At Mother Lode Bookkeeping, we are dedicated to providing expert financial services to individuals and businesses in San Diego's North County coastal communities. With over 40 years of experience, our team of highly skilled professionals is committed to delivering personalized attention, cost-effective solutions, and top-notch expertise in tax preparation, bookkeeping, payroll, and not-for-profit services.
Our Commitment to Excellence
Our success is a result of your success. We believe in the value of our client relationships and strive to serve you as we would want to be served. Our team of experts is dedicated to providing close, personal attention to our clients, and we take pride in giving you the assurance that the personal assistance you receive comes from years of advanced training, technical experience, and financial acumen.
Our Services
We offer a comprehensive range of services designed to help you achieve your financial goals. Our tax preparation services include individual, small business, corporation, partnership, not-for-profit, and estate returns. Our bookkeeping services cater to your unique needs, providing accurate and timely financial records. Our payroll services combine professional expertise with state-of-the-art technology to customize your specific needs. Additionally, we provide specialized services for not-for-profit organizations, ensuring that income and expenses are properly categorized for tracking and reporting purposes.
Our Team
Our team of experts is comprised of Enrolled Agents, certified professionals, and experienced staff members who are committed to delivering exceptional service and guidance. We believe in the value of relationships and view every client relationship like a partnership. Our team is dedicated to providing close, personal attention to our clients, and we take pride in giving you the assurance that the personal assistance you receive comes from years of advanced training, technical experience, and financial acumen.
Why Choose Us?
We are dedicated to superior client service and strive to provide the highest quality professional services and guidance. With our expertise, you can trust that your financial matters are in good hands. Our goal is to help you achieve your financial goals, and we are committed to delivering exceptional service and support every step of the way.
Overall Experience
Most reviewers had a positive experience with Mother Lode Bookkeeping, praising the team's professionalism, expertise, and personalized service.
Positive Aspects
- Personalized service: Many reviewers appreciated the personalized attention they received from the team, particularly from James, who was mentioned by name several times.
- Expertise: Reviewers praised the team's expertise and knowledge of tax laws and regulations, helping them navigate complex tax situations.
- Communication: Reviewers appreciated the clear and timely communication from the team, keeping them informed throughout the tax preparation process.
Negative Aspects
- Lack of accountability: One reviewer was unhappy with the team's response to an audit, feeling that they were not taking responsibility for their mistakes.
- Unprofessionalism: Another reviewer was disappointed with the unprofessional behavior of one team member.
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