★★★★★
“I’ve just completed tax year number 2 with My Books and Taxes and intend to return next year. Company staff communicates quickly, keeping tax return prep moving along.”
Ben S. · 5-star Yelp review
About the firm
Experienced guidance, explained clearly.
Based in Encinitas, My Books and Taxes is a virtual tax firm serving business owners and high-income professionals throughout California—from nearby San Diego County communities to Silicon Valley and the San Francisco Bay Area.
Founder and tax professional
Karla Navarro, EA
Founder · Enrolled Agent · B.S. in Accounting
Karla founded My Books and Taxes to give clients attentive, year-round support—not just a completed return. She brings more than 20 years of accounting experience and a practical understanding of how business, personal finances, and tax obligations intersect.
As an Enrolled Agent, Karla is federally authorized to represent taxpayers before the IRS. Her work includes tax preparation, projections and planning, and representation before federal and state taxing agencies.
20+ years
Accounting experience
Accounting experience
Virtual service
Secure and convenient
Secure and convenient
Client relationships and support
Ana Montero
Client Relationships · Support · Bookkeeping
Ana helps clients navigate the firm’s processes, coordinates administrative support, and assists with bookkeeping services. She is an important point of connection between clients and the firm, helping keep communication, information, and ongoing work organized.
Ana’s role supports a responsive and orderly client experience. Tax advice, tax-return positions, and representation matters are handled by the firm’s authorized tax professionals.
