Before you spend lottery, gambling or other winnings, understand the tax rules

by Polk & Associates
Jul, 23, 2026

It’s easy to focus on the excitement of a big win. But before you spend lottery, gambling or other winnings, …

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How to build a stronger workforce with a strategic onboarding process

by Polk & Associates
Jul, 23, 2026

A strong onboarding process helps new hires become productive, engaged employees quickly. It may also improve retention and maximize your …

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Open the door to investment with a winning pitch deck

by Polk & Associates
Jul, 23, 2026

Creating a strong pitch deck can turn a good business idea into an attractive investment opportunity. Keep your presentation to …

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Will your Social Security benefits be taxable?

by Polk & Associates
Jul, 23, 2026

Will your Social Security benefits be taxable? A portion might be. How much depends on your provisional income, your overall …

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What’s the right entity type for your new business?

by Polk & Associates
Jun, 29, 2026

What’s the right entity type for your new business? Two popular options for closely held businesses with multiple owners are …

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Midyear is a good time to update your business’s strategic plan

by Polk & Associates
Jun, 29, 2026

Is it time to review your business’s strategic plan? As market conditions, technology and competitive pressures change, even a well-designed …

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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

Before you spend lottery, gambling or other winnings, understand the tax rules

How to build a stronger workforce with a strategic onboarding process

Open the door to investment with a winning pitch deck

Will your Social Security benefits be taxable?

What’s the right entity type for your new business?

Midyear is a good time to update your business’s strategic plan

Our Management Team

Keith Grover

Robert Bennett

Richard Williams

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What Our Customers & Interns are Saying

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