Evergreen trees and the Wasatch foothills above Bountiful, Utah at golden hour
Bountiful · Utah

Steady tax & financial guidance for Utah families and businesses.

Evergreen Tax Group is your year-round partner in Bountiful — bringing clarity, organization, and confidence to your taxes, books, and long-term financial picture. Fewer surprises. Better decisions. Every season.

20+
Years rooted in Utah
500+
Bountiful families & businesses served
365 days
Year-round client support
Bountiful, UT
Headquarters
Trusted across Bountiful, Davis County & northern Utah
Utah FamiliesSmall Business OwnersEntrepreneursProfessionalsLocal Service BusinessesSelf-Employed
The evergreen approach

Steady guidance, season after season.

Most firms show up in March and disappear in May. We chose the name Evergreen because our role doesn't end with a return — it grows with you, all year long.

Evergreen by design

Like the trees we're named for, our guidance doesn't disappear after April. We stay engaged with your finances through every season of the year.

Steady & proactive

Quarterly check-ins, ongoing tax planning, and clean books mean fewer surprises and far more confident decisions.

Relationships, not transactions

We're a small Utah firm that knows our clients by name. You get real conversations with a CPA who understands your life and your business.

Rooted in Utah values

Hard work, integrity, and long-term thinking — the way Bountiful families and businesses have always done it.

What we do

Services that bring fewer surprises and more peace of mind.

Every engagement is built around the outcome you actually want — clarity, organization, readiness, and confidence — not just a list of deliverables.

Tax Preparation

Accurate, on-time, no surprises.

Personal, business, and entity returns prepared by a CPA who already knows your story — and your numbers.

Tax Planning

Proactive strategy, not a year-end scramble.

Year-round planning that anticipates the bill, finds legitimate savings, and protects what you've built.

Bookkeeping

Clean books you can actually trust.

Cloud-based, secure, current. A clear monthly picture of where the business stands — not a year-end mystery.

Payroll

Pay your team without the headaches.

Reliable payroll processing, filings, and compliance — handled accurately so you can focus on running the business.

Business Services

Operational clarity for growing companies.

Entity setup, financial reporting, QuickBooks support, and the back-office structure your business needs to scale.

Consulting

A trusted CPA in your corner.

Strategic guidance on the decisions that matter — pricing, structure, growth, succession, and everything between.

Small Business Support

Year-round partner for Utah owners.

From the first hire to a multi-location operation, we provide steady financial guidance built around your stage.

Individual & Family Tax

Confidence for every household.

Thoughtful planning for families, professionals, and retirees — clear answers, honest advice, lasting relationships.

Financial Planning Support

Long-term thinking, season by season.

Coordinated guidance on cash flow, savings, and growth so today's decisions support tomorrow's life.

Sunlit Utah mountain trail through evergreen trees in the Wasatch foothills
Downtown Bountiful Utah with the Wasatch mountains in the background
Sunlight filtering through a Utah evergreen forest
Rooted in Bountiful

A Utah firm, built for Utah lives.

We're not a regional brand pretending to be local. Evergreen Tax Group calls Bountiful home — and our clients are the families, professionals, and small businesses we run into at the grocery store, at little league, and on the trail.

That local connection shapes everything. We know what running a Utah business looks like. We understand what local families are planning for. And we bring that perspective to every conversation about your money.

  • Based in Bountiful, Utah
  • Serving Davis County & beyond
  • Local relationships, real accountability
  • Available remotely across Utah
Year-round guidance

Tax season is a moment.
Financial confidence is a season-by-season rhythm.

Evergreen Tax Group walks with you through every quarter — so April never feels like a scramble and the rest of the year never feels like a guess.

Spring
Filing with confidence

Your return is accurate, on time, and free of last-minute panic — because the planning was already done.

Summer
Mid-year tax check-in

We review the year-to-date picture, adjust estimates, and surface opportunities before they slip by.

Autumn
Proactive year-end planning

Strategy sessions to reduce surprises, capture deductions, and align with your bigger financial goals.

Winter
Organized & ready

Clean books, clear documents, and a tax season that feels orderly — not overwhelming.

Client confidence

From financial uncertainty to steady, prepared, confident.

The transformation our clients describe isn't dramatic. It's quiet. They stop worrying about taxes. They know where their numbers stand. They make decisions with a partner instead of in the dark.

Tax-season stress and uncertainty
An orderly, prepared filing experience
Disorganized records and missing receipts
Clean books and reliable monthly visibility
Reactive scrambling at year-end
Proactive planning months in advance
Surprise tax bills you didn't see coming
A roadmap with no surprises
Feeling alone in financial decisions
A trusted CPA on call, year-round
Generic, transactional service
A real Utah relationship that grows over time
A Utah mountain trail through evergreen forest representing steady, long-term guidance
Our story

Built for Utah. Designed for the long run.

Evergreen Tax Group was founded in Bountiful to bring a different kind of accounting experience to Utah — one rooted in real relationships, proactive guidance, and the steady kind of partnership that compounds over years.

We offer a full range of tax, accounting, bookkeeping, consulting, payroll, and business services — delivered in-person in Bountiful or securely online. Modern tools let us serve clients anywhere in Utah and across the country with the same level of attention our local families have always received.

Every engagement is shaped around your situation. Every recommendation is made with the long view in mind. That's what evergreen really means.

Certified CPAs
Licensed Utah expertise
Secure technology
Modern, cloud-based workflows
Local + remote
Serving Utah and beyond
Let's talk

Financial confidence should feel steady.

Stay prepared, organized, and supported year-round with a trusted Utah CPA partner. Reach out for a free consultation — we'd love to learn about your goals and walk you through how Evergreen can help.

Visit us
Bountiful, Utah
Serving Davis County & beyond
Free consultation
No pressure — just a conversation about how we can help.