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Premium Tax Source

Premium Tax Source

Reviews Summary

The reviews consistently praise the tax professional for exceptional service, highlighting accuracy, efficiency, and deep tax law knowledge. Customers appreciate her responsiveness, professionalism, and ability to simplify complex tax processes, making them stress-free. Many note long-term trust, with mentions of timely communication, year-round support, and uncovering overlooked deductions. Her patience, friendliness, and reliability are repeatedly emphasized, with strong recommendations across all reviews. The consensus is overwhelmingly positive, with no criticisms noted.

About This Listing

Bookkeeping
Payroll
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
High-net-worth Individuals
Individual Taxpayers
QuickBooks

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.*

Features

Bookkeeping
Payroll
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
High-net-worth Individuals
Individual Taxpayers
QuickBooks

Contact Information

Address

555 E Clark Ave Ste D

Santa Maria, California 93455

Visit Website Call Now Get Directions

Hours

Sunday 8AM-5PM
Monday 8AM-5PM
Tuesday 8AM-5PM
Wednesday 8AM-5PM
Thursday 8AM-5PM
Friday 8AM-5PM
Saturday 8AM-5PM

Customer Reviews

We have been working with Premium Tax Source since 2016, and we couldn't be more pleased. Kathleen is incredibly professional and patient, consistently providing excellent service for both our business and personal tax needs. We highly recommend her to anyone seeking a reliable and knowledgeable CPA, tax professional.

Great experience, I have been going to Kathy for all of my tax needs for about 5 years now. Fast and efficient service. As well as fabulous customer service, as always.

Kathleen has done an absolutely incredible job helping me with my taxes. I had tried to do it myself previously and nothing made sense to me and I was completely lost. I reached out to Kathleen and let her know my situation and since day one she has been able to help me make sure my taxes are accurate and done correctly. I've recommended her to friends that have needed help with their taxes and I can't recommend her enough. She is incredible at what she does!

I worked with Kathleen at Premium Tax Source. She was kind, patient and incredibly helpful. Taxes can be a daunting, but Kathleen made the process seamless. She followed up with clarifying questions and held my hand through the whole process. Kathleen asked followup questions that helped me see I had more deductions that I did not originally know about it. I am so grateful for her service. It was a pleasure working with Kathleen and I will use her in the future for all of my tax needs.

Kathy has been doing my taxes for some years now and she makes the whole process stress free. She's always been super professional and super sweet. She communicates with me so well and I'm always in the loop of what's going on with my refunds and if she ever needs something extra from me, she notifies me right away. I'm so thankful for her and I wouldn't want anyone else to do handle my taxes! Love her!

I have worked with Kathy for many years and I know I can always count on her to prepare my tax returns accurately and timely. She is also very knowledgeable and stays on top of all the tax laws and changes (regardless of what State you're in). She has also been there to answer any tax questions I may have throughout the year. Highly recommended!

We highly recommend Premium Tax Source. We have used Kathy for 5 years and she is extremely responsive (including outside of tax season) and professional. She has answered every single question we have, and turns our paperwork around quickly. Couldn't ask for a better resource when dealing with something as important as taxes.

Having to file my taxes on my own was daunting at first, but thanks to Kathleen at Premium Tax Source I was able to get mine done stress-free and quickly. Any questions I had about areas I didn't understand she was able to answer in detail. I would highly recommend to everyone in need of a efficient and friendly tax expert.

I trust my taxes with Kathleen at Premium Tax Source. She's been professional, reliable and extremely responsive for several years. Highly recommend!

Kathleen is outstanding! She has the right combination of professionalism and patience. And she does a great job with my taxes!

Highly recommend her services. She was helpful, fast and very trustworthy.

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.

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