COURT RULING ON BENEFICIAL OWNER INFORMATION REPORTING– FEBRUARY 19, 2025

by Polk & Associates
Feb, 19, 2025

On February 17th, the United States District Court for the Eastern District of Texas overruled the preliminary reporting injunction on …

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On developing an effective IT modernization strategy

by Polk & Associates
Feb, 14, 2025

Information technology (IT) is constantly evolving. The concept and challenge of keeping business technology current is called “IT modernization.” To …

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Financial relief for families: The benefits of the Child Tax Credit

by Polk & Associates
Feb, 14, 2025

The Child Tax Credit (CTC) is available to eligible taxpayers with children under age 17. For 2024 and 2025, the …

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Questions about taxes and tips? Here are some answers for employers

by Polk & Associates
Feb, 14, 2025

President Trump has pledged to end taxes on tips. But so far, no law eliminating taxes on tips has been …

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D&O insurance may be worth considering for some companies

by Polk & Associates
Feb, 14, 2025

Running a successful business can force you to make tough decisions that expose you to legal claims. To hedge against …

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Taming the tax tangle if you’re retiring soon

by Polk & Associates
Feb, 14, 2025

Retirement is a chance to travel, visit with family or just enjoy relaxing. Yet retirement may bring a tangle of …

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What Our Customers & Interns are Saying

John Managing Director

I would like to take this opportunity to express my personal gratitude to your company. It is rare in this business world to find a consistently outstanding company who routinely bends over backwards to give more service than we contracted for, with more friendliness than we can expect. We have been with Polk since 1989 and I believe that we have been around long enough to make this statement. Please give all the personnel at your offices a big "Thank You" from us at Plasco. We are looking forward to many more years of relationship with your organization. Thanks again for all your help!

Jazz Watson Web Designer

I have been a client of Polk and Associates for almost 20 years. I've enjoyed the relationship I've had with many of the partners and associates. They are a very special firm that places the client at the top of the food chain. I've always been treated as if I was their most valuable client. They are bright, approachable, thoughtful firm that prides itself on being thorough yet flexible so they can take advantage of the nuances of the tax code. Most importantly, I like them and trust them implicitly.

Rock Messy Web Devloper

The partners and the staff is a great part of working with Polk. Having every question answered by them was refreshing and impressive. Not many people can say they had the best experience in public accounting during tax season but I definitely have!

This is a very technical company. The work is rigorous and detail oriented. The degree to which our decision can save money for clients inspired me.

My perception prior was that there were just two areas of accounting – tax and auditing. Now I know that there is a middle ground between the two, where compilations fit.

Steven

I have used Polk & Associates since I did my first real estate development 26 years ago. They were instrumental in the structuring of that project, and have helped enormously in the growth of my business ever since. This firm represents both my business and personal accounting and tax matters and I have a great deal of confidence in the quality of their work. I have referred a number of other clients to them over the years, and continue to do so.

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COURT RULING ON BENEFICIAL OWNER INFORMATION REPORTING– FEBRUARY 19, 2025

On developing an effective IT modernization strategy

Financial relief for families: The benefits of the Child Tax Credit

Questions about taxes and tips? Here are some answers for employers

D&O insurance may be worth considering for some companies

Taming the tax tangle if you’re retiring soon

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