Polton Financial was founded by Edward Poltonowicz in 2001. We are now celebrating our 17th year and look forward to many more. We are proud to serve over 3000 local families and more than 400 businesses in the Bucks and Montgomery County areas. We offer a broad range of services for business owners, individuals and professionals.
Our rates are affordable and our services encompass nearly every aspect of financial life. We are experienced in all matters of accounting and taxation, IRS problem resolution, estates and trusts, business formation, financial planning and investment, real estate and business sales. We're experienced and we're friendly.
Our rates are affordable and our services encompass nearly every aspect of financial life. We are experienced in all matters of accounting and taxation, IRS problem resolution, estates and trusts, business formation, financial planning and investment, real estate and business sales. We're experienced and we're friendly.
Services
We offer fast and accurate preparation of Individual Income Tax Returns, including all 50 States, Philadelphia and local. Our pricing is straight forward and half what the national chains charge. We can even deduct our fees directly from your refund. Our staff knows how to make filing your tax return easy.
As a business owner, your time is best spent growing your company, but properly filling your taxes cannot be ignored. We have the expertise to identify and prepare all tax returns required for your business. We will save you the time and hassle of doing it all on your own and work diligently to help lower your tax liability and keep more money in your pocket.
Solar energy property and water heating related upgrades are still viable through 2021. While savings are gradually reduced from 2020 onward, there's still time to save an average $5,000 dollars installing your residential solar panels. Even better - if your tax liability isn't great enough to claim the entire credit, you can roll the savings over to the next year, as long as the bill is in effect.
In the late 90's, Polton(owicz) brothers John and Edward began their careers offering financial and tax accounting services in Bucks and Montgomery Counties - and they did so together. In the beginning, John's branch of Polton Financial did business under the Matrix Tax moniker, while Ed started out trading under Polton Financial itself.
Your tax return information is entirely confidential - our accountants and the IRS will never share details of your return or finances without your explicit consent. The IRS has severe consequences for accountants who share information without consent from their clients - we take their regulations very seriously, and handle your privacy with utmost respect.
Reviews (8)
Catalyst Star
Dec 21, 2021
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Faithful Ray
Mar 27, 2021
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I have been with Ed since day one when he first came to the York Rd.Willow Grove area while working for Jackson Hewitt and still till this day as he is now Polton Financial. Ed has always been honest professional since I have been with him. I will recommend if you want your taxes or someone to handle your business affairs I say go with Polton Financial. They have me as long as they are open and as long as I am in and near the Willow Grove area and yes my children also goes to him so if you want a true honest business try Polton Financial.
R. D.
Aug 27, 2020
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London Oki
Jul 05, 2019
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ClaudiaMaruu
Jun 13, 2019
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L. G.
Oct 23, 2018
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Charlie McGrath Iii
Aug 28, 2018
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I have been getting my taxes done by Ed for 10 years, and I would never go anywhere else. He is really fast, finds every deduction and gets the most money back possible, and he is just a great guy to work with. Polton Financial offers very competitive fees and a lot of services. I would recommend them to anyone!
Nicholas Pier
Jan 27, 2016
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