“I know the perception many people have of the “tax person”, I am not that person and that is not my business.”

It was a cold, wintery night in February of 1975 when my father sat me down to teach me how to do my taxes. I was 15 years old and about to learn a valuable life lesson. I remember this particular evening well, not because of the lesson I learned but because it ended in frustration and tears. Dad was frustrated and I was in tears. My return was done, and I owed $31. I did not like the IRS.

I come from a long line of strong, independent, and creative people. They were immigrants, farmers, religious leaders, financial lenders, shop owners, business entrepreneurs, and maybe a pirate or bootlegger (though if certain authorities inquire about them, I will deny it). They were all successful business owners that in some way served their communities, admittedly some more creative than others. “Where there is a will, there is a way” was a common mentality for all of them, my parents were raised under this and they raised us with the same thought, and I passed it down to my children. It is something I have embodied and had to hold on to tightly in the hardest moments of life.

My name is Carla Ramirez and I am the owner of The Bookkeeper Inc. I’ve been in business for over 20 years. I know the perception many people have of the “tax person”, I am not that person and that is not my business. I am in this line of work because of that frustrating and teary night in 1975 where I felt like the IRS took something that I had worked hard for. For the last 20 years I have been dedicated to build a business that supports its employees, that serves the community, along with supporting my family, just as my ancestors have. That same dedication, strength, and creativity that has driven the success of my heritage, is what I bring to the table to offer you. Where there is a will, there is a way. My mission is to help business owners realize their potential and to work within the system to lower their tax liability.

 The Bookkeeper…
where your money matters.

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Privacy Policy

The Bookkeeper Inc focuses on implementing fair information practices that are designed to protect your privacy.

You may have some concern about the confidentiality of the information you provide to this office. It is our policy to keep your personal and business matters confidential to the extent permitted by law.

Client Information, Privacy Policies and Notice Regarding Advisor-Client Privileged Communications

The Federal Trade Commission has issued regulations that require tax preparation firms to provide an annual statement of firm privacy policies. Here is our policy:

We handle all information you provide us with the utmost confidentiality. Your personal information will only be shared with members of our firm who need to know this information in order to complete the work you have hired our firm to do. We will not disclose your personal information to anyone outside our firm without your express written permission to do so, or unless we are legally required to do so. For example, if a mortgage lender contacts our office for a copy of your return or information about it, we will ask that you provide written permission prior to our responding to that request.

If you feel the nature of any subject matter to be discussed requires protected communications, please raise that issue so that we can discuss your possible need to consult with an attorney for legal advice.

You should also be aware that anything you tell us during the interview for the preparation of your tax return is confidential, but not protected from the IRS. Privileged communications (those that are protected from IRS authority to compel our testimony) are limited to non-criminal tax advice on matters before the IRS or non-criminal tax proceedings in federal courts. Although we consider any information you provide us as confidential, return preparation engagements are not covered by advisor-client privilege.