Premier Tax & Finance

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!

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!!!

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!!