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About

Premier Tax & Finance services entrepreneurs and individuals alike. For our business clients, we serve small family owned businesses to multimillion dollar companies managing their payroll, bookkeeping / accounting, and tax preparation / planning.

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Reviews (32)

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Jordana O.

9 June 2019

Let me start by saying that working with Barry and his team far surpassed my expectations in a CPA. From the start with Diana answering the phones, scheduling our appointment down to every last detail of the experience we could not have asked for more. As business owners we were looking for an accountant who was both knowledgable and was able to meet our tight deadline. Barry went above and beyond the call of duty and made sure to deliver us our returns on short notice. He kept in communication with us and always took our calls and was readily available for any of our questions. I am really thankful to Barry and I can honestly say he made us feel welcome like we were family. Its very rare to find a professional like that, we will be back for sure for all of our accounting and bookkeeping needs. More...

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Frank L.

23 April 2019

As 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 this, my first experience turned out positively after some challenging experiences.  Barry treated me with respect and I feel that he explored all of the ways to minimize my tax exposure.The office staff are helpful and easy to work with.  I intend to return next year. More...

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Miriam E.

6 April 2019

Hey! If you want to have a great experience doing your taxes, this is the place for you. Barry is excellent and wonderfully knowledgeable and has such a nice demeanor and personality . We will be coming here for years to come. P.S. they have an office mascot named General Beauregard, who is actually there and will melt your heart. More...

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Rachel F.

25 March 2019

Barry 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 our first home last year. Barry took the time explaining things and laid out our options for us. Very pleased, thanks Barry! More...

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Jessica B.

20 March 2019

Barry 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 to fit me in quickly and gave me a great rate. Barry accommedated my need for a late appointment due to my work schedule. He also offered payroll services for our newly hired nanny at a lower rate than the company I currently hired to take care of it. More...

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Veronica O.

25 August 2018

Good people who went out of their way to help! They were patient, accommodating and informed.

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Leila Jones

25 July 2018

Honest, knowledgeable and caring. Barry and his staff are phenomenal. We refer clients to him all the time. If you are looking for someone that listens and truly cares this is the place for you.

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Rob Lemons

25 July 2018

Barry and staff are the best around. They handle both my personal and business accounting and tax needs. Personal service at its finest and i would recommend them to anyone.

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Shannon Demorest

25 July 2018

Stayed late to meet with me. Helped with the head ache of sorting health insurance stuff. Saved me hundreds of $$. Has an adorable friendly dog to greet you. Super happy!

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Barry Peters

25 July 2018

Premier Tax and Finance has effectively become Beyond Home Theater's CFO providing the company with advice and counseling in addition to completing all our filing and regulatory compliance. I trust them with everything.

Terence Mulholland
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Josh Uranga

28 May 2018

Barry is very professional and friendly! I've used his multiple times with nothing but great experiences, very detailed and helpful.

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Rob Lemons

28 May 2018

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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Chuck McGuire

28 May 2018

Our company had a data breach and w2's were taken we were notified 8 days post intrusion Bary had me bring my papers to him 9pm... He had both state and fed efiled before the bad guys could do it this morning several others filed this morning too late already been filed by bad guys....THANKS to this gentleman I've been spared 6 months of problems getting it all fixed! And to boot he has the most awesome office dog ever! Thanks Barry! More...

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Efrain Rodriguez

28 May 2018

If you have started a business and are new for filing taxes personal and business and don't know what to do then, this is the best place to go. Barry is awesome, excellent and very knowledgeable he will help you and answer any questions you have. Giving his great experience I couldn't have chosen a better CPA. I recommend him to anyone who wants taxes done the right way. More...

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Scott Hatton

28 May 2018

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 recommend him.

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Ray Gonzales State Farm Agent

28 May 2018

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. More...

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Joe W.

5 May 2018

Went 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 positive reviews. Had my taxes completed this afternoon within 45 minutes. Barry was very professional, knowledgeable and friendly. Happy to found "my tax guy" for years to come. Highly recommended! More...

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Lindsay M.

12 April 2018

We found Barry Peters last minute on Yelp right before the tax deadline. Couldn't be more thankful we did. He lives up to his reviews! Fantastic accountant and financial advisor. He explains everything very thoroughly. Highly recommend and will be back next year! More...

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Bill W.

30 March 2018

Barry was wonderful to work with; very knowledgeable, understanding, and happy to (without judgement) patiently explain everything I didn't understand about small business taxes... which was everything.  Highly recommend! More...

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Ray G.

26 March 2018

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. More...

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Fallon B.

21 March 2018

This is the place to go for tax season. Barry Peters and his office staff really went above and beyond when it came to helping me get my taxes done. I especially enjoyed being greeted by his adorable friendly dog. He is my tax man from here on out. More...

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Myra T.

20 March 2018

Needed a new tax preparer following a move to the area. Took a chance on yelp, and was sooo satisfied. Barry is a nice guy; knowledgeable;   organized (a must with me); provided practical advice for tax planning; friendly staff; comfortable office. I left feeling Barry could handle anything that might come up, but with no concern that anything would. My only let down: I was there on a day when General Beauregard "the dog", was unavailable. I look forward to meeting him next time. More...

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Sara S.

19 February 2018

Very satisfied with this business. Very responsive to emails and phone calls. Super friendly and knowledgeable. Thanks for your help!

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S. S.

9 February 2018

Barry and General Beuregard were super helpful, knowledgeable and the most responsive CPA I've ever encountered! Lovely working with them on our tax needs! Also super accommodating work hours! More...

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Nate M.

28 September 2017

I have nothing but good things to say about Berry and his team. Berry is friendly and very knowledgeable about all aspects of taxes and finances. I first came to him last tax season for my personal taxes. Not only was he more available and flexible than other CPA's, but his prices were significantly better! I like Berry so much that I now run all of my company's finances and taxes through him and his amazing assistant Lynette. The two of them have made my life significantly easier and I have invaluable confidence knowing they are on my side whenever I need them. I have recommend Premier Tax & Finance to all of my friends and family. You will not be disappointed. More...

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Peter J

28 May 2017

Premier Tax & Finance is one of the best in the game! I once read in Forbes Magazine that the entire U.S. tax structure is just a game set up for those that can afford to play it to their advantage. Well, I can’t afford a lot but I know that Premier Tax & Finance has full knowledge & understanding of the rules of the game and that has made me very happy during my annual bout with the IRS. For the past number of years Barry has done my taxes and I have to say he is one of the most common sense, down to earth kind a guys I’ve had the pleasure of knowing. If I ever have a financial question, he’s always taken time to explain all the pros and cons of situation, whether it’s something as simple as the best option to claim for W2 deductions with my regular 9-5 job or how to set up an awesome record keeping system for my private business. Thank you Barry! More...

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Ryan S. Elmore

28 May 2017

Premier Tax & Finance is hands down the best around and my family's go to trusted source for any and all financial matters. Premier Tax & Finance is not only highly knowledgeable about current personal & business/corp accounting, tax & finance laws, rules & regulations, but they are also willing to go the distance to make sure your needs are meet and you are happy with your results. I recommend Premier Tax & Finance to anyone, anytime! More...

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shirley koger

28 May 2017

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!!! More...

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Laure

8 March 2017

If you have taxes to file, you only want Barry to file those taxes for you! Barry has given me the best advice about taxes and other financial considerations over the 5 years I have worked with him.

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Mike K.

4 March 2017

Berry 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 and hardworking.  His fees are very competitive!  I received state refund two days after IRS accepted my return for the state and 3 days for the federal.  He is quick!  I recommend everyone to give this guy a chance before you pay twice as much somewhere else for a CPA or an Enrolled Agent to do your taxes.  He can give you  an estimate over the phone based on your financial information, mortgage interest deductions, dependents, stocks, etc. Give this guy a call, you won't be disappointed. More...

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Denise Jackson

16 December 2016

Principal, B. Peters provided exemplary expertise and guidance. I definitely will be utilizing his tax preparation services in the future; good experience with a quality and competent professional. More...

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R P.

9 November 2016

When you need someone you can trust and who knows their stuff look no further. Recently I have a tax professional drop the ball. I reached out to Barry and gave him my TAX nightmare story and without judgement or assumptions he was there to help right away. I recommend Barry and Firm to anyone that needs help and wants a trusted person. More...

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Q&A

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.

Barry Peters launched his career in billion dollar companies’ internal audit function gaining exposure to different cultures – both nationality and business types; and different industries – manufacturing, service, and government contracting. Adept at providing insightful financial and operational guidance to drive business growth for both startups and larger corporations. Well traveled, creative, and entrepreneurial-minded—possesses a track record of enhancing cost/operational efficiencies, staff productivity/morale, customer satisfaction, and bottom-line profitability.

What sets us apart from other tax preparers is that we strive to be with the client year round as their advisor / overseer vs. only being with the client after the year has already ended.

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.

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Services

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.