Our company had its origins as a practice originally founded by Maurice V. Polk, CPA, in 1960. Polk & Associates, LLP is now owned by William (Bill) McRae Polk, CPA, and his wife, Katherine Kelso Polk, CPA. Bill began work with his father, Maurice in 1980.
Katherine joined the practice in 1994 after working with a Fortune 500 company.
As a small accounting practice, we enjoy the chance to develop and maintain personal as well as professional relationships with our clients. We see our mission as helping individual and business clients develop a sound financial foundation--not simply to comply with tax laws, but also to help them monitor, measure, and improve their financial progress through sound accounting practices.
The staff of Polk & Associates, LLP is dedicated to providing high quality professional services to our clients while maintaining the highest ethical and professional standards. As our practice continues to grow, we are committed to maintaining our link to our community while expanding our services to clients in other states.
Bill, Partner of Polk & Associates, LLP, graduated from the University of North Carolina at Chapel Hill in 1976 with a BS in Business Administration with an emphasis in Accounting. He has been practicing public accounting in North Carolina since 1980. He received his CPA license in 1982.
He is a member of the North Carolina Association of Certified Public Accountants (NCACPA) and the American Institute of Certified Public Accountants (AICPA)
His practice concentration includes individual, partnership and corporate taxation, estate and trust taxation, business consultation for growing and startup businesses, and retirement planning for individual clients.
He has been active with local community agencies, and is currently the Treasurer for the North Carolina Youth Soccer Association (NCYSA) He has also served on the Greensboro Youth Soccer Association Board as Treasurer and has been a youth soccer coach.
He served in the United States Air Force, and is an Eagle Scout.
Katherine, Partner of Polk & Associates, LLP, graduated from the University of North Carolina at Chapel Hill in 1976 with a BS in Business Administration with an emphasis in Accounting. She worked in public accounting for 3 years after graduation, receiving her CPA license in 1981. She then began a 13 year period of work with RJ Reynolds in SEC reporting, and as a Financial Manager.
She is a member of the North Carolina Association of Certified Public Accountants (NCACPA) and the American Institute of Certified Public Accountants (AICPA)
Katherine is an Advanced Certified ProAdvisor for QuickBooks software by Intuit. She has held the highest ProAdvisor certifications from Intuit since it began the certification program in 1999. She handles sophisticated software issues, in conjunction with analyzing company financial statements and records. She also helps start-up companies with software set-up issues.
Lindsay works with us part-time as Asst. Office Administrator and bookkeeper, and also handles many other office duties. She attended the University of North Carolina at Greensboro, (UNC-G), and has worked in banking, retail and with non-profit businesses.