We are experienced in all facets of tax preparation, including individual, small business, corporation, partnership, not for profit, and estate returns. Our payroll service combines professional expertise with state-of-the-art technology that enables us to customize your specific needs. With our nonprofit proficiency, we ensure that income and expenses are being properly categorized for tracking and reporting purposes.
Established in 1978, service and personalized attention is tradition with our team of highly skilled professionals; yet we continue to upgrade to the latest in today's technology. Every need, whether large or small, is important to us. Our growth attests to this. Located in Encinitas California, we serve all of North Coast San Diego County.
Established in 1978, service and personalized attention is tradition with our team of highly skilled professionals; yet we continue to upgrade to the latest in today's technology. Every need, whether large or small, is important to us. Our growth attests to this. Located in Encinitas California, we serve all of North Coast San Diego County.
Services
In an age of big corporations and computers, it is easy to lose your identity. Yet, the majority of businesses in the U.S. are small businesses. San Diego County is no different. In our region there is stiff competition for the consumer dollar. It is extremely important to use our profits wisely. With fixed costs (including payroll) on a steady increase, very few small businesses can afford an accounting staff.
Mother Lode Bookkeeping, Inc. offers a wide range of services to our individual, business, and not-for-profit clients. Because our firm is relatively small, our clients benefit by getting personalized, quality service that is beyond comparison. Below we have listed the services that we offer to our clients along with a brief description.
We are experienced in all facets of tax preparation, including the filing of individual, small business, corporation, partnership, not for profit, and estate returns. We will ensure that you consider all of your legal deductions so you realize your full tax benefit. Our comprehensive interview processes and computerized return preparation assure that your return is complete, correct, and presented to you in a timely manner.
As a small business owner you have more important things to do than to keep your own records and books. We take care of this for you, so you can get back to what you do best, the job of running your business and generating profits. These tasks form a solid foundation for your small business or not-for-profit accounting system.
When it comes to paying employees, federal and state laws and their reporting requirements have made the payroll process a time consuming headache for the small business owner. Small business owners can spend many hours a month performing payroll functions. That is valuable time that could be spent generating sales, finding new business opportunities, enhancing products or services, or servicing customers.
Reviews (12)
Craig Mayville
Jan 06, 2022
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Nothing short of awful. My taxes were filed here for several years over the course of about a decade. I thought James was the guy to go to when I needed help with filing. After an audit that claimed I owe over $13,000 in taxes, James and Richard have been of almost no help. They told me to "call the IRS" because there is nothing they can do. After telling a coworker, he suggested contacting a CPA in North Carolina who said he could help me. I also spoke to another CPA locally who called the IRS with me, and is actively following up to submit an amended return. James has not responded with any sense
Patrick O.
Apr 15, 2021
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Since relocating to the San Diego environs 4-years ago, for our state & federal taxes we've been using the tax accounting services of Mother Lode (ML) Bookkeeping. ML was recommended (highly) by my daughter/son-in-law and son-in-law's brother. Here-to-fore, it's been my stereo-type that all accountants have "500 lbs brains" but are pretty much devoid of any social personality. NOT SO! To my delight, last week over the phone I heard our ML designated tax accountant with the 500 lbs brain, actually chuckle! Our guy is "James" who, to us, looks eerily like
Linda Short
Dec 30, 2020
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Scott S.
Aug 28, 2020
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Casey T.
Aug 23, 2020
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I've always done my taxes through TurboTax but decided to file married jointly this year. This is new for my husband and I who've always filed separately due to slightly complicated finances. Through excellent communication, James was able to guide us through our options to get us the best refund. He filed our returns and provided a written explanation of the process for our records all without ever meeting in person. I was concerned about the process during a pandemic but Motherlode proved to be a highly effective team. Motherlode has earned our confidence and future patronage.
J. W.
Jul 26, 2020
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The EA, James Sherman, I was using was amazingly unprofessional. He was introduced to me by my attorney as I needed to file Form 1041 along with 1040. My attorney said James knew how to do Form 1041. James' filing fees were not cheap, more than $1000. I used him to prepare the tax returns for years 2018 and 2019. My attorney and I already informed him that all the court filing fees and probate fees were tax deductible. He did not file them correctly for tax year 2018. This mistake could not be caught as he provided the 2018 tax return client copy at the last minute on April 15, 2019
Holly G.
Mar 21, 2018
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Sara E.
Dec 25, 2017
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Patricia M.
Apr 01, 2013
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Robert S.
Jun 18, 2012
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Ann K.
Aug 27, 2011
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My husband and I have been using MotherLlode Bookkeeping for about 20 years. They have taken care of our payroll and taxes for years. Dealing with Maria and Cory has been a pleasure and always accommodating. Cal has been extremely helpful preparing our taxes over the years and really helps you on a personal level if you need advice. He also helped me prepare my parents taxes after my parents passed and made the whole process much easier.
I would recommend Mother Lode Bookkeeping as an inexpensive, local payroll and tax preparation service.
I would recommend Mother Lode Bookkeeping as an inexpensive, local payroll and tax preparation service.
Jay D.
Apr 10, 2008
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Mind you, I'm not an accountant nor a "tax guy." I'm just a normal guy that knows what's in and out of his bank account. So, it's important that if I share that intimate info with you that I know I'm going to get personalized service.
My family has a regular guy we go to. He's really good. I'll yelp about him sometime. Because of time and I didn't get my act together, I went to Mother Lode based on a friend's recommendation instead.
I'm never listening to him again.
Basically, I felt like this guy was just "plug and chug"
My family has a regular guy we go to. He's really good. I'll yelp about him sometime. Because of time and I didn't get my act together, I went to Mother Lode based on a friend's recommendation instead.
I'm never listening to him again.
Basically, I felt like this guy was just "plug and chug"
