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June 2023 by Tom K.
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.
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February 2022 by Carmen C.
Vicky and Dave are the sweetest couple to work with. Vicky is very knowledgeable and great at her job. I highly recommend anyone to get their taxes done here. I recommend their business to my friends and family. My now adult children had their taxes done with Vicky for their first time. It was a pretty special moment. Thankful for Vicky and Dave.
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February 2022 by Don E.
These guys are fantastic! Vicky & Dave are really genuine christian people, that enjoy helping people sift thru their questions, even complex tax questions. They listen to people that had a difficult year, tell their stories & even pray for people. This is a solid business with wholesome people. I highly recommend them. PS They also do payroll and company taxes.
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January 2022 by Summer J.
Family owned business. Vicky was super helpful and very informative. Took the time to explain everything. Awesome service. My husband and I will definitely be coming back next year!
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February 2020 by Robert E.
I used BealsBooks for my taxes and they were awesome! They were quick, helpful, answered all of my questions, and got me a good return. I couldn't be happier.
