Premier Tax & Finance
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- Lauren S.
I feel so lucky to have found Barry & his team at Premier Tax & Finance. I am a small business owner and had made a huge mess of my finances & tax filings by trying to do things quickly with online systems. Barry met with me & discussed a plan forward and never made me feel bad or ashamed of the mess I'd created. The pricing was reasonable and I now feel more confident & secure in my business & personal finances.Dec 4, 2019
- Cheryl M.
Individual Tax Preparation
Barry helped me get through a very confusing year by processing my taxes. He took the time to explain everything to me and I look forward to working with him again next year!Sep 10, 2018Verified
- Teren C.
Business Tax Preparation
Barry is great to work with, and very client conscientious. It was appreciate his willingness to help in a unique situation. I will use him again.Sep 3, 2018Verified
- Rebecca F.
AccountingAug 20, 2018Verified
- Natalia I.
AccountingAug 6, 2018Verified
License Type: Enrolled Agent (IRS) (CA)
- What should the customer know about your pricing (e.g., discounts, fees)?Considered one of the top businesses in Thousand Oaks, we are a full-service Tax and Accounting firm licensed in all 50 states. We offer a broad range of finance services for business owners, executives, and independent professionals. We are affordable, experienced, and friendly. 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. We operate on a per hour or monthly fee basis whatever best suits your needs. Please contact us today – we’ll be happy to offer you a free initial consultation.
- What is your typical process for working with a new customer?We understand that each business has unique needs. We can create a custom accounting, document management, and storage solution to fit your business. As an added benefit, we are available to answer your questions and help with your ongoing tax planning and changing business needs.
- What education and/or training do you have that relates to your work?Individual and Corporate Tax Preparation / Tax Planning P&L Management | Financial Analyses | Internal Controls | Fund Raising Investor/Bank/Government Relations | Operations/Administrative/Project Management Policy/Procedure Development | Budgeting/Forecasting | Contract Negotiations Mr. Peters has a bachelor of science in accounting and economics from Northern Illinois University. He is an enrolled agent (EA) to practice before the Internal Revenue Service, a certified public accountant (CPA), chartered global management accountant (CGMA), certified management accountant (CMA) and certified internal auditor (CIA).