Bel Marin Tax & Bookkeeping Service

This 1 «DOT» talks way too much, uses bait and switch tactics to lure clients in then changes the game plan by increasing the initial quoted prices for her services rendered. She is unorganized and forgets to send in your incorrectly calculated quarterly, federal and state taxes and stresses out her clients by waiting till the last minute then has the audacity acuse her overpaying clients that they are the problem by not sending them the materials she requires. There is defenitely a disconnect (she vascilates in her communication/​dissertation long emails, gets into her personal life) in working with this lazy burned out, probably health challenged old lady who is too old school to file your secretary of state forms, download your electronic bank statements and use outdated paper payment method to pay versus electronic filing. She is a crisis bookeeper tax preparer dealing primarilly with audits of her clients. She is extremely deffensive when accused of failure to send a client bookeeping log to me in Jan/​Feb 2015 and manipulative in getting me to overpay my social security into a system that is broken. I had a prevous bookeeper for 15 years and never had a problem until dealing with this B– Buyer/​applicant beware caeeat emptor. A prospective CPA I consulted was appalled by me sending in my bi monthly business check register and the quickbooks not having been completed since last August 2014 up to date. This makes absolutely no sense. Her justification was that she felt she wouldn’t be paid. After the ordeal I’ve been thru is it any wonder why I did despite being advised by a few not to by friends in the business. Look out because the smiles come with a non user friendly environment (incompetence) and stress that you the client will pay for.

Dot was fantastic! This was my first time having my taxes prepared by an accountant and the experience was wonderful from start to finish. My tax situation was a bit complicated, but Dot took care of each and every detail and ended up getting me a refund much higher than I’d anticipated. She is also an incredibly sweet person and an absolute pleasure to talk to (who would think getting your taxes done would actually be enjoyable?!). To top it all off, her pricing was incredibly fair and well worth the cost. Thank you, Dot!

I was searching and searching for a well qualified tax prepare person and I have finally found it. Nestled in the beautiful Bel Marin Keys, there lives a wonderful, funny, intelligent person whose house reflect her personality — a charming castle. The business name is Bel Marin Tax and Bookkeeping Service. Her first initial is D and her last name is Clarke. She is patient, an excellent listener, a «Magician» who did my complicated taxes (Investment) and returned with wonderful results. I can’t say enough about how good and organized she was. All I an do is give as many starts/​kudos as I can.
Job Well Done «D» — you certainly deserve it.