Premier Tax and Finance Services

Tax Preparation

Tax Preparation

Preparing and planning for taxes is often a stressful and complicated endeavor for most people.

Preparing your own tax return can be extremely difficult with the constant changes to the tax code which often leave you with more questions than answers.

These days, individuals and small businesses use a professional tax preparer to assist with the preparation of taxes. Even if you are just filing a simple return, the rules may change from year to year and it is easy to overlook these changes and submit an incorrect return. By doing your taxes yourself, you may also end up overlooking deductions and credits.

At Premier Tax & Finance, we have the expertise that is needed to help you file your returns while also helping you to minimize your tax liability with careful planning.

Our Tax Preparation services include:

  • Individual Tax Preparation

  • Business Tax Return Preparation

  • Estate Tax Return Preparation

  • Partnership & Corporate Tax Preparation

  • Estate and Succession Planning

  • Out-of-State Returns

  • Business Start-Ups

Tax Planning & Education 
Tax planning is essential to helping you successfully and legally reduce your tax burden. In addition to making sure that your business is tax compliant, our tax professionals also can suggest tax saving strategies that will maximize your after-tax income.

We offer tax and education planning to assist start-ups, as well as, established businesses. We will provide you with a complete list of the most commonly overlooked deductions so that you can limit your tax liability for the following year.

We’ll also assist you with tax planning by:

  • helping you to defer income so that you can save money now and pay less taxes in the future

  • lower taxes on your income so that you can keep more of your earnings

  • lower taxes on your estate and gifts so that the beneficiaries can keep more of what you have given

  • lower taxes on investments and retirement distributions so that you can maintain your lifestyle and much more.

If you own a small business or need help with individual taxes, working with a professional tax planning service can help save you more money. Premier Tax & Finance, Inc. offers the expertise that you need to save on your taxes at affordable prices.

We had a client whose employer company experienced a data breach. He was extremely concerned that his tax return would be compromised. He brought in his W-2 form to Premier Tax and Finance at 9:00pm and we were able to e-file his return the same day of the data breach so that his information would not be susceptible to identity theft.

We’ve helped several small businesses keep more of their income by evaluating the correct entity type for that entrepreneur’s needs.

Tax Resources
Here are some links to help you learn more about CA taxes:

  • 5 star ratingWhat a great tax team! I needed a little help with a small problem on the 14th of July and Barry got right on the phone and gave me... read more

    Michael P. Avatar
    Michael P.

    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... read more

    ruth b Avatar
    ruth b

    5 star ratingBerry was awesome! He's certified CPA for over 25 years and an Enrolled Agent. He made sure that I received every deduction I rated. He's a very honest... read more

    Mike K. Avatar
    Mike K.
  • 5 star ratingAs an avid yelper when I needed a tax professional because of my move to Thousand Oaks I read several reviews of different companies.
    Barry Peters at Premier stood out and...
    read more

    Frank L. Avatar
    Frank L.

    5 star ratingBarry fit us in on a Sunday and got us our biggest refund yet! We were totally lost navigating this tax season because of the tax changes and we bought... read more

    Rachel F. Avatar
    Rachel F.

    5 star ratingBarry was able to help me this tax season after years of doing my own taxes. This season's changes were too difficult to navigate on my own. He was able... read more

    Jessica B. Avatar
    Jessica B.
  • Barry does an amazing job. He worked with me very late hours to fit my schedule and get my Taxes done timely. A great person to work with. I highly... read more

    Scott Hatton Avatar
    Scott Hatton

    5 star ratingWent to Barry after being new to the Thousand Oaks area and after filing an extension earlier for my taxes. Found him on yelp and was impressed with all the... read more

    Joe W. Avatar
    Joe W.

    5 star ratingBarry 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...
    read more

    Ray G. Avatar
    Ray G.