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Best Return Bookkeeping

Best Return Bookkeeping

Reviews Summary

Overwhelmingly positive reviews highlight exceptional service, with most praising the friendly, professional staff and long-term satisfaction. Many appreciate the personalized attention, efficiency, and willingness to go above and beyond. Several mention years of loyal patronage and strong recommendations. A small minority report issues with communication and refunds, but the vast majority describe a welcoming, family-like atmosphere and trust in their expertise. The team is consistently noted for maximizing returns and resolving complex tax matters.

About This Listing

Tax Preparation
Small Businesses

Who Can Work with a CPA?

Individuals seeking tax prep, retirement planning, or financial advice
Small business owners needing bookkeeping, payroll, or tax compliance
Freelancers and contractors with 1099 income or complex returns
Couples planning finances together or managing joint returns
Investors with capital gains or rental property income
Anyone looking for year-round financial guidance and peace of mind

*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*

First-Time Clients

If this is your first time working with a CPA, don’t worry — most professionals offer a free consultation and will walk you through what to expect. You may be asked to complete an intake form, share financial documents, or set clear goals for your session.

What to Know Upfront:

Documentation Bring your most recent tax returns, income details, and any financial concerns
Availability Appointments fill up quickly during tax season — book early if possible

*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*

What to Bring

Government-issued ID for verification
Tax documents (W-2s, 1099s, investment summaries, etc.)
Receipts or logs for deductible expenses, donations, or mileage

*Tip: Organize your documents in advance to save time and ensure accuracy.*

Preparing for Your Appointment

Write down any financial goals or questions in advance
Check if your CPA offers virtual sessions or document uploads
Bring a notebook or use a notes app for key takeaways
Know your deadlines for filing, payments, or compliance

*Note: Preparation helps you make the most of your CPA’s expertise.*

How to Get Started

Use our directory to find highly reviewed CPAs near you. Reach out directly to schedule your consultation.

Other Helpful Info

Many CPAs offer both in-person and remote consultations
Fees may be flat-rate, hourly, or based on service complexity
Some CPAs specialize in industries like healthcare, real estate, or tech
Check for client reviews and credentials (CPA license, EA, etc.)

*Note: Every CPA is different — take time to find one who fits your goals and style.*

Features

Tax Preparation
Small Businesses

Contact Information

Address

4600 S Tracy Blvd STE 104

Tracy, California 95377

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 10AM-6PM
Tuesday 10AM-6PM
Wednesday 10AM-6PM
Thursday 10AM-6PM
Friday 10AM-6PM
Saturday 10AM-5PM

Customer Reviews

my family & i have been going to Beatriz for about 10 years + her service & dedication to getting my taxes done quick & correct are 2nd to none ! she even takes care of my daughters taxes even though she lives in NY ! thank you Beatriz for everything !

Talked to Beatriz in person she had me signed documents for tax purposes which is fine. She said once they figure out my return they'll call me.. once she had called me and explained to me my return I said ok let me call back I need a second opinion. I called back 2 weeks later and one of the representatives picked up and I asked if I decided not to do taxes with you guys would you guys refund me my money she said yes. So I decided to do taxes with someone else. I called back and Beatriz picked up and I sai

I have been going here to file my taxes for the last 3 years and my experience has been exceptional. My questions are always answered and they provide the best customer service. Very friendly and the willingness to go over and beyond to help their customers. It feels like you are visiting a family and they are welcoming you into their home as soon as you walk through the door.

I wanted to take this opportunity to share my experience with the best return booking team in tracy ca. I have been going to them for many years started from their home, now their own office. I am very impressed in their customer service and professionalism that they present. They meant all of my expectations. I highly recommend them to all customers. Thank you guys and keep up the good work and see you guys next year.

I have been a loyal customer here for my tax returns for years, they do a fantastic job! Never had a problem with them.

They did my taxes and I have been audited twice, no one will return my calls or emails. They take no responsibility for their actions. Once they get paid, you get put to the side. I have called over and over with no response. This is not a reliable company

Best Return Bookkeeping has been great! They've been doing my taxes for years now . I would recommend them to anyone . Thanks Best Return for great service.

Love love love them!! Best tax place I have ever been. The staff is professional and friendly... it's like my own little tax family!

Friendly staff super accommodating I recommend to all my friends and family. There is no one else I would trust to do my taxes, skip H and R block and come straight here

I have been doing my taxes here for years. They are very professional and efficient at what they do.

Easy to work with and very professional! I would recommend that everyone use this company.

Everyone is super nice and friendly and always willing to help you with any questions you may have. Very knowledgeable and flexible with schedule.

Great staff they will help to maximize your return!

(Translated by Google) Very satisfied with the service they offered me, the employees were very friendly and helpful. They solved my problem with the IRS that I had. I recommend them to all my friends and family. Excellent service ?? (Original) Muy satisfecha con el sevicion que me ofrecieron, los empleados muy amables y serviciales. Resolvieron mi problema con el IRS que yo tenia se lo recomiendo a todos mis amigos y familiares. Excelente sevicio ??

Frequently Asked Questions

What qualifications should I look for in a CPA?

Look for a Certified Public Accountant (CPA) license, which ensures they’ve passed rigorous exams and meet state requirements. Check for relevant experience in your industry, additional certifications like CFA or CMA, and membership in professional organizations like the AICPA. Verify their credentials through state licensing boards.

How do I find a CPA in my area?

Use online directories like the AICPA, CPAverify, or state CPA societies. Search platforms like Yelp or Google for local CPAs with reviews. Ask for referrals from business associates, friends, or financial advisors. Local chambers of commerce can also provide recommendations.

What’s the difference between a CPA and an accountant?

A CPA is a licensed professional who has passed the CPA exam and met state requirements for education and experience. An accountant may lack this certification and could have varying levels of expertise. For complex tasks like tax audits or financial reporting, a CPA is typically more qualified.

How do I know if a CPA specializes in my needs?

Ask about their experience with your specific financial needs, such as tax preparation, small business accounting, or estate planning. Review their website or LinkedIn for case studies or client testimonials. Inquire about their client base to ensure they handle similar financial situations.

Should I check a CPA’s reviews before hiring?

Yes, reviews provide insight into a CPA’s reliability, communication, and performance. Check platforms like Google, Yelp, or the Better Business Bureau for client feedback. Look for patterns in reviews, but verify their authenticity, as some may be biased or outdated.

How can I verify a CPA’s license?

Visit your state’s Board of Accountancy website or use CPAverify.org to check a CPA’s license status. Confirm their license is active and check for any disciplinary actions or complaints. This ensures they’re in good standing and meet professional standards.

What questions should I ask during a CPA consultation?

Ask about their experience with your financial needs, fee structure, availability, and communication style. Inquire how they handle tax filings, audits, or financial planning. Ask for references or examples of similar work to assess their expertise and fit.

How much should I expect to pay for a CPA’s services?

Fees vary based on location, services, and complexity. Basic tax preparation may cost $150-$500, while business accounting or audits can range from $1,000 to $10,000+. Request a detailed fee structure upfront and compare quotes from multiple CPAs.

Can I work with a CPA remotely?

Yes, many CPAs offer remote services through secure online platforms for document sharing and virtual consultations. Ensure they use encrypted tools for data security. Remote CPAs can be effective if they understand your local tax laws or business regulations.

How do I assess a CPA’s communication skills?

During consultations, evaluate their ability to explain complex financial concepts clearly. Ask sample questions about taxes or financial strategies and note their responsiveness and clarity. Good communication ensures you understand their advice and fosters a productive relationship.

What red flags should I watch for when screening a CPA?

Beware of CPAs who guarantee specific tax refunds, lack a valid license, or have disciplinary actions on record. Avoid those with poor communication, vague fee structures, or negative reviews highlighting unethical behavior. Always verify their credentials independently.

Should I choose a CPA from a large firm or a solo practitioner?

Large firms offer more resources and specialized teams but may charge higher fees. Solo practitioners often provide personalized service and lower costs but may have limited availability. Choose based on your needs, budget, and preference for personalized attention.

How often should I meet with my CPA?

For individuals, annual meetings for tax preparation may suffice. Businesses may need quarterly or monthly check-ins for bookkeeping, tax planning, or financial reporting. Discuss your needs upfront to establish a meeting schedule that aligns with your financial goals.

Can a CPA help with both personal and business finances?

Yes, many CPAs handle both, but confirm their expertise in both areas. Ask about their experience managing personal taxes and business accounting simultaneously. Ensure they can balance both without compromising attention to your specific financial needs.

What should I do if I’m not satisfied with my CPA?

Discuss concerns directly with your CPA to resolve issues. If unresolved, check your contract for termination terms. Seek a new CPA by researching reviews, credentials, and referrals. Request your financial records to ensure a smooth transition to a new professional.

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