Free Mid-Year Projection
July 1st-July 14th
Please fax (209-832-4609), email (firstname.lastname@example.org) 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
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
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.
Who we are
Our staff are familiar with a wide range of industries and draw on years of consulting experience.
From tax and financial consulting to accounting and auditing, we provide comprehensive and individualized support to meet all of your tax and financial needs.