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Tax Services

Polaris welcomes the tax concerns of our clients.  In many cases, we also oversee the preparation of their tax returns.  This provides clients with one stop shopping, while helping Polaris makes better recommendations for all our client’s financial issues.

Income taxes are often one of the largest expenses faced by successful retirees. Managing this expense can make a big difference in protecting wealth and supporting withdrawals.

More importantly, retiring clients must often address daunting tax questions when attempting to roll over, exercise and elect the proper distribution methods for their considerable retirement resources.  From our extensive experience with the employee benefits of Verizon, Gillette and Polaroid, and the many years we spent teaching employees of Fortune 500 companies about these resources, we bring the knowledge needed to make the right choices in the transition between work and retirement.

In prior years, we were fortunate to work with one of the largest local tax preparation firms on a project advising retiring Gillette Employees.  Although Gillette is now part of Procter and Gamble and this tax firm became part of H&R Block, we still maintain our partnership with many of its former and most experienced professionals.  The successor firm; Ameritax Professionals is available to prepare returns, provide advice and represent taxpayers with the IRS and the DOR.  They are competent preparing individual, trust, partnership, charity, estate, gift, small business and even ex-pat and non resident alien returns.

We believe our detailed knowledge of our client’s tax filings serves us both in creating the constructive and valued financial advisory relationship clients want.

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