PREMIUM
TAX SOURCE
Providing the highest level of service and efficiency at a reasonable cost to you.
SERVICES
INCLUDE
TAX PLANNING AND CONSULTING
OUR VISION
Premium Tax Source provides the personal attention that only a small firm can provide. Clients come back year after year because they know that they are in good hands. Premium Tax Source works to develop long-term relationships; whether your necessities are simple or complex, we can help.
Premium Tax Source has the reputation to carry on the tradition of integrity and professionalism for which it has always stood for and to consistently offer high levels of performance.
ABOUT OUR STAFF
Graduated from California Polytechnic State University, San Luis Obispo, CA in 1999, where she received a BS with a concentration in Accounting and Finance. In 2013, she received a Masters in Taxation at Golden Gate University, San Francisco, CA.
Upon her graduation from California Polytechnic State University, she began her career working at PricewaterhouseCoopers, in San Jose, CA, in the audit department. After a couple of years she joined a regional accounting firm, Seiler & Co., in Redwood City, CA, and specialized in tax preparation for high-net worth individuals and closely held businesses and strategic tax planning.
Kathleen is a member of the American Institute of Certified Public Accountants and the California Society of Certified Public Accountants. She is also a Quickbooks Proadvisor.
KATHLEEN ROE
CPA
Graduated from California Polytechnic State University, San Luis Obispo, CA in 1999, where she received a BS with a concentration in Accounting and Finance. In 2013, she received a Masters in Taxation at Golden Gate University, San Francisco, CA.
Upon her graduation from California Polytechnic State University, she began her career working at PricewaterhouseCoopers, in San Jose, CA, in the audit department. After a couple of years she joined a regional accounting firm, Seiler & Co., in Redwood City, CA, and specialized in tax preparation for high-net worth individuals and closely held businesses and strategic tax planning.
Kathleen is a member of the American Institute of Certified Public Accountants and the California Society of Certified Public Accountants. She is also a Quickbooks Proadvisor.
ABIGAIL TRAYLOR
STAFF TAX PREPARER AND BOOKKEEPER
CONTACT
US
OUR ADDRESS
555 East Clark Avenue, Suite #D
Orcutt, CA 93455
Email: kathleen@premiumtaxsource.com
Tel: 805-938-9783
Fax: 805-980-5411
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