Individual Tax Services
Federal and state income tax preparation, multi-state filings, estimated tax planning, and personalized year-round tax guidance.
Accounting • Tax • Advisory
Expert Accounting
Strategic Tax Planning
Personalized Service
Evergreen Accounting & Tax Services LLC provides comprehensive tax preparation, proactive tax planning, bookkeeping, payroll, and accounting services for individuals and small businesses.
We are committed to helping our clients navigate financial complexities with confidence, clarity, and personalized attention.
What We Do
Accounting & Tax Services for Individuals and Businesses
Professional, personalized accounting and tax solutions to help you stay compliant, make informed decisions, and plan confidently for the future.
Business Tax Services
Tax preparation and compliance for corporations, S corporations, partnerships, and LLCs, including business tax planning and entity selection guidance.
Bookkeeping & Accounting
Monthly and quarterly bookkeeping, bank reconciliations, financial statements, general ledger management, and year-end accounting support.
Payroll & Employer Tax Services
Payroll processing, payroll tax filings, W-2 and 1099 reporting, state payroll registrations, and ongoing employer tax compliance support.
Strategic Tax Planning
Proactive tax strategies for individuals and business owners, including retirement-related tax considerations, income planning, and tax-efficient business decisions.
Business Accounting & Advisory
Financial reporting, cash-flow analysis, budgeting, cost management, business structure guidance, and accounting support for growing businesses.
Meet Our Team
Experienced professionals. Practical guidance.
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Ellen Zhu, CMA
Founder & Owner
Ellen holds a Master’s degree in Accounting from the University of Illinois Urbana-Champaign and is a Certified Management Accountant (CMA). With nearly 20 years of professional experience in accounting, financial management, business operations, financial analysis, internal controls, and compliance, Ellen brings a strong combination of technical expertise and practical business insight to Evergreen Accounting & Tax Services. She is passionate about helping individuals and small business owners navigate complex accounting and tax matters, maintain accurate financial records, improve financial organization, and make informed business decisions. As the founder of Evergreen, Ellen is committed to building long-term client relationships through professionalism, integrity, personalized attention, and dependable service.
Focus: Tax Preparation & Planning • Accounting • Bookkeeping • Payroll • Business Financial Management & Advisory
Phone: 919-802-7288
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Cathy Yang, CPA
CPA / Tax Advisor
Cathy brings approximately 16 years of U.S. accounting, tax, and financial management experience. She earned a Master of Accounting from the University of North Carolina at Chapel Hill and holds a CPA credential. Her focus at Evergreen includes individual and business tax services, accounting support, and strategic tax planning. She also has separate professional experience in mortgage lending, insurance, and financial services; those services are not provided by Evergreen Accounting & Tax Services.
Focus: Individual Tax • Business Tax • Accounting • Bookkeeping • Payroll • Strategic Tax Planning
For Business Owners
More than just a tax return
We can support your business throughout the year—from bookkeeping and payroll to tax planning, financial statements, business finance and long-term planning. Our goal is to become a dependable financial partner, not just a once-a-year tax preparer.