Green, Polack & Company
What we could verify
- Registered business?
- Not verified
- CPA license or firm permit?
- Not verified (searched the state board)
- Publishes prices?
- Quote only (stated)
- Local or remote?
- Local + remote
- Software?
- QuickBooks
3 of 5 answered from a dated source.
Documents 2 of 5 core services; states it prices by quote.
Score breakdown
Dark bar: points earned. Grey bar: the weight we could check.
Evidence
| Claim | What the source shows | Source | Points |
|---|---|---|---|
| Business name | Green, Polack & Company | home page | |
| Website | https://www.greenpolackcompany.com/ | home page | |
| Office locality | Lodi, CA | home page | |
| Service area | United States (stated by the firm) | /tax-preparation | |
| Phone | +12093330637 | home page | |
| Offers bookkeeping | Documented: ...Preparation & Planning Financial Statements Financial Planning Payroll Estate Planning Bookkeeping Office Hours Monday - Friday : 8am - 5pm Note: During the off seasons in... | home page | |
| Payroll coordination | Documented: ...tax preparation service, we can help plan your financial future, manage your books, run payroll for your employees, as well as help you plan your estate. Please click on any of our... | home page | 4 pts (max 4) |
| Month-end close + reporting | Documented: ...do not hesitate to reach out with any questions or concerns! Tax Preparation & Planning Financial Statements Financial Planning Payroll Estate Planning Bookkeeping Office Hours ... | home page | 6 pts (max 6) |
| Software supported | QuickBooks | /faqs | 5 pts (max 5) |
| Local / remote model stated | Local + remote | /tax-preparation | 3 pts (max 3) |
| Pricing approach published | Quote only (stated): "personalized quote" | /payroll | 6 pts (max 6) |
| Working contact route verified | [email protected] (mail server found) | DNS check Third-party Sep 26, 2026 | 2 pts (max 2) |
Checked and not found
- Not documented. Checked 8 pages of the firm's own site on 2026-09-26 (Firm's own website): Monthly bookkeeping (0 pts, max 8); Catch-up / cleanup (0 pts, max 5); AP / AR (0 pts, max 4); Industries served (documented) (0 pts, max 5); What is included / excluded (0 pts, max 5); Onboarding described (0 pts, max 4); Reporting cadence stated (0 pts, max 4); Named contact / team (0 pts, max 3); Communication channel / process (0 pts, max 3); Privacy / data-handling page (0 pts, max 2).
- Not verified. Searched California Board of Accountancy licensee file (DCA public licensee data) for CPA firm records named 'Green, Polack & Company' on 2026-09-26: no matching record (State accountancy board): Active CPA firm or individual license (state board) (0 pts, max 8).
Searches that find nothing are not a mark against a firm. How we search.
Not verified (not checked yet, so each scores 0 and counts against coverage): Current QuickBooks ProAdvisor or Xero advisor listing (0 pts, max 6); Bookkeeping designation (AIPB/NACPB) or IRS directory credential (0 pts, max 6); Entity found in the state business registry (0 pts, max 6); Years operating (registry formation date) (0 pts, max 5).
Check it yourself on the state's own records: California Board of Accountancy license search and business registry search.
- Working contact route verified: The email address the firm publishes is on a domain that accepts mail (MX record present).
Data limitations
- 21 of 23 evidenced items come from Green, Polack & Company's own website and are labelled self-reported.
- No ratings or review counts are published here. Why.
Is this your firm?
Claim this listing to correct a field with evidence, or report a correction. Claiming confirms ownership only; it does not change the score.