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.

I've had Patrice do my taxes for the last Three years and she has always been reasonable, very,…read morevery friendly and communicative, such a caring individual and she is great with doing taxes. She's very professional and works hard and will get you the most money back possible that you deserve. Worth every penny spent. I won't go to anyone else to do my taxes

I cannot overstate how destructive and damaging my experience has been with Thomas K. Porta as…read moretrustee. He has failed in nearly every fiduciary duty required of him and has treated my trust as though it were his personal property. For months, he has deliberately withheld my rightful distributions, leaving me without access to the funds I rely on for basic living expenses. This is not only unconscionable, but a direct violation of the duties of loyalty, impartiality, and prudent administration required of a trustee under California Probate Code. Instead of protecting my inheritance, Mr. Porta has threatened me by openly stating that he will use my own trust funds to pay for lawyers against me -- essentially weaponizing my assets to silence me. He unilaterally invested the entirety of my inheritance (approximately $93,000 from my father's estate) into E*TRADE without my knowledge or consent, a reckless and unauthorized action that has put my financial security at risk. His conflicts of interest are undeniable. He is personally connected to my deceased grandmother's husband and has even notarized documents that raise serious questions of legality and impartiality. A trustee must avoid self-dealing and even the appearance of impropriety, yet Mr. Porta has operated in the shadows, making secretive and harmful decisions while refusing to provide clear communication or accounting. He has shown callous disregard for my learning disabilities, expecting me to "just know" complex legal and financial matters that he has a legal obligation to explain. Instead of acting with transparency and compassion, he has chosen intimidation, stonewalling, and abuse of power. In my view, Mr. Porta is not only unfit to act as a trustee -- he is dangerous in that role. He has caused me severe emotional distress, jeopardized my financial stability, and abused his position of trust in ways that no beneficiary should ever have to endure. For anyone considering him as a trustee, fiduciary, or financial manager: avoid him at all costs. He is the epitome of conflict of interest, negligence, and bad faith. Thomas K. Porta is the worst trustee imaginable. He has withheld my rightful distributions for months, threatened to use my own trust funds against me, and invested my inheritance without consent. He has blatant conflicts of interest, zero transparency, and has completely failed his fiduciary duties under California law. Avoid him at all costs.

Being in the military and being TDY can present some unexpected challenges, let me tell ya! I was…read morein a crunch and needed a notary right away! I am purchasing my first home and needed to give POA to my realtor, who happens to be a very good friend as well, to do the closing since it seemed that I would not make it home in time. I zipped to the computer in the hotel and put YELP to work. YELP...one letter away from HELP! Boy, did I need it! I searched for notaries and saw Sharyn had the most review and highest ratings. Ok, I found a notary! Now, the only thing left was getting to her office. Thankfully, my crew had left the keys behind so I could drive the car. Away I went... I showed up at Sharyn's office and she took me right away. Whaaattt??? My bottom never hit the bottom of a chair in the waiting area? I explained the situation to her. I'm closing on my first home and I can't be there to do it myself. I need to get this paper signed that the closing attorney sent to me. Right away, the pressure in my forehead went away and Sharyn reviewed my documents, checked my ID and grabbed her pen. I can't tell you how much of a relief I felt. I HIGHLY recommend the services of Sharyn to anyone in the Fairfield and surrounding area. She is a great person with a very welcoming spirit. You know that feeling that you get when it seems that the world is on your shoulders? Well, when I walked out of that office, Sharyn had lifted that burden. Thank you so very much, ma'am! I appreciate you and all you do for military folks like me.

Very friendly and professional office. I have my taxes done there every year. They will also…read moreadvise you (if you want advise) on adjusting deductions as needed.

I did some research on tax preparers in the area for my BF (since his taxes were a bit more…read morecomplicated than mine this year). It was between Tax Factory and the Werner Group. BF procrastinated but was able to get an appointment with Cynthia at the Tax Factory pretty much right away (vs 2 weeks at Werner). So he booked his appointment. The day of we brought all the paperwork, met with Cynthia, and she went to work getting his taxes done. We were done within the hour and he knew how much he was going to get back before leaving. It ended up costing him $200 but it was worth it in the long run (as he and I did not want to try and figure his taxes out!)

I had an appointment with Sylvia for the 3rd year and she's always been awesome. Very thorough and…read moreknows what she's doing.

My brother passed away and I was presented with the need to take care of his estate. One of the key…read moreefforts required on my part was to figure out how to deal with six years of unpaid Federal and State taxes. I found Caris Tax Advisory Services Inc. via an early recommendation when I was initially making my way through the morass of probate. After collecting massive amounts of documents that were literally just in random boxes, I presented the material to Caris Tax and they dove in, creating six sets of returns for both Federal and State. They were mailed in and our friends at the State of California cleared my brother's returns the quickest. It was great to get the letter from them indicating they were fully satisfied with all of the submittals. As for the IRS, that took quite a bit longer and much more effort on the services of Caris Tax. But, in the end, all that needed to be settled was done successfully. I'm happy to have all of my brother's affairs in order. Carol, I can't thank you enough. PS - I live in AZ now but spent most of my life in the SF/Bay Area. My brother also lived in the Bay Area. Hence, Carol's business, based in Benecia, completely aligned with the needs of my brother's estate.

Absolutely terrible. Stay far away. She was great in the beginning but after a while she began to…read morebe unresponsive to emails, phone calls, texts. I had an employee that needed their final payroll check and she never issued it and almost put me as the employer in jeopardy because of her inaction. Payroll checks were incorrect or late. Once I decided to move on to a more professional company to handle our taxes, accounting & payroll. She did not cancel the ADP products that she set up in our name. This has costed me $2,000 plus. Her response to me was "You are no longer my client." Just completely unprofessional. Stay away.

ABSOLUTELY FANTASTI!…read more I went in to the office without an appointment, "my tail between my legs" feeling defeated and overwhelmed. I had 3 years of back taxes. I'm a small business owner and I also do gig work. I had W2's, 1099's, & some unemployment from during the pandemic. Linda Young put me immediately at ease. Linda is professional and personable. I walked out with filing a $4,000 refund!!! EVERYONE should have a bookkeeper. it really can relieve a tremendous amount of stress.

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

I was behind in filling my taxes. Hired Kathy's to take care of it. They did fill but in such a way…read morethat the Fed and state was crossed in between years. So I contacted them and of course never spoke to Kathy, only her front office person. I could have went on turbo tax and had better service. Last 2 times I tried to contact her, no response. Maybe years ago she was good but now I do not recommend this company.

My father used her for many years. She was always accommodating for his disabilities…read moreAnd did an excellent job.

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.