Free Mid-Year Projection

July 1st-July 14th

Please fax (209-832-4609), email (pollardtaxoffice@gmail.com) or mail (79 East 11th Street Tracy 95376) the following to the office to take advantage of the free mid-year projection.

1. Most recent paystub (from all employers during the year, including

    unemployment, social security and retirement)

2. Most recent mortgage statement

3. Estimated annual net income on small business or rentals

4. Real estate transactions (the HUD-1 or final closing statement for any purchase,       sell or refinance of any properties)

5. Please note on a cover letter any of the following changes:

    a. change in dependents/ marital status

    b. change in withholding

    c. any other major changes that could affect your taxes

6. Provide the best telephone number to call you back at

 

The fee for any projections provided outside this time frame will be $25

Thank you!!

Bill Pollard CPA Welcomes You

We are dedicated to providing our clients with professional, accurate andcost-efficient tax preparation, complemented with exceptional service. Our tax experts offer comprehensive tax services and solutions for individuals and businesses. We place special emphasis on reliable and individualized service that specializes in:

 

  • Federal and state tax

  • IRS representation

  • Foreclosure and Short-Sale tax consequences

  • Corporation, LLC and Partnership formation

 

Learn more about our tax office and the range of services we offer on the pages that follow.

 

What distinguishes us

Quality comes from experience: Learn more about our philosophy, tradition and areas of expertise.

About the office

Who we are

Our staff are familiar with a wide range of industries and draw on years of consulting experience.

Staff

 

Our services

From tax and financial consulting to accounting and auditing, we provide comprehensive and individualized support to meet all of your tax and financial needs.

Our range of services