Discover our services

Evolve CPA Tax & Accounting PLLC provides modern tax preparation, planning, and advisory services designed to meet you where you are and adapt as your needs evolve.

We work with individuals and businesses who value clear communication, proactive planning and processes, and an ongoing advisory relationship, supporting informed decision making as your circumstances change over time.

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Tax Preparation
& Compliance

Comprehensive tax return preparation for individuals and businesses, with careful attention to applicable deductions, credits, and reporting considerations. Services are delivered through modern, secure processes and clear communication to support an organized and consistent compliance experience.

  • Federal and state income tax returns for individuals

  • Business returns, including partnerships and S corporations

  • Fiduciary income tax returns

  • Multi-state filing considerations

  • Electronic filing and secure delivery of completed returns

This service is best suited for clients seeking an organized, collaborative tax preparation process.
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Tax Strategy
& Planning

Tax planning with Evolve CPA is designed to support informed, tax-aware decision making throughout the year. Planning engagements are tailored to your circumstances, priorities, and timing, with an emphasis on understanding how tax considerations intersect with broader personal or business goals.

  • Year-round tax planning discussions

  • Quarterly or year-end planning meetings, as appropriate

  • Consideration of tax implications related to income changes, business activity, or major transactions

  • Coordination of planning insights with tax return preparation

Planning services focuses on proactive discussion and timing considerations, rather than one-time recommendations or reactive advice.
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Advisory
Support

Advisory support provides individuals and business owners with an ongoing, collaborative resource as decisions arise throughout the year. Rather than offering prescriptive solutions, we serve as a sounding board to help you consider tax and financial implications in context as circumstances evolve.

  • Ongoing advisory discussions related to business or personal financial decisions

  • Consideration of tax implications related to real estate activity, investments, or business changes

  • Support during periods of growth transition, or increased complexity

  • Coordination with tax planning and compliance services

Advisory support is best suited for clients who value ongoing discussion and perspective as part of a longer-term working relationship.

Evolve CPA Tax & Accounting PLLC works with clients who value clarity, continuity, and responsiveness.
Engagements are structured to reflect each client’s needs and scope,
with an emphasis on long-term deep relationships.

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