EBHRAs: A flexible health benefits choice for businesses

by Polk & Associates
Apr, 24, 2025

Under a Health Reimbursement Arrangement (HRA), your business sets up and wholly funds a plan that reimburses participants for qualified …

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How companies can spot dangers by examining concentration

by Polk & Associates
Apr, 24, 2025

In a business context, “concentration” can refer to various aspects of a company’s operations. Examining different types of concentration may …

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What tax documents can you safely shred? And which ones should you keep?

by Polk & Associates
Apr, 24, 2025

Once you file your 2024 tax return, you may want to shred or delete tax records. But if the IRS …

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Understanding the “step-up in basis” when inheriting assets

by Polk & Associates
Apr, 24, 2025

If you inherit assets, they often come with a valuable tax benefit called the step-up in basis. Basis is what …

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Turn a summer job into tax savings: Hire your child and reap the rewards

by Polk & Associates
Apr, 24, 2025

With summer fast approaching, you might be considering hiring young people at your small business. If your children are also …

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Explore SEP and SIMPLE retirement plans for your small business

by Polk & Associates
Apr, 24, 2025

Suppose you’re thinking about setting up a retirement plan for yourself and your employees. However, you’re worried about the financial …

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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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Latest News and Information

EBHRAs: A flexible health benefits choice for businesses

How companies can spot dangers by examining concentration

What tax documents can you safely shred? And which ones should you keep?

Understanding the “step-up in basis” when inheriting assets

Turn a summer job into tax savings: Hire your child and reap the rewards

Explore SEP and SIMPLE retirement plans for your small business

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What Our Customers & Interns are Saying

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