Polo Financial Consultion & Tax Services, LLC

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Introduction: Polo Financial is a progressive CPA firm designed for complete and effective financial guidance. We fulfill all and necessary business needs and services, including a broad range of tax preparation, bookkeeping, and financial planning. We are members of the AICPA and of the NJSCPA societies. We have over 25 years of experience and excellent services. We take the worry out of complicated tax and accounting issues. Let us help you save and grow your retirement with our first-class financial planning team. We have a strong commitment and loyalty to the small business owner.

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Lou Ann M.

Oct 21, 2011

Rick Polo is hands down the best financial professional I have ever encountered. I went to him for tax services and of course he was excellent. At first, he reviewed returns for the previous two years and he redid them to save me money. As our business relationship progressged, he obtained life insurance for me; arranged for me to receive payroll services through one of his contacts; Sold me life insurance; a SEP Account and also an IRA. He continues to provide me with not only great accounting advice, but becuase he is a registered sales representative, he provides sound financial advice as well. He's become a wonderful and trusted friend upon whom I rely on for all finance and tax matters.

Tom P.

Oct 21, 2011

I have known Rick for much longer than our professional working relationship. Understanding the type of individual he is, honest, hardworking, and intelligent gave me all the confidence I needed to place both my tax and financial needs with Rick. There was one incident, in particular, that illustrates the need for using these types of services. I had been outsourced from my company after 23 years. I was fortunate that I had some shares of stock that I cashed in at that time. The brokerage did not provide the proper tax documents and subsequently I received an IRS notice that I owed them money. Having Rick's support I was not worried. In fact, he remedied the situration and as it turned out the IRS owed me money. So before you buy that computer tax software remember this expression when you have a tax problem "talk to the box". I am preparing for retirement and Rick has set up a very comfortable and workable solution for my needs. Again his honesty, work ethic and knowledge should be all the incentive you need to utilize his services. He also thinks he is a pretty funny guy - he is.

Susanne K.

Oct 21, 2011

Richard Polo has served as both our personal and business accountant for well over a decade, thus I can personally attest to his competence, friendly demeanor, high level of organization, and, most importantly, his peerless knowledge of current tax laws and revisions. Due to his extreme diligence and work ethic, my husband and I have never had to file for a tax extension, nor have we ever been concerned that our taxes were not being prepared in a timely fashion. I would highly recommend employing Richard Polo as your CPA, he is the best in the business!

Jennifer C.

Oct 21, 2011

I have been working with Polo Financial for almost 2 years now and I am truly pleased with their expertise and knowledge of the tax laws as well as the customer service I receive. I feel as if I am their only client because the time that is invested in me is incredible. All of my concerns and needs are consistently met above and beyond. I would highly recommend Polo Financial to anyone looking for a brilliant financial consultant/accountant. The team there is incredible.

Pete T.

Oct 24, 2011

I have beeen utilizing the tax preparation services of Rick Polo for about 20 years now. He is thorough and accurate in his preparation and a pleasure to do business with. I think his rates are fair for the excellent results he delivers. I plan to discuss with him, in the very near future, issues such as refinancing my current mortgage to a lower rate and retirement planning. I would recommend Rick's services to anyone that asked.

FAQs

What advice would you give a customer looking to hire a provider in your area of work?
It's not always about money, I profess mind body and spirt in my approch to solving my clients tax and financial problems. It's about wanting to make a difference in my clients lives.