Frequently Asked Questions (FAQ)

Q: Where is Poltax LLC located?

A: Our office is located at 795 Clifton Ave, Clifton, NJ 07013.

Q: What are your hours of operation?

A: We are open to serve you from Monday to Saturday, 9:00 AM to 7:00 PM.

Q: Do I need an appointment to visit your office?

A: No, you do not need an appointment to stop by. However, to ensure a specific specialist is available to assist you without delay, we recommend scheduling a meeting in advance.

Q: What geographic areas do you serve?

A: We provide in-person services to clients throughout the Tri-State area (NY, NJ, CT). For clients outside this region, we securely serve individuals and businesses in all 50 s tates through our advanced virtual platforms and secure network.

Q: How long has Poltax LLC been in business?

A: We have been proudly serving our clients since 1993, bringing over 30 years of experience and expertise.

Q: What are the professional credentials of your team?

A: Our team includes Certified Public Accountants (CPAs), Certified Financial Planners (CFP®), and Certified Tax Advisors, ensuring you receive expert guidance across all areas of tax, accounting, and financial planning.

Services FAQ

Q: What are the main services Poltax LLC provides?

A: We offer a comprehensive suite of services including Individual Tax Preparation & Planning, Business Accounting, Payroll Processing, Bookkeeping, IRS Audit Support, and Business Formation (LLC, Corporation, etc.).

Q: I am a middle-class individual. Do you handle "average" tax returns, or only complex ones?

A: Absolutely. We specialize in individual tax preparation for taxpayers at all income levels. We believe quality, professional tax services should be accessible to everyone, and we have an entire department dedicated to this.

Q: Do you only work with individuals, or do you serve businesses as well?

A: We serve both individuals and businesses of all sizes, from startups to large corporations, providing a full range of accounting, tax, and advisory services.

Income Tax Returns FAQ

Q: What types of income tax returns do you prepare?

A: We are experts in preparing income tax returns for all 50 states, as well as federal returns for individuals, corporations, partnerships, and trusts.

Q: How are your individual tax services different from large firms or commercial tax chains?

A: Unlike large firms that may charge high minimum fees, or commercial chains where staff may have limited training, your return is handled directly by our qualified CPAs or Enrolled Agents who specialize exclusively in individual tax matters.

Q: Do you offer tax planning, or just tax preparation?

A: We are strongly focused on proactive tax planning. We meet with clients throughout the year to develop strategies that minimize your tax liability and help you make informed financial decisions.

Q: Who will actually prepare my tax return?

A: You will work directly with a qualified professional—a CPA or IRS Enrolled Agent—who dedicates 100% of their time to individual tax matters, ensuring you receive specialized, expert attention.

Business Services FAQ

Q: What types of businesses do you support?

A: We support all business types, including Sole Proprietorships, Partnerships, Limited Liability Companies (LLCs), S-Corporations, and C-Corporations across various industries.

Q: Can you help me start a new business?

A: Yes, we provide expert Business Formation services. We will guide you in selecting the right entity (e.g., LLC or Corporation) and handle all the registration steps on your behalf.

Q: What specific steps are involved in your business formation service?

A: We manage the entire process, which includes entity selection, name reservation, filing Articles of Organization/Incorporation with the state, drafting operating agreements/bylaws, and obtaining your Federal EIN.

Q: What is included in your accounting services for businesses?

A: Our services form the foundation of your financial operations, including bookkeeping, financial reporting, account reconciliations, accounts payable/receivable management, and software implementation (like QuickBooks).

Q: Do you offer strategic business consulting?

A: Yes. Beyond compliance, we act as a strategic partner, offering business management support, cash flow management, budgeting, forecasting, and consulting to help you optimize operations and drive growth.

Q: How do your payroll services add strategic value?

A: We go beyond simply paying employees. Our payroll services transform your data into business intelligence, ensuring tax compliance, reducing administrative burdens, and providing insights that help you optimize your workforce management.

Security & Privacy Policy FAQ

Q: How does Poltax LLC protect my sensitive financial data?

A: We take data security seriously. We utilize enterprise-grade security measures, including secure cloud storage, SSL encryption for data transmission, and strict internal protocols to keep your information safe.

Q: What is your privacy policy regarding my information?

A: We adhere to all state and federal regulations and requirements to protect client confidentiality. For full details, please see our dedicated Privacy Policy page on our website.

Q: Are my communications with you confidential?

A: Yes, absolutely. As CPAs and financial advisors, we are bound by strict professional ethics and legal standards of confidentiality.

Engaging Our Services FAQ

Q: How do I get started with your services?

A: You can get started by calling our office or visiting us during business hours for an initial consultation. We will discuss your needs and match you with the right specialist on our team.

Q: Do you offer virtual or remote services?

A: Yes. We have robust and secure systems in place to serve clients effectively no matter where they are located, offering the same quality of service remotely as we do in person.

Q: What makes Poltax LLC different from other accounting firms?

A: Our difference lies in our dedicated expertise, accessibility, and client-first philosophy. We have specialized experts for individual taxes, we are committed to serving clients of all means, and we act as strategic partners focused on your long-term financial success.