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Accounting and Taxes made Awesome

Cash Flow Management

Budget and Forecasting

Financial Planning and Analysis

Hind N.

I have known Polaris Tax & Accounting group for the past 6 months and I have been consistently impressed by their attitude towards their accounting quality of work and their total ethical standard. They are highly respected as persons and professionally by our BNI group. They have excellent forensic skills, yet remains focused on the overall needs of the client. I would recommend the Polaris Tax & Accounting group without any reservation to my friends, relatives and business partners.

Amie C.

We transferred the bookkeeping portion of our two businesses to the Polaris Group a few months ago. They made the transition seamless and painless and we couldn't be happier. Joe, Vicki, and Brandon are a professional group and alway keep their clients top of mind, as they regularly forward me names of others that may have an interest in my business. Their monthly reports and dashboards have been a huge help in analyzing our finances. With their help, things are simple, easy to understand and organized. Joe also set me up with a virtual online checking account register which I love b/c I can access it from any computer. I strongly encourage you to meet with the Polaris group to discuss your needs. You will not be dissapointed

Kelly W.

Vickie and Joe are AMAZING!!! They swooped in and saved the day. I was fairly new to quick books and only really using it for a check register. Once Joe got a hold of it, I was easily able to review our income and liabilities, run reports, you name it. Now that our books are running smoothly and efficiently, we can accurately review our ROI's and make more educated decisions for our business & its future. If you are even considering a bookkeeper/accountant, call them asap! I would pay for their services a million times over. I can't thank you enough for all that you do!

Peter C.

Highly Recommend Polaris Tax & Accounting to any business owner. The information that they were able to provide me such as % of jobs being done, revenue from those jobs, areas of Lake Norman where the jobs come from, and that is just the tip of the iceberg, were so useful and very eye opening for me. My biggest concern for myself is to make sure I was able to see this type of analytical report and to have actual facts and Polaris has done that and more. Could not be happier that I found them and that I am a client of theirs. You wil be in amazing hands with Joe, Vickie, and Brandon. Thank you!!

Nader M.

I would recommend the Polaris Tax & Accounting team! They have done a fantastic job in maintaining my business accounting records all year long. They consistently provide me each month with reports that help me better understand the overall performance of my business.

Chris W.

Prior to launching our insurance agency, we interviewed several firms as potential partners for our bookkeeping and tax preparation work. We ultimately selected Polaris due to their professionalism, enthusiasm, and modern technology. Now that we've been working together for six months, I couldn't be more pleased with the service they have and continue to provide. As a young business that is still learning to manage multiple functions with limited resources, it's incredibly refreshing to have a partner like Polaris that, a) follows through on their commitments, b) doesn't need hand-holding, and c) goes above and beyond to help our business succeed. I can not say enough positive things about this organization.

Babette S.

I love the detailed reports from Polaris Tax & Accounting and for me to say that is amazing. I intensely dislike record keeping of any kind. Joe and Vickie have things arranged in a very simple format that even I understand and can use to make adjustments. To say I’m pleased is putting it mildly knowing that Polaris Tax & Accounting is behind the scenes working WITH ME. Their insightful suggestions and support go beyond what a report can tell you. I feel like I have business partners backing me up. I have truly placed my TRUST IN THE RIGHT PLACE. Thanks Polaris Tax & Accounting for all you do.