Business Details
48 Years
experience
Your Trusted Partner for Accounting Solutions in Encinitas
Mother Lode Bookkeeping has served San Diego North County coastal communities since 1978, delivering cost-effective, professional, and personalized accounting solutions. Our success stems from prioritizing client relationships and leveraging decades of combined experience in tax preparation, bookkeeping, and payroll services. We specialize in individual, small business, corporate, partnership, not-for-profit, and estate tax returns while maintaining a commitment to technological advancement. Our team of Enrolled Agents and staff accountants provides tailored financial guidance, ensuring clients can focus on business growth while we handle their accounting needs. Established in 1978, we blend traditional service values with modern technology to meet evolving client demands.Our Encinitas-based team serves diverse clients including individuals, businesses, and nonprofits across North San Diego County. We emphasize transparency, accuracy, and timely financial reporting through monthly/quarterly reconciliations, income statements, and balance sheets. Our payroll services combine expert knowledge with automated systems to ensure compliance with federal, state, and local regulations. For nonprofits, we offer specialized bookkeeping and reporting to meet IRS requirements while maintaining proper financial categorization. With a focus on community service and client education, we provide resources, calculators, and direct support to enhance financial understanding and decision-making.
Services
Tax Preparation
Bookkeeping
Payroll Services
Not for Profit Accounting
Business Tax Reports
Details
- Year established: 1978
Highlights and features
- We offer 45+ years of local accounting expertise since 1978
- Our team includes Enrolled Agents with specialized tax knowledge
- We provide personalized service tailored to individual business needs
- We combine traditional values with modern accounting technology
- We serve diverse clients from individuals to nonprofit organizations
Services
Tax Preparation
We prepare individual, business, partnership, and estate tax returns while maximizing legal deductions. Our Enrolled Agents stay current with tax code changes to ensure compliance and optimize tax benefits. Clients receive electronic filing options, secure portal access to past returns, and expert guidance on minimizing tax liabilities through strategic planning.
Bookkeeping
We handle monthly or quarterly bank reconciliations, income statements, and balance sheets. Our services include general ledger entries and customized packages that can add payables, receivables, and tax planning. With transaction-based pricing starting at $3 per entry, we provide accurate financial tracking tailored to business size and complexity.
Payroll Services
Our payroll solutions handle tax calculations, direct deposits, and regulatory filings. We offer flexible pricing based on employee count and pay frequency, with features including W-2 generation, workers' compensation audits, and compliance with evolving tax laws. Services reduce administrative burdens while ensuring accurate, timely employee payments.
Not for Profit Accounting
We specialize in nonprofit financial management, including IRS Form 990 preparation, functional expense reporting, and revenue categorization. Our services help organizations maintain tax-exempt status through proper financial documentation and compliance with donor and regulatory requirements, starting at $200 for postcard filings.
Business Tax Reports
We assist with business entity selection, sales tax filings, and property tax returns. Our expertise covers corporate minutes maintenance, business structure optimization, and annual compliance documentation. Services include $30 CA sales tax preparation and $40 business property tax filing to maintain regulatory compliance.
People
Richard Rogers
Enrolled Agent
Richard Rogers specializes in tax preparation with expertise in individual and business returns. He provides personalized tax planning solutions to minimize liabilities while ensuring compliance with current regulations.
James Sherman
Enrolled Agent
James Sherman offers tax preparation services with focus on accurate filings and strategic tax planning. He assists clients in understanding complex tax requirements while maximizing legal deductions.
Cal Ellisor
Enrolled Agent
Cal Ellisor provides expert tax preparation and consulting services. His experience includes individual, partnership, and corporate tax returns with emphasis on compliance and tax optimization strategies.
Jay Ibrahim
Enrolled Agent
Jay Ibrahim combines tax expertise with business acumen to deliver comprehensive tax solutions. He specializes in complex tax situations and provides guidance on minimizing tax obligations through strategic planning.
Kelly Khouri
Enrolled Agent
Kelly Khouri offers tax preparation services with attention to detail and regulatory compliance. She assists clients in understanding tax implications while identifying opportunities for tax savings.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, payroll processing, tax preparation, sales tax filings, business entity selection, and annual minutes maintenance tailored to small business needs.
Do you specialize in nonprofit organization accounting?
Yes, we handle nonprofit bookkeeping, tax preparation (Forms 990/990-EZ), functional expense reporting, and IRS compliance documentation for tax-exempt organizations.
How are your bookkeeping fees structured?
Bookkeeping fees start at $3 per transaction with a $80 monthly minimum, based on processing checks, credit card transactions, and journal entries.
What tax preparation options do you provide?
We prepare individual, business, partnership, estate, and nonprofit tax returns with pricing from $150 for basic 1040s to $800+ for corporate returns.
Are you available for consultations outside regular business hours?
Our regular hours are Monday-Friday 8:00 AM - 4:30 PM PST. We offer after-hours support through email and voicemail systems.
Do you offer electronic tax filing services?
Yes, we provide electronic filing options for most tax returns to ensure faster processing and secure submission to tax authorities.
