The Right Balance For You

Achieving Balance in Business

Financial Ease of Mind



We work with you on a personal level to determine the best solutions for your unique needs, then leverage our seasoned expertise to achieve the best possible results.


We are your trusted partner in success. Our firm is large enough to offer a full range of professional services at a fair price, but small enough to give you the individual attention that you deserve.


Rest assured that when a need arises, our firm is ready and capable to handle everything for you so you can focus on what matters most to you.

About Traveling Tax Lady

My name is Pattie Fretty and I am the Traveling Tax Lady, here in Newark, CA which is about 45 miles outside of San Francisco. I have a small tax business where, if contacted, I will drive to the client’s home and do the tax interview there; input as much information as I can while I am there and complete the return later when I return to the office. Hence – The Traveling Tax Lady.

I have been doing taxes for over 18 years and was with HR Block for 12 of those years during which I passed the IRS Enrolled Agent exam in 2011. In 2016 I started the Traveling Tax Lady for the express purpose of helping individuals who had traveling difficulties. I have continued doing taxes because it is what I love. I also enjoy trying to explain the tax return to my clients so that they understand a little more and feel a little more comfortable.