Polk Group Tailors Solutions for Business Owners and High-Wealth Clients

Tax Planning

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.

Tax Return Preparation and IRS Audit Representation

Our exhaustive knowledge of your personal and business finances let us help you optimize favorable tax laws while meeting compliance requirements. Should an IRS audit occur, forget about spending weeks compiling records and learning the latest tax laws. We handle your audit from A to Z. If you or your business is facing an audit by the IRS or state tax authority, call or contact the Polk Group to set an appointment for a free consultation. [If you’ve received an IRS audit notice, do X to receive a free consultation with our tax specialist.]

"Within days of the DOMA ruling my Polk Group advisor presented financial implications that will affect me, my partner and our children. As my company’s financial advisor he also is aware of my personal situation. That’s full service."
--CEO/Owner, Marketing Agency

Protect and grow your net worth with Polk Group’s Individual Accounting services

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James Polk

CPA, Managing Member

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.

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