Tax mitigation strategies when rebalancing your investment portfolio

by Polk & Associates
Apr, 28, 2026

Large stock market gains in recent years, coupled with volatility in 2026, may have left you with a portfolio that’s …

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Unlock tax-free gains with QSB stock

by Polk & Associates
Apr, 28, 2026

C corporation shareholders usually owe tax on gains from selling stock. But qualified small business (QSB) stock sales may qualify …

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How to ensure your business really owns its intellectual property

by Polk & Associates
Apr, 28, 2026

Intellectual property (IP) is foundational to the value of most businesses. To help ensure you actually own your company’s patents, …

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Individual tax calendar: Key deadlines for the remainder of 2026

by Polk & Associates
Apr, 22, 2026

Here are a few key tax-related deadlines for individuals for the rest of 2026. JUNE 15: Pay the second installment …

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Material participation: Why it matters for LLP and LLC owners

by Polk & Associates
Apr, 22, 2026

LLC and LLP owners: Can you deduct your business losses this year? The answer may depend on whether your activity …

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Starting a business? 5 things you need to know

by Polk & Associates
Apr, 22, 2026

If you’ve decided to start a business, congratulations! Your first task will be to raise start-up funds if you can’t …

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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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Tax mitigation strategies when rebalancing your investment portfolio

Unlock tax-free gains with QSB stock

How to ensure your business really owns its intellectual property

Individual tax calendar: Key deadlines for the remainder of 2026

Material participation: Why it matters for LLP and LLC owners

Starting a business? 5 things you need to know

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What Our Customers & Interns are Saying

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