Patterson's Tax Practice

Reviews Summary

Customers consistently praise the tax service for its professionalism, expertise, and responsiveness. The team is described as thorough, knowledgeable, and empathetic, handling complex tax situations—including back taxes, amendments, and business filings—with ease. Many highlight the personalized, friendly approach, comparing interactions to talking with a trusted friend. The service is commended for catching errors, saving clients from IRS issues, and providing clear explanations. Efficiency, affordability, and reliability are recurring themes, with long-term clients expressing strong trust and satisfaction. Highly recommended for both personal and business tax needs.

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

312 Colfax Ave

Grass Valley, California 95945

Phone

+1 530-615-4917

Visit Website Call Now Get Directions

Hours

Sunday Closed

Monday 9AM-3PM

Tuesday 9AM-3PM

Wednesday 9AM-3PM

Thursday 9AM-3PM

Friday Closed

Saturday Closed

Customer Reviews

Excellent experience the whole time. Very responsive and professional. They helped me in so many ways! In dental school they don?t teach you this stuff! Would recommend to any business.

Consistently top-notch customer service and expertise year over year. Responsive, efficient processes to make sure it's a simple, low-stress experience. Highly recommend the team at Patterson't Tax Practice!

We have worked with Patterson's Tax practice for 3 years and been extremely pleased with their service. They are efficient and communicate easily when there are questions. We file another state taxes and there has never been any problems. I would not hesitate to recommend them for any type of tax situation.

I walked into Patterson?s tax office so overwhelmed and stressed out about my taxes and Debra sat down with me and helped me organize and effectively execute all my worries away. They are a brick and mortar so if you?re not techy you can conveniently drop all your files off AND they have a wonderful bookkeeper to help run your small business so that you can focus on what you do best. I highly recommend this to anyone they are wonderful and amazing humans that offer a one stop shop for your budding business.

Patterson's took the onus off of me by handling all the tax issues that came with my parent's estate, including 10+ years of back taxes. They are thorough, competent and professional as well as kind and empathetic. I highly recommend them!!!

Patterson's team and environment was beyond my expectations! They took me on as a new client, got me in right away. Great price, quality work, and just a wonderful experience all the way around. Thank you, Jena Davis

Our tax guys we had for years retired, and we hired Pattersons on the recommendation of a couple of friends. They did a great job and cost less than the guy who already knew all the ins & outs of our finances! They have been prompt, professional, answered my (dumb) questions, and friendly. I highly recommend Deborah and the gang.

Patterson's took care of my first corporate tax filing, as well as our personal taxes, which my wife had done for well over 10 years. I highly recommend Patterson's for either or both! From start to finish they are on your side, getting you best possible results with advice on improving your tax situation along the way. I received a letter form the State a few weeks after filing and they were on it for me, like a bulldog! Tremendous results!

I have been going to Patterson?s Tax Practice for the last 2 years, I have tried doing my taxes on my own but could not get the same results as them (more money back). Her staff and her, have been very friendly, helpful and professional when I have called with a question. I highly recommend them to anyone looking for a friendly and professional tax service.

I have worked with Patterson insurance for the past 4 years and completely trust Deb and her team to answer my questions and inform me of all things I would not have thought of on my own. I feel secure knowing I and my taxes are in the best possible hands.

We developed our business relationship not long after Deb opened her business in Grass Valley. Since that time, she has helped navigate us through a variety of different and difficult (at least for us) tax situations with the upmost care and professionalism. We have full trust and confidence in Deb and her staff, and it?s a huge relief knowing this is a part of our lives that we don?t need to worry about. I?d recommended her to anyone.

Incredible service. The Patterson Tax team is far from your average tax return vendor. They are experts in their field. The body of knowledge they possess has greatly reduced my tax liability, thereby improving my family life. Give them a call.

Deborah and Tanner have been very thorough and make sure they understand our situation. They are very responsive and caught a mistake made by a previous tax preparer that ended with a nice refund from an amendment. I would highly recommend this practice. No complaints at all.

I had past due and pretty complicated tax issues. Patterson's Tax Service took care of everything for me. Non-judgmental, caring, kind, patient, and helpful with lots of expertise. I'd give them 10 stars.

If you want a tax preparer who will give you personal attention and take time to explain the details of your returns, this is your tax practice!. In a time when many people are using Covid as an excuse to distance themselves from anything resembling customer service, I was very gratified to receive personal calls from Deborah and her assistant, Tanner. Both of these people took time to explain what I need to do to prepare for next year and why I was paying taxes to the State and the Feds this year. They t

Deb offers a fantastic service to her clients at a reasonable price. She has an experienced team that is quick to respond to your questions. I would not hesitate to refer her!

Patterson's Tax is very professional , yet personal service. They give great advice. I highly recommend getting your taxes handled by Debby and her staff!

I appreciated getting my taxes done promptly and effortlessly on my part. I consider Patterson's a great value as they pretty much cut my prep costs in half. I will become a repeat customer next year!

I highly recommend Patterson's Tax Service. They are skillful, easy to work with, responsive and reliable. I have been coming to them with my taxes for 3 years and will continue. Good people!

Patterson's Tax Practice was highly recommended as a professional and trusted practice to do my taxes. I was extremely happy with the work and communication between Patterson's office and myself.

Debbie and her team are accurate, knowledgeable, honest and professional. I couldn't ask for a better team to handle my business and personal taxes. You folks ROCCK !! Reliable, Open, Competent (and Careful), Knowledgeable.

Deb is awesome! Really saved my butt from the IRS greed, and is now helping my parents with their back taxes. Extremely knowledgeable and experienced.

I have used Patterson?s Tax Service for years. They are awesome. Even after moving to a different state, I have continued to use them.

She's great! I have a small business with unique needs and Patterson's has always done a great job with my taxes.

As seniors who find all the new tax regulations very confusing we are so grateful to have Debra and her staff at Pattersons Tax Preparation, take such good care of us and explain things in a way we can understand.

The best Accountaint I?ve worked with . Everyone on the team has been very helpful with both personal and company taxes. We are great full to have you .

Deb Patterson has done a great job for me, handling a lot of paperwork trail and getting everything in place. Believe me it was a big job!

Our experience with Patterson?s Tax Practice was fluid, diligent, and professional. Patterson?s Tax Practice is an asset to our community!!!

Excellent experience with Deb and all of her staff. Very responsive, professional, and informative. Highly recommended!

Great communication and service. I'm a trustee of a trust and Deborah found an account I didn't even know existed.

Have been taking my taxes there for years, Love the staff and they are very efficient. I would recommend anyone to go there..

Deborah is top notch always feel cared for and taken care of in a professional yet personable manner.

Deborah's team is well informed on Tax laws, efficient, and customer friendly!

I loved the simplicity of dropping off my documents and getting everything done remotely....simple, easy and efficient! Thank you guys!

Deb and her team know their stuff and are ready to help with any tax situation you might have.

Knowledgeable and helpful professional tax firm. Debbie is friendly and makes tax season a breeze.

Deborah and her crew did an excellent job for us.

She is a problem solver and listens to her clients! It's like talking to a friend!

Have worked with for yours and and will continue. Always very helpful with any question.

Love working with Deb and her staff!

They took my nightmare and helped solve the problem

Quick and efficient. Delivered on time!

Great price and great service...

Professional, Personal and Private...

Employees are exemplary!

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.