TaxPlus Financial, Inc.

Accounting

About Patrick Lundberg

BS in Business Marketing from Babson College, Wellesley, MA.

Colorado and Denver area resident for 20+ years.

Preparing tax returns professionally since 2004.

Instructor and office manager for a large National tax preparation firm before starting TaxPlus Financial, Inc. in 2007.

IRS Registered Tax Return Preparer 2012 and AFSP 2014, 2015, 2016

Small Business entrepreneur – owner and experience in real estate brokerage, rental properties, and a water conservation company prior to the present tax business. Read more

5 recommendations

  •  
    Chi Vang

    Shared on goo.gl

    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!

    Original recommendation
  •  
    Liz Foreman

    Shared on goo.gl

    Patrick has done my taxes for 3 years now, and I wouldn't go anywhere else. I was one of those people that used TurboTax and basically closed by eyes and hoped that I had done it correctly each year. There's no guessing with Patrick, and if you're on the fence, it is ABSOLUTELY worth the sleep to have someone as skilled as Patrick handle your taxes. He is extremely thorough and diligent, and he also really cares about his customers and their specific tax situations. When the IRS sent me a random letter trying to solicit funds from me, I e-mailed Patrick, and he immediately jumped in and found out that it was a bogus charge based on the tax code...

    Original recommendation
  •  
    Kristen Youngs

    Shared on goo.gl

    ...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!

    Original recommendation
  •  
    Andrew N.

    Shared on yelp.com

    I found TaxPlus Financial through Yelp and I'm really happy to have followed the great ratings to find Patrick. Even though my wife and I's taxes are pretty straightforward it was the insight and professional advice that he offered us in preparation for the future that we really, really appreciated. Patrick is professional and thorough in his explanation of the tax return process, he's fair and he's funny and I highly recommended his tax accounting services.

    Original recommendation
  •  
    Josh W.

    Shared on yelp.com

    Patrick is not just a king among tax preparers, he is one of the greatest service providers I've ever come across, regardless of the category! It brings a tear to my eye when I come across people that are truly good at what they do, customer-oriented, and make the whole process fast, easy and even FUN!

    I found Patrick through Yelp, and although I'm sometimes skeptical of people with nothing but glowing 5-star reviews (did they pay for them? did they fake them?) I found that he earned every single star and then some. If you have taxes to get prepared, he's your man for sure :)

    Original recommendation