An accounting firm that thinks like an owner.
Evergreen Bookkeeping & Tax Services was founded on a simple idea: small business owners and individuals deserve the same quality of financial guidance as large corporations - without the cost, complexity, or cold formality.
Shane Panas
Founder · Accountant · IRS PTIN Holder
I started Evergreen to give small business owners and individuals the kind of accountant I'd want in my own corner - responsive, detail-oriented, and genuinely invested in the outcome.
Based in Clifton Park, NY - serving the Capital Region - I've prepared more than 300 tax returns across S-Corps, partnerships, and individual 1040s for clients in construction, real estate, food service, healthcare, professional services, and manufacturing, with multi-state filings across 20 states, including New York, New Jersey, Pennsylvania, Florida, Texas, California and Hawaii.
Day to day, I handle full-cycle monthly bookkeeping, accurate monthly financial statements, sales tax, real estate taxation (Schedule E, K-1s, basis tracking, Sec. 1250 recapture), and quarterly tax planning. I graduated from Siena College in three years with a dual degree in Finance and Economics - the same discipline I bring to every client engagement.
- 300+
- Returns prepared by Shane in the 2025 season, including at a prior firm
- 20
- States filed in
- PTIN
- Paid tax preparer ID issued by the IRS
Our mission
To give every client the clarity, structure, and confidence to make decisions that move their business - and their life - forward.
Our promise
Plain-language answers, fair pricing, and a real human who picks up the phone when you call.
What we believe.
Clarity beats complexity.
If we can't explain a number simply, we haven't understood it well enough.
Numbers are personal.
Behind every transaction is someone's livelihood. We treat it that way.
Show up consistently.
Great accounting is a habit, not an event. We work alongside you all year.
Confidentiality is sacred.
Your information is handled with the discretion you'd expect from a private advisor.
Let's build something steady.
I'd love to learn about your business and see if we're the right fit.
Start the conversation