Polk & Associates, PLC

Polk and Associates can be your best source for timely, efficient and cost-effective consulting and accounting services.

[Polk & Associates, PLC @polkcpa]

Payroll tax compliance involves more than calculating paychecks. Learn which areas deserve closer attention and how to respond when something goes wrong. https://t.co/q6vv4WKax6

[Polk & Associates, PLC @polkcpa]

At back-to-school time, many teachers buy classroom supplies to help make the school year a success for their students ? and don?t receive reimbursement. If you?re among them, you may have expanded opportunities for tax deductions this year. https://t.co/BS8kOR5ucQ

[Polk & Associates, PLC @polkcpa]

Does your business receive a large volume of paper checks? If so, a bank lockbox may make sense. But there are other options to help improve your accounts receivable function and reduce fraud risk. https://t.co/BCX2CETAxa

[Polk & Associates, PLC @polkcpa]

When deciding how much disability coverage you need to protect yourself and your family, take the tax treatment into consideration. https://t.co/dKLB3L7EGO

[Polk & Associates, PLC @polkcpa]

Sole proprietors: Are you on top of your federal tax obligations? Even if your business is small, tax compliance and planning are a big deal. https://t.co/A71yHY1aei

[Polk & Associates, PLC @polkcpa]

A valuation engagement is designed to estimate a business’s value for a specific transaction or strategic objective. But it can also help owners identify opportunities and risks — and the best way to boost ROI. https://t.co/NbUwSs4trG

[Polk & Associates, PLC @polkcpa]

When a child goes to college, there are both tax-saving opportunities and potential tax pitfalls. Learn how to make the most of the former and minimize the latter. https://t.co/i9s8lfCpeB

[Polk & Associates, PLC @polkcpa]

Business owners: No matter your objective, successful negotiations with another party depend on good preparation and maintaining a cool head. Here are some tips to consider. https://t.co/uP8VPDIE8i

[Polk & Associates, PLC @polkcpa]

Successful businesses grow because their owners use accurate and authoritative financial information to make informed decisions. That’s where an experienced financial advisor comes in. https://t.co/tgJYdz4XJ6

[Polk & Associates, PLC @polkcpa]

Charitable donations can be a powerful tax-saving tool. But there’s much to consider as you plan your giving for the rest of 2026. https://t.co/FCxoG66F6X

[Polk & Associates, PLC @polkcpa]

Small business owners: New tax rules may significantly reduce the cost of providing child care to your employees. But how much can you claim, and which arrangements qualify? Here’s what you need to know. https://t.co/tdiKqdPHwe

[Polk & Associates, PLC @polkcpa]

Certain “small” businesses have a choice of using cash or accrual accounting for tax purposes. If you’re one of them, which route should you take? https://t.co/bihpwPLnET

[Polk & Associates, PLC @polkcpa]

Planning opportunities often become more limited as the end of the year approaches. Reviewing your tax picture midyear gives you more time to take steps to reduce or defer taxes. https://t.co/gCNadbRt4t

[Polk & Associates, PLC @polkcpa]

Stress tests won’t eliminate all business risks, but they can help you plan for disruptions before they strain your cash flow or force hasty decisions. Here’s how to put stress testing to work for your business. https://t.co/HSPJjuKrfh

[Polk & Associates, PLC @polkcpa]

IRS or state tax problems don’t have to derail your business. Learn what steps you can take to make tax resolution feel more manageable and keep your business moving full speed ahead. https://t.co/spy1qRBg3o

[Polk & Associates, PLC @polkcpa]

A winning scratch-off ticket or a slot-machine payout is worth celebrating, especially if it’s big. But there are also income tax consequences to be aware of. https://t.co/YG7nAtCAWa

[Polk & Associates, PLC @polkcpa]

If your onboarding process makes new employees feel welcomed, prepared and supported, they’re more likely to become engaged contributors. Here are some best practices to consider. https://t.co/t06EohfNsk

[Polk & Associates, PLC @polkcpa]

A like-kind exchange can be a valuable tax-deferral strategy — but only if you follow the rules. Learn four common myths that can lead to missed opportunities or costly mistakes. https://t.co/yvvG2Rcw3o

[Polk & Associates, PLC @polkcpa]

If you’re a retiree receiving Social Security benefits — or you’re planning to begin claiming them soon — it’s important to be aware of the potential income tax consequences. A variety of factors affect how much (if any) of your benefits may be taxable. https://t.co/0LLJi4xjQk

[Polk & Associates, PLC @polkcpa]

If you’re seeking new capital, the right pitch deck can help you woo investors. What should you include (and exclude) to sell your business’s solutions? https://t.co/vBpdyIwkVo