Owner-operated · Saratoga County, New York
Bookkeeping and Tax Prep for Saratoga County Businesses
Based in Clifton Park, Shane Panas works with small businesses and self-employed people across Saratoga County. Evergreen Bookkeeping & Tax Services is owner-operated, so you work with the same person every time. Everything is done remotely by phone, video and the secure client portal. There is no office visit and no drive.
Certified QuickBooks ProAdvisor (Level 2) · IRS PTIN holder · Authorized IRS e-file Provider
Towns we work with
- Clifton Park
- Halfmoon
- Malta
- Ballston Spa
- Saratoga Springs
- Round Lake
- Mechanicville
- Waterford
- Wilton
- Stillwater
From Clifton Park to Saratoga Springs and the surrounding towns, your books and tax documents can be handled without leaving your business.
What we do
Monthly bookkeeping
Monthly books in QuickBooks Online, with reconciled accounts and clear financial statements.
Catch-up and cleanup bookkeeping
Bring overdue books up to date and put disorganized records in order.
Business tax returns
Tax preparation for partnerships, S corporations and C corporations.
Individual and self-employed tax returns
Personal and self-employed returns prepared with attention to your income and expenses.
Prior-year and unfiled returns
Get outstanding tax years filed and move forward with a clearer picture.
NY sales tax filing
New York sales tax returns prepared and filed on time.
For local trades, shops, salons and restaurants
Keep your attention on the next job, customer or dinner service. Shane handles monthly books in QuickBooks Online, New York sales tax on time, and year-end numbers ready for the tax return for local trades, shops, salons and restaurants.
Frequently asked questions
Do I need to come to an office?
No. All work is fully remote, by phone, video and the secure client portal. You can send documents from your phone through the portal, with no office visit.
Do you work with businesses outside Saratoga County?
Yes. Shane works with businesses across the Capital Region and remotely nationwide. Explore our Capital Region bookkeeping and tax prep services.
How much does it cost?
See our pricing page for minimum fees. You receive a written quote before any work starts. View pricing and client rights.
Can I meet with you in person?
All of our work is done remotely, but you won't be on your own. We schedule a video or phone call and go through your documents and your return together, screen by screen, before you sign anything. If you'd rather not upload, you can mail copies of your documents to PO Box 198, Round Lake, NY 12151, and we'll scan them into your secure client portal.