business accounting services with full transparency and trusted guidance.

State and Local Tax (SALT)

Evolved delivers end-to-end State and Local Tax (SALT) services, including income, sales, property, and payroll tax compliance. We help businesses manage risk, stay compliant, and uncover savings across jurisdictions.

Outsourced Finance and Accounting

We provide integrated Compliance Management and Fund Services tailored to the needs of private equity, venture capital, and other investment entities to ensure regulatory compliance.

By the Numbers

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Our Commitment

Comprehensive tax compliance and business advice delivered with a collaborative mindset to allow you to grow.

Full-Service Mentality

As a seamless extension of your team, you can rely on us to protect your credibility, relationships, and profits.

Resources

Our Resource Center offers in-depth articles, expert interviews, and a library of downloadable guides, checklists, and tools designed to support and streamline your tax planning and compliance efforts.

Articles

The Partnership Tax Deadline is Approaching: What You Need to Know As the partnership tax deadline approaches, it is crucial for businesses to be proac...
On January 7, 2025, areas in and around Los Angeles County were affected by a series of catastrophic wildfires fueled by straight-line winds. In respon...
Relocating a business headquarters to another state can be a strategic move, offering benefits such as lower tax burdens, reduced operational costs, an...
On the heels of intense legislative negotiations, the One Big Beautiful Bill Act (OBBBA) has officially been signed into law, ushering in one of the mo...

Interviews

The importance of this decision cannot be understated, and the impact will be felt throughout every industry, says Matthew John McNally, Managing Partn...

Downloads

To guide current (and potential) clients, we’ve gathered a list of Evolved Tax’s strengths when it comes to client service. Use the lists below to eval...
As we approach the end of the year, taxpayers should take action to minimize their tax burden for 2024. The tips below apply to taxpayers of all backgr...
Have you ever wondered how many days you have to correct an e-file rejection and resubmit your tax return or extension to be considered timely? Per Pub...

Get In Touch

Done settling for second-class service while paying a first-tier price?

At Evolved, we focus on the details that matter, treating every client as a valued partner, not just a number.

We understand that many clients are often overlooked at large firms. We do things differently, providing every client with dedicated attention, tailored service, and the same uncompromising standard of care, no matter their size or stage.