Polaris Tax & Accounting

Accountant · Orlando, Orlando, Florida

  • Silver champion partner

    Partner status

    Silver champion partner 
  • Partner since 2013

    Experience

    Partner since 2013 
  • Xero advisor certified

    Certification

    Xero advisor certified 

About us

Today entrepreneurs are demanding proactive advice from their Accountant, someone who can guide them through the intricate world of Accounting, Taxation, and Business Management. Polaris Tax & Accounting is a forward-thinking Accounting Firm serving clients throughout the United States by providing complete back office financial solutions including:

Real-time Accounting, Proactive year-round Tax Planning, Tax Reduction Strategies, Payroll and HR Management, Personal and Business Tax Preparation, Company Governance and Internal Controls.

Affiliations

  • National Association of Enrolled Agents
  • National Tax & Accountants Association
  • Florida Institute of CPAs

Meet the team

Polaris Tax & Accounting advisors: 3 - Xero certifications: 0

To become certified, advisors complete learning modules on Xero’s key features and pass a practical exam.

Joseph Serrone

Managing Member

Profile image for Joseph Serrone
  • Xero advisor certified
    Has a strong understanding and practical knowledge of how to use Xero with clients.

We help clients take a proactive and forward thinking approach to their business Accounting and Taxes.

Polaris Tax & Accounting: Bank experience

Clients of Polaris Tax & Accounting connect to a range of banks via Xero. Polaris Tax & Accounting specialises in working with some of those banks; they can help with setting up bank feeds, and are knowledgeable about accessing bank loans and streamlining payments through Xero.

Bank connections 


  • Capital One
  • Wells Fargo

Polaris Tax & Accounting: Industry experience

Polaris Tax & Accounting works with businesses across a range of industries. They specialise in helping to choose apps that integrate with Xero to boost business performance for some of those industries.

Industries Served 


  • E-commerce
  • Professional services
  • Real estate and hiring services

Polaris Tax & Accounting : App experience

Polaris Tax & Accounting serves clients who use 1 different app that connect and integrate with Xero.



Connected apps

Find us

Polaris Tax & Accounting has offices in 5 locations

Orlando

Orlando, Orlando, Florida

+1 7049473178

Huntersville

Huntersville, Huntersville, 28078, North Carolina

+1 7049473178

Davenport

Davenport, Davenport, Florida

+1 7049473178

New York

New York, New York

+1 7049473178

Charlotte

Charlotte, Charlotte, North Carolina

+1 7049473178

New to Xero? Polaris Tax & Accounting can help

Xero is beautiful online accounting software for smaller businesses. Polaris Tax & Accounting can help make your switch as smooth as possible.

Contact them to find out how they can help your business.

  • Partner since 2013
Please note, Xero doesn't guarantee the service of any one advisor

We don’t review advisor listings and we don’t recommend or guarantee the service provided by any one advisor, so make sure you check them out yourself and get comfortable with them yourself.

Xero certification means that some or all team members have completed courses and been assessed by Xero as proficient in the use of the Xero application.

Xero specialisation means that some or all team members have completed several short learning modules to develop skills in that area.

Xero doesn’t assess any individual advisor’s or firm’s proficiency as an accountant, bookkeeper or financial advisor. And Xero certified advisors and advisors with industry or bank specialisations are not employees of Xero.