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PREMIUM
TAX SOURCE

Providing the highest level of service and efficiency at a reasonable cost to you.

OUR VISION

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.

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ABOUT OUR STAFF

ABOUT OUR STAFF

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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.

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ABIGAIL TRAYLOR

STAFF TAX PREPARER AND BOOKKEEPER

TESTIMONIALS

TESTIMONIALS

“I am all about DIY. I thought I could do my bookkeeping and taxes on my own but it took up so much time and I always wondered if I was doing things "correctly". Premium Tax Source analyzed everything, fixed and recommended things, and made sure I was 100%. Best investment and great peace of mind!

Vanessa Grossman
That One Photoboooth LLC & Vanessa Rae Media

CONTACT

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

Thank you for your interest.  If you have any unanswered questions or would like to set up an appointment for a FREE consultation, please complete the information below and someone will get back to you shortly.

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