Premier Tax & Finance, Inc.
223 Thousand Oaks Boulevard, Thousand Oaks, CA 91360
Hours open
Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
9:00 AM - 5:00 PM
Thursday:
9:00 AM - 5:00 PM
Friday:
9:00 AM - 5:00 PM
Saturday:
11:00 AM - 5:00 PM
Sunday:
Closed
Photos
Location & Phone number
About the Business
Premier Tax & Finance, Inc. is a reputable accounting and finance institution located at 223 Thousand Oaks Boulevard in Thousand Oaks, California, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, and bookkeeping. Whether you are an individual looking for assistance with your personal taxes or a business in need of financial guidance, Premier Tax & Finance, Inc. is dedicated to providing top-notch service and expertise to help you achieve your financial goals.
Reviews
"Premier Tax has helped us file our personal taxes the last couple of years. Premier Tax really makes it easy to upload all documents and they're super fast. They use a portal that you sign into to upload all documents. And you can access that portal to e-sign everything and access past tax filings and tax documents. I usually start uploading documents as soon as we have both W2s, and once I upload the last tax statement I receive (that I know of), they are about done with everything. I've communicated mostly with Melinda, their lead tax administrator. She keeps me updated via text and is always quick to answer my questions, even when it's not tax season. It's been a smooth process with them, with excellent customer service and a favorable tax return outcome. I highly recommend them for your personal tax filing needs!"
"Barry and his team are AMAZING! Exceptional professionals who helped prepare my taxes for my LLC! Everyone on his team from the clerk (Henry) who physically came down to collect my taxes from the parking lot, so I could make my flight. Then his team who prepared my draft (Paul) and alerted me to an error I had on my invoices. Then Barry who quickly turned my review around and sent me email confirmations on the weekend! Such a dedicated group of honest, caring, and knowledgeable individuals (read the other reviews, I'm not the only one saying this)! If you a lucky enough to get on his client list and he's taking on new clients, don't hesitate! Thanks Barry and Team!"
"Barry showed me nothing but the utmost respect amidst helping me resolve my tax dilemma that I was facing this year. I had unfiled tax returns from 2017 & 2018 that I knew I could no longer push off, and I was having trouble finding a reliable tax preparer. He helped me pull up my transcripts from the IRS website, and he took me through his process step by step in order to get this thing done correctly. I ended up getting a refund for those two years, so it turns out my circumstances weren’t so bad after all! All it took on my end was signing some quick paperwork and sending over some documents, while he was able to work his magic on the rest. He was very patient and courteous towards me from start to finish. I see why he has such a great reputation; the service he provides definitely lives up to it. Nonetheless, I’m very appreciative of his contributions, and I will definitely be recommending him to anyone needing a qualified tax preparer. Thanks, Barry!"
"Barry is one of the best Tax Preparers who really cares. Besides having over 20 years experience, He truly wants to help people to succeed financially. He prepares taxes for personal & also for corporations. He continues to go the extra mile to make sure you’re getting all your deductions He’s a very nice guy too. He’s not just into his numbers. He takes the time to get to know you and your family."
"I have always had very positive and engaging experiences with Barry Peters during tax preparation. He is professional, extremely knowledgeable, thorough and committed to delivering a quality product. He is a good listener and patient when responding to questions. He wants the whole story to effectively manage your taxes and other money concerns he is asked to address. Great work!!!"
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