Farmers
Tax and planning work that understands a farm year — not just a calendar year.
Certified Public Accountants · Lodi, California
We’ll stay on top of the rules. You stay on top of your work.
Green, Polack & Company is more than an annual tax preparation service. Two California CPAs and a dedicated staff help Lodi families, farmers, and businesses plan the year, keep the books, run payroll, and shape what they leave behind.
- Two California CPAs
- Joined in 1997
- Serving Lodi 25+ years
- QuickBooks Desktop & Online
- Review & compiled statements
- Lodi, California
Who we help
From Lodi’s farms and families to clients across the country.
The clients in this community built the firm. The work also reaches large corporations, small businesses, sole proprietors, trusts, and estates — including the kinds of companies we keep books for every month.
Families and individuals
Returns and guidance tailored to the household you actually have.
Trucking companies
Books that keep up with a business that rarely sits still.
Restaurants
Dedicated bookkeeping so you can get back to the floor.
Developers
Bookkeeping and tax work for people who build.
Churches
Books and payroll for congregations and the staff who support them.
Trusts and estates
Preparation and planning when the return is for more than one lifetime.
New businesses
Counsel if you are looking to start a company and are not sure where to begin.
The Graft Union
Two practices, joined in 1997. Six wires of work, still growing.
Debra Green brought a Lodi practice the community already trusted. Curtis Polack brought large-firm experience from the Bay Area. Together they built a firm this city could rely on. Choose the wire you need today.
Plan your taxes
Laws change. Your situation changes. An annual return, by itself, is not a plan.
Annual or amended returns, planning for future income or losses, and counsel if you are starting a new business. We work with large corporations, small businesses, farmers, sole proprietors, trusts, estates, families, and individuals.
Talk through your tax yearKeep the books
Running a business is hard enough without reconciling it at midnight.
Dedicated bookkeeping staff, extensive QuickBooks Desktop and QuickBooks Online experience, and help setting up books for a new business. We already keep books for developers, trucking companies, trusts, restaurants, and churches.
Ask about bookkeepingRun payroll
Regulations, reports, and payday should not be the owner’s second job.
Direct deposit, paper checks, payroll tax reports, and liability payment calculations — plus Form W-2 and Form 1099 preparation when the year closes.
Get a payroll quoteStatements for a lender
A lender, a shareholder, or your own next decision needs a statement you can stand behind.
Reviewed financial statements (less assurance than an audit) and compiled financial statements, prepared monthly, quarterly, or annually. We do not perform audits.
Request a statement conversationPlan the estate
Thinking about what you will leave behind should not end in a tax nightmare.
An estate plan custom-fit to your priorities, engineered to protect what you worked to gain. We keep studying new laws and strategies so the plan can last.
Start an estate conversationChart the financial path
Goals shift — a retirement, a college bill, a house — and the route has to keep up.
A consultation to help you navigate your situation and find the route that serves you best, with an eye on changing regulations and new strategies.
Schedule a planning consultationBefore December 31
Moves that still have time this year.
The filing deadline is later. Some decisions are not. This is a conversation, not a scare — and not a substitute for advice on your specific return.
W-2s and 1099s
When the year is otherwise closed, those forms still have to go out. We prepare Form W-2 and Form 1099 so your employees and contractors are taken care of.
A year-end conversation
We already write year-end letters for business and individual clients. Sit down with us before December 31 if this year’s numbers — or next year’s estimates — need a second look.
Estimated payments
We indicate on your return if estimates for the next year are recommended. If your situation has changed, tell us so we can reassess and help you avoid avoidable penalties.
Year-End Desk Check
What’s already on your desk?
Answer a few questions. We’ll hand back a short list drawn from the work we already do — then you can book a consultation if you want help finishing it.
Bring this to the conversation
This is a starting list, not tax advice. If anything is missing, we’ll get it for you.
Schedule a ConsultationYour partners
A Lodi firm, built by two practices that chose to grow together.
Green, Polack & Company Accountancy Corporation is locally owned and a longstanding member of this community. We have clients from all over the state — and across the country — but it is the clients here who built us and gave us our foundation. If we do not have the information you need on hand, we will get it for you.
Debra Green
Certified Public Accountant
Debra had her own practice in Lodi before the firm was joined together. She had already earned the trust of the community and rounded out her skills with the variety of clients she took on.
Curtis Polack
Certified Public Accountant
Curt had previously worked for large firms in the Bay Area, gaining big-picture experience and a competitive work ethic — then put that to work here at home.
The team around them
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Benjamin Polack
Staff Accountant
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Katie Thomas
Staff Accountant
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Patricia Johnson-Martinez
Staff Accountant
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Zoie Fetzer
Office Manager
Questions we hear often
Clear answers, in the same words we use with clients.
This is general information. We can always provide clarification at your request.
How long does it take to get my refund after e-filing my return?
The IRS states it takes about 21 days for current-year returns and about four weeks for an amended or prior-year return. The Franchise Tax Board states it takes about one month for a personal return and six months for a business return.
What is an IRS Identity Protection PIN, and do I need one?
An IRS Identity Protection PIN is a six-digit number issued to individual tax filers to verify an electronically filed return. We highly recommend that everyone who files a tax return sign up. Once you do, you receive a PIN automatically each year and cannot e-file without it. You can access your PIN through your IRS login. The PIN for that tax year is used on all returns filed during the year, including amended and prior-year returns.
How can I get my tax documents to you?
You have four options: bring in physical copies, mail them, email them to our company email, or — if you are an existing client — log in to your SmartVault portal and upload them to the Client Uploads folder.
How long will it take for you to prepare my return?
There is not one answer. Delays usually happen when we do not have all the information. If your documents are together, your information is summarized, and you are available for any clarification we need, a timely turnaround is not a problem.
When should I bring in my documents for my tax return?
We recommend February or March. Any later than that, and we will likely need to file an extension past the April 15 deadline. People often need to extend because they are waiting on information — that is not a problem. Just let us know so we can file the appropriate documentation and, if needed, provide an estimated payment to help minimize penalties and interest on a balance due.
Do you have copies of my prior-year returns?
For your convenience, we store the prior-year returns we have prepared for you in SmartVault, our cloud-based document system. Every existing client has a SmartVault account — please reach out if you need help accessing it. Please note that we are not responsible for maintaining your records.
How long should I keep my tax documents and returns?
The statute of limitations varies, but we recommend keeping records for at least seven years to cover the longest period. We are not responsible for maintaining your documents and ask that you collect everything you handed in when your return is complete.
How can I pay my bill for your services?
You can come in and pay with a card or check, mail a check, pay with a card over the phone, or we can email you a QuickBooks payment link.
I will be out of town when my return is finished. How can I sign?
You can request a physical copy and sign the e-file forms with pen and ink. Our default is DocuSign, which lets you securely review and sign. Download the PDF of your return, and if everything is correct, electronically sign the e-file forms so we can submit it.
The office
Come in, call, or book a time on the calendar.
Have a question, need a quick chat, or want to schedule an appointment? Please don’t hesitate to reach out or stop by. We are always happy to help.
1300 W Lodi Ave., Suite O, Lodi, CA 95242
Get directions
Monday–Friday, 8am–5pm. During the winter and summer off-seasons we close at noon on Fridays — please call ahead to make sure someone is here.