Cassandra Polk is a seasoned financial professional with over two decades of experience in accounting, financial analysis, and

executive leadership. As an IRS Enrolled Agent and financial

strategist, she brings a deep understanding of complex financial

systems and tax strategy to every client engagement.

Her career spans multiple industries—including commercial real

estate, construction, and engineering—where she has successfully managed multi-million dollar financial portfolios, led high-performing accounting teams, and implemented standardized policies and procedures to streamline operations and support sustainable growth. Cassandra is known for delivering strategic solutions that resolve financial challenges, reduce tax liabilities, and drive long-term profitability. She holds both an MBA and a BA in Business/Accounting and is passionate about helping businesses thrive through financial clarity and strategic insight.