Bookkeeping & Tax
in Clifton Park, NY
Run your business - we'll handle the numbers.
Owner-operated bookkeeping for small businesses across Clifton Park and the Capital Region. Clean books, clear reporting, no surprises.
We're 100% remote - all work is done online, by phone, and by video. We don't offer in-person office visits.
- Monthly bookkeeping, reconciled and reviewed
- Individual & business tax prep in one place
- Replies within one business day from a real person
- Flat, predictable pricing - no surprise invoices
- 300+
- Returns prepared by Shane in the 2025 season, including at a prior firm
- 5.0
- Google rating
- 20
- States filed in
A local, owner-operated firm - right here in Clifton Park.
Evergreen is run by Shane Panas, born and raised in the Capital Region and based in Clifton Park, NY. We're intentionally small - focused on small businesses in Clifton Park, Malta, Halfmoon, Ballston Spa, Saratoga and the Capital Region, and we work 100% remotely with clients across the country. When you call, you talk to Shane.
No offshore team. No junior handoffs. Just a neighbor who knows your books, your industry, and your community.
Focused services, done right.
Pick a single service or bundle them. Either way, you work directly with a dedicated accountant who knows your numbers.
Individual Tax Prep
Personal 1040 returns prepared and e-filed by an IRS PTIN holder.
Tax Consulting
Planning, projections, and clear answers when you need a real human to ask.
Catch-up & Cleanup Bookkeeping
Behind on your books? We catch up months or years of missed bookkeeping, fix miscategorized transactions and reconcile every account, so your books are ready for taxes, a loan or a sale.
- Catch up months or years of missed books
- Fix messy or miscategorized QuickBooks files
- Reconcile every bank and credit card account
- Tax-ready fast
Prior-Year & Amended Returns
Haven't filed in a while, or found a mistake on a return you already filed? We prepare and file past-due and amended federal and state returns and get you back on track.
- Unfiled returns for past years
- Amended returns (1040-X, 1120-S, 1065 and state)
- Multi-state corrections
- Filing only, no IRS collections or audit representation
NY Sales Tax Filing
Certificate of Authority registration, quarterly and annual New York sales tax returns, and catch-up filings for missed periods.
- Certificate of Authority registration
- Quarterly ST-100 filings
- Sales tax by county
- Catch-up for missed quarters
What our clients say.
Worked with us? A short Google review helps other local small business owners find a bookkeeper they can trust.
"Evergreen does the bookkeeping and taxes for my marketing agency. Books are always clean, tax season is a non-event now, and they explain things in normal English. Small business owners in Clifton Park and the Capital Region, this is who you want. Can't recommend them enough."
"Shane's been great. Took over my bookkeeping, cleaned up a couple of years of mess, and made quarterly taxes a non-event. Easy to reach, explains things in plain English."
"Shane handled my business return and actually explained what he was doing and why. No surprises, no last minute scramble. Highly recommend Evergreen!"
"Evergreen handles the bookkeeping, tax work, and advisory side of my digital entertainment business, and Shane has been an excellent partner throughout. Early on, he resolved a complex multi-state amendment, correcting crediting errors on a return filed before I became a client. The result is that I spend far less energy on this part of the business and far more on growing it. I'd recommend Shane and the Evergreen team without hesitation."
"Shane makes a complicated task like taxes the easiest part of owning a business. Very responsive, tells you exactly what he needs and why, and makes suggestions for better tax filing practices. Highly recommend"
"...He laid out exactly what he needed from me, took the reins, and completed my taxes in record time. Thanks to him, I am now in full compliance with both New York State and the Federal Government..."
"I had an excellent experience working with Shane. He was knowledgeable, professional, and took the time to really understand my tax situation. He explained everything clearly and really eased my anxiety going into tax season. Highly recommend Shane to anyone looking for a knowledgeable and caring accountant."
"Excellent service! The team was professional, knowledgeable, and made the entire process easy and stress-free. I highly recommend Evergreen Bookkeeping and Tax Services for anyone looking for reliable bookkeeping and tax help."
"Went in for a few questions, came out a client. Shane walked me through everything he was doing for my recent start up with a rental property. Straightforward and respectful."
"Shane at Evergreen Bookkeeping and Tax Services was professional, helpful, and easy to work with. Great service from start to finish. Highly recommend!"
"Shane is friendly, easy to talk to, and quick to respond. Excellent service and a really pleasant person to deal with. Highly recommend Evergreen!"
"Answered all my questions was very polite and helpful on the phone"
"Evergreen does the bookkeeping and taxes for my marketing agency. Books are always clean, tax season is a non-event now, and they explain things in normal English. Small business owners in Clifton Park and the Capital Region, this is who you want. Can't recommend them enough."
"Shane's been great. Took over my bookkeeping, cleaned up a couple of years of mess, and made quarterly taxes a non-event. Easy to reach, explains things in plain English."
"Shane handled my business return and actually explained what he was doing and why. No surprises, no last minute scramble. Highly recommend Evergreen!"
"Evergreen handles the bookkeeping, tax work, and advisory side of my digital entertainment business, and Shane has been an excellent partner throughout. Early on, he resolved a complex multi-state amendment, correcting crediting errors on a return filed before I became a client. The result is that I spend far less energy on this part of the business and far more on growing it. I'd recommend Shane and the Evergreen team without hesitation."
"Shane makes a complicated task like taxes the easiest part of owning a business. Very responsive, tells you exactly what he needs and why, and makes suggestions for better tax filing practices. Highly recommend"
"...He laid out exactly what he needed from me, took the reins, and completed my taxes in record time. Thanks to him, I am now in full compliance with both New York State and the Federal Government..."
"I had an excellent experience working with Shane. He was knowledgeable, professional, and took the time to really understand my tax situation. He explained everything clearly and really eased my anxiety going into tax season. Highly recommend Shane to anyone looking for a knowledgeable and caring accountant."
"Excellent service! The team was professional, knowledgeable, and made the entire process easy and stress-free. I highly recommend Evergreen Bookkeeping and Tax Services for anyone looking for reliable bookkeeping and tax help."
"Went in for a few questions, came out a client. Shane walked me through everything he was doing for my recent start up with a rental property. Straightforward and respectful."
"Shane at Evergreen Bookkeeping and Tax Services was professional, helpful, and easy to work with. Great service from start to finish. Highly recommend!"
"Shane is friendly, easy to talk to, and quick to respond. Excellent service and a really pleasant person to deal with. Highly recommend Evergreen!"
"Answered all my questions was very polite and helpful on the phone"
Steady hands.
Clearer numbers.
Local & owner-operated
Based in the Capital Region and rooted in Clifton Park. You work with the owner, every time.
Small-business focus
We work with contractors and the trades, auto repair and HVAC shops, salons, restaurants, retail, real estate investors, trucking and e-commerce sellers, professional practices, and other owner-operated businesses.
Year-round partnership
Not a once-a-year tax shop. Monthly closes and a real person to call whenever you need one.
Simple from day one.
Most clients are typically onboarded within a few weeks.
- 01
Discovery call
A 15-minute conversation to understand your business and current setup.
- 02
Tailored proposal
A clear, scoped plan for exactly what you need - nothing extra.
- 03
Smooth onboarding
We connect to your tools, clean up the books, and set up reporting.
- 04
Ongoing support
Monthly closes, quarterly check-ins, and a real human when you need one.
Your private Client Portal.
A secure, password-protected space where you can upload documents, track what's needed, sign forms, pay invoices, and message the firm - all in one place.
Sign in to the portal- Upload tax documents securely
- See your personal document checklist
- Fill out your tax organizer online
- Sign engagement letters electronically
- Pay invoices online by card
- Message the firm privately
- Access completed returns anytime
Let's make this your most organized year yet.
Book a free 15-minute fit call. Year-round support - not just at tax time.
Schedule your consultation