Leadership Team
We bring dedication, responsiveness, and pragmatic results to every relationship.
Managing Partner
Matt brings over two decades of experience in tax planning, compliance, and advisory, including a substantial background at Big Four accounting firms, where he guided clients through complex and high-impact financial ...
Partner
Zaid advises clients on private equity acquisition and investment tax structures, emphasizing tax exposure identification and mitigation. He also advises on tax considerations related to entity formation, reorganizati...
Director
Jarrod advises high net worth individuals and family office clients on tax planning, entity structuring and beneficial tax positioning. He is a Certified Public Accountant with more than a decade of experience
Senior Tax Manager
Aisan oversees tax implementation for private equity clients and portfolio companies at Evolved. She manages the tax compliance team and interacts with state and federal tax authorities to resolve tax correspondence a...
Tax Manager
Max oversees the small business tax team at Evolved and works primarily with business owners on entity structures, tax planning, accounting and compliance. He is a CPA and a Notary Public.
Our Values
We’re always evolving, but one thing remains the same - our relentless
commitment to clients and colleagues.
- We are driven to win and achieve for our clients.
- We go above and beyond to solve problems and add value for our clients.
- We are devoted to continuous learning and growth.
- We handle every client account as if they were our own.
- We candidly advise our clients about the costs and benefits of any action.
- We are a business partner who thoughtfully charts a path forward.
- We are available to our clients and team members for issues big and small.
- We see success and growth as obligations that must be met.
- We choose honesty over comfort or convenience.
- We hold all team members to a high standard of accountability.
- We are committed to meeting or exceeding deadlines.
- We say what we mean and mean what we say.
- We return contact within one business day.
Careers
Through hands-on work, close mentorship, and ongoing professional development, Evolved is the ideal firm for professionals seeking to build a broad and sophisticated foundation in tax.
