Stephen S. Polak, CPA - PLC
​​​Call: +1 (802) 324-6080

                                                       Prof. Polak’s formal education includes a B.S. Accounting (summa cum laude) from Johnson and Wales                                                                 University, M.S. Administration & Management (honors) from Saint Michael's College, and a J.S.M.                                                                           Masters of Juridical Science (cum laude) in International Tax & Financial Services from Thomas Jefferson                                                               School of Law.


                                                       Currently, he is the owner of a CPA firm that offers Accounting, Auditing, Fraud Examination and                                                                           Financial Services to individuals who wish to reduce their tax burden via use of Advanced Tax Applications and Financial Products and a contract instructor/consultant for Archler, Inc. and supervises J.S.D. students at Thomas Jefferson School of Law, as well as, teaches Financial Innovations at Texas A&M University, School of Law in the Wealth & Risk Management - LL.M. & M.Jur programs.

Prof. Polak retired from the U.S. Department of the Treasury, Internal Revenue Service (2015) where he served for over twenty-five years as a Senior Internal Revenue Agent in the following Divisions; Small Business/Self Employed (General Income Tax Agent), Large Business & International (Financial Products and Transaction Examiner) and Tax Exempt/Government Entities (Federal, State and Local Government Specialist). He also worked for the United states Department of Defense – Defense Contract Audit Agency as a Staff Auditor and Bechtel Construction Company as a Nuclear Welding Engineer (NDT) starting up nuclear power houses.

Prof. Polak is a licensed Certified Public Accountant (VT & TN) and an accredited Personal Financial Specialist (AICPA), Certified in Financial Forensics (AICPA), Global Chartered Management Accountant (AICPA), Certified Fraud Examiner (ACFE), Insurance Producer (VT & TN), Investment Advisor Representative (VT & TN) and holds FINRA 6 and 63 securities licenses. Other credentials include, Chartered Wealth Manager (GAFM), Chartered Asset Manager (GAFM), Master Project Manager (AAPM) and Certified International Project Manager (AAPM).

Awards have included; the United States Department of Treasury’s most prestigious Albert Gallatin Award; numerous Performance; Time-Off, Manager’s; Individual Special Acts and Service awards. He has also served as an Acting Team Manager and Leader for Standardized Employment Tax Work-Papers; Tip Rate Agreement Coordinator (State Of Vermont); Cooperating Agent Investigative Team (Saving And Loan) with Internal Revenue Service’s Criminal Investigation Division, Federal Bureau of Investigation, Federal Deposit Insurance Corporation and the Secret Service; Paper-Less Work-Papers & M-1 Auditing, IRS Website Redesign (FSLG); FSLG External Training Team; FSLG Customer Service Team; Financial Products SEC Key Word Query Team; Whistle Blower Program (Insurance); Financial Products Classroom Training Instructor (Certified IRS Trainer) and Internal Revenue Service Representative on Grand Jury Cases.

Other positions held include AICPA Editorial Advisor for the “Journal of Accountancy” and “The Tax Advisor,” Course Reviewer for the National Association of State Boards of Accountancy, Board Member for the Global Academy Financial Management and an Advisory Council Member for the Association of Certified Fraud Examiners.