Delta Bookkeeping & Tax Services

A V

Mar 17, 2024on

Hands down the best tax experience I've had since I've been doing my taxes. Vicky is very informative and helpful and affordable. She answers whatever questions you have and does not make you feel like an idiot for doing so lol. Glad I found Vicky and David's tax business definitely coming back no doubt about it. Thank you Vicky.

Phatgeezus

Nov 7, 2023on

Great service will definitely be back next year for my taxes.

Rene P

Nov 7, 2023on

Simply AMAZING! This team is professional, kind, helpful, and ,best of all, Godly! Im a very happy customer & gladly recommend them 100%

Tom K

Jun 6, 2023on

My mother was not particularly savvy regarding financial matters. My mom made me her first successor trustee in her trust. I needed to get a handle on my mother's finances. I had power of attorney (POA) for my mother's financial dealings. I requested from Delta Bookkeeping & Tax Services my mother's 2019 tax returns. I offered to provide a copy of the POA to Delta Bookkeeping & Tax Services. Despite my willingness to provide the POA, Vicky refused to send me my mother's 2019 tax returns. Vicky replied, "Legally, as far as a professional[sic], I can not nor will I risk my license and practice in disclosing personal and confidential information with anyone, including relatives such as yourself." I was flabbergasted; Vicky was not professional enough to recognize that giving tax returns to someone who had financial POA was perfectly legal. POAs are not an arcane legal matter. It seems like any bookkeeper with average competency would know that. Instead of meeting her legal obligations, Vicky called my mother and misrepresented our interaction to my mother. Vicky misrepresented to my mother that I behaved angrily and awfully. I have an email thread that proves otherwise. Vicky created a panic in my mother. Vicky had my elderly, barely ambulatory mother rush to her office that same day, where she had my mom sign a letter saying that my mom did not authorize the release of her tax documents to her. I mean what malfeasance was I going to engage in by getting a copy of my mom's 2019 tax returns? My mom had previously given me a copy of her 2018 tax returns with no negative repercussions. Also, I provided a POA to my mom's IRA bank and they gave me access to her IRA. I did not make any withdrawals from my mom's IRA. Vicky freaked out unnecessarily, did the wrong thing, and freaked out my mom. There was no effort to resolve the issue professionally and/or amicably. Vicky turned my mom against me. My mom immediately changed her trust to disinherit me. Vicky caused the ruin of the relationship between me and my mom. Vicky may reply that she was just looking out for my mom's best interests, but that defense is weak. If my mom gave me POA, who is Vicky to question that? Furthermore, who is Vicky to react in an unprofessional frenzy, demonize me to my mom, and get my mom to race to her office that same day to sign a legal document during that frenzy? It would have been professional to let their emotions cool and get family members to work things out. Do not use Delta Bookkeeping & Tax Services because, if they are not sophisticated enough to properly handle a financial POA, they likely will screw up other relatively simple things.

Israel Torres

Mar 15, 2023on

I highly recommend Delta Booking and Tax. This was my first experience using them and I was totally impressed and happy i choices them. Vicky was very friendly and very informative and answered all my questions.

Samantha Alvarez

Mar 15, 2023on

The Delta Team was AMAZING they have an amazing team and a desire to help their customers. From the start they take care of you to make sure that you feel comfortable and that all your questions are answered. Vicky & Dave will make sure that that take care of you, and make you feel like family.

Rick Bloomingdale

Nov 7, 2022on

Great people. Excellent at text preparation. Way friendly....A+

amp barnett

Nov 7, 2022on

BEST TAX SERVICE!!! ALL SO NICE!!!THANK YOU!!