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Premier Accounting and Tax Services

Premier Accounting and Tax Services

Reviews Summary

The reviews consistently praise exceptional service, professionalism, and expertise in tax preparation and accounting. Clients highlight reliability, personalized attention, and a friendly, welcoming environment. Many appreciate the quick turnaround, reasonable pricing, and thorough advice for both personal and business needs. The team is described as knowledgeable, trustworthy, and always going above and beyond, making them highly recommended for long-term tax and financial services.

About This Listing

Who Can Work with a CPA?

Individuals seeking tax prep, retirement planning, or financial advice
Small business owners needing bookkeeping, payroll, or tax compliance
Freelancers and contractors with 1099 income or complex returns
Couples planning finances together or managing joint returns
Investors with capital gains or rental property income
Anyone looking for year-round financial guidance and peace of mind

*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*

First-Time Clients

If this is your first time working with a CPA, don’t worry — most professionals offer a free consultation and will walk you through what to expect. You may be asked to complete an intake form, share financial documents, or set clear goals for your session.

What to Know Upfront:

Documentation Bring your most recent tax returns, income details, and any financial concerns
Availability Appointments fill up quickly during tax season — book early if possible

*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*

What to Bring

Government-issued ID for verification
Tax documents (W-2s, 1099s, investment summaries, etc.)
Receipts or logs for deductible expenses, donations, or mileage

*Tip: Organize your documents in advance to save time and ensure accuracy.*

Preparing for Your Appointment

Write down any financial goals or questions in advance
Check if your CPA offers virtual sessions or document uploads
Bring a notebook or use a notes app for key takeaways
Know your deadlines for filing, payments, or compliance

*Note: Preparation helps you make the most of your CPA’s expertise.*

How to Get Started

Use our directory to find highly reviewed CPAs near you. Reach out directly to schedule your consultation.

Other Helpful Info

Many CPAs offer both in-person and remote consultations
Fees may be flat-rate, hourly, or based on service complexity
Some CPAs specialize in industries like healthcare, real estate, or tech
Check for client reviews and credentials (CPA license, EA, etc.)

*Note: Every CPA is different — take time to find one who fits your goals and style.*

Contact Information

Address

908 C St Suite G

Galt, California 95632

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 10AM-4PM
Tuesday 10AM-4PM
Wednesday 10AM-4PM
Thursday 10AM-4PM
Friday 10AM-4PM
Saturday Closed

Customer Reviews

What sets this place apart from other tax accounting firms is their personalized approach to client service. From the initial consultation to the final filing of my tax return, they took the time to understand my unique financial situation and tailor their services to meet my specific needs. They answered all my questions patiently and provided valuable advice to optimize my tax position. I felt like a valued client throughout the entire process. If you are in need of reliable and top-notch bookkeeping ser

Daniella has provided excellent service to us over the years in preparing our tax returns. I am so grateful to have found her! Her reliability and professionalism are so appreciated and top notch. She?s also friendly, warm and personable which makes the experience of doing your tax returns so much more pleasant! I highly recommend Daniela, she is truly a gem.

Daniela is the best in doing our taxes! All my family loves her and has worked for years with us. She is always available to help us. Always with a smile and always with an incredible attitude. Any where she goes we?ll follow her cause no one like her. Best tax service ever!! Thank you Daniela for all your amazing help!!

Daniela has been doing my taxes for a long time. Always knowledgeable and can help with any issues. Gives good advice for any endeavors you heading into. She also does some other family members taxes. Also has great personality.

I met Daniela through another friend of mine and I was very nervous. My bookkeeping and what I wanted to do was really out there. She made me feel very comfortable, went through what I had and then we discussed my future needs. She is helping me truly get my personal, trust and business taxes in line. She is very knowledgeable and strives to continue her education to provide me with what I need in a tax person. I have recently decided to also add her on my bookkeeping so that can be taken off my plate so I

I have been a client of Premier Accounting and Tax Services since I had my taxes reviewed and refiled for the years 2015 and 2016, respectively. I was a single father at the time and was very fortunate to find Ruby! She has been my tax expert/consultant since then, and along with Danielle, their firm has always provided me with the most professional, trustworthy, and reliable tax and accounting/bookkeeping services anywhere. In the last five years my taxes have become more complicated for personal and busi

Daniella has been fantastic right from the start. She handled my situation professionally and accurately in a very reasonable amount of time. Her pricing is very reasonable especially considering the level of personalized attention she provides. I will keep going to her for the foreseeable future.

10/10 would recommend in a heartbeat! Have always had nothing but great experiences over the years. They are very helpful and knowledgeable. Their office is a comfortable and friendly environment where you can ask any question and are made felt like top priority! They go above and beyond and I am forever grateful for them!

Daniela was great. She answered all my questions before and after filing my taxes and she made it super easy to do!

My taxes are always prepared in a very professional and personal manner.... Daniela has prepared my taxes for years and will for years to come!

Best tax experience I?ve had! Got my return in less than a week thank you so much!!!

So efficient! Available when needed! Appreciate their services greatly!

Excelente payroll services

Frequently Asked Questions

What qualifications should I look for in a CPA?

Look for a Certified Public Accountant (CPA) license, which ensures they’ve passed rigorous exams and meet state requirements. Check for relevant experience in your industry, additional certifications like CFA or CMA, and membership in professional organizations like the AICPA. Verify their credentials through state licensing boards.

How do I find a CPA in my area?

Use online directories like the AICPA, CPAverify, or state CPA societies. Search platforms like Yelp or Google for local CPAs with reviews. Ask for referrals from business associates, friends, or financial advisors. Local chambers of commerce can also provide recommendations.

What’s the difference between a CPA and an accountant?

A CPA is a licensed professional who has passed the CPA exam and met state requirements for education and experience. An accountant may lack this certification and could have varying levels of expertise. For complex tasks like tax audits or financial reporting, a CPA is typically more qualified.

How do I know if a CPA specializes in my needs?

Ask about their experience with your specific financial needs, such as tax preparation, small business accounting, or estate planning. Review their website or LinkedIn for case studies or client testimonials. Inquire about their client base to ensure they handle similar financial situations.

Should I check a CPA’s reviews before hiring?

Yes, reviews provide insight into a CPA’s reliability, communication, and performance. Check platforms like Google, Yelp, or the Better Business Bureau for client feedback. Look for patterns in reviews, but verify their authenticity, as some may be biased or outdated.

How can I verify a CPA’s license?

Visit your state’s Board of Accountancy website or use CPAverify.org to check a CPA’s license status. Confirm their license is active and check for any disciplinary actions or complaints. This ensures they’re in good standing and meet professional standards.

What questions should I ask during a CPA consultation?

Ask about their experience with your financial needs, fee structure, availability, and communication style. Inquire how they handle tax filings, audits, or financial planning. Ask for references or examples of similar work to assess their expertise and fit.

How much should I expect to pay for a CPA’s services?

Fees vary based on location, services, and complexity. Basic tax preparation may cost $150-$500, while business accounting or audits can range from $1,000 to $10,000+. Request a detailed fee structure upfront and compare quotes from multiple CPAs.

Can I work with a CPA remotely?

Yes, many CPAs offer remote services through secure online platforms for document sharing and virtual consultations. Ensure they use encrypted tools for data security. Remote CPAs can be effective if they understand your local tax laws or business regulations.

How do I assess a CPA’s communication skills?

During consultations, evaluate their ability to explain complex financial concepts clearly. Ask sample questions about taxes or financial strategies and note their responsiveness and clarity. Good communication ensures you understand their advice and fosters a productive relationship.

What red flags should I watch for when screening a CPA?

Beware of CPAs who guarantee specific tax refunds, lack a valid license, or have disciplinary actions on record. Avoid those with poor communication, vague fee structures, or negative reviews highlighting unethical behavior. Always verify their credentials independently.

Should I choose a CPA from a large firm or a solo practitioner?

Large firms offer more resources and specialized teams but may charge higher fees. Solo practitioners often provide personalized service and lower costs but may have limited availability. Choose based on your needs, budget, and preference for personalized attention.

How often should I meet with my CPA?

For individuals, annual meetings for tax preparation may suffice. Businesses may need quarterly or monthly check-ins for bookkeeping, tax planning, or financial reporting. Discuss your needs upfront to establish a meeting schedule that aligns with your financial goals.

Can a CPA help with both personal and business finances?

Yes, many CPAs handle both, but confirm their expertise in both areas. Ask about their experience managing personal taxes and business accounting simultaneously. Ensure they can balance both without compromising attention to your specific financial needs.

What should I do if I’m not satisfied with my CPA?

Discuss concerns directly with your CPA to resolve issues. If unresolved, check your contract for termination terms. Seek a new CPA by researching reviews, credentials, and referrals. Request your financial records to ensure a smooth transition to a new professional.