A Novēm Firm
Tax Strategy, Built for What Matters Most
Proactive planning, open and active communication, and a partnership approach designed for high-net-worth individuals, business owners, and the families behind them.
225+
With 225+ high-net-worth clients served across the Novēm family, our strategies are built for real complexity.
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Three disciplines, one team. Wealth, lending, and tax working in tandem on your full financial picture.
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One trusted relationship behind every aspect of your wealth structure, from filing season to legacy planning.
Who We Are
Tax Done at the Strategy Level
Not sure where to start? Find your service fit or see the full pricing page.
Our Approach
Novēm Tax is the tax arm of the Novēm family. At Novēm, we believe that your focus should be on your trade or business. We work with our clients to make strategic decisions that shape liquidity, after-tax outcome, and generational wealth.
Our Promise
In a world where the accounting practice has become introverted, reactive, and ambiguous, Novēm Tax clients can find solace in a team that communicates clearly and helps you strategize, not scramble before year end, so you can focus on what matters most. We offer a variety of tax consulting and filing services, and will be rolling out our bookkeeping practice in the fall of 2026.
The Novēm Philosophy
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Wealth
Novēm Wealth
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Lending
Novēm Lending
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Tax
Novēm Tax
One Trusted Relationship
Leadership
Meet the Team
Keagan Polk
Kelly Perkins
Bob Johnson
Jennifer Johnson
Head of Tax
Keagan Polk, CPA
Keagan Polk leads the tax practice at Novēm Tax. Her background spans both sides of the profession, private accounting at Whitley Penn and international tax services at PwC, giving her a rare vantage on how tax strategy actually plays out, from closely held businesses to global corporate structures. She brought that perspective back to private practice with a clear purpose: making a real, measurable impact in her clients’ financial lives.
Her philosophy is simple. Whether the work is for a Fortune 500 company or a small business, there is one source of truth in accounting: clear, proactive communication. Keagan builds that into every engagement, translating complex tax code into conversations clients can actually act on.
A CPA and former collegiate student-athlete, Keagan brings the same discipline and competitive drive to her clients’ outcomes that she brought to her sport.
Not sure which engagement fits?
Two quick questions point you to the right level of service. Prefer to talk it through? A 15-minute scoping call gets you a written recommendation and a fixed-fee quote.