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← Back to Top 10 Bookkeepers in the Albany-Schenectady Area, NY (2026)Evergreen Bookkeeping & Tax Services
Evidence Score 54/100 at 86% evidence coverage 4 of 10 on the Albany-Schenectady area list How the score works
What we could verify
- Registered business?
- Not found in the state registry search
- CPA license or firm permit?
- Not verified
- Publishes prices?
- Not stated on its website
- Local or remote?
- Local + remote
- Software?
- QuickBooks
Who they say they serve: restaurants, contractors, real estate, e-commerce, retail (self-reported, from the firm's own website)
2 of 5 answered from a dated source.
Documents 4 of 5 core services.
Score breakdown
Dark bar: points earned. Grey bar: the weight we could check.
Evidence
| Claim | What the source shows | Source | Points |
|---|---|---|---|
| Business name | Evergreen Bookkeeping & Tax Services | home page Nov 8, 2026 | |
| Website | https://www.evergreenaccountingsolutionsllc.com/ | home page | |
| Office locality | Clifton Park, NY | home page | |
| Service area | United States (stated by the firm) | home page Nov 8, 2026 | |
| Phone | +15182889981 | home page Nov 8, 2026 | |
| Offers bookkeeping | Documented: Bookkeeping in Clifton Park, NY | Evergreen Bookkeeping & Tax Services Family-owned · Clifton Park... | home page | |
| Monthly bookkeeping | Documented: ...don't offer in-person office visits. Call or Text Now! Book a Free 15-Minute Fit Call Monthly bookkeeping, reconciled and reviewed Individual & business tax prep in one place... | home page | 8 pts (max 8) |
| Catch-up / cleanup | Documented: ...Planning, projections, and clear answers when you need a real human to ask. Catch-up & Cleanup Bookkeeping Behind on your books? We catch up months or years of missed bookkeeping... | home page Nov 8, 2026 | 5 pts (max 5) |
| Payroll coordination | Documented: ...books closed on a set schedule - categorized, reconciled, reviewed. Learn more → Payroll Payroll set up on Gusto and reviewed every pay run. Learn more → Individual Tax Prep... | home page Nov 8, 2026 | 4 pts (max 4) |
| Month-end close + reporting | Documented: ...financials delivered every month. Bank & credit card reconciliation Monthly P&L and Balance Sheet QuickBooks setup & cleanup Sales tax filings Dedicated point of contact Ask about... | /services | 6 pts (max 6) |
| Industries served (documented) | restaurants, contractors, real estate, e-commerce, retail, salons, trucking, auto repair | home page | 5 pts (max 5) |
| Software supported | QuickBooks | home page | 5 pts (max 5) |
| Local / remote model stated | Local + remote | home page | 3 pts (max 3) |
| Onboarding described | Documented: ...a once-a-year tax shop. Monthly closes and a real person to call whenever you need one. How it works Simple from day one. Most clients are fully onboarded in under two weeks. 01... | home page | 4 pts (max 4) |
| Reporting cadence stated | Documented: ...Colorado 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... | /about Nov 8, 2026 | 4 pts (max 4) |
| Named contact / team | Shane Panas, Founder | /about | 3 pts (max 3) |
| Communication channel / process | Documented: ...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... | home page | 3 pts (max 3) |
| Working contact route verified | [email protected] (mail server found) | DNS check Third-party Sep 26, 2026 | 2 pts (max 2) |
| Privacy / data-handling page | Documented: Privacy Policy | /privacy | 2 pts (max 2) |
Checked and not found
- Not documented. Checked 5 pages of the firm's own site on 2026-09-26 (Firm's own website): AP / AR (0 pts, max 4); Pricing approach published (0 pts, max 6); What is included / excluded (0 pts, max 5).
- Not verified. Searched the IRS PTIN holder file (updated 2026-02-23) for business name 'Evergreen Bookkeeping & Tax Services' in Clifton Park, NY on 2026-09-27: no matching preparer record (IRS preparer records): Bookkeeping designation (AIPB/NACPB) or IRS preparer record (0 pts, max 6).
- Not verified. Searched New York Department of State active corporations (data.ny.gov n9v6-gdp6) for 'Evergreen Bookkeeping & Tax Services' on 2026-09-26: no matching record (State business registry): Entity found in the state business registry (0 pts, max 6); Operating 1+ year (registry formation date) (0 pts, max 5).
Searches that find nothing are not a mark against a firm. How we search.
Not verified (not checked yet, so each scores 0 and counts against coverage): Active CPA firm or individual license (state board) (0 pts, max 8); Current QuickBooks ProAdvisor or Xero advisor listing (0 pts, max 6).
Check it yourself on the state's own records: New York State Education Department, Office of the Professions, State Board for Public Accountancy license search and business registry search.
- Working contact route verified: The email address the firm publishes is on a domain that accepts mail (MX record present).
Data limitations
- 21 of 25 evidenced items come from Evergreen Bookkeeping & Tax Services's own website and are labelled self-reported.
- No ratings or review counts are published here. Why.
Is this your firm?
Claim this listing to correct a field with evidence, or report a correction. Claiming confirms ownership only; it does not change the score.