Meet Your Attorney-CPA

The Attorney-CPA Difference

With a decade of CPA experience, I see the financial details others might miss. I view your estate through both a legal and financial lens to ensure your plan is precise and your family is protected from future headaches.

Planning for People, Not Just Assets

Your legacy is about more than numbers. I bring your family goals and financial reality together into one clear plan, giving you the peace of mind that comes from knowing your loved ones are secure.

Clarity, Not Confusion

Legal strategies shouldn't be a puzzle. I promise to trade the 'lawyer-speak' for plain English, making sure you understand every step of the process and feel confident in your decisions.

Your Trusted Estate Advisor

Michael Polkoff

My journey to estate planning wasn’t about leaving my financial background behind. I became an estate planner to bridge the gap between complex numbers and the people they affect. While my decade of CPA experience at a ‘Big 4’ firm built my financial discipline, I knew I wanted a career with a more personal impact.

My time with the SEC and the Department of Justice sharpened this focus. There, I learned that without proactive safeguards, even the best intentions can fail. I realized that true protection requires looking around corners, not just filing paperwork.

Now, I apply that same level of vigilance to your legacy.  I am here to be the partner who handles the legal strategy so you can focus on the people you love.

"The time to repair the roof is when the sun is shining."
Kennedy Quote
John F. Kennedy
Mike Polkoff, Esq., CPA

Committed To Helping Our Clients Succeed

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