Business Accounting + General Tax Services

A dedicated advisor committed to your success, delivering integrated tax compliance and business accounting services with full transparency and trusted guidance.

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Fully-outsourced Tax Compliance and Bookkeeping

Providing seamless back-office support so you can focus on running your business.

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Bookkeeping & Financial Reporting

  • Monthly and quarterly bookkeeping
  • Bank and credit card reconciliations
  • Accounts payable and receivable tracking
  • Financial statement preparation (P&L, Balance Sheet, Cash Flow)

Year-End & Tax Readiness Support

Adjusting journal entries and trial balance preparation, fixed asset tracking and depreciation schedules, support for annual tax return preparation, and coordination with external tax preparers or auditors.

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General Tax Services

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Payroll & Compliance
  • Payroll processing and filings (federal, state, local)
  • Payroll tax return preparation
  • Year-end W-2 and 1099 filing
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Sales & Indirect Tax
  • Sales and use tax registration and filings
  • Nexus analysis and multi-state compliance
  • State and local tax tracking and remittance
Cash Flow & Budgeting Support icon
Cash Flow & Budgeting Support
  • Cash flow forecasting and monitoring
  • Budget creation and variance analysis
  • Scenario planning and financial modeling

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.

Business Relocation: Tax Traps to Avoid
Relocating a business headquarters to another state can be a strategic move, offering benefits such as lower tax burdens, reduced operational costs, an...
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Types of Equity Compensation and How They Are Taxed
Equity compensation is an attractive way for employers to recruit and maintain employees in the long term. Given the various types of equity compensati...
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Tennessee’s Franchise Tax: Are You Eligible to Claim a Refund?
On May 10, 2024, Governor Bill Lee enacted Public Chapter 950 which resulted in the removal of the property measure component from the franchise tax co...
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Our Business Accounting + General Tax Services Experts

Our CPAs and tax professionals bring dedication, responsiveness, and pragmatic solutions to every relationship.

Max Grabar HeadShot-1
Max Grabar, CPA
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.
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