Carlsbad Bookkeeping & Tax
What we could verify
- Registered business?
- Not verified
- CPA license or firm permit?
- Not verified (searched the state board)
- Publishes prices?
- Not stated on its website
- Local or remote?
- Not stated on its website
- Software?
- Xero, Gusto, ADP, QuickBooks Online
1 of 5 answered from a dated source.
Documents 3 of 5 core services.
Score breakdown
Dark bar: points earned. Grey bar: the weight we could check.
Evidence
| Claim | What the source shows | Source | Points |
|---|---|---|---|
| Business name | Carlsbad Bookkeeping & Tax | home page | |
| Website | http://www.carlsbadbt.com/ | home page | |
| Office locality | Carlsbad, CA | home page | |
| Phone | +17605859495 | home page | |
| Offers bookkeeping | Documented: Carlsbad Bookkeeping & Tax Accounting Taxes Quickbooks for Small Business Carlsbad Bookkeeping & Tax Inc.... | home page | |
| AP / AR | Documented: ...QuickBooks PC Mac Desktop OnLine- Help, Setup & Training Xero - Help, Setup & Training Accounts Receivable - Record sales, create invoices. Cash Receipts - Record customer... | home page | 4 pts (max 4) |
| Payroll coordination | Documented: ...CA 92008 760 585-9495 [email] Navigation Introduction QuickBooks Xero Payroll Income Taxes Expertise About Us We are the solution for all your bookkeeping and tax... | home page | 4 pts (max 4) |
| Month-end close + reporting | Documented: ...Create and post necessary adjustments. Income Taxes Sales Tax Income Statements - Profit & Loss Balance Sheet Depreciation Special Reports QuickBooks QuickBooks OnLine Xero Call... | home page | 6 pts (max 6) |
| Software supported | Xero, Gusto, ADP, QuickBooks Online | home page | 5 pts (max 5) |
| Working contact route verified | [email protected] (mail server found) | DNS check Third-party Sep 26, 2026 | 2 pts (max 2) |
| Privacy / data-handling page | Documented: Privacy Statement | /privacy_statement.html | 2 pts (max 2) |
Checked and not found
- Not documented. Checked 6 pages of the firm's own site on 2026-09-26 (Firm's own website): Monthly bookkeeping (0 pts, max 8); Catch-up / cleanup (0 pts, max 5); Industries served (documented) (0 pts, max 5); Local / remote model stated (0 pts, max 3); Pricing approach published (0 pts, max 6); What is included / excluded (0 pts, max 5); Onboarding described (0 pts, max 4); Reporting cadence stated (0 pts, max 4); Named contact / team (0 pts, max 3); Communication channel / process (0 pts, max 3).
- Not verified. Searched California Board of Accountancy licensee file (DCA public licensee data) for CPA firm records named 'Carlsbad Bookkeeping & 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); Bookkeeping designation (AIPB/NACPB) or IRS directory credential (0 pts, max 6); Entity found in the state business registry (0 pts, max 6); Years operating (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.
- Working contact route verified: The email address the firm publishes is on a domain that accepts mail (MX record present).
Data limitations
- 20 of 22 evidenced items come from Carlsbad Bookkeeping & Tax's own website and are labelled self-reported.
- No ratings or review counts are published here. Why.
Is this your firm?
Claim this listing to correct a field with evidence, or report a correction. Claiming confirms ownership only; it does not change the score.