iStock-1189829021.jpg

Simplify with integrated tax and investment advice

Resolve tax complexity with a CPA that works side-by-side with your wealth manager, keeping your financial plan at the center of investment and tax strategy.  

Take a brief survey to find out if you are a fit for our tax or investment and planning services.

EVERGREEN | Sterling Kuder

Founded in 1985, Sterling Kuder brings over 35 years of tax experience to the Evergreen Wealth Management team and expands our Eastside presence to include an additional location on Mercer Island. Evergreen Sterling Kuder is where investment advisory and tax planning converge to help clients accomplish more with their wealth manager and CPA. Our focus is on combining your tax and investment strategies into one, with your financial plan at the center. We aim to provide a holistic and comprehensive approach to reducing our clients' tax liability.

TAXATION

Corporate, Individual & Estate Planning
Federal & State Return Preparation
Business & Entity Returns

BUSINESS

Formation & Liquidation
Business Planning & Budget Analysis
Preparation, Audit, Compilation & Review of Financial Statements

TECHNOLOGY

Accounting System Automation
Software Consultation

Tax & business service capabilities

Why combine tax, investments

& financial planning

To seamlessly integrate your investment portfolio and financial plan with maximum tax-efficiency requires a team with expertise in each of those areas. We believe this integration is best achieved when your CPA, CFP®, and Wealth Consultant are working under one roof.

 

We remove the need for clients to have to serve as the middle man between investment manager and CPA. Evergreen clients can spend more time focusing on their work and families and less time facilitating meetings and communication when they utilize the all-in-one investment and tax service we provide.

About Evergreen Gavekal

Evergreen Gavekal is an independent registered investment advisor (RIA*) serving high-net-worth individuals, families, and endowments. Since 1983, one key directive has guided how we operate: the unwavering commitment to our clients and their investments. Our strategic array of financial services provides a wide spectrum of investment solutions to tackle today’s increasingly complex global markets. We are committed to establishing and maintaining relationships where clients view us not simply as investment professionals, but also as their trusted partners. Our entire team is working toward the same goal: a secure financial future for our clients. At Evergreen, we believe superior communication is at the foundation of success for an investor. While each of our client’s pursuits is unique, Evergreen puts their interests above all else.

 

BELLEVUE

10500 NE 8th Street, Suite 950

Bellevue, WA 98004

425.467.4600

50 California Street, Suite 3650

San Francisco, CA 94111

415.980.6300

PORTLAND

805 SW Broadway, Suite 610  

Portland, OR 97205

503.575.9758

NAPA

SAN FRANCISCO

1850 Soscol Ave, Suite 205

Napa, CA 94559

707.287.9686

 

DISCLOSURES