We get that. So we make it our business to offer the kind of tax, auditing, accounting and regulatory expertise that puts you on the correct financial path-with the personal, one-on-one attention and proactive guidance that sets Polk apart. Let's get to work. James A. Polk, CPA, Managing Member, has more than 40 years of accounting experience in Georgia and Kentucky.
After building a 35-professional practice in west Kentucky, he moved to Atlanta in 1985. He established his solo Atlanta practice in 1990 after serving as treasurer and CFO for a multi-state company.
After building a 35-professional practice in west Kentucky, he moved to Atlanta in 1985. He established his solo Atlanta practice in 1990 after serving as treasurer and CFO for a multi-state company.
Services
Polk Group occupies a sweet spot in the financial services world for small to mid-sized growth businesses and high wealth individuals.
With over 40 years of experience in accounting, tax, audit, compliance and financial planning, Polk Group delivers depth and breadth of services to rival the national accounting firms, but remains small enough to be your personal partner.
Our most successful collaborations result from working with our clients not just once a year during tax season, but on a continual basis to help them plan and achieve short and long-term goals.
With over 40 years of experience in accounting, tax, audit, compliance and financial planning, Polk Group delivers depth and breadth of services to rival the national accounting firms, but remains small enough to be your personal partner.
Our most successful collaborations result from working with our clients not just once a year during tax season, but on a continual basis to help them plan and achieve short and long-term goals.
It's your job to grow your business.
It's our job to deliver proactive, year-round tax planning strategies to maximize your profits.
We keep up with regulatory changes and ensure that you reduce taxable income, claim available tax credits and more.
Your personal Polk Group advisor's expertise and use of leading-edge technology helps you to continually set short and long-term tax planning goals.
Polk Group's holistic approach goes far beyond sitting down with you once a year.
Your personal advisor bases your final tax return on a comprehensive business audit to ensure that you'll meet compliance requirements and take advantage of every advantageous tax law.
It's our job to deliver proactive, year-round tax planning strategies to maximize your profits.
We keep up with regulatory changes and ensure that you reduce taxable income, claim available tax credits and more.
Your personal Polk Group advisor's expertise and use of leading-edge technology helps you to continually set short and long-term tax planning goals.
Polk Group's holistic approach goes far beyond sitting down with you once a year.
Your personal advisor bases your final tax return on a comprehensive business audit to ensure that you'll meet compliance requirements and take advantage of every advantageous tax law.
Whether you own a $50 million company or you're a non-business owner with significant assets, you will retain more personal wealth by entrusting your taxes to Polk Group.
We gain an overall picture of the intertwined professional and personal finances of business owners and leverage this information to maximize their returns.
Our custom strategies transcend compliance to help wealthy individuals reduce taxes on their estate, investments, retirement distributions and more.
Our exhaustive knowledge of your personal and business finances let us help you optimize favorable tax laws while meeting compliance requirements.
We gain an overall picture of the intertwined professional and personal finances of business owners and leverage this information to maximize their returns.
Our custom strategies transcend compliance to help wealthy individuals reduce taxes on their estate, investments, retirement distributions and more.
Our exhaustive knowledge of your personal and business finances let us help you optimize favorable tax laws while meeting compliance requirements.
When it comes to planning your estate, Polk Group delivers the optimal balance of big-firm expertise and personal service.
Our small staff size lets us dedicate a specific advisor to your account.
And 40 years spent refining our accounting experience and building complementary relationships with legal and insurance professionals mean you benefit from the most effective advice about asset allocation, investment strategies, insurance, trusts, family partnerships and more.
The greater your wealth the more critical it is to get estate planning right.
Our small staff size lets us dedicate a specific advisor to your account.
And 40 years spent refining our accounting experience and building complementary relationships with legal and insurance professionals mean you benefit from the most effective advice about asset allocation, investment strategies, insurance, trusts, family partnerships and more.
The greater your wealth the more critical it is to get estate planning right.
Rely on Polk Group to set up your non-profit organization's tax-exempt status in strict accordance with highly specific revenue and expense classifications established by the IRS.
By building your accounting system around these classifications, we also help you maintain your organization's tax-exempt status.
Help train your board regarding non-profit financial statement usage and effective budgeting practices;.
Prepare your initial start-up documentation, including incorporation, federal employee identification number (FEIN) and set up payroll with federal and state agencies.
By building your accounting system around these classifications, we also help you maintain your organization's tax-exempt status.
Help train your board regarding non-profit financial statement usage and effective budgeting practices;.
Prepare your initial start-up documentation, including incorporation, federal employee identification number (FEIN) and set up payroll with federal and state agencies.
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