Bill Pollard

The best when it comes to having your taxes taken care of. I live all the way out in the east bay and will make the Time to drive out to Bill Pollards office. The staff is friendly and they take care of you beyond 100%!

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This year I switched to Bill Pollard because of all the 5-​stars reviews from Unilocal.Felt disappointed for a few reasons: 1) they missed my $ 2500 tax rebate from the purchase of Hybrid EV Toyota; 2) they charged you every single form and I believe it’s kind of overpriced. 3) I got less tax refund than using TurboTax. I gave the 3 stars because of their friendly staffs and professional look at the office. For tax services, I will definitely find someone else next year.

Been seeing Tim for over a decade! Super professional and knowledgeable office. I wouldn’t imagine going anywhere else. When it comes to filing taxes I want to go to someone who has my best interest. I don’t want to feel like another number.
This office makes filling taxes easy and stress free!!!

I’ve done my taxes with the Stockton branch for the past 3 years. Each time Kimberly has helped me out. The staff is very friendly and makes things as easy as possible. I’m in and out within a decent amount of time. Kimberly makes sure I understand each step and answers each question in a way that can be comprehended. The best thing of all, they are much more affordable than the «other» mainstream tax prep companies. Overall, I would recommend the 100% of the time!

Tim wheeler has been my tax guy for the last. 6+ years and he is fantastic. Very sharp, very smart and clean cut no nonsense. The office and the receptionist are also very efficient. I’ve never been kept waiting.

Bill Pollards office is the best place to take care of your taxes or other accountant needs. The entire staff is very friendly with exceptional customer service, they even remember who you are and we only see them once a year! They are very fast and very thorough! The building is beautiful decorated, neat and always smells great. Will never get my taxes done by anyone else! I highly recommend and will only recommend this place as long as I live in the Tracy area!

My husband and I had our taxes done at a local H&R Block and we left extremely uncomfortable with how they prepared it so we came here to Bill Pollard’s to have it amended. They were very meticulous, knowledgable, and professional with preparing my husband’s taxes and as it turns out, there were a total of 9 errors by H&R, one of which was failing to complete our taxes from out-​of-​state. They were able to rectify all critical errors and our return went from a few hundred dollars to a couple thousand!!!
We could not be any happier with their work and everyone here is so nice and helpful. I am coming back every year since this is the only place I trust to do our taxes from now on.

I have been with Bill Pollard’s office for more than a decade, and they have helped me both personally and as a business beyond anything I have ever experienced with any other accounting firm. They are not only there for my annual taxes, but have assisted me with questions and challenges throughout the year. There is absolutely no comparison in what they have saved me in taxes, and their services have helped me strategize for each coming year.
Thanks Bill, Tim and your entire staff!
John Filippini, D.C., D.PSc.
Abundant Life Health and Wellness

After we moved to Tracy, We were referred to Tim at Bill Pollard by family. Tim was great. He took some time to answer general tax questions over the phone, and his office quickly got us a list of paperwork to drop off at the office. At our appointment Tim was able to explain things in an easy to understand manner and even found several mistakes a previous accountant made on our prior year’s return, which ended up in a large refund.
Their Monday free call in hour is great, as is their free mid year review. We just went through the mid year review process and it definitely helped ease our worries about having a large tax bill at the end of the year. No more going into tax season with our breath held and fingers crossed. We will return again next year.

Best Tax assistance of n Tracy, im a independent contractor and they helpeed me out tremendously ! I had no idea I had so many write offs. When you walk in its very nicely decorated and a friendly welcome. The seating area has nice chairs as well as stuff for you to read. I highly recommend this place to anyone that needs to file your taxes. The only down fall (which really isnt one) is that someone was cooking in there kitchen and it smelt so good ! I was so hungry waiting. But HEY tax people have to eat too.

I have used Bill Pollard’s tax services for 7 years now and I am as happy with his services now as I was the first time I walked into the office. The business is so efficient and everyone is professional and welcoming. As long as I have to pay taxes, I will never go anywhere else. Notably, I live out of the area and I come back to Tracy at tax time.

Mr. Wheeler worked on our taxes and it was a fast turnout. Very professional and knowledgeable. Great place to get your taxes done!

I have been with Pollard for 10 years until last year’s taxes. I strayed last year to someone more local, and I learned my lesson. I recently spoke to the tax person I used last year, and was told I would owe approx $ 2k in taxes after an informal review. I went back to Pollard for a second opinion. After going back to Pollard (Timothy Wheeler actually– in Pollard’s office) it turns out I get back just over $ 3k in refunds. Needless to say I am very happy. Also, everyone that I’ve talked with usually leaves happy as well.

Been using Bill Pollar’s office (Tim) for maybe 7 years now, since my previous tax genie declared she didn’t do business taxes (and surprise, I started one of those beasts). Tim’s fantastic with getting the official forms prepared in an official way, but also bringing up items worth fixing or doing better to improve the bottom line. And my bottom line: the tax genie managed to have me write those painful checks to my Uncle a few times — though I didn’t do anything differently those years — yet between the business and Tim’s guidance, the only checks in the mail are coming INTO the mailbox, not going out of it.

Just had my taxes done here. I found Bill Pollard on Unilocal and I’m glad I did. He was professional and knowledgable. His staff was friendly and curious. They do require a $ 75 dollar deposit when you book your appointment. I will be back next year.

They really know their tax stuff. Always worth the money to have Pollard’s office do our taxes. Thank you for another good year. Only took an hour from time of arival to getting in the car. We always try to make our apt eairly so we are not stuck in the rush of last min tax do’ers. Staff is professional and nice.

THESE GUYS ARE WAY TOO BUSY!
Here is their plan:
1) Line up as many customers as possible in a single day like cattle.
2) Be very quick with preparing their returns and be as short as possible with answering their questions. Questions that may help them plan their tax strategies better.
3) If the customer is still not out in 30-​minutes or less, start calling into the office every 5 minutes in order to interrupt the proceedings and not let the Preparer and customer engage too deeply.
4) While Bill Pollard Financial may be very knowledgeable and skilled at what they do their sole goal is clear, and it’s not customer service.

I lived in Tracy for the past 12 years and wanted to find a qualified tax service in town. I was previously driving back to Sunnyvale every year to accomplish this annual event and decided that I was tired of all the driving, especially on my day off. I checked with some of my friends, but they used tax preparers out of town. I didn’t know where to look, so I decided to try Unilocal.I checked for tax services and didn’t find a lot of reviews. When I checked Bill Pollards reviews, they were mostly positive. My taxes are not difficult and I wanted to accomplish the following things: get my taxes prepared in front of me, have my taxes e-​filed, and complete this task in a timely manner. Bill Pollard Financial accomplished all of these and therefore I’m giving them 5-​Stars.
I made the appointment the day before, and the receptionist asked a few questions so she could quote me a price. I arrived the next morning a few minutes early for my 8:45 appointment. I was greeted and told to wait a few minutes. By the way, the office is very nice. I sat down with Brian Pollard. He asked me a few questions and then we got right into the paperwork. He had 2 large computer screens. One for the client and one for him. I watched as he entered every form step by step. Any question I had, he was able to answer while going through the taxes. At the conclusion of the filing, he offered me some tips for increasing my returns for next year.
Fair price, professional service, and completed in a timely manner. 5 STARS.

We have had our taxes done here for 10 years straight. While they are sometimes very busy during tax season, I was impressed with our service this year. Tim Wheeler prepared our taxes and he was extremely pleasant, very knowledgable, and provided excellent service. We appreciated the time he took to answer our many questions so thoroughly and succinctly. Thank you for such outstanding customer service this year!
The Dows in Tracy