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← Back to Top 24 Bookkeepers in the San Diego-Chula Vista Area, CA (2026)Bluebird Accounting & Tax
Evidence Score 58/100 at 83% evidence coverage 4 of 24 on the San Diego-Chula Vista area list How the score works
What we could verify
- Registered business?
- Not verified
- CPA license or firm permit?
- Not verified (searched the state board)
- Publishes prices?
- Publishes prices
- Local or remote?
- Local
- Software?
- QuickBooks Online
Who they say they serve: startups (self-reported, from the firm's own website)
3 of 5 answered from a dated source.
Documents 2 of 5 core services; IRS preparer record found for a named person; publishes prices.
Score breakdown
Dark bar: points earned. Grey bar: the weight we could check.
Evidence
| Claim | What the source shows | Source | Points |
|---|---|---|---|
| Business name | Bluebird Accounting & Tax | home page Nov 12, 2026 | |
| Website | https://www.bluebirdaccounting.com/ | home page | |
| Office locality | Carlsbad, CA | home page | |
| Phone | +17607040341 | home page | |
| Offers bookkeeping | Documented: ...keep our client list small - it's the only way to actually deliver on that. Real-time bookkeeping, quarterly projections, and a CPA who's genuinely available, not buried behind a... | /about | |
| Monthly bookkeeping | Documented: ...& Tax 0 Not Just a Bookkeeper. Your CPA, Too. Bluebird Accounting & Tax provides monthly bookkeeping, proactive tax planning, and personalized CPA support for small businesses in... | home page Nov 5, 2026 | 8 pts (max 8) |
| Month-end close + reporting | Documented: ...Monthly Bookkeeping From $350/month Categorized transactions, reconciled accounts, and monthly financial statements CPA Support & Compliance Add $150/month Year-round tax... | /cpa-tax-services Nov 12, 2026 | 6 pts (max 6) |
| Industries served (documented) | startups | /what-we-do | 5 pts (max 5) |
| Software supported | QuickBooks Online | /about Nov 12, 2026 | 5 pts (max 5) |
| Local / remote model stated | Local | /contact | 3 pts (max 3) |
| Bookkeeping designation (AIPB/NACPB) or IRS preparer record | IRS preparer record for Gena Littleton · CPA (self-reported to the IRS, not a state license) · business name on the record: Bluebird Accounting & Tax, Inc | IRS preparer records Third-party Sep 27, 2026 | 6 pts (max 6) |
| Pricing approach published | Publishes prices: "$695-$995 per month" | /what-we-do | 6 pts (max 6) |
| What is included / excluded | Documented: Categorized transactions, reconciled accounts, and monthly financial statements | /cpa-tax-services Nov 12, 2026 | 5 pts (max 5) |
| Reporting cadence stated | Documented: ...each month. What’s Included Accounts Reconciled Bank and credit cards matched monthly. Monthly Statements Know how your business is doing, not just at year-end. Tax-Ready Books No... | /bookkeeping-services Nov 12, 2026 | 4 pts (max 4) |
| Named contact / team | Gena Littleton, CPA | /about | 3 pts (max 3) |
| Communication channel / process | Documented: That's why I regularly reach out to discuss tax planning, projections, upcoming payments, and important financial decisions throughout the year. | /about Nov 5, 2026 | 3 pts (max 3) |
| Working contact route verified | [email protected] (mail server found) | DNS check Third-party Nov 12, 2026 | 2 pts (max 2) |
| Privacy / data-handling page | Documented: Privacy Policy | /privacy-policy-1 | 2 pts (max 2) |
Checked and not found
- Not documented. Checked 5 pages of the firm's own site on 2026-09-26 (Firm's own website): Catch-up / cleanup (0 pts, max 5); AP / AR (0 pts, max 4); Payroll coordination (0 pts, max 4); Onboarding described (0 pts, max 4).
- Not verified. Searched California Board of Accountancy licensee file (DCA public licensee data) for CPA firm records named 'Bluebird Accounting & Tax' on 2026-09-26: no matching record (State accountancy board): Active CPA firm or individual license (state board) (0 pts, max 8).
Searches that find nothing are not a mark against a firm. How we search.
Not verified (not checked yet, so each scores 0 and counts against coverage): Service area; Current QuickBooks ProAdvisor or Xero advisor listing (0 pts, max 6); Entity found in the state business registry (0 pts, max 6); Operating 1+ year (registry formation date) (0 pts, max 5).
Check it yourself on the state's own records: California Board of Accountancy license search and business registry search.
- Bookkeeping designation (AIPB/NACPB) or IRS preparer record: The IRS's public file of active tax preparers (PTIN holders, updated 2026-02-23) lists Gena Littleton under the business name 'Bluebird Accounting & Tax, Inc' in Carlsbad, CA. The record lists: CPA. It is one individual's IRS preparer record, not a firm license or a directory listing. Its CPA entry is self-reported to the IRS and is not a state CPA license. It does not prove service quality.
- Working contact route verified: The email address the firm publishes is on a domain that accepts mail (MX record present).
Data limitations
- 20 of 23 evidenced items come from Bluebird Accounting & Tax's own website and are labelled self-reported.
- No ratings or review counts are published here. Why.
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