Meet the Team

Joe Serrone, EA

Enrolled Agent and Tax Strategist

As an Enrolled Agent (EA), Joe is a federally-authorized tax practitioner who has technical expertise in the field of taxation and who is empowered by the U.S. Department of the Treasury to represent taxpayers throughout the United States before the Internal Revenue Service. Joe has earned unlimited practice rights as an Enrolled Agent, and can represent taxpayers before all administrative levels of the Internal Revenue Service for audits, collections, and appeals. 

Joe helps individuals and businesses across the United States take a progressive, and forward-thinking approach to their Accounting and Tax needs by advising, representing, and preparing tax returns for individuals, partnerships, and corporations. Joe also specializes in developing proactive tax planning strategies to help minimize his clients present and future tax burden.

Enrolled Agents like Joe, defer from other tax professionals because they are required to demonstrate expertise in matters of taxation by passing a stringent, and comprehensive examination process before they may represent a taxpayer before the IRS. Unlike attorneys and CPAs, who may or may not choose to specialize in taxes, Enrolled Agents primarily focus exclusively in the field of taxation and receive their right to practice directly from the U.S. government, rather than at the State level like CPAs and attorneys.

Vickie Serrone

Secret Agent

Banker, marketer, closer, and all-round ringleader of Polaris, Vickie is equally as passionate about waving the cloud accounting flag at small businesses who prefer to work smarter and do business better. In fact, determined to banish the idea of traditional, stuffy accounting firms full of boring bean counters, Vickie is often heard chanting her favorite tagline “Bringing Sexy Back to Accounting.” 

Vickie worked in the banking industry since the invention of the telegraph in various roles—from Teller Supervisor to miracle worker of banking issues—while consistently expanding her knowledge of banking fraud and fraud prevention processes. Now she loves working with small businesses on their tax and accounting challenges and is first in line during late November to demand access to the latest tax updates and potential tax deductions for individuals and small businesses. 

She’s also furthering her interest in marketing, branding, and social media for Polaris. A true Florida girl, Vickie completed her education in the party city of Orlando, Florida. Vickie loves the outdoors, especially gardening and roaming the grounds of Biltmore Estate in Asheville, NC greeting visitors as a long-last heir of the Vanderbilt family.

Brandon Bueno

Bean Counter

The youngest member of the Polaris team, Brandon is known to many of our clients as ‘the silent partner’, simply because he’s a man of few words (but many great thoughts). Brandon initially specialized in QuickBooks, and quickly qualified as a QuickBooks Pro Advisor. However, after witnessing how cloud accounting software streamlines and improves how businesses work, he became a fearless advocate of all things cloud. He was subsequently stripped of his QuickBooks Pro Advisor certification for wearing a Xero T-shirt during a QuickBooks training session. 

Brandon has a Bachelor of Science in Accounting and is actively pursuing his Enrolled Agent and CPA designation in a bid to make his enjoyment of working with taxes and numbers official. He’s equally as passionate about small businesses as Joe and Vickie—especially those who believe in the virtues of cloud-based accounting—and determined to help such business owners navigate the intricate world of accounting and taxation. He particularly enjoys working with creative types like photographers, web designers, graphic artists, musicians, and even mad scientists. 

Brandon can often be heard chanting, “I’m not a personal trainer, but I can make your figures look good”, a mantra of unknown origins (and in no way related to the Enron and WorldCom accounting scandals.) With a scientific approach to accounting similar to a level demonstrated by Commander Spock, Brandon is constantly looking for ways to improve our own internal processes, streamline workflows, and increase efficiencies for the benefit of our clients. He’s also an avid gamer and has used his visual effects and video editing skills to help promote the Polaris brand.