Polton Financial was founded by Edward Poltonowicz in 2001. We are now celebrating our 17th year and look forward to many more. We are proud to serve over 3000 local families and more than 400 businesses in the Bucks and Montgomery County areas. We offer a broad range of services for business owners, individuals and professionals.
Our rates are affordable and our services encompass nearly every aspect of financial life. We are experienced in all matters of accounting and taxation, IRS problem resolution, estates and trusts, business formation, financial planning and investment, real estate and business sales. We're experienced and we're friendly.
Our rates are affordable and our services encompass nearly every aspect of financial life. We are experienced in all matters of accounting and taxation, IRS problem resolution, estates and trusts, business formation, financial planning and investment, real estate and business sales. We're experienced and we're friendly.
Services
For Individuals
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We offer fast and accurate preparation of Individual Income Tax Returns, including all 50 States, Philadelphia and local. Our pricing is straight forward and half what the national chains charge. We can even deduct our fees directly from your refund. Our staff knows how to make filing your tax return easy.
For Businesses
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As a business owner, your time is best spent growing your company, but properly filling your taxes cannot be ignored. We have the expertise to identify and prepare all tax returns required for your business. We will save you the time and hassle of doing it all on your own and work diligently to help lower your tax liability and keep more money in your pocket.
News Feed
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Solar energy property and water heating related upgrades are still viable through 2021. While savings are gradually reduced from 2020 onward, there's still time to save an average $5,000 dollars installing your residential solar panels. Even better - if your tax liability isn't great enough to claim the entire credit, you can roll the savings over to the next year, as long as the bill is in effect.
How are Polton Financial and Matrix Tax Service Related
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In the late 90's, Polton(owicz) brothers John and Edward began their careers offering financial and tax accounting services in Bucks and Montgomery Counties - and they did so together. In the beginning, John's branch of Polton Financial did business under the Matrix Tax moniker, while Ed started out trading under Polton Financial itself.
Confidentiality Agreement
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Your tax return information is entirely confidential - our accountants and the IRS will never share details of your return or finances without your explicit consent. The IRS has severe consequences for accountants who share information without consent from their clients - we take their regulations very seriously, and handle your privacy with utmost respect.
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