Accounting and Bookkeeping Services

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Optimizing Business Efficiency Through Professional Accounting Services

Thorough and accurate bookkeeping records are critical for any business. Having professional accountants will ensure your business operates efficiently and effectively. Our qualified staff will help provide you with the day-to-day tasks necessary for your well-organized accounting needs.

When hiring someone you should consider several aspects, such as timely estimated tax payments, payroll reports, financial transactions and more! Our accountants can keep track of your money and consult on decisions that can affect you when it’s time to file your tax return.

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Our Accounting and Bookkeeping Services

Our services help you go through all your banking, loan and credit card statements so you have a comprehensive picture of your total income, profit and losses. We even provide our clients with financial statement packages so you can have an in-depth view of your current financial statement. 

Whether your business is just starting or you’re an established company looking for help with an increasingly complicated financial situation, Polston Tax has the staff to assist you with all your accounting and bookkeeping needs. Imagine how much time you could save by opting for a professional accounting and bookkeeping service instead of handling it in-house. With our help, you can get in-depth real-time financial reporting while spending your time on the most important aspects of managing your business.

With Polston Tax as your accounting and bookkeeping service, we can help you take charge of your:

  • Accounts Payable
  • Accounts Receivable
  • Balance Sheet Creation and Review
  • Bank Account Reconciliation
  • Credit Card Reconciliation
  • Expense Classification
  • General Ledger Maintenance
  • Sales Commissions
  • Sales and Use Tax Filing

TAX & ACCOUNTING SERVICES

Get Complete Accounting and Bookkeeping Services From Polston Tax

In addition to regular accounting and bookkeeping services, Polston Tax also provides services for:

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Trust Polston Tax for Your Accounting and Bookkeeping Needs

For over 20 years, Polston Tax has helped our clients navigate complex financial situations and get back on their feet. Since opening our first office, we’ve grown to a nationwide tax service capable of providing you with full tax services and accounting assistance. Our clients are not just businesses, they are individuals. Whatever your needs, Polston Tax Resolution & Accounting can customize a solution. Call 888-651-0184 to set up a free consultation!

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Frequently Asked Questions

That varies by business size, but many owners save 10+ hours per month by outsourcing. More importantly, you free up mental energy to focus on growing your business instead of getting bogged down in financial admin. Plus, a professional reduces the risk of costly errors.

The first step is to set up a separate business bank account (don’t mix personal and business finances). Then organize your financial records by category (income, expenses, etc.), and keep all receipts. Many business owners find that outsourcing to a professional like Polston Tax is easier than trying to manage it themselves, especially as your business grows. We can take it from here and get your records organized and current.

What a business needs depends greatly on the size and complexity of the business. Many have an in-house bookkeeper that works with an outside Accountant to make sure everything is being recorded and reported as it should be. Polston Tax works with businesses of many different types and sizes, and can customize a solution based on your specific needs.

While bookkeeping and accounting are related, they serve different purposes.Accounting is the systematic process of recording, classifying, analyzing and reporting an organization’s or individual’s financial transactions. It involves tracking money earned and spent and other factors that are essential for evaluating profitability, managing cash flow, and ensuring legal compliance. Bookkeeping mainly involves entering day-to-day transactions and maintaining organized records. At Polston Tax, we provide different levels of accounting and bookkeeping services that can help support many different sizes and types of businesses.

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Hear From Our Happy Clients

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When owning a business, it is important to keep your business’s finances separate from your personal finances as this can cause big problems if you are ever audited by the IRS. One of our clients unfortunately didn’t follow that rule. Our client owned an insurance office and would take money out of his personal bank account to pay for marketing and advertising expenses and then reimburse himself through his business account. Unfortunately, he did not keep the proper records for these expenses and when the IRS audited him, he had no way to prove these expenses occurred. Our client also switched accountants and the new accountant made errors on their tax return that triggered the audit. When this client came to us, the IRS was saying he owed hundreds of thousands of dollars in taxes and needed to pay. Luckily, our firm was able to fix the errors made by the previous accountant and comb through the company’s financials to try and provide substantiation for the expenses the IRS was trying to disallow. After negotiating with the IRS, we were able to get a new assessment that substantially lowered the amount of taxes our client owed. In the end, we saved him over $142,000 and settled his tax problem once and for all!

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