Premier Tax & Finance, Inc.
- Closed ⋅ Opens 9 am
- 9 am–5 pm
- Temporarily closed
- Closed on Sunday
Premier Tax and Finance, Inc. services entrepreneurs and individuals alike. With over 20 Years of experience in Corporate Finance, Financial Management, Tax Preparation & Planning and Corporate Structuring, we are the trusted advisor to CEOs and owners of a multitude of business types. We serve startups to multi-million-dollar companies, in addition to individuals starting their first job to those that have been around the job market for some time. We specialize in providing year-round support to our clients such as Individual & Corporate Tax Preparation, Tax Planning, Bookkeeping & Accounting Review, Financial Statement Preparation and Analysis, Form Filing to All Tax Authorities, and Individual and Business Consultations.
Services
- Tax preparation service
- Accounting firm
- Bookkeeping service
- Consultant
- Financial planner
Accessibility
- Wheelchair-accessible car park
- Wheelchair-accessible entrance
Business Hours
- Monday
- 9 am–5 pm
- Tuesday
- 9 am–5 pm
- Wednesday
- 9 am–5 pm
- Thursday
- 9 am–5 pm
- Friday
- 9 am–5 pm
- Saturday
- 11 am–5 pm
- Sunday
- Closed
Find Us on Google Maps
223 Thousand Oaks Blvd # 405, Thousand Oaks, CA 91360, United States
Customer Reviews

Reviews

Caution you not to use them. After they failed to file my income correctly, they ended up costing me in large fees from the state. They refuse to rake responsibility and cannot produce documents they said they could, and made errors on the documents they did produce. Other people have not mentioned to me they think this place is very disorganized and no longer use them either. Beware. I will also have to likely make a claim in court against them now as well. Upon seeing their reply now below - they lie and now have big problems on their hands as I will be submitting their response to all agencies who address malpractice by CPAS, and am also suspicious if a rogue employee is manipulating responses as well. They emailed before making their response here, probably not realizing I would be alerted. Here is their email after my review posted, but before they wrote a reply (note that they never called, never left a voicemail). I called them after the email and they never responded. Scam company, beware with your finances!: Sean I read your review on Friday. I am very confused by what you said. I am sorry you did not contact me personally so I could resolve any issue you had. But in any case, I would appreciate it if we can discuss your issues so I can do a better job in the future. I tried the phone # we had on file but it was disconnected… Thanks Barry


A friend referred me to Barry and he has been great. Very responsive which I appreciate in a CPA as well as knowledgeable.

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!

Excellent professionalism, customer service and promptness. They are experts in the field and they are reliable. As a result, a daunting process for me became a breeze. What a relief! I highly recommend Barry and his team.

Great staff and service

Barry is a magic man! He managed to get me a return on my taxes when I wasnt sure how I was going to pay anything after a rough year financially after the pandemic. I highly recommend him!!! Positive Responsiveness, Quality, Professionalism, Value

Negative Responsiveness, Quality, Professionalism, Value

Personalized service, youre not just a number (pun intended). You will enjoy the calming approach in an otherwise intimidating industry. Barry, Beau & all. Thank you! Positive Responsiveness, Quality, Professionalism, Value

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 and his team were amazing - really knowledgeable, honest, and caring. They got my returns done within a week due to a time crunch on my part - they have the expertise to handle lots of different tax scenarios including real estate and 1031 exchanges. Thank you!!

Barry and staff handle my personal and business accounting and taxes. They are by far the best around and offer personal service. I would recommend them to anyone.
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