There's a difference between an Accountant and a Trusted Advisor, we take a proactive approach to Accounting and Tax so that we can become an integral part of your team and help you achieve your goals. At Polaris Tax & Accounting we put the priority on being proactive and ensuring you have a Trusted Advisor rather than just an Accountant.
We take a proactive approach to your Business Accounting by making it easy for you to monitor the pulse of your business, keep track of cash flow, and other essential business performance metrics. Legislation changes and tax court decisions are continuously evolving our complex tax code as a result, it is easy for taxpayers self-preparing their returns to overlook important tax deductions or even take inaccurate positions.
We take a proactive approach to your Business Accounting by making it easy for you to monitor the pulse of your business, keep track of cash flow, and other essential business performance metrics. Legislation changes and tax court decisions are continuously evolving our complex tax code as a result, it is easy for taxpayers self-preparing their returns to overlook important tax deductions or even take inaccurate positions.
Services
We take the time to understand your personal and business situation as well as your goals and expectation. Doing so, allows us as your Trusted Advisors to craft solutions that take a holistic approach to your own individual unique situation. Managing your Business Books is not just about making sure your Bank Accounts are reconciled, or that your books are in good order.
As an Enrolled Agent (EA), Joe is a federally-authorized tax practitioner who has technical expertise in the field of taxation and who is empowered by the U.S. Department of the Treasury to represent taxpayers throughout the United States before the Internal Revenue Service.
Joe has earned unlimited practice rights as an Enrolled Agent, and can represent taxpayers before all administrative levels of the Internal Revenue Service for audits, collections, and appeals.Joe helps individuals and businesses across the United States take a progressive, and forward-thinking approach to their Accounting and Tax needs by advising, representing, and preparing tax returns for individuals, partnerships, and corporations.
Joe has earned unlimited practice rights as an Enrolled Agent, and can represent taxpayers before all administrative levels of the Internal Revenue Service for audits, collections, and appeals.Joe helps individuals and businesses across the United States take a progressive, and forward-thinking approach to their Accounting and Tax needs by advising, representing, and preparing tax returns for individuals, partnerships, and corporations.
If you don't have a good understanding of your Business finances, perhaps you are not satisfied with your tax situation, or simply did not expect a huge bill at Tax Time, we can help eliminate your anxiety by implementing our Proactive Accounting & Tax Model based on four complementary steps that build on each other like a pyramid.
We believe that Entrepreneurs with passion can change the world for the better and, our Firm is driven to become an integral part of your passion to start and manage your business. Polaris Tax & Accounting is a New Breed of Accounting Firm committed to be a proactive force in a reactive industry.
We believe that Accountants are not just number historians instead, we provide the most value when we help clients implement a Proactive Process to their Accounting & Tax needs.We take a collaborative approach with our clients finances in order to create a transparent relationship with our clients.
We believe that Accountants are not just number historians instead, we provide the most value when we help clients implement a Proactive Process to their Accounting & Tax needs.We take a collaborative approach with our clients finances in order to create a transparent relationship with our clients.
Let us handle your bookkeeping and accounting so you can focus on running your business. We give you the insights, support and advice you need to have full visibility into your business financials. We go beyond simple data entry and fancy reports, we help you understand the story behind your numbers with real actionable steps to help you grow your business.
Reviews (10)
David Self
Sep 03, 2019
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The Law Offices Of Chris Clark
Jun 18, 2017
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Marcel McCrea
Dec 31, 2016
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I have known and worked with Vickie and Joe for a number of years. The level of service they provide is exceptional. They have helped my business, some of my clients, and me individually. Additionally, we have worked collaboratively with clients on a variety of fronts. Most recently, they were able to provide a client of mine who is a foreign national with advice about tax implications of real estate transfers.
I highly recommend Polaris for accounting, tax planning, bookkeeping, tax preparation, payroll accounting and cash flow management.
I highly recommend Polaris for accounting, tax planning, bookkeeping, tax preparation, payroll accounting and cash flow management.
Kolleen Mikesh Organek
Sep 02, 2016
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Laura Costarella
Nov 07, 2015
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Polaris doing my bookkeeping was the best decision I have ever made to help grow my small business!! Joe, Vickie and Brandon are so professional and knowledgeable yet easy going and friendly. I love the cloud-based application and knowing where my finances are on a daily basis. I never dreamed business accounting would be so simple - I only wish I would have hired them sooner!
F. Race City
Sep 07, 2015
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I have known the Polaris Team for close to two years. I have referred them to a number of my clients over that time. (I am a financial advisor). When I have a client come back to me and Thank me over and over for sending them to Polaris, I know they are doing something right. What they do best for my clients is run future projections and proactively strategize on how to save them taxes every year rather than just fill out a tax return at the end of the year and tell them what they owe. I would highly recommend calling Polaris to review your current situation.
Tessa Mayo
Aug 27, 2015
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We have had numerous bookkeepers and accountants in the past and we have been completely in the dark about the financial state of our business. With Polaris, we get an in depth analysis and complete picture as to what position our business is in. We have constant contact with the team and they give us unbiased, professional and well thought out opinions and information like no other accountant or bookkeeper ever takes the time to give. I can honestly say our business is in such a better position since we have taken Polaris on as our bookeepers and accountant.
Chris Smiley
May 21, 2015
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I have been using Polaris Tax and Accounting for over 4 years and have found them to continually go beyond my expectations with the genuine care they have given my accounting needs. Joe ,
Vicki and Brandon have helped educate and train both myself and my staff on various procedures and they are always looking at ways to make my life easier and my business more profitable. I look at them as my business partners and couldn't be more satisfied with their work
Chris Smiley
White House Gardens
Vicki and Brandon have helped educate and train both myself and my staff on various procedures and they are always looking at ways to make my life easier and my business more profitable. I look at them as my business partners and couldn't be more satisfied with their work
Chris Smiley
White House Gardens
Chris Whiddon
Dec 30, 2014
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Prior to launching our insurance agency, we interviewed several firms as potential partners for our bookkeeping and tax preparation work. We ultimately selected Polaris due to their professionalism, enthusiasm, and modern technology. Now that we've been working together for six months, I couldn't be more pleased with the service they have and continue to provide. As a young business that is still learning to manage multiple functions with limited resources, it's incredibly refreshing to have a partner like Polaris that, a) follows through on their commitments, b) doesn't need hand-holding, and
Hind Nicholas
Sep 22, 2013
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I have known Polaris Bookkeeping group for the past 6 months and I have been consistently impressed by their attitude towards their accounting quality of work and their total ethical standard. They are highly respected as persons and professionally by our BNI group. They have excellent forensic skills, yet remains focused on the overall needs of the client.
I would recommend the Polaris Bookkeeping group without any reservation to my friends, relatives and business partners.
I would recommend the Polaris Bookkeeping group without any reservation to my friends, relatives and business partners.
