Robert Chen, CPA, PFS — 20 Years Experience

YourNumbers.OurExpertise.

Former Big 4 CPA specializing in small business and real estate investor tax strategy. Seattle businesses trust Robert Chen to find every dollar they deserve.

Licensed CPAFormer Big 44.9 Rating

Tax Savings

$0

Returns Filed

0+

Client Satisfaction

0%

$3.2M+

Tax Savings Delivered

2,800+

Returns Filed

20

Years Experience

99%

Client Retention

Our Services

ComprehensiveFinancialServices

From annual tax returns to year-round CFO services, every engagement is handled by Robert Chen and his team with precision, discretion, and a commitment to your financial success.

Personal and business tax preparation with maximum deduction strategies. Robert Chen personally reviews every return to ensure compliance and optimal savings across federal, state, and local codes.

Tax Savings Calculator

HowMuchCouldYouSave?

Select your income bracket to see estimated annual savings with professional CPA tax strategy:

Estimated Annual Savings with Evergreen Tax & Advisory

$5,800 - $12,500

Based on average client results in this income bracket

Robert Chen, CPA, PFS

Personal Financial Specialist

Meet Your CPA

20Years.FormerBig4.YourAdvantage.

Robert Chen founded Evergreen Tax & Advisory in Seattle with a clear mission: bring Big 4 level financial strategy to small businesses and individual investors who deserve better than DIY software.

With two decades of experience and a Personal Financial Specialist designation, Robert has helped over 2,800 clients navigate complex tax situations, from first-year real estate depreciation to multi-state business filings.

Licensed CPA

PFS Designation

Former Big 4

2,800+ Clients

Specializations

IndustriesWeServe

Real Estate Investors

1031 exchanges, depreciation, cost segregation studies, and rental income optimization

Small Business

Entity structuring, quarterly estimates, payroll, and year-end tax strategies

Healthcare

Practice management, HIPAA-compliant bookkeeping, and medical deductions

Tech Startups

R&D tax credits, equity compensation planning, and burn rate analysis

Restaurants

Tip reporting, inventory accounting, multi-location consolidation, and FICA tip credits

Freelancers

Self-employment tax optimization, quarterly estimates, and home office deductions

Find Your Solution

WhatTaxHelpDoYouNeed?

How It Works

YourPathtoFinancialClarity

01

Step 01

Free Consultation

We review your current financial situation, identify opportunities, and outline exactly how we can help. No jargon, no obligation.

02

Step 02

Document Collection

Securely upload your documents through our encrypted client portal. We organize everything and flag anything missing before we begin.

03

Step 03

Expert Analysis

Robert and the team analyze your finances, identify every legitimate deduction, and develop a customized strategy for maximum savings.

04

Step 04

Year-Round Support

Tax planning is not seasonal. We provide quarterly reviews, proactive advisory, and are always a phone call away when questions arise.

The Difference

Evergreenvs.DIYTaxSoftware

Feature

Evergreen Tax

DIY Software

Personalized tax strategy

No

IRS audit representation

Extra cost

Year-round advisory

Seasonal only

Real estate tax expertise

Limited

Bookkeeping integration

Separate

Human CPA review

Algorithmic

Average client savings

$0 - $200

Transparent Pricing

InvestmentinYourFinancialFuture

Individual Returns

starting at

$299

Federal + state filing
Deduction optimization
E-file with direct deposit
Audit support included
Prior year comparison

Business Returns

starting at

$599

S-Corp, LLC, Partnership
Quarterly estimate planning
Depreciation schedules
Multi-state filing
Year-end tax strategy call

Full-Service Bookkeeping

per month

$499

Monthly reconciliation
Financial statements
Payroll processing
QuickBooks management
Dedicated bookkeeper

All pricing is transparent and provided upfront. No surprise fees, ever.

Never Miss a Deadline

KeyTaxDeadlines

Jan 15

Q4 Estimated Tax Payment

Final quarterly payment for prior year

Apr 15

Individual & Q1 Payment

Tax returns due + first quarterly estimate

Jun 15

Q2 Estimated Tax Payment

Second quarterly estimated payment

Sep 15

Q3 Estimated Tax & Extensions

Third quarterly + extended business returns

Oct 15

Extended Individual Returns

Final deadline for extended personal returns

Evergreen clients receive automated deadline reminders and proactive filing support.

Client Success Stories

RealSavings.RealResults.

4.9 average from 180+ Google reviews

$23K saved

Robert saved us $23,000 on first-year depreciation through a cost segregation study I didn't know existed. His real estate tax knowledge is unmatched in Seattle.

David Park

Real Estate Investor

Verified Client

The CPA Advantage

WhyWorkWithaLicensedCPA?

Licensed & Regulated

CPAs are state-licensed professionals bound by ethical standards and continuing education requirements.

IRS Representation

Only CPAs, attorneys, and enrolled agents can represent you before the IRS. DIY software cannot.

Strategic Planning

Proactive year-round tax planning, not just reactive annual filing. We find savings before deadlines.

Audit Protection

If the IRS comes knocking, Robert stands beside you. Audit defense is included with every engagement.

Meet Robert Chen, CPA

2:30 — Learn about our approach

Certifications & Affiliations

Licensed CPA — WA State

Personal Financial Specialist

QuickBooks ProAdvisor

AICPA Member

WSCPA Member

IRS Enrolled Agent

Proven Results

ClientSuccessStories

Real Estate Investor$23,000 saved

Cost Segregation Study

First-year bonus depreciation on a newly acquired rental property. The study paid for itself 10x over.

Tech Startup$41,000 saved

R&D Tax Credits

Three years of unclaimed research and development credits recovered through amended returns.

Restaurant Group$18,000/yr saved

Entity Restructuring

Reorganized two locations under an S-Corp structure, optimizing payroll tax and FICA tip credits.

Freelance Consultant$8,400 saved

Home Office + QBI

Maximized the qualified business income deduction and home office write-off for a solo consultant.

Healthcare Practice$34,000 saved

Retirement Plan Setup

Implemented a SEP-IRA strategy that reduced taxable income while building retirement savings.

E-Commerce Business$12,800 saved

Multi-State Nexus

Resolved overpaid sales tax nexus obligations and recovered two years of excess payments.

Service Area

ServingGreaterSeattle&Beyond

Downtown Seattle Office

1201 3rd Ave, Suite 1800
Seattle, WA 98101

Remote-Friendly

Secure client portal for document uploads. Serving clients nationwide with multi-state expertise.

Response Time

Same-day email responses. Calls returned within 4 hours during business hours.

Local clients across the Puget Sound region

SeattleBellevueRedmondKirklandTacomaRentonBothellIssaquahMercer IslandWoodinville

The Evergreen Difference

NotJustaTaxPreparer

Most CPA firms file your return and disappear until next year. At Evergreen, Robert Chen and his team work with you year-round to build a proactive financial strategy that compounds savings over time.

Proactive quarterly tax planning calls

Direct access to Robert via phone and email

Year-round advisory, not just seasonal filing

Industry-specific deduction strategies

Transparent pricing with no surprise invoices

Common Questions

FrequentlyAskedQuestions

Tax Season Availability

Accepting new clients now. Extended hours January through April. Same-week appointments available for urgent filings.

StartSavingToday

Schedule your complimentary consultation with Robert Chen. We will review your current tax situation, identify opportunities, and show you exactly how much you could save this year.

Evergreen Tax & Advisory

Office