Cancel

    Open app

    Search

    Positive Balance

    4.4 (19 reviews)
    Open 8:00 am - 6:30 pm

    Request a consultation

    You can now request a consultation from this business directly from Yelp

    Services - Positive Balance

    Accountants

    Current year tax preparation and filing

    Past year(s) tax preparation and filing

    3 More Services

    Payroll services

    Audit and conflict resolution support

    Tax planning

    Positive Balance Photos

    You might also consider

    Recommended Reviews - Positive Balance

    Your trust is our priority, so businesses can't pay to alter or remove their reviews. Learn more about reviews.
    Yelp app icon
    Browse more easily on the app
    Review Feed Illustration

    7 months ago

    Helpful 0
    Thanks 0
    Love this 0
    Oh no 0

    1 year ago

    Helpful 1
    Thanks 0
    Love this 1
    Oh no 0

    5 years ago

    Helpful 5
    Thanks 0
    Love this 2
    Oh no 0

    5 years ago

    Helpful 3
    Thanks 0
    Love this 2
    Oh no 0
    Photo of Angela G.
    219
    2
    89

    4 years ago

    Helpful 2
    Thanks 0
    Love this 1
    Oh no 0
    Photo of Gina H.
    305
    4
    0

    5 years ago

    Business owner information

    Photo of Patty S.

    Patty S.

    Helpful 4
    Thanks 0
    Love this 0
    Oh no 0

    4 years ago

    Helpful 1
    Thanks 0
    Love this 1
    Oh no 0

    4 years ago

    Helpful 3
    Thanks 0
    Love this 1
    Oh no 0

    4 years ago

    Helpful 2
    Thanks 0
    Love this 2
    Oh no 0

    4 years ago

    Business owner information

    Photo of Patty S.

    Patty S.

    Helpful 1
    Thanks 0
    Love this 0
    Oh no 0

    5 years ago

    Business owner information

    Photo of Patty S.

    Patty S.

    Helpful 0
    Thanks 0
    Love this 2
    Oh no 0

    8 years ago

    Business owner information

    Photo of Patty S.

    Patty S.

    Helpful 4
    Thanks 0
    Love this 1
    Oh no 0

    3 years ago

    Business owner information

    Photo of Patty S.

    Patty S.

    Helpful 0
    Thanks 0
    Love this 0
    Oh no 0

    5 years ago

    Helpful 3
    Thanks 0
    Love this 1
    Oh no 0

    5 years ago

    Helpful 3
    Thanks 0
    Love this 1
    Oh no 0
    Photo of Sue R.
    0
    15
    0

    5 years ago

    Business owner information

    Photo of Patty S.

    Patty S.

    Thank you so much for the kind words Sue, and trusting me to help you.

    Helpful 2
    Thanks 0
    Love this 0
    Oh no 0

    9 years ago

    Business owner information

    Photo of Patty S.

    Patty S.

    Helpful 4
    Thanks 0
    Love this 0
    Oh no 0

    7 years ago

    Business owner information

    Photo of Patty S.

    Patty S.

    Helpful 4
    Thanks 0
    Love this 1
    Oh no 0

    6 years ago

    Business owner information

    Photo of Patty S.

    Patty S.

    Helpful 0
    Thanks 0
    Love this 2
    Oh no 0

    Ask the Community - Positive Balance

    Review Highlights - Positive Balance

    I'm grateful to have found a wonderful, caring, and detail oriented person such as Patty to successfully file my taxes.

    Mentioned in 14 reviews

    Read more highlights

    You might also consider

    Verify this business for free

    People searched for Tax Services 1,237 times last month within 15 miles of this business.

    Verify this business

    Tae H Kim, CPA

    Tae H Kim, CPA

    (30 reviews)

    I called and left my information with Tae's office to get pricing on assistance filing my taxes for…read morethe year. Received a call back promptly from Tae himself to discuss my situation. Tae asked a few questions and determined my current tax situation is simple enough that I would be fine filing with the current online system I use. That level of transparency and honesty is uncommon and won my future business. We discussed opportunities to work together in the future when tax strategy and planning will become more relevant to my family. Tae went above and beyond in explaining when it will make sense to work with his team. Friendly, fast, and honest operation he is running. Highly recommend and well worth the money to go to someone who has your best interest at heart!

    Tae is an absolute class act! From the start, he proved to…read morebe ethical, organized, attentive, and incredibly thorough. His streamlined system made it easy to upload my documents remotely--no need for office visits, which was a huge relief during an overwhelming time in my life. Tae has handled my taxes for the past four years of taxes, a period marked by personal loss and emotional difficulty. I wasn't in the right headspace and made decisions that complicated my financial situation. Through it all, Tae remained patient, supportive, and nonjudgmental and truly held my hand every step of the way. I can't recommend him enough. If you're looking for someone who knows their stuff and genuinely cares, Tae is your guy. Five stars aren't enough!

    Noriega's Tax

    Noriega's Tax

    (23 reviews)

    I had such a great experience with this company! They made the entire tax process quick, easy, and…read morestress-free. Everyone was incredibly friendly and welcoming, which made a huge difference. What I really loved is that they can handle my taxes no matter where I live in the United States--that kind of flexibility is amazing. Miguel especially stood out--he was so kind, patient, and really took a lot of the stress off my shoulders. You can tell they genuinely care about their clients. Thank you so much for all your help! I'm looking forward to working with you for many years to come.

    Sadly, we didn't even have a chance to receive any service they provide…read more Landed an appointment with this place after I called around to many tax places in and around Murrieta and majority of them accommodated business owners. We were just looking for simple tax filing for military family with property in different states. When I spoke to Claudia, I shared exactly that information and she said she can accommodate then had setup an appointment for us with her, months ahead before tax deadline. I asked if she had a list of items she will need from us and she said we will receive a text. Fast forward to last week, I received a text to confirm my appointment with tax company, I confirm yes but didn't receive a list of things needed neither a secured link to drop required documents. Night before our appointment my husband put together what we normally drop in a link for previous tax companies, W2, bank statements, receipts for medical, military, donation statements/receipts, work related mileage and uniform care, etc, tax documents from previous year, and of course government identification. We expected to have everything with us when we arrive at our appointment since we were traveling 40 miles one-way to get taxes done. We finally arrived 15 minutes late because of traffic we jumped on the Fastrack not realizing the next exit was a couple miles past our exit...lesson learned. Called to let Claudia know we will be late and check if we should just head back home. The gentleman who answered the call said Claudia was in a meeting and proceeded to say that he is actually going to take care of us and we can still show up for our appointment...interesting we got passed up to someone else but heck that's what we get for arriving late perhaps. We arrive and was asked for our driver licenses, then was asked if we had our social security cards with us...that's a first! I told him we didn't know what you all needed from us so we just brought what we typically bring to tax appointments. And he says that they require a social security card and not to worry because we can just "email" photo images to him. In my line of work, I know that is unacceptable, in fact, all law enforcement affiliates would never recommend you send PII via non-secured email accounts. My husband chimed in and said we have never had to provide social security cards to any tax company and the guy interrupted my husband saying all tax companies do require a social security card by law... I couldn't help but wonder if he thinks we file our taxes outside of the United States because we have been filing taxes for over 30 years and this is the first time any tax company has ever asked for our social security cards. But heck, seems like he wants to be right and that is ok. We were in traffic too long to argue with a wall. Perhaps they are unaware that when U.S. citizens acquire a government ID that social security cards were already verified to obtain a government ID...who knows. Well, we weren't going to sit there and argue with the guy. And we already knew that we don't care to travel another 80 miles just to bring our social security cards because our passports and or Driver licenses didn't suffice. Neither would we ever send photo images or typed characters of our SS numbers via email. We already have to write our SS numbers on tax forms, if IRS cannot verify it with their super secret computers then it comes back to the tax-payer for proper verification. Simple as that and not worth the argument. We told him to have a good day and walked out. One star for allowing us to show up late. :shrug: No value in this visit and no service was rendered. Just a massive headache from the traffic to get there and the unnecessary banter over social security numbers.

    Positive Balance - taxservices - Updated May 2026

    Loading...
    Loading...
    Loading...