Youve worked hard to attain wealth, so its important to optimize your assets to achieve your investment goals, protect your family, afford spiraling education costs, fund a comfortable retirement and leave a legacy for your heirs. Polk Group delivers one-on-one guidance and a financial plan to help you manage risk, improve performance and ensure the growth and longevity of your wealth. Our seasoned professionals deliver the services you need with the highest standards of objectivity, integrity and professionalism.
Many of our high-net-worth clients have finance and accounting needs that require basic, yet valuable services. Polk Group provides the following personal accounting services:
Bill Paying, Accounting and Financial Statement Preparation—We can serve as the individuals or familys full accounting department, processing cash receipts and disbursements, reconciling accounts, and performing general ledger and financial reporting functions.
Investment Accounting—Our accounting professionals help individuals and families with significant or complex investments. This may involve tracking investment performance and basis, reconciling and accounting for investment activity.
Preparation of Budgets and Cash-Flow Projections — We help clients formulate budgets, and forecast and monitor performance, while providing continued financial analysis focused on achieving strategic plans.
Payroll Reporting—We assist clients with payroll processing and the preparation of payroll tax returns and annual Forms W-2 for personal employees.
The more assets you have, the more important it is to manage the ongoing complexities that come along with high net worth. Contact Jim, Rich or Andy today at 404-949-3040 to set up your free consultation.
Andy Trinkle is the Partner/Tax Director for Polk Group and is a Certified Public Accountant (CPA) licensed in Georgia, as well as a member of the American Institute of Certified Public Accountants (AICPA) and The Georgia Society of Certified Public Accountants (GSCPA). He is experienced in federal and state tax related matters, primarily dealing with income, payroll, and sales tax for corporations, partnerships, tax-exempt organizations, individuals, estates, and trusts. Prior to joining Polk Group in the spring of 2012, Andy worked for a small accounting firm in Atlanta. He graduated from the University of West Georgia with a Bachelor of Business Administration degree in Accounting and received a Master of Accounting degree from Kennesaw State University with a specialization in federal taxation. Andy currently resides in Atlanta.