Income tax planning is a bit like practicing medicine: an ounce of prevention is worth a pound of cure. We also recognize that, as a business owner, your personal finances are intertwined with that of your company, and we consider these ramifications as well. That's why Polk Group financial advisors provide one-on-one proactive tax planning months before taxes are due. Strategic planning includes executive compensation, retirement and estate planning to help maximize your capital and minimize your tax liability. Polk Group advisors represent and assist you if there is an IRS audit, and we provide expert counsel on technical tax issues, penalty assessments and negotiations to resolve payment of tax deficiencies.
"I view Polk Group as integral to the financial health of my business. When we opened our first out-of-state office, my advisor's expertise regarding the tax ramifications helped immensely."--CEO, Marketing Agency
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.