Premium Tax Source
555 East Clark Avenue, Santa Maria, CA 93455
About the Business
![Premium Tax Source Premium Tax Source](https://guideinua.b-cdn.net/images/logo_new/805/32794985/logo.webp)
Premium Tax Source is an accounting and finance institution located at 555 East Clark Avenue in Santa Maria, California, United States. We pride ourselves on providing the highest level of service and efficiency at a reasonable cost to our clients. Our small firm offers personal attention that keeps clients coming back year after year, knowing they are in good hands.
Our team at Premium Tax Source works to develop long-term relationships with our clients, whether their needs are simple or complex. We have a reputation for integrity and professionalism, and we consistently offer high levels of performance to meet our clients' needs.
Our founder, Kathleen, graduated from California Polytechnic State University in 1999 with a BS in Accounting and Finance. She later received a Masters in Taxation from Golden Gate University in 2013. With experience at top firms such as PricewaterhouseCoopers and Seiler & Co., Kathleen is a member of the American Institute of Certified Public Accountants and the California Society of Certified Public Accountants. She is also a Quickbooks Proadvisor.
Clients have praised Premium Tax Source for their expertise and peace of mind, with one client stating, "Best investment and great peace of mind!" If you have any unanswered questions or would like to schedule a FREE consultation, please contact us and someone will get back to you shortly.
Location & Phone number
555 E Clark Ave Ste D, Santa Maria, CA 93455, United States
Hours open
Monday:
8:00 AM - 5:00 PM
Tuesday:
8:00 AM - 5:00 PM
Wednesday:
8:00 AM - 5:00 PM
Thursday:
8:00 AM - 5:00 PM
Friday:
8:00 AM - 5:00 PM
Saturday:
8:00 AM - 5:00 PM
Sunday:
8:00 AM - 5:00 PM
Reviews
"Kathy has been doing my taxes for some years now and she makes the whole process stress free. She’s always been super professional and super sweet. She communicates with me so well and I’m always in the loop of what’s going on with my refunds and if she ever needs something extra from me, she notifies me right away. I’m so thankful for her and I wouldn’t want anyone else to do handle my taxes! Love her!"
"Having to file my taxes on my own was daunting at first, but thanks to Kathleen at Premium Tax Source I was able to get mine done stress-free and quickly. Any questions I had about areas I didn’t understand she was able to answer in detail. I would highly recommend to everyone in need of a efficient and friendly tax expert."
"Kathleen has done an absolutely incredible job helping me with my taxes. I had tried to do it myself previously and nothing made sense to me and I was completely lost. I reached out to Kathleen and let her know my situation and since day one she has been able to help me make sure my taxes are accurate and done correctly. I've recommended her to friends that have needed help with their taxes and I can't recommend her enough. She is incredible at what she does!"
"I worked with Kathleen at Premium Tax Source. She was kind, patient and incredibly helpful. Taxes can be a daunting, but Kathleen made the process seamless. She followed up with clarifying questions and held my hand through the whole process. Kathleen asked followup questions that helped me see I had more deductions that I did not originally know about it. I am so grateful for her service. It was a pleasure working with Kathleen and I will use her in the future for all of my tax needs."
"I have worked with Kathy for many years and I know I can always count on her to prepare my tax returns accurately and timely. She is also very knowledgeable and stays on top of all the tax laws and changes (regardless of what State you're in). She has also been there to answer any tax questions I may have throughout the year. Highly recommended!"
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- Tax Consultant
- Tax Preparation Services
- Audit & Consulting
- Accountant For Individuals
- Accountant For Small Businesses
- Accounting And Finance Institution
- Accounting Firm Solutions
- Bookkeeper Certification
- Business Tax Planning
- Business Tax Services
- Financial Advisory Services
- Financial Efficiency Optimization
- Individual Tax Return Preparation
- Personalized Tax Assistance
- Personalized Tax Consulting
- Premium Tax Services
- Quickbooks Bookkeeping Services
- Small Business Accounting Solutions
- Small Business Financial Management
- Small Business Financial Planning
- Small Business Tax Return Preparation
- Tax Compliance Services
- Tax Compliance Support
- Tax Expert Consultation
- Tax Planning Strategies
- Tax Preparation Assistance
- Tax Preparation Fees
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