Meet the Team

POLARIS TAX & ACCOUNTING
Virtual Proactive Accountants with a Personal Touch

Proactive Accounting & Tax

Joe Serrone
Managing Partner - Enrolled Agent

As an Enrolled Agent (EA), Joe is a federally-authorized tax practitioner who has technical expertise in the field of taxation and who is empowered by the U.S. Department of the Treasury to represent taxpayers throughout the United States before the Internal Revenue Service. Joe has earned unlimited practice rights as an Enrolled Agent, and can represent taxpayers before all administrative levels of the Internal Revenue Service for audits, collections, and appeals.

Joe helps individuals and businesses across the United States take a progressive, and forward-thinking approach to their Accounting and Tax needs by advising, representing, and preparing tax returns for individuals, partnerships, and corporations. Joe also specializes in developing proactive tax planning strategies to help minimize his clients present and future tax burden.

Enrolled Agents like Joe, defer from other tax professionals because they are required to demonstrate expertise in matters of taxation by passing a stringent, and comprehensive examination process before they may represent a taxpayer before the IRS. Unlike attorneys and CPAs, who may or may not choose to specialize in taxes, Enrolled Agents primarily focus exclusively in the field of taxation and receive their right to practice directly from the U.S. government, rather than at the State level like CPAs and attorneys.

Vickie Serrone
Managing Partner - Firm Administrator

Banker, marketer, closer, and all-round ringleader of Polaris, Vickie is equally as passionate about waving the cloud accounting flag at small businesses who prefer to work smarter and do business better. In fact, determined to banish the idea of traditional, stuffy accounting firms full of boring bean counters, Vickie is often heard chanting her favorite tagline “Bringing Sexy Back to Accounting.”

Vickie worked in the banking industry since the invention of the telegraph in various roles—from Teller Supervisor to miracle worker of banking issues—while consistently expanding her knowledge of banking fraud and fraud prevention processes. Now she loves working with small businesses on their tax and accounting challenges and is first in line during late November to demand access to the latest tax updates and potential tax deductions for individuals and small businesses.

She’s also furthering her interest in marketing, branding, and social media for Polaris. A true Florida girl, Vickie completed her education in Winter Park, Florida. Vickie loves the outdoors, especially gardening and roaming the grounds of Biltmore Estate in Asheville, NC greeting visitors as a long-last heir of the Vanderbilt family.

Brandon Bueno
Managing Partner - Chief Accountant

Brandon holds a Bachelor Degree in Accounting with a concentration in Managerial studies, Brandon is passionate about helping clients better manage their business by taking a proactive approach to their accounting needs.

As a Xero Certified Advisor and QuickBooks ProAdvisor, Brandon is responsible for the implementation, migration and ongoing management of our client’s financial records in both Xero and QuickBooks. Brandon brings together a strong background in Accounting and a passion for Technology to help our clients grow their businesses.