Integrate Your Taxes and Investments

Manage your taxes and investments in one place.
TAX & BUSINESS SERVICE CAPABILITIES

Taking an approach that is both strategic and proactive is key to effective tax planning. Among the services we offer are: 

TAXATION
  • Individual & Estate Tax Advice
  • Federal & State Return Preparation 
  • Business & Entity Returns
BUSINESS
  • Formation & Liquidation 
  • Business Planning & Budget Analysis 
  • Preparation, Audit, Compilation & Review of Financial Statements 
TECHNOLOGY
  • Accounting System Automation 
  • Software Consultation 
EXTENSIVE TAX EXPERIENCE

Founded in 1985, Sterling Kuder brings over 35 years of tax experience to the Evergreen Wealth Management team and expands our staff to include a deep bench of accountants and CPAs. Evergreen Sterling Kuder is where investment advisory and tax planning converge to help clients accomplish more with their wealth manager and CPA. Our focus is on combining your tax and investment strategies into one, with your financial plan at the center. We aim to provide a holistic and comprehensive approach to reducing our clients' tax liability.

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