TaxPlus Financial

Easy to talk too and he went over all my tax questions and told me what he was doing and looking for as he did it. I feel very confident that he maximized my return.

Patrick was wonderful to work with. He is highly organized and had requested some information from me beforehand, so he already had a good portion of our return prepared when I came in for my appointment. He was super helpful in making suggestions for how to manage my taxes for the coming year. I highly recommend him and plan to continue working with him in future years.

Regardless of Patrick's very busy schedule, he was able to accomodate me as a new client. Patrick made the income tax process pain-free and super fun! He is very knowledgeable in what he does and is willing to share what he knows with you. He is definitely a very down to earth person, is very honest and a wonderful person to work with. I would definitely recommend Patrick and TaxPlus Financial! I will be going back next year! Thank you Patrick! Keep up the amazing work! - OH GIRL!

Patrick is awesome to work with. He helped me through personal tax questions and made everything very easy to understand.

Patrick was amazing to work with, and talked us through our options, as well as why things were the way they were. He was very friendly and easy to talk to, as well as helped suggest better withholding changes that we could make to get to where we wanted to be next year. Also, VERY affordable and fast. We were in an out in around an hour, and that was with some chit-chat about personal items. We would Highly recommend Patrick and TaxPlus, and will be using him for the foreseeable future!

My husband started his own business in 2015 and we needed help understanding how to file taxes and payments for this and Patrick was able to get us in quickly and explain so much about self employment taxes. He was wonderful with being patient, not rushing us and getting the best return we could get. He was awesome and we will definitely stick with him!

Patrick is a great resource, and I’m very pleased to have “found” him. I am retired, so my taxes are normally not complex, but this year I needed to take care of a Federal credit for a new Electric Vehicle, as well as a 30% credit for a new Solar installation, which I will have to claim over the next 2 to 3 years. It turns out those are among Patrick’s specialties, and he was genuinely excited to help. My taxes for 2019 are now done and ready to file, even though the final IRS forms may not be available until 2/5/20. I very highly recommend.

Did some research on tax prepares online. I was considering going to H&R Block or Liberty Tax. I had really bad experience with Jackson Hewitt last year so knew I wouldn't be going back to them. Got a bad vibe from the H&R office I went into, and wasn't sure about Liberty Tax and all their "specials". All I can say is go talk to those other prepares then go see Patrick at Tax Plus Financial. Patrick was very friendly. I showed up at his office first thing in the morning and he saw me right away. Again Patrick was very friendly and great with conversation and really made me feel at ease. After my experience last year using Jackson Hewitt, I was expecting the worst but I left the office feeling happy, good about his work, and very relieved. Cost wise, Patrick is very competitive. Talk to the others and get a ball park estimate of a basic return and per form cost, then go talk to Patrick. He makes it a no-brainer to have him do the return instead of the big franchise shops. What lead me to Patrick was all the positive reviews he has online and he certainly has earned them. A+ Plus service. I will return next year for sure based on this years experience. Don't waste your time with the franchise preparers, TaxPlus Financial is all you need!

My spouse and I had high expectations going into our appointment with Patrick; he had such high online reviews that we figured he'd be worth trying out for our 2016 taxes. And good thing we did - Patrick helped us understand issues that we had no idea existed, even from the previous year's tax returns that we had tried to do on our own and will never do again. What is this guy, some sort of magician? Patrick spent about two and a half hours making sure we understood every detail and option. He also happily and patiently answered the million questions I had afterwards. Our taxes turned out to be more complicated than we thought they would be, and because Patrick knew we were moving soon and wanted us to be able to have everything finished before then, he completed our returns from multiple years and multiple states in time for us to be able to come in and sign/pick everything up before we left. Miracle. Seriously. We certainly won't be looking elsewhere for our taxes EVER AGAIN! Thanks, Patrick!

Patrick was amazing!! He really knows what he is doing and is very friendly. This was our first time going to him, and we will be returning again. If you want your taxes done right I suggest going to Patrick, plus he can give you advice on what to do on the upcoming year for taxes.