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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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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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April 2023 by Rene P
Simply AMAZING! This team is professional, kind, helpful, and ,best of all, Godly! Im a very happy customer & gladly recommend them 100%
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March 2023 by Samantha Alvarez
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.
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March 2023 by Israel Torres
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.
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February 2023 by Phatgeezus
Great service will definitely be back next year for my taxes.
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May 2022 by Flora Pereyra
I usually always do my taxes myself through turbo tax. This year I decided to go to a professional and I’m so glad I did. I called Delta Bookkeeping to see when I can get an appointment and they were able to see me the same day which was great ! They allowed me to bring my daughter and her Dad with me to my appointment and they were so nice to them both. Vicky was super nice and a very easy person to talk to. We held a conversation with eachother like we were old friends who haven’t seen eachother in years all while she filed my taxes. She also filed my taxes super fast and after she was done we were still having a very friendly conversation. Her husband Dave was the one who dealt with the payments and he was so down to earth. I definitely recommend going to them if you need your taxes filed. They are quick and easy but also two loving people who want to make sure your needs are met for you and your family. I will absolutely being going back as long as I need my taxes done.
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May 2022 by Tony Pepperoni
Always very professional and very friendly great place highly recommend
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March 2022 by amp barnett
BEST TAX SERVICE!!! ALL SO NICE!!!THANK YOU!!
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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 Donnie Echols
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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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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February 2022 by Miguel A. Aguirre
I been a loyal customer to Delta Booking since the mid 90s. Original owners Wade Hammond and son retired, new owners Vicky and Dave made this business better… they’re knowledgeable, courteous, fair with prices.This is my go to place for tax preparation, I highly recommend their accounting and tax preparation services.
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February 2022 by chrisjoe015
As a returning client, I really appreciate the fast and friendly service Delta provides. Dave and Vicky really help me out alot when filing my taxes. I'll make sure to come back next year and keep coming back. Thank You!
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February 2022 by Rick Bloomingdale
Great people. Excellent at text preparation.Way friendly....A+
