“We’ve had the pleasure of working with Bucknam & Conley CPAs for our accounting, tax planning, and advisory needs, and the impact on our business has been outstanding. Their team doesn’t just prepare our taxes, they think strategically about our entire financial picture and help optimize our tax position throughout the year, not just at filing time. They also maintain our books and records, lead our annual audit process for several investment funds with 3rd party accounting firms, and provide best-in-class fractional CFO services. Their deep industry expertise and proactive planning have helped us identify opportunities that have materially benefited Evergreen’s profitability and growth.
What stands out most is their personalized service and responsiveness. We always feel like we have trusted advisors in our corner, not just another vendor. Whether it’s complex multi-state tax matters, strategic planning discussions, or real-time responses to questions from Evergreen or our auditors, the team at Bucknam & Conley consistently delivers thoughtful, high-value guidance.
We highly recommend them to any business owner looking for more than just a CPA, but a true partner in your financial success.”
Greg Guido
Evergreen Property Partners, LLC
