FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
At Polaris Tax & Accounting our services are built around your needs, we know that entrepreneurs are looking for an Accounting firm that works collaboratively with their business without worrying about being charged by the hour with no predictable billing. We want our clients to feel confident that they can call, e-mail, or meet with us without any fear of being billed by the hour. Therefore, our pricing structures are customized to our client individual needs.
- What is your typical process for working with a new customer?
At Polaris Tax & Accounting, we strive to make the onboarding process seamless and efficient for our new clients. Here’s what you can expect when you choose to work with us: Initial Consultation: We start with a comprehensive initial consultation to understand your specific needs and goals. This can be done either in-person, over the phone, or via a virtual meeting. Document Review: Next, we request any necessary documents, such as previous tax returns, financial statements, and other relevant information. This helps us get a complete picture of your financial situation. Customized Plan: Based on our initial assessment, we develop a customized plan tailored to your unique circumstances. This plan outlines the steps we will take to achieve your financial and tax-related objectives. Engagement Letter: We provide an engagement letter that clearly outlines the scope of our services, fees, and mutual expectations. Once you agree to the terms, we begin working on your case. Implementation: Our team gets to work, whether it's preparing your tax returns, providing accounting services, or offering tax planning advice. We keep you informed throughout the process and ensure all deadlines are met. Review and Feedback: We review the completed work with you, answer any questions, and make any necessary adjustments based on your feedback. Ongoing Support: Our relationship doesn’t end once the initial work is done. We offer ongoing support and advice to help you stay on track and make informed financial decisions year-round. At Polaris Tax & Accounting, we are committed to providing personalized service with a proactive approach, ensuring your financial success and peace of mind.
- What education and/or training do you have that relates to your work?
Our team is comprised of Accountants and Enrolled Agents, what is an Enrolled Agent? Enrolled Agents are the only federally-authorized tax practitioners who specialize in the complex field of taxation and, also have unlimited rights to represent taxpayers across the United States before all administrative levels of the Internal Revenue Service (IRS) including Audits, Collections, and Appeals. An Enrolled Agent is a person who has earned the privilege of representing taxpayers before the Internal Revenue Service by either passing a stringent and comprehensive examination covering both individual and business tax returns, or through experience as a former IRS employee. Enrolled Agents status is the highest credential the IRS awards, individuals who obtain this elite status must adhere to strict professional and ethical standards. Enrolled Agents, like attorneys and certified public accountants (CPAs), have unlimited practice rights before the IRS. This means they are unrestricted as to which taxpayers they can represent despite their geographical location, what types of tax matters they can handle, and which IRS offices they can represent clients before.