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Small Businesses

By partnering with Evolved, LLC  you’ll benefit from complete transparency, value-based fees, and a responsive tax compliance advisor who is committed to your success.

Fully-outsourced Tax Compliance Services

Small businesses are built on risk. But your tax compliance strategy doesn’t have to be.

Tax Compliance + Business Advisory

Small businesses have considerable tax challenges that impact their partners, shareholders, and management. With a suite of services that extends far beyond traditional tax filing and compliance, our CPAs and tax professionals seek to capture value at every turn.

Our Services

  • Partnership and corporate tax compliance

  • State and local tax compliance

  • International tax services

  • Entity selection and formation

  • Tax structuring

  • Private client services

Transaction Advisory

We frequently guide businesses through complex mergers, acquisitions, carve-outs, and other M&A transactions. Using our broad small-business and middle-market experience, we’ll help you analyze, optimize, and execute a tax-advantaged transaction that unlocks value for your key stakeholders.


Transactional Tax

  • Due diligence

  • Pre-transaction readiness assessments

  • Transaction cost studies

  • Earnings and profits studies

  • Stock basis analysis

  • Transaction optimization + tax structuring

  • Analysis + modeling of asset vs. stock sales

  • Post-transaction support


Family Business Strategies

Family businesses have complex tax considerations that greatly affect each generation’s business and personal finances. Whether you’re expanding your family business, planning for the next generation, or getting ready to retire, we’ll help you realize your financial objectives with a well-informed tax strategy that addresses your unique objectives.

Family Business

  • Income tax advisory and compliance

  • Wealth management

  • Succession planning

  • Gift tax strategies

  • Estate planning

  • Trust structuring

  • Private foundation services

  • Business exit planning

  • Philanthropy planning

Ready to Evolve with us?