Bookkeeping & Tax
in Clifton Park, NY
Run your business - we'll handle the numbers.
Family-owned bookkeeping for small businesses across Clifton Park and the Capital Region. Clean books, clear reporting, no surprises.
- Monthly bookkeeping, reconciled and reviewed
- Individual & business tax prep in one place
- Same-day answers from a real person
- Flat, predictable pricing - no surprise invoices
- 300+
- Returns prepared
- 5.0
- Google rating
- 8+
- States filed in
PTIN Registered
A local, family-owned 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 bookkeeping for local small businesses in Clifton Park, Malta, Halfmoon, Ballston Spa, Saratoga, and the Capital Region. 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.
Bookkeeping
Monthly books closed on time, every time - categorized, reconciled, reviewed.
Individual Tax Prep
Personal 1040 returns prepared and e-filed by an IRS PTIN holder.
Business Tax Prep
S-Corp, partnership, and Schedule C returns with multi-state filings.
Tax Consulting
Planning, projections, and clear answers when you need a real human to ask.
What Clifton Park clients say.
Worked with us? A short Google review helps other local small business owners find a bookkeeper they can trust.
"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!"
"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."
"Best Bookkeeping in the 518, highly recommend"
"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."
"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's my go-to guy for tax related work. He is efficient and professional and communicates well."
"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!"
"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."
"Best Bookkeeping in the 518, highly recommend"
"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."
"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's my go-to guy for tax related work. He is efficient and professional and communicates well."
Steady hands.
Clearer numbers.
Local & family-owned
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, retail shops, restaurants, salons, real estate, 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 fully onboarded in under two weeks.
- 01
Discovery call
A 30-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 30-minute consultation. Year-round support - not just at tax time.
Schedule your consultation