Americana Tax and Financial Service

Americana Tax and Financial Service

Reviews Summary

Overwhelmingly positive reviews highlight excellent, friendly, and efficient service, with many praising the knowledgeable, bilingual staff and quick tax preparation. Several customers return yearly, appreciating clear communication and helpful explanations. A few negative reviews cite high fees, feeling overcharged for simple returns, and occasional dissatisfaction with transparency. Most recommend the business for taxes, insurance, and notary services, emphasizing reliability and professionalism.

About This Listing

Tax Preparation
Tax Planning
IRS Representation

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

Tax Preparation
Tax Planning
IRS Representation

Contact Information

Address

400 Chester Ave

Bakersfield, California 93301

Hours

Sunday Closed
Monday 9AM-6:30PM
Tuesday 9AM-6PM
Wednesday 9AM-6PM
Thursday 9AM-6PM
Friday 9AM-6PM
Saturday Closed

Customer Reviews

I had great customer service at the front desk. I walked in thinking I had to pay back. I walked out with such a relief of getting $$ back because Ruth worked her touched!!! Very thankful!!!! She was very nice and extremely helpful!!! God bless you and your team, Thank you for your help!!! This process is not easy, but you made easy for me.

I had a business consultation with Ruth at Americana Tax and Financial Service, and I can confidently say she is one of the most dedicated professionals I've ever met. She brings a wealth of knowledge and experience, but what truly sets her apart is the way she puts her heart into everything she does. Ruth doesn't just provide advice, she takes the time to fully understand your needs, research the best solutions, and guide you with the most accurate and helpful information. Her commitment to excellence is

I know this seems to be a popular place. I did not like it here. It is very commercialized going in and going out. I brought current taxes and past taxes to be filed. My tax preparer decided due to them being busy they would only file the current year without me knowing it wasn't completed. I file short form so it's not like it would have been so difficult and yes I could do them myself but I have found it is better to have a knowledgeable accountant who knows the laws and credits who thoroughly look throug

I needed a translation for a birth certificate and called Americana Tax and Financial. They set up an appointment right away and within less than an hr I got my birth certificate translated and notarized. I recommend them to anyone who needs their services.

Super friendly and reliable staff. I do my taxes here every year and they come fast. Definitely recommend you come here for all your legal services.

I couldn't be going to be bed anymore relieved tonight. It's April 14th just a day before I'm late for filling. I was anxious as we were filling 2 W2s on top of that a 1099 for my new trucking business and to make matters worse it's late in the evening... But still Ruth and her team took us in. They were thorough and payed attention to every detail. I can't wait to come in for a business consultation so I can educate myself on how to better my business.

Made an appointment.Got there earlier and they took me right in ! Staff and is helpful, nice and informative. I do recommend them. Very clean! They offer multiple services.

Great experience and amazing staff. I have done my taxes here for the past three years and have had no problems. Staff is very receptive to hearing about what forms you have and helping understand the process. Thank you!

This place is a fraud, I came since it has good reviews but most of its reviews are due to ?if you leave us a review on google or yelp you can get 5 more tickets for the raffle.? No wonder it has many bare minimum on effort comments. Total scam service is not 5 because once they take your money they refuse to help. This is for those who get their fees taken out of their refund. Now to the tax part, upon finalizing my return the Ruth tells me how much I'm getting back and proceeds to walk out. Then another

Elsa helped us do our taxes today and was so helpful. She answered all of questions and we were in and out fast. Will definitely be back.

Been coming in here for over 10 years and love the services we get! Best customers service! Recommend everyone to come here! I referral everyone come here

Great experience. We have been here for 3 years and very knowledgeable people. We will definitely be back. Elsa was wonderful.

Rosalinda Zavala was really nice she was very helpful when it came to providing information to any questions we had and ana was very nice when we entered and before we left over all experience was a 10/10 will definitely be coming back :)

Very nice and friendly staff. They offer you coffee and drinks upon arrival. Short waiting time and I was out in less than an hour!

Today I had a business consultation with Ruth. The knowledge behind her experience, made it the perfect fit for my business needs. She answered my questions, and is helping me properly structure my business.

This is the best place to come and do your taxes.Since you walk in Abigail welcomes you with a great smile. We had Elsa helping us with our corporation and personal tax she answer all of our question very professional.

Amazing service! Got my taxes done so quick, all the staff is kind, professional and provides excellent customer service!

Quality Service very quick at first I was hesitant and nerves now that they walked me through it,I feel much more confident and ready for next year.10/10

I've been coming here since covid (2020) and I've had nothing but the ut most respectful and professional advisors to always help me with my taxes. They're are quick, informative, and worth doing business with.

They are dirty people who sell their clients' information. My advice to you, guys, is not to deal with them. Their prices are expensive and they deduct a large amount from your tax return.

Crookes they overcharge for everything. They charged me $400.00 for a simple tax return. And the try to bribe you for good reviews with stupid little raffles and cheap cookies. How about u lower ur ridiculous prices instead of bribing ppl. Go at ur own risk.

Very Courteous people always making sure I'm well taken care of and the works done right will definitely keep coming back to do more business! Thank you all for everything you all do!

I visited Americana to complete my taxes and the service was excellent! Ruth was very helpful and knowledgeable. I recommend them highly!

Have come several years in a row and have always been very helpful and friendly service. Never disappointed.

I visited Americana today and the service was excellent they was very helpful and knowledgeable. I recommend them highly.

Rosa is very professional and polite. Awesome customer service! All staff is like Rosa. Thanks Ruth, Rosa and all the staff! Americana!

Careful this place made an error in my 2023 taxes After many attemptsto to get it fix via phone because I had just had a baby and was unable to go I drove there , I walk in to be greeted by Ruth to tell me she can't help me that I need an appointment but when I went to make my taxes I was told they took walking in.she goes to the back come back to the front shoves my paper and said I fix it .. no she didn't I had to fix the mistake with IRS . After so many back and forth with IRS I got my refund many months

Still waiting for insurance quote, they called me back for more info, still waiting I called other places got a quote in minutes made my choice I went with AAA instead

Would recommend did our taxes. Very friendly great customer service and fast!

Great service the staff is really help full they service is the best will recommend to family and friends

Amazing customer experience made everything supper easy thank you the only place to get everything done

Coming today to do my taxes for a third time was smooth sailing, and for this being my third time I think the hospitality service along with the taxes part is still great. Thank you guys.

I always come here to do my Corporation and Personal Tax. Best customer service and answer all my questions.

Great service! Thank you guys for making it easy for me

Really good service and good communication and I was explained everything correctly. Thank you for your help Elsa.

Miriam was very insightful and helpful. Ruth was very friendly and helpful. I highly recommend Americana tax and financial services

I go to americana tax and financial service every year to do my taxes and they are very nice and they will offer you a drink or coffee while they are helping you with the service you getting.

This tax service was and is great my parents have continually come here for years now. They are dependable informative and willing to help any many more areas. I'm a current student and I was informed of the specifications of being a student. They are bilingual, friendly, quick and efficient. Thanks

Love the service. Fast and easy. The representative is very helpful.

Best tax preparation I've made more money and made more money this year, and they helped me to break even with all expenses. I definitely recommend it to everyone ????

Very amazing people and very helpful doing my taxes, 100% recommend

You are greeted with a smile as you come in, very fast and efficient service! They know exactly how to treat their customers, and very knowledgeable. You are in and out, with whatever problem you had as you went in, fixed. It is very worth the small fee you pay. I went in for a car registration I had been dealing with at DMV, in which DMV is now not helping with, and at Americana's they did it quick! You Save so much time!! Walked out with tags in minutes. One happy customer!!

I had an excellent experience with getting insured and would highly recommend it.

The service was fast and easy would recommend for any tax services you may need

Excelente service I will recommend to family and friends and neighbors

Service was amazing, people where very nice and it was quick and fast ????

Very good service I will be back next year

I Have gotten my Taxes 3 Years in a Row & I am Always Pleased with their Business ??

they will attended you fast and they are very respectful and helpful

Never again would I go to them!!or recommend this place I trusted in them to fill out my court documents for a ex parte for my kids. To have court on Monday to get a call from the court house saying that the paperwork was filled out wrong and missing a lot of things and it was incomplete . Now I have to go back to court fix the mistake they did and see if I can get a faster date. They ask to pick paperwork work up but for what to make another mistake. I paid a lot money so that this wouldn't happened and a

Quick and painless, I'll definitely be coming back next year.

Made filing my taxes quick and easy. Everyone was super helpful and kind!

Excellent service. Did my taxes here.

EXPERIENCE WAS AWESOME JUST THE COMMUNICATION WAS VERY CLEAR BETTR THN OTHERS

Always do my DMV transactions through them, never have any issues. They are kind and very helpful. I would recommend anyone in need of services to come here.

Very helpful and kind service, also fast service

Was I scammed by giving them my driver's license and social security number when they told me they do LiveScan fingerprinting? I will be watching my credit report and filing a police report for identity theft. My terrifying experience: I went in to get a copy of my LiveScan request form, because they advertise copies. I asked the receptionist if they could also do LiveScan fingerprinting also. She said that they do LiveScan fingerprinting and she would need my driver's license. I gave her my license. She we

Friendly staff, fast service.

Do not come to this place! They will try to scam you. They tried charging me almost $500 dollars for a simple tax return. When I did not want to pay that price they tried charging me $65 for a quote. Without disclosing that from the beginning. They also refused to give me back my personal documents. As a business you have to disclose any charges before hand regardless of the situation. They tried lying saying they did tell me that and I told her no they didn't because why the hell would I pay $65 for someth

Useless, is the best way I would describe the customer service for auto insurance policies here. They screw up your payments, and overcharge, called and was told $600++ to pay off insurance till February. I hung up. Went and opened up the online site for my insurance and it was barely over $500 to be covered till April!! Same policy and everything, only difference was I called to talk to a human, a human who wanted to rip me off. Absolutely disgusting how these people want to rip off regular folks trying to

They are on point from confirming to fallowing up after your appointment. Ruth was very professional attentive and patient while working with me. I'm grateful for their services and assistance. Thank you ATFS!

Great service, very fast service

Came in for tax return, the experience was great and fast

The service here is excelent, they are very helpful and kind, also they offer different kind of services, I will come back for sure!!

THE EXPERIENCE WAS LIKE NO OTHER WE LUVED IT AND WE WE B COMING HERE

Always a great experience here. Thank you Americana tax ?? 3 years in a row thank you

Second time filing my taxes here at Americana & despite the busy lobby and operations they helped me out and made the process very convenient! Would definitely recommend an appointment instead of walk ins to deter a long wait time.

Best place to pay your plates, Any immigration help you guys need with, also to do your taxes!!! Everyone is so nice in the office and very helpful with any questions you have.

Excellent service fast and easy!

Came in without an appointment and was lucky to have someone cancel theirs so I was able to do my taxes right there and then. Service is excellent! The young lady at the front desk is nice and courteous. Tax preparer was awesome and knowledgeable, answered all my questions. I definitely recommend this place!

Great place to do your Taxes, Miriam helped us a lot, time and quality efficiency. Will most definitely come next year. Very recommended.

Excellent Service and friendly staff.

This is my second year doing taxes here I love how quick and friendly they are it only took me about 30 minutes in and out how amazing is that and they helped me get a last minute appt so loving that! I recommend to come with them their very very kind and fast

Don't waste your time! Went for a notary and was told they couldn't help me. I believe it was due to the way I looked. So I went down the street to a mobile notary and was helped immediately.

Excellent service got helped very well first time here they were quick with my taxes and explained the process offered me and my husband a tea and water. Will come back if I'm still in bakersfield next year . They kindly offered us auto insurance with feee quote .

Finally did my 2021 taxes. Thank you Americana for making room for me today and giving me the best possible service! By the way, compared to others your rates are very affordable. Folks, I highly recommend Americana and all their services. I also have my insurance with Americana. They are a multi service office with taxes, insurance, notary, vehicle registration and other services. Check them out!

Came in to get our taxes and done and Americana was quick, friendly, knowledgeable, and fun! The girls working here know what they are doing and are fast! We didn't have to wait for our appointment and left feeling confident!

Incredible service. Friendly and professional staff. Personally I had catching up to do on my taxes and Americana Tax Service took me in and handled the job quickly. I've registered my vehicles through Americana as well as use notary services for my local business contracts. Thank you, Americana Tax Service! -Jon, CEO at High Activity Online

I really needed a notary. Great sign, easy access, office really comfortable, clean, beautiful. Both young ladies were very helpful in delivering what I needed. Thought I needed two documents but only one needed notirizing. Very honest. Got a follow up call making sure that they had met my needs. Which is a rearity, from any business. Thank you so much Will use your services in future and recommend to friends and family.

Always great customer service, never any issues I've been a customer for two years now and will trust Americana with my business ???? my sales taxes are done right!

I was helped really fast and they answered all my questions. Been coming here for the second year and it's has been a great pleasure to come back.

In honest words, The service itself is great no real complaints. The atmosphere though that's a whole other issue. Most if not all these reviews have been self written by the employees themselves. I personally saw them take two other clients phones asking them that if they could write a review on yelp or Google reviews on Their behalf. All with the promise of being entered into a "raffle". Nice way to say sell me your review. They even tried the same thing with me, im honestly surprised noone else had said

Thank you to Elsa at americanas taxes and financial who has been helping with taxes and auto insurance for the pass 3 years. Always friendly and available for anything I need.

I just left there today and my old initial reserved feelings resurfaced, or perhaps became reinstated. I used the services here for my 2nd year, but as I was told it was going to cost $15 more than last year, plus $5 and change to use my debit card, I could see this narcissistic business owner flexing her acquired wealth all over her TVs she has. Can't help but to feel like that's what you're paying top dollar for. Almost $200 for a simple short form tax filing so she can flex on you. I am glad she is a

Horrible service, front desk person was not welcoming. Everyone there seemed like they hated their job. They wanted to charge me $300+ to file my taxes. Do not recommend this place. They will rip you off. Went to another reputable place and was charged 120$ and everyone was friendly and welcoming.

First time here to do taxes and am very pleased with the service and outcome,they also have a variety of other services would highly recommend

I've been there for a notary service and the team of Americana is very helpful and friendly. The reception area is always clean and the environment is home-like. I noticed they also have DMV services, I'll definitely be going back there to get my registration.

I like this place is fast and easy I have insurance here and I'm satisfied

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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