Welcome to Polton Financial

We are offering the following for tax preparations:

  • In-Person Appointments

Appointments are highly suggested for the volume of clients we receive

  • Email, Fax, or Mail in documents 

Please add updated phone number & address with this option

  • Drop Off Service

Drop off in the office during hours, or drop off in the lock box after hours

Give us a call, or make an appointment online!

How are Polton Financial and Matrix Tax Service Related?

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.  While John’s no longer with us, his industry, legacy, and vision live on.  If you’ve seen our “Doing Business As” names posted in our offices and ever wondered what the difference between Polton Financial and Matrix Tax Service is — there isn’t one!  We’re the same local company we’ve always been, run by the same local family and friends you’ve known since the beginning.