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.
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.
Partnership and corporate tax compliance
State and local tax compliance
International tax services
Entity selection and formation
Tax structuring
Private client services
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.
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 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.
Income tax advisory and compliance
Wealth management
Succession planning
Gift tax strategies
Estate planning
Trust structuring
Private foundation services
Business exit planning
Philanthropy planning
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