Meet Patricia


Patricia helps Trish with the front desk operations. It is a very nice job-sharing experience that lends to both of them being able to take time off without leaving the front desk vacant. She also manages the in-house bookkeeping along with completing tax-related reports for clients. Due to the length of her employment, she helps in bringing stability and experience to the office. Patricia enjoys talking to the clients and sharing life conversations with them.

Patricia was born and raised in Phoenix, Arizona. Her career with Steve Margulin began in 1999. At that time, she was hired during tax season as a temporary tax assistant. However, she was offered a permanent position that same year. Much of her focus and work continues to be assisting with tax preparation operations.

Patricia was blessed to be a stay-at-home Mom. When her two children were in high school, she had many work opportunities. Most of the work was either in sales or bookkeeping. Being a High School graduate with a few college classes, she has gained most of her education through her work positions.

Patricia and her husband have 5 granddaughters who keep them busy and young! They will be celebrating their 50th wedding anniversary next year. They are both involved with various church groups and out-reaches. Patricia is a 10-year cancer survivor and exceedingly grateful for every day the Lord has given her.

Favorite food: Eating out:

Chinese; Eating at home: Brown Rice Tacos

Best piece of financial advice received:

Start a retirement plan early

Place you'd most like to visit:

The Holy Lands

Biggest accomplishment:

Raising her son and daughter to be honorable, responsible and successful.