I would not recommend Heath and his staff. I feel like Heath only wanted my money and gave me lip service when dealing with my tax problems. He seemed very "scammy" overall and after reading the other reviews I know that I am not alone in my experience. Please keep sharing these experiences because word is bound to spread hopefully. He has a younger assistant that I thought was his daughter... it was his girlfriend. Opps. So that he cannot say I was not a real potential client, I use a different name on here so he and other I badly review cannot attack me personally. read more

I am working with PB tax Center since 2008, they are helping our company file corporate tax returns and sale tax returns and they are a valuable resource. Heath is great! always ready to help and answer any questions I might have. The support and help is above and beyond! I would highly recommend. read more

Heath's response to his firm's error should be yet another red flag to current and potential clients..They do not care about you when they make a mistake on your behalf. Once again, you are putting your financial future in jeopardy by using PB Tax Centers services. Honesty, integrity, and accountability should be the cornerstone of any business and PB Tax center does not possess these qualities. Proceed with extreme caution and note you have been warned. read more

Heath is excellent! I contacted him based off of the reviews on Yelp and I am so glad I did. He is professional, approachable, knowledgeable, and an all around good dude. The office is very neat and organized! I'll definitely use his services again! read more

Heath is a very knowledgeable CPA, and does what it takes to get to the end result as quickly as possible. I am also a CPA (don't do tax work) who knows many in the field, and Heath's work really stands out relative to his peers. Heath did a great job of sorting out the shambles that a partner dumped before the business imploded. His approach was high level which was necessary to get to the final answer due to the lack of data in certain areas. read more

Heath has been such a great help to our business! He has saved me from some complicated Tax situations and helped our company get back on track. Doing your company taxes yourself may save you money at first, but the IRS implications later on really add up. I learned the hard way to leave the important accounting up to the professionals. Heath explains things very well and not only did a fantastic job on our company's taxes, but also made me understand how to improve our accounting system. I remember my first consultation with Heath and his team in 2015. I explained my company's situation, and they did not even charge me for their time because they said I could wait till the following year to use their services. I appreciated the honesty, and was so happy that they did not try to nickle and dime me, which I would have totally fallen for. Thank you for being a great business and part of the Pacific Beach community! read more

I've had great experience with this office. It didn't take more than 24 hours for the guy to prepare my taxes which were not complicated but still...Amazing !!! I brought my documents on Monday and everything was done on Tuesday. On top of that Heath is very friendly and knows what he is doing. Will definitely return to his office next year. Seriously, if you are looking for tax preparer in PB, don't look further because he is the right person. Vladimira read more

Heath was very professional, helpful and available 24/7. Would highly recommend.

Heath answered at 10 at night on a Friday! I'm super stressed about my tax situation but he was very knowledgable and told me what to do. Thank you! read more

Heath and his team did an awesome job filing my personal and business taxes for me this year. I've used other CPA services in the area and usually dread the tax appointment, but this was by far the most painless tax filing I've ever experienced. Bonus: their team is not only knowledgable, but personable and fun! Can't recommend them more highly! read more

I worked with Heath on my business and personal taxes and he was great. Super helpful, explained complex tax issues very clearly and ultimately helped my business out big time! Definitely recommend Heath and the PB Tax team! read more

Heath did a great job for us on our taxes. He was easy to get ahold of via phone and was very helpful with any questions. His pricing is very reasonable and he's a great value. I highly recommend him! read more

This is a great place to go if you need professional advice with your taxes, bookkeeping, or finances. The owner is a CPA with a lot of knowledge and is able to assist you in a lot of ways! read more

These guys are really good. I came with a large list of questions regarding my previous tax return, tax entities, liability issues, insurance, investments, etc. Heath was able to provide detailed answers to all of them. He even calculated how much money I'm going to have to pay in taxes after all deductions this year. He was very friendly, professional, knowledgeable, informative, helpful, honest and specific. His prices are very very reasonable. I highly recommend PB Tax Center to everyone. read more

What can I say about these guys. They are professional, accurate and on time! I would recommend them to anyone. Everyone in the office is friendly and very helpful! Keep up the good work guys!! read more

If you are looking for a new tax guy, PB Tax Center knows how to get it done!!! I recently moved from out of state and needed to find a local Accountant. PB Tax Center was great. I was treated professionally and they educated me on everything that I needed to bring in for him to complete my taxes. Within a couple of days they had everything done! I highly recommend this place to anybody that is looking for 5 star treatment. Thank you Heath!!! read more

Excellent and friendly service by Heath and his team. I am not well versed in taxes at all, and I get so stressed out doing them by myself. I decided to stroll over to my local tax center, and found out it doesn't get any better than this. My taxes were done so quickly, and it was very affordable. It can be easy to get caught up in corporate tax companies' marketing, but I promise you if you go here that you will be guaranteed a great return and overall solid experience! read more

I had never done my taxes before being a recent college grad so I decided to go to PB tax center to see what they could do for me. They were so friendly and patient and walked me through all of the steps. I just heard back from them and I am getting an $800 refund! I couldn't be happier! read more

Heath is incredible! He saved me from another CPA that had no idea what he was doing. I would, and do, recommend Heath to everyone that I know! He's knowledgeable, skilled, creative, and easy to reach, and great at what he does. 5 stars! read more

I recently moved and was looking for a new tax accountant. I got a referral from a friend who has been Heath's client for a few years and scheduled an appointment with ease online. My tax return is a bit complex as I have several rental units that I had bought and sold throughout 2015. Heath was able to answer all my questions and even gave me some tax planning advice for the next year. He explained things in a very simple way so it was very easy to understand and I felt very confident after leaving his office. I will definitely be back next year! read more

Heath is an excellent CPA and he's also an all around great guy! As a small business owner I've dealt with many different CPA firms and most of them are way over priced and unresponsive. Heath gives you all the one-on-one attention you need and he won't charge you for every mili-second of his time. He is a very knowledgeable CPA and he's also helpful, honest and patient. He makes the whole book keeping, tax paying process painless. You won't find a better CPA! read more

PB Tax Center is hands down the best and only place to go to get your taxes done. Heath is a master CPA and I highly recommend his services to everyone. I do both my personal and corporate filings with them and I have always been 110% satisfied. read more

In the past, my Dad had always done my taxes but last year I had an array of W2s and 1099s, plus quite a bit of write offs, so I got thrown to the curb by pops and contacted my previous co-worker, Heath Haggerty. He informed me of what to bring prior to the appointment and after about 15 minutes of meeting together, we were done! I expected to have to pay much more in taxes and Heath was a rock star and managed to cut my expectations in half! Definitely a great decision on my part :) I'm already preparing for 2015's taxes and will be sure to go with Heath again! read more

Great service and prices are affordable :) I've been using their tax services for over 1 year now and am very happy with their service.

PB Tax Center could not have been more helpful and explained everything in such simple terms that I feel confident we got the maximum refund possible. Their office is very comfortable and casual which helped make our tax appointment relaxing rather than stressful! read more

If i could give 10 stars here I would. I just left Heath's office with an estimated return of nearly FIVE TIMES what another company quoted me earlier this year. Heath was extremely knowledgable, thorough, and professional. Parking was convenient and I was able to schedule an appointment in a very timely manner to accommodate my schedule. I will absolutely be back next year. Thanks again. read more

I was referred to Heath through a mutual friend and was a little nervous about getting my taxes done as I didn't file for one year and figured I would owe money. After meeting with Heath he was able to get me a nice refund from the IRS. I was super happy to not owe money and got money back! He was fast, efficient, and super friendly. I liked especially the laid back atmosphere. Thanks so much! read more

This review is long overdue and I rarely write reviews. Bottom line, Heath is amazing. I went to him for help to file final taxes for a trust, something that overwhelmed me to even think about. I left his office feeling relaxed and that had never happened before when dealing with this trust. I will absolutely go to him for any future tax needs and I will recommend him to any and everyone I know. And I must say, it really helps that he just a really cool laid back guy. You're not sitting in front of a stiff CPA, you're sitting in front of a guy that you can relate to and talk to like a friend. He kinda looks like he probably surfs on his lunch break and I loved that. He responded to every single one of my ONE MILLION questions with patience and great guidance. So look no further, PB Tax Center is where you need to go. read more

Heath is the man. Went to H&R block and knew something wasn't right. It's night and day between a CPA vs someone who works part time at H&R block during tax season. With Heath I literally paid thousands less on my return because of a clerical error from H&R block. read more

I had the best experience at PB Tax Center this year and have finally found the right tax person! As a small business owner it's very important to find the right person that can grow with your business, who you trust, and who will help you save where you can. I've been going to another location the last couple of years but felt it was very disorganized and not the right fit. After reading endless reviews and doing tons of research into tax services in PB, I decided on Heath and PB Tax Center. I scheduled my appointment online, sent my docs via Dropbox, had a calm/professional appointment, and was out the door and finished within in an hour! As a small business owner this has NEVER happened. I usually dread taxes because it takes forever and is stressful. This was by far the best, most streamlined experience I've had and I will DEFINITELY be back. Plus - it was half what I paid previously! Thanks Heath! read more

Heath is both personable and knowledgeable. At the initial consultation, he went above and beyond what was expected, answering questions about my business and my tax situation in way that was easy to understand and informative. I really felt like he was interested in helping. I am in the process of incorporating my business and while I was there, he even did the courtesy of filing some paperwork for me. him and his assistant handled something in a matter of minutes that would have taken me hours to figure out. And this was all in the initial consultation! I highly recommend Heath and his company, particularly to those local to PB, North PB, or La Jolla. read more

Stop looking for an accountant and go see Heath. He is so incredibly approachable, kind, and by far the person that has taken the most investment in our taxes. I will never look for another accountant again. He was so caring, interested, and actually sat with us and did our taxes together and genuinely tried to find any way possible to use his knowledge of the law to help us.. And he sure did! Could not recommend it more highly! read more