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About Polaris Tax and Business Services

We are a family-owned tax, bookkeeping, and CFO consulting practice that delivers custom solutions and fresh insights to small businesses and individuals, specializing in solopreneurs, inventory-intensive businesses, and residential real estate investing. As licensed Enrolled Agents, we provide expert advice to our clients to transform their businesses and maximize their tax savings. It is our mission to deliver exceptional service by developing strong relationships through attentive listening and communication. We provide this level of service to clients in all 50 states by utilizing video conferencing, conference calls, email and cloud-based accounting software so they can access their financial information 24/7. Our services range from business and personal tax preparation and planning, ad-hoc consulting projects, one-time cloud accounting software setup, bookkeeping, and full-service packages where we are a one-stop shop for all your business’s financial needs. Common CFO solutions offered to businesses include cash flow management and budgeting, inventory analysis to help improve product turns and prevent stale stock, and product margin analysis. We also offer tax planning and strategy for residential real estate investors. Polaris Tax and Business Services helps our clients thrive by serving as a trusted financial consultant and virtual accounting staff, freeing up our clients’ time and energy to focus on what they enjoy most.

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