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PatronTax

PatronTax

Reviews Summary

The consensus from reviews highlights exceptional service, with many customers returning for years due to the staff's professionalism, friendliness, and expertise. Specific preparers are praised for their knowledge, honesty, and ability to maximize refunds. The overall experience is described as fast, helpful, and welcoming, with many recommending the service to friends and family. Customers appreciate the attentive, thorough assistance, especially for complex tax situations. The positive feedback consistently mentions trust, reliability, and a pleasant atmosphere.

About This Listing

Who Can Work with a CPA?

Individuals seeking tax prep, retirement planning, or financial advice
Small business owners needing bookkeeping, payroll, or tax compliance
Freelancers and contractors with 1099 income or complex returns
Couples planning finances together or managing joint returns
Investors with capital gains or rental property income
Anyone looking for year-round financial guidance and peace of mind

*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*

First-Time Clients

If this is your first time working with a CPA, don’t worry — most professionals offer a free consultation and will walk you through what to expect. You may be asked to complete an intake form, share financial documents, or set clear goals for your session.

What to Know Upfront:

Documentation Bring your most recent tax returns, income details, and any financial concerns
Availability Appointments fill up quickly during tax season — book early if possible

*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*

What to Bring

Government-issued ID for verification
Tax documents (W-2s, 1099s, investment summaries, etc.)
Receipts or logs for deductible expenses, donations, or mileage

*Tip: Organize your documents in advance to save time and ensure accuracy.*

Preparing for Your Appointment

Write down any financial goals or questions in advance
Check if your CPA offers virtual sessions or document uploads
Bring a notebook or use a notes app for key takeaways
Know your deadlines for filing, payments, or compliance

*Note: Preparation helps you make the most of your CPA’s expertise.*

How to Get Started

Use our directory to find highly reviewed CPAs near you. Reach out directly to schedule your consultation.

Other Helpful Info

Many CPAs offer both in-person and remote consultations
Fees may be flat-rate, hourly, or based on service complexity
Some CPAs specialize in industries like healthcare, real estate, or tech
Check for client reviews and credentials (CPA license, EA, etc.)

*Note: Every CPA is different — take time to find one who fits your goals and style.*

Contact Information

Address

4040 S Demaree St b

Visalia, California 93277

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday Closed
Tuesday 1-5PM
Wednesday Closed
Thursday 1-4:30PM
Friday Closed
Saturday Closed

Customer Reviews

Luisa is absolutely amazing?10/10! Her dedication to helping with tax matters is unmatched. She's professional, humble, determined, and incredibly hardworking. I'm not as literate as I'd like to be when it comes to the complexities of the tax world, but Luisa guided me through a difficult situation with patience and persistence. She truly went above and beyond to help me find a solution?and achieve a win.

Highly recommend Patron Tax. Been a loyal customer for 11 years and never disappointed. Great staff very professional, understanding and friendly. Through the off season there also there to assist you if needed any paper work printed upon your request. Again check out PatronTax professional services located @ 4040 S. Demaree st., Ste. B here in Visalia ca. (se habla espanol). Gracias/thank you

ALWAYS GREAT SERVICE!!!! I HIGHLY RECOMMEND OSCAR AND HIS TEAM TO BEAT SERVE YOU ON YOUR TAXES ??

Great customer service. Very professional l. Makes the process easy and understandable. Have been coming with Oscar for years and always a pleasure.

Amazing! Very family friendly and helpful. I was able to understand Al the information given to me with little to no questions. Will definitely be continuing business with them

I have been coming to ParonTax since 2017. The girls up in front are very professional. Oscar is my tax preparer and always makes sure he gets me the most out of my refund ??.

Luisa is amazing! She is absolutely a true expert in her field. Excellent.

We have been coming with luisa for years. Always takes care of us. Would recommend patron tax to any body

Such a great experience and process when doing taxes. Oscar was so efficient and knowledgeable in explaining and processing everything.

I've been coming to patron tax for a few years now & let me tell you, I have nothing but positive things to say about this business, very professional & will take care of all your tax needs, I highly recommend them.

Great service, 100% recommend. All their staff is friendly and kind.

Awesome experience with Louisa very professional? answered all my questions I had in regards to LLC

PatronTax is really amazing. Always answers any and all questions and always get back to me quickly.

I highly recommend Patron Tax for tax services. Oscar is friendly and very informative.

I think this place is really good. It's so easy to look for the location. They also play music that you say that you want. We went to a person and they charged us for her thing and then we tried here at it's perfect, no charges on something we didn't do. (I REALLY RECOMMEND THIS LOCATION AKA MODERN BROKERS)

We went there this morning and Luisa was able to assist us. We felt very comfortable with going her for our taxes. From scheduling the appointment, to saying goodbye. Good people.

Oscar was very informative and knowledgeable while preparing my tax return. After looking over my last year?s return he quick found why I had been audited. He answered all my questions and was very thorough. He also was able to meet the filing deadline for my daughter?s Oregon tax return! I highly recommend Patron Tax!

I appreciate Luisa and Patron Tax for being knowledgeable and helpful in processing my taxes. For the past few years I was using self-service websites. However, this year my tax situation was a bit more complicated with multiple W-2 and a cashed out retirement. This led to a situation where I was not familiar with certain questions the DIY software asked and was left with a large amount due to the IRS. I needed a second opinion rather than accepting the amount due. After reaching out to Luisa at Patron Tax,

Highly recommend Patron Tax, I have been coming to them for 14 years now. Oscar, Luisa and the rest of the staff are so sweet, accommodating and very professional.

best tax office they helped me with all my questions. ill recommend it. they do notary too. they were really helpful best place ill recommend it to you.

This place is very awesome and extremely professional

Luica was very helpful and informative. A great place to get your taxes done. If you need place in mind I would highly recommend to come here

I started coming in here on behalf of my girl, 9 years ago and Oscar has been very professional and continues to provide outstanding service.

I have been going to Patron taxes for about 10 years now. Oscar is the best person for the job! Thank you for always making my life just a little easier every year.

Love their awesome customer service. The entire staff is very welcoming and friendly. Been seeing Luisa to help me file my tax return for years and have recommended them with all my friends and family who all use their services now as well. Thank you Luisa and the entire PatroTax staff for your help and excellent service!!!!

I've been doing my taxes with Patron Tax for years! Great customer service and always leave that office with a smile on my face!! I recommend Oscar!! THANK YOU PATRON TAX

Highly recommend Patron Tax . Oscar and Luisa are awesome at what they do and it is obvious that they take pride in their business and run it in a professional manner. The front desk staff are very helpful and friendly, and their customer service is just awesome . I will continue to return to Patron Tax for all my tax services !

I've been coming here for a few years now and always get great service from Luisa. If you need a tax expert, look no further.

Thank you Patron Taxes (Oscar) for all your help this tax season. (Oscar) for above and beyond work that you do. I highly recommend for anyone to try Patron Taxes.

Been coming with Oscar for years, he is so nice and explains every doubt you have, recommend 100%

Very professional and helpful in how they conduct business. I've been coming to them for 2 years now and will continue to do business with them

I have been doing my taxes here with Oscar for four years and I have loved coming here! The staff is attentive and friendly and Oscar is amazing at what he does!

Oscar is always pleasant to work with! Thank you for several years of doing my taxes! :)

Luisa!. Amazing!. She is honest, professional, and very helpful. Have been going to her for a few years and will continue to go to her for many years to come!

It's always a pleasure working with Oscar! I highly recommend him!

I love patron tax there the best ! Every year it's always good for me I really recommend them 100%

One of the best places to go! Very respectful and friendly, been going there for years with luica!

Fast, easy and dependable. Been going for 3 years never had an issue. Highly recommend.

Thank you for service always makes things easy to understand keep up the great work.

Highly recommend Patron Tax! Family and I have been going to them and have always got the best service. They are very professional and always answer our questions or concerns. Viviana V.

Oscar is very great with taxes! Very professional! & the office is really clean. Recommend coming here!

I highly recommend this place awesome and friendly staff ! Oscar and Luisa do an amazing job !

Best place in town to do your taxes, definitely recommend them!

Oscar and Luisa have a wonderful place to file your taxes! Very professional and honest.

I like it there .. they are so kind and answer the questions did you have to know

Best place to do your taxes, we have been coming here for over 8yrs.

Been coming here for the last 10 years awesome and professional

Very great experience. Always quick and professional.

I ain?t going to lie I do my taxes here and I'm always satisfied with what I get back in return.

Oscar always goes above and beyond to help us with our taxes.

Best in town I come every year with my family. We all love the service !

Oscar knows his stuff and is very helpful ??

Been going to luisa at patron tax for years and would never go anywhere else shes the best... And oscar too

Very professional, knowledgeable, honest, and great customer service ??

I highly recommend this Place!! Best Service in Town!@

Great customer services and very quick

Highly recommended great service!!

Great experience Oscar does an amazing job

Great service/fast and easy

Very pleasant experience. Knowledgeable, helpful, fast and very friendly.

Luisa is so nice and fast!!Thanks Patron Tax

Love lusia she's been doing my taxes for years

Great place to do taxes

Best place to get your taxes done! ??

I highly recommend this one place to everyone

Quick service, Good people

Love it been going with Oscar for Years

Best place to do your taxes

Great customer service

Excellent and professional

(Translated by Google) It is a nice place, they take the time to help you and resolve any questions you have. They are a very good place to do your taxes. I have been going with them for 8 years. My tax advisor is Oscar. I highly recommend them. (Original) Es un lugar agradable se toman el tiempo para ayudarte y resolver cu?lquier duda que tengas son un lugar muy bueno para hacer tus taxes yo llevo 8 a?os llendo con ellos mi asesor de impuestos es Oscar se los recomiendo mucho

(Translated by Google) We are very happy with this place, we have been doing our taxes here for several years and we have not had any problems, my whole family comes here, I recommend it, good service (Original) Estamos muy contentos con este lugar, ya tenemos varios a?os haciendo nuestras taxes aqu? y no hemos tenido ning?n problema, toda mi familia viene aqu? se los recomiendo, buen servicio

(Translated by Google) Patr?n Tax is the best place I know. Very good service, the attention of the people who work there are very kind and respectful. I recommend them 100%. Patr?n Tax. Blessings to everyone. (Original) Patr?n tax es el mejor lugar q conozco muy buen servicio la atenci?n de las personas que trabajan ah? son muy amables y respetuosas yo les recomiendo 100% patr?n tax bendiciones ?? para todos

(Translated by Google) Excellent service!! (Original) Excelente servicio!!

(Translated by Google) Excellent service!! (Original) Exelente servicio!!

(Translated by Google) They serve very well. I have been taking taxes here for years and I like how they are so friendly.?????? (Original) Atienden muy bien tengo a?os asiendo las taxas aqui y me gusta por como son tan amables.??????

(Translated by Google) Splendid service (Original) Explendido servicio

Frequently Asked Questions

What qualifications should I look for in a CPA?

Look for a Certified Public Accountant (CPA) license, which ensures they’ve passed rigorous exams and meet state requirements. Check for relevant experience in your industry, additional certifications like CFA or CMA, and membership in professional organizations like the AICPA. Verify their credentials through state licensing boards.

How do I find a CPA in my area?

Use online directories like the AICPA, CPAverify, or state CPA societies. Search platforms like Yelp or Google for local CPAs with reviews. Ask for referrals from business associates, friends, or financial advisors. Local chambers of commerce can also provide recommendations.

What’s the difference between a CPA and an accountant?

A CPA is a licensed professional who has passed the CPA exam and met state requirements for education and experience. An accountant may lack this certification and could have varying levels of expertise. For complex tasks like tax audits or financial reporting, a CPA is typically more qualified.

How do I know if a CPA specializes in my needs?

Ask about their experience with your specific financial needs, such as tax preparation, small business accounting, or estate planning. Review their website or LinkedIn for case studies or client testimonials. Inquire about their client base to ensure they handle similar financial situations.

Should I check a CPA’s reviews before hiring?

Yes, reviews provide insight into a CPA’s reliability, communication, and performance. Check platforms like Google, Yelp, or the Better Business Bureau for client feedback. Look for patterns in reviews, but verify their authenticity, as some may be biased or outdated.

How can I verify a CPA’s license?

Visit your state’s Board of Accountancy website or use CPAverify.org to check a CPA’s license status. Confirm their license is active and check for any disciplinary actions or complaints. This ensures they’re in good standing and meet professional standards.

What questions should I ask during a CPA consultation?

Ask about their experience with your financial needs, fee structure, availability, and communication style. Inquire how they handle tax filings, audits, or financial planning. Ask for references or examples of similar work to assess their expertise and fit.

How much should I expect to pay for a CPA’s services?

Fees vary based on location, services, and complexity. Basic tax preparation may cost $150-$500, while business accounting or audits can range from $1,000 to $10,000+. Request a detailed fee structure upfront and compare quotes from multiple CPAs.

Can I work with a CPA remotely?

Yes, many CPAs offer remote services through secure online platforms for document sharing and virtual consultations. Ensure they use encrypted tools for data security. Remote CPAs can be effective if they understand your local tax laws or business regulations.

How do I assess a CPA’s communication skills?

During consultations, evaluate their ability to explain complex financial concepts clearly. Ask sample questions about taxes or financial strategies and note their responsiveness and clarity. Good communication ensures you understand their advice and fosters a productive relationship.

What red flags should I watch for when screening a CPA?

Beware of CPAs who guarantee specific tax refunds, lack a valid license, or have disciplinary actions on record. Avoid those with poor communication, vague fee structures, or negative reviews highlighting unethical behavior. Always verify their credentials independently.

Should I choose a CPA from a large firm or a solo practitioner?

Large firms offer more resources and specialized teams but may charge higher fees. Solo practitioners often provide personalized service and lower costs but may have limited availability. Choose based on your needs, budget, and preference for personalized attention.

How often should I meet with my CPA?

For individuals, annual meetings for tax preparation may suffice. Businesses may need quarterly or monthly check-ins for bookkeeping, tax planning, or financial reporting. Discuss your needs upfront to establish a meeting schedule that aligns with your financial goals.

Can a CPA help with both personal and business finances?

Yes, many CPAs handle both, but confirm their expertise in both areas. Ask about their experience managing personal taxes and business accounting simultaneously. Ensure they can balance both without compromising attention to your specific financial needs.

What should I do if I’m not satisfied with my CPA?

Discuss concerns directly with your CPA to resolve issues. If unresolved, check your contract for termination terms. Seek a new CPA by researching reviews, credentials, and referrals. Request your financial records to ensure a smooth transition to a new professional.

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