My Books & Taxes
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My Books & Taxes
Are you a legal pro looking for advice you can trust from a San Diego tax and bookkeeping professional?. We have the expertise and knowledge you are looking for in a tax professional and can help you navigate your options. Let our team of experienced tax relief experts help you find the light at the end of the tunnel.

We've worked with plenty of businesses who have to cobble together 9 different software programs to keep everything straight, or who just wash their hands of it all and put everything on the credit card. When businesses come to our "door, " they're not just looking for a tax pro that can do the checks and balances to get yearly taxes filed.
Reviews (10)
Eric S.
Eric S.
Jan 24, 2022
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My Books and Taxes has been excellent. I couldn't be happier with their overall service, quick responses to my questions and attention to detail. My accounts are in great hands and I have 100% confidence in My Books and Taxes. A few years ago I lost my bookeeper mid year. I was using Account Edge (which no other bookeeper knew how to operate.) I found Karla and she was completely familiar with Account Edge and eventually she helped me migrate to Quickbooks online. She was literally a lifesaver - since all the other bookeepers that I reached out to were not familiar with the program I had been
Aurianna W.
Aurianna W.
Nov 14, 2021
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Highly recommend! I've never used a tax professional before, but my husband and I did a free 30 min consultation a few weeks ago. I can't remember her name but she was sooo helpful.
Carlos M.
Carlos M.
Oct 22, 2021
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Highly recommend Karla and her team. Organized, communicated and detail oriented. They are all experts and knowledgable. Also feels great to support a local, women-owned business.
Brooke B.
Brooke B.
Jul 23, 2021
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I HIGHLY recommend Karla and her team. After my previous tax person created an unnecessary problem for me with the IRS by uploading inaccurate information to them (while charging me an exorbitant rate), I definitely needed a new tax person. I turned to Karla , who did my recent taxes with speed and accuracy, then took on the problem with the IRS, which she solved -- all at a very reasonable price. She communicates clearly and quickly. You can feel secure in her abilities.

Her system for downloading documents takes a bit of getting used to, but it works great.
Kathi K.
Kathi K.
Sep 28, 2020
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I have really enjoyed working with Andrea and team on filing my taxes for 2018 and now 2019. I used to do all this myself with TurboTax, but things had changed for me and I needed more help. My Books and Taxes has done exactly that: got my tax ducks in a row, reminded me to do things I kept forgetting, and got everything done for a super reasonable price and an excellent, professional and friendly attitude. I highly recommend My Books and Taxes for anyone that needs help at tax time, or any other time!
Yixiang L.
Yixiang L.
Aug 20, 2019
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I'm an international student receiving income from both the U.S. and abroad, and my tax situation this year is a bit atypical. Not many accountants around Berkeley replied to me that they could handle it, but Karla solved it efficiently at an affordable price. The whole process for filing my individual federal and state tax return took about 3 days, and Karla replied my questions almost immediately through email. I'll definitely recommend her.
Geraldine F.
Geraldine F.
Jun 13, 2019
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I was desperate to have quick help about my tax return being on a visa . Karla explained everything to me in such a kind and smart way. She solved all my problems super quickly, was available to talk on the phone. She would make tax return a pleasure! I highly recommend her!
Wendy L.
Wendy L.
Mar 10, 2019
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Karla is so great! She knows her stuff, and is great at letting you know ways to maximize your return for business. She responds very quickly, and is always available to talk whenever you need to ease your nerves. Highly recommend!
Jessica J.
Jessica J.
Mar 08, 2019
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FINALLY!!! A tax professional that is great to work with AND saves you money. I'm a small business owner and had a hard time finding someone who could help with filing complex taxes returns, tax PLANNING, and weekly bookkeeping (hello QuickBooks). Karla has been AMAZING to work with (I've been singing her praises to friends). She's always willing to hop on a call to explain something you may not understand--even during the busy tax season! Also, while balancing the books this year, Karla was able to locate a $10,000 invoice that was NEVER paid to us. If it wasn't for her, we
Berlyn P.
Berlyn P.
Jul 13, 2018
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I was panicked when I reached out to her. I attend UCB and they put me under financial aid verification, so all my financial aid was on hold until I filed and processed my taxes. Which means I couldn't afford my rent or books or school supplies.
Karla responded to my email the same day I reached out to her and she sent me instructions and filed and processed my tax return the same day. She made it so easy and affordable especially for someone like me a panicked college student. I am so grateful for her help. I would recommend her anytime! Thanks Karla!!