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Serving our community with personalized attention and professionalism

At Mother Lode Bookkeeping, we are dedicated to providing personalized and professional services to our clients in the San Diego North County coastal communities. Since 1978, we have been committed to delivering cost-effective and highly personalized services that cater to the unique needs of each client. Our success is the result of your success, and we believe in the value of our client relationships.

Our Services

We offer a wide range of services, including tax preparation, bookkeeping, payroll, and not-for-profit services. Our team of experienced professionals is dedicated to providing personalized attention to each client, ensuring that their needs are met and their goals are achieved.

Tax Preparation

We are experienced in all facets of tax preparation, including individual, small business, corporation, partnership, not-for-profit, and estate returns. Our team of Enrolled Agents (EAs) is dedicated to providing accurate and timely tax preparation services that cater to the unique needs of each client.

Bookkeeping

We take pride in caring for your records and books, so you can focus on what you do best - running your business and generating profits. Our bookkeeping services are designed to help you manage your finances efficiently, ensuring that you have accurate and up-to-date financial records.

Payroll

Our payroll service combines professional expertise with state-of-the-art technology that enables us to customize your specific needs. We understand the importance of timely and accurate payroll processing, and our team is dedicated to providing personalized payroll services that cater to the unique needs of each client.

Not-for-Profit Services

With our nonprofit proficiency, we ensure that income and expenses are being properly categorized for tracking and reporting purposes. Our team is dedicated to providing personalized attention to our not-for-profit clients, ensuring that they receive the support they need to achieve their goals.

Our Commitment

We are committed to providing superior client service, and our growth attests to this. We continue to endeavor to provide the highest quality professional services and guidance. Our team is dedicated to serving you as we would want to be served, with a focus on building long-term relationships based on trust, respect, and personalized attention.

Our Values

At Mother Lode Bookkeeping, we believe in the value of relationships. We view every client relationship like a partnership, and truly believe that our success is a result of your success. We are committed to providing close, personal attention to our clients, and our team is dedicated to delivering exceptional services that cater to the unique needs of each client.

Reviews
Positive: The majority of reviewers praise the company's professionalism, expertise, and personalized service, with many appreciative of James' exceptional service and knowledge.
Negative: A few reviewers express disappointment and frustration with the service they received, citing unprofessionalism, lack of accountability, and mistakes in tax returns.

Overall Experience

The overall experience with Mother Lode Bookkeeping is overwhelmingly positive. The majority of reviewers praise the company's professionalism, expertise, and personalized service.

Positive Experiences

Many reviewers appreciate the personalized attention they receive from the team, particularly from James, who is mentioned multiple times for his exceptional service and knowledge. Reviewers also rave about the company's ability to handle complex tax matters, their thoroughness, and their willingness to explain tax returns in detail.

Negative Experiences

A few reviewers express disappointment and frustration with the service they received, citing unprofessionalism, lack of accountability, and mistakes in tax returns.

Specific Comments

Some reviewers mention the company's ability to handle complex tax matters, their thoroughness, and their willingness to explain tax returns in detail. A few reviewers also appreciate the company's ability to help with disputes with the IRS.

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