My tax lady retired and I had a terrible experience trying someone new. But then with all hope…read morelost--- I found Bookkeeping and More on yelp. My tax worries are no more!! Simply the best! I'm SO thankful for Teri and her professionalism, passion, expertise, and just an overall easy tax experience. She's so punctual, wonderful, knowledgeable, and an all around wonderful person. As a military wife, I super appreciated her military background as well. Taxes and other bookkeeping needs- this is the place to support! She's integral and fairly priced. She will be my tax lady for life!

I cannot express how much Bookkeeping and More has significantly improved our financial management…read moreover the years. Their expertise, combined with excellent communication, accurate financial and tax reporting and enhanced data security makes them a valuable partner to any business. I highly recommend them to anyone looking for a reliable and professional bookkeeping service.

Fantastic service. Deedee is knowledgeable, caring, trustworthy. We have used her services the…read morepast couple of years now

I've been coming to Dee Dee's for years and have nothing but great experiences to share. I fully…read moretrust Dee Dee's with any tax questions I have.

Bev is fantastic! I highly recommend her to anyone needing help with taxes.read more

We've been using Bev about five years. 1st first year -…read moreBusiness Taxes had errors. The corrections had to be made, and she charged for the corrections that were her errors. Mistakes Happen ! Second year, she forgot to add deductions for minors. Oops, she forgot ! Businesss taxes had errors again . IRS made the corrections. We get it mistakes happen. 3 rd year-Bev filed our taxes with an old business address. In Northern California, how she made this mistake is beyond us. She also forgot to add the minors once again as deductions. We received notification from the IRS that the taxes were incorrect AGAIN. They made corrections for us. Once again, we get it mistakes can happen. I guess we should've learned by this year, but sometimes it's just easier to continue with who you're working with. Our mistake. 4th year, she sent reminder notice to my husband and his ex-wife. Oops once again mistakes happen. I decided to have Bev do taxes anyway. Surprisingly, there were no mistakes last year other than sending me the wrong reminder card. However, while sitting there getting our taxes completed ..... I had made a joke that I was frustrated with my husband and that I should have a yard sale and sell his stuff. She was the only individual I told this to. It was a joke. I felt that we had a nice conversation while she did my taxes, and I also felt like I had turned a leaf with her because normally when we would go into her office, she often rolls her eyes and makes comments while doing taxes. We even talked about all her little frogs and how she came about to collecting frogs it was actually I believe her mother who originally collected frogs. Sadly, I heard from three separate individuals asking me if I had really had gotten rid of all my husbands belongings at a yard sale. ( Confirmed they heard it directly from you) Boy oh boy did you run with that! Bev, it seems that you like to converse and gossip and it's not appreciated. What you did I believe was unprofessional & it was actually damaging. You should be ashamed of yourself. You are not a nice person. We put up with years of you making errors on our taxes. We continued to go to you out of convenience since we live locally in Napa. As well as being small business owners ourselves, we want to support other small businesses. I guess we should've stop using you the very first year. We will not be using your services this year so when you're waiting for us at 12 noon tomorrow, go to lunch instead. Happy tax season and next time don't gossip about your clients. Be professional! Learn from this.

Our firm has worked with Melissa for two years now. She initially rescued us from several years of…read moreawful service from a financial company handling our books, payroll and tax returns. We were receiving letters from the FTB and IRS regarding mishandled returns. Melissa patiently and methodically helped us address the state and fed and carefully refiled about 3-years worth of returns on our behalf. At the speed of government it's taken almost the time we've been together to clean up our tax records. In the meantime we've filed 2 returns with her. We're amazed by the tax advice and the research she has done on our behalf to get us the best possible outcomes and to plan ahead instead of after the fact. Melissa is a straight shooter, tells us like it, both good and bad, and advocates for us. She has prepared both our corporation and personal taxes and neither is easy. If you want shortcuts, she is not your person, but if you are looking for solid tax advice, forward thinking planning and solid tax returns, we highly recommend Melissa for your business and/or personal needs. Paul Kelley Paul Kelley Architect, Inc.

We've worked with Melissa Petrie for nearly ten years, and I honestly can't imagine trusting anyone…read moreelse with our taxes. She is not only incredibly knowledgeable and detail-oriented, but she genuinely cares about her clients. Over the years she's helped me navigate everything from routine tax filings to complex business and personal financial decisions -- always explaining things clearly and making sure I understand the "why" behind the tax law and her recommendations. I never feel rushed or embarrassed to ask questions, and I always come away feeling more informed and confident in our decisions. She helped us successfully navigate a difficult long-term tax issue with the IRS -- and thanks to her thoroughness and persistence, we didn't have to pay for a mistake that wasn't ours. She consistently brings us new tax information as it becomes available and explains how it could affect us -- both as a business and personally -- along with smart ways to take advantage of benefits or minimize any negative impact. She helps us plan ahead in ways that have saved us stress and money! Her fees are more than reasonable given the quality, care, and peace of mind she provides. Having been through several CPA's before finding Melissa, I can tell you that it's rare to find someone who is this skilled and proactive. If you're looking for a CPA who is trustworthy, experienced, and truly invested in your success, I can't recommend Melissa highly enough.

If you want someone that's organized, concise, and intelligent doing your taxes, look no further!…read more I reached out to Luz over Yelp. Within a day she set me up on her business portal, prepared a service contract, and a tax prep worksheet so I could organize my documents and share info about my finances. When I got my tax return back, a week later, there were some cover pages with her professional recommendations to make the most of my financial situation for next year and beyond. I'm actually looking forward to tax season next year because of her professionalism and organized workflow. Thanks, Luz!

Luz is wonderful and nice to work with. She put me at ease immediately and found all kinds of…read moredeductions I would have missed.

Sharon does our bookkeeping and taxes for both our household and our businesses. Her depth of…read moreknowledge is easy to see in her efficiency and the ease with which our payroll, bookkeeping and taxes are done each year. I recommend her to anyone who is looking for someone to make their financial lives easier!

If I could give 10 stars I would! Joe and his staff are amazing! Even with Tax Day fast approaching…read moreJoe was able to communicate with us efficiently and get us the BEST TAX REFUND (more than we ever imagined!). He answered all of our questions without making us feel rushed or like we were just another client. You can tell he loves what he does and wants educate his clients well on the tax law. WE WILL NEVER USE TURBO TAX EVER AGAIN AFTER TAX ACE, AND NEITHER SHOULD YOU! We will be loyal customers forever! His staff is also great with communication and letting us know what paperwork was needed in a timely fashion. Thank you Joe and Staff! You guys are the best!

Not thrilled. Used Nataly for several years until there was a misunderstanding about the rate which…read morehad been the same every year. When they tried to charge me more the in last year I used them, even after she indicated the rate would remain the same, I questioned it. I was told that her time was too valuable not to charge the new rate. Fine, but then don't indicate the rate would remain unchanged. Even so, I tried contacting them last year to re-engage and received no reply. It's too bad because I can bring them good business, esp. since they have relocated again to a closer location to my home. I'll keep looking. Edit: as for the absurd comment that I ever spoke to her staff in a disrespectful manner, that simply did not occur. I stand by my review and will keep looking.

I have used these guy for several years now. But, the lady I used dropped the ball big time. They…read morenever submitted my taxes even after I paid them. I called hella times and I never received a response. The next year I came back and they offered no reason why and they did discount my next years taxes but, only by 30 bucks which is crazy. I'm not going back because they aren't professional and they don't see us as people only numbers

Me and my wife we're overwhelmed heading into tax season because we had a bad prior experience with…read moresomeone, but coming to taxes and books was the best decision. The staff is professional, and have integrity. For the cost of what we paid for our taxes the value was very reasonable, and fair. I would urge anyone to come and get your taxes done here. Plus we got our done in January, there is a discount. I was given tips on ways to save for even more taxes next year.