We are native Texans who moved to SoCal a few years back for the weather and beaches. We've used Patty with Positive Balance to do our taxes since the move. Needless to say, we had some adjusting to do with the tax situation here. Patty took the time to not only get our taxes done right for us, but also to educate us, which saved us from some costly mistakes we'd made in the past, and maximize our deductions to receive all that we are eligible for. Patty is professional, proficient, considerate and compassionate. You'd do right by yourself to use her services! read more

I met Patty a few years ago and she's been helping me with my taxes ever since. She always gets me a great outcome given my particular situation, that has changed over the years. She combs through so many pieces to make sure she's covered everything she can which gives me peace of mind. I'm actually very surprised at the negative review. She's super busy but worth it!! Can't thank her enough! read more

Patty has been doing my taxes for several years now. I would highly recommend her as your tax consultant. She makes taxes fast, easy, stress-free and very affordable. She has gone above and beyond helping me through some crazy tax years. I would recommend her to everyone out there who is looking for a bomb tax lady. I will continue using her for my tax needs for many years! Meredith B read more

Whew.... we, Patty, and I just completed my 2020 taxes just in the nick of time. Totally my bad! I was the grand procrastinator. Sorry! I have been working with Patty for 15 years now beginning with my and my Ex's coffee shop. She did an AMAZING job keeping us on track with our payroll, quarterlies, etc. Once we closed the shop she helped us move on and dissolve our Corp when we were ready. It is over a decade later and she still does my whole family's taxes, my now-grown children, my "new" spouse, and my Ex! We all trust her. I have switched gears a couple of times in self-employment businesses. She always asks me the right questions to have the most complete return possible. I would have forgotten to include key things in my taxes had she not reminded me or asked questions. She is very thorough and organized. I totally appreciate her. Thanks so Much .... here's to 15 more! read more

Patty will give you peace of mind. You will feel at ease , calm and untroubled worry when it comes to taxes. The outcome is the end result you want with her. Let her years of experience do the process. I have a utilized her tax prep services for over 20 years. I have recommended her to many of my peers. Most have lucrative businesses. In 2018 I finally incorporated my business, the best decision! Positive Balance for sure read more

Patty has always done such an amazing job with my taxes! She helps me with my personal returns, as well as my company. She has so much knowledge and is great at explaining everything to me since this clearly is not my area of expertise. She constantly is checking everything to make sure I can get the most out of my refund and does everything in a very timely manner. I've had several other people do my taxes over the years but consistently trust and appreciate her work! I highly recommend Patty over any corporate company. Thank you for all you do! read more

Patti's been doing my taxes for years. I appreciate her time and patience when we meet. She does excellent in finding the most money for our family. I trust her completely and I'm grateful I found her on a recommendation. read more

Patty has done my taxes for years! I swear by her, she's my tax lady for life! she's always helped guide me through the process of what is needed to get to the best bottom line. which is super helpful to really understand. "Milk it for all its worth"!!! She doesn't leave a stone unturned, she's very professional. I would refer anyone i know to her, as i always know she'd best take care of them as she has done for me! Thanks Patty Looking forward to Positive Balance Inc. helping me for many years to come!!!! read more

WOW, just WOW! Patty is AMAZING and certainly a subject matter expert when it comes to all things taxes! Life just got in the way this year and we totally procrastinated and reached out last minute for Patty to help us. She jumped right in! Her incredible positive " Can do" attitude is unlike any other! No judgement made that we procrastinated. She just said " I got this" and ran with it and kept us updated in a timely matter. We left it all in her hands and let me tell you, we are very impressed! Her response when you have a question is immediate! I cant say enough about her! With everything in life that hit us this year and recently starting a new business, needless to say, we were incredibility overwhelmed. Patty took us step by step and guided us. She kept us calm and lead us through the process. She makes you feel at ease and you know she is supporting you. She has a passion to help people and it absolutely shows! We were blown away by her expertise! Patty went above and beyond! I would HIGHLY recommend her to everyone out there! The outcome was incredible results and we couldn't be more grateful! If you are not having her do your taxes, you need to! She is OUTSTANDING! Thank you again for all your efforts! read more

Thank you Positive Balance! I have consistently used Patty's tax services for the past 7+ years and will continue to do so! Patty makes filing for taxes every year easy and stress free while giving me the comfort in knowing my precious documents are safe in her hands. The extreme detail and loyalty that Patty gives to all of her clients is astonishing! I'm grateful to have found a wonderful, caring, and detail oriented person such as Patty to successfully file my taxes. I 100% recommend Positive Balance for your tax purpose needs! read more

Thank you patty for always doing the best for Renee and I over the years. As you gain new customers they will see just how great you are. Thanks for the great sound financial advise for the years to come as you continue to handle our tax fillings. Thanks again, Mark S. read more

My wife and I had Patty work on our taxes. Normally, we do our taxes on our own, but we wanted to go to an expert because my wife was paid under the table and it was a little more complicated than normal. I wish we found an expert instead of Patty and Positive Balance. We sent our documentation in to her in mid-March. She didn't reply to that email or any follow ups until April 29th (where she asked for information that had already been provided). She barely got our taxes done on time, and she actually missed the deadline for multiple family members' taxes. We just found out now, months later, that we "elected" to defer payment on something we were never informed of. We now owe an additional $1232 that we were never informed of (just found out from an IRS letter), and our taxes ended up being about $1000 more expensive than it would have been through H&R Block. When we asked her about this, she said it was automatic (which goes against the IRS letter saying we "elected" this deferral) and gave no further explanation. When we reached out to her to figure this out, she continually cut me off and was incredibly rude. She claimed I cut her off and scolded me while I was trying to finish my explanation of the situation. She told me several times that I was "verbally abusive" and hung up on me for simply trying to finish my sentence. Patty tries to claim that she won't expand and bring on help because she holds herself and her work to a high standard, but I haven't seen that. I've seen her do a poor job with my taxes and be overwhelmed because she doesn't have help. If at all possible, go to someone else to get your taxes done. You'll save yourself headache and probably a large amount of money. read more

If I could give more stars I would! Absolutely amazing lady! So knowledgeable on what you can and cannot do, she has saved us thousands. Highly recommended - if you need a great CPA, this is the lady. read more

One star only because they didn't have less. Opened my business late 2021 didn't get one P&L until a year later when I asked for my statements that I gave her in Oct.2021 because I had hired someone to do the work. She had a fit and asked that I paid her for the work she had already done which was nothing. She ended up inputting all of my statements under misc. because she never went on to my bank account when I had given her all of my PW in 2021 but of course I had changed the a while back for what ever reason, she never noticed because she never did the work. So $65,000 under misc. unfortunately I let her do my payroll and the final quarter she worked on I paid her, but she held my 3rd return hostage until I paid her $1500.00 which I had to in order to pay my employees. Just had a works comp audit and she refused to hand over 1st and 2nd quarter so now I'll have to pay 20% premium. It's just been a NIGHTMARE!!! read more

I need to give a shout out to Patty at Positive Balance. She has been doing our taxes for years. She is always professional and goes above and beyond to make sure all is in order. She even took the time to explain a few things to my husband who has no idea about filing taxes and made him understand some things he just didn't get. She is a pleasure to work with - very personable. Need your taxes done...I would totally recommend Patty from Positive Balance! read more

Patty has always been top notch . Ive used multiple different agents over the years and i've never been as happy as I am now . She's one of a kind . I never have to worry . read more

I was recommended to Patty by a friend and she has done my taxes for several years , and accounting and payroll for my business also. She is very meticulous and leaves nothing undone . She got us to a better tax position then I thought was possible. And asked a lot of questions which we were not used to with past tax people . read more

I have had the pleasure of javing Patty prepare oir taxes for about 6 years now and I have always been very content with her level of professionalism and attention to detail. I have referred family to her because I trust she is the best in the business. She files our personal and business taxes. read more

Patty with Positive Balance has been doing our taxes for several years. She goes above and beyond to figure out the best way and the right way to get us the most on our return. We trust her 100%. I highly recommend. read more

This lady handled our taxes for a few years. First of all she is not a CPA, she has a certificate to be a tax preparer. In addition, our company has received multiple fines for documents she never filed going back to 2017. She charged us 400.00 a month for work she never did. All our w2s were late and we only knew about it when people called and complained. Which we were also fined for. I've asked for documents the IRS is requesting, that she was paid for and get no response. I would never do business with this woman who runs this questionable business out of one her bedrooms. read more