*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*
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.
*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*
*Tip: Organize your documents in advance to save time and ensure accuracy.*
*Note: Preparation helps you make the most of your CPA’s expertise.*
*Note: Every CPA is different — take time to find one who fits your goals and style.*
1321 Howe Ave Unit 201
Sacramento, California 95825
We've started with Atlas accounting over 6 months ago and it has never been easier doing accounting. Natalya and her team made sure all of our processes are in place and we stay on top of taxes, payroll and other financials. It's so important for a small business to have the knowledgeable accounting help and we have found ours. It's a pleasure working with with this company. Would be happy to continue doing business with them!
Atlas Accounting has been so wonderful. When I first started my agency, they handled the entire process of setting up my California S-Corporation. After a year of operating, I was overwhelmed at how to keep track of my books, so they setup an affordable monthly plan where they input my transactions to keep my books nice and tidy. And during tax time, they do all my taxes! If you're a new or existing business, I HIGHLY recommend Atlas Accounting for your bookkeeping/CPA needs.
Natalya has been my accountant for three years. I find her to be extremely knowledgeable and extremely competent in doing her job. She has seen me through difficult financial situations and always helped me come through. Her demeanor is kind, calm and relaxing. This is a blessing because tax time causes a lot of anxiety for me. I appreciate her beyond the measure of these words and will continue to use her services for all the years to come. Thank you Natalya for all that you've done and all that you conti
I highly recommend Atlas Accounting. On Yelp, I gave 5/5 stars because they are deserving. I've used other accounting firms that had their best interest at heart. However, at Atlas, Natalia goes over and beyond in taking care of clientele. Very professional, very reliable and very honest. Atlas accounting is business done right and I am so appreciative.
Natalya at Atlas accounting has been a lifesaver to me. I have been a business owner for years. I tried some CPA and bookkeepers and they did not perform. I then tried to do it all by myself but found I was too busy to stay on top of Quickbooks. I HATED to look at my numbers. Now I am at peace! My wife is happy. Get a hold of Natalya and take advantage of her years of experience to bring peace to your business.
Natalya is the best accountant I've ever had she helped me file back taxes and assisted me in getting all my tax write-offs and the max return year after year. I highly recommend her for all your financial needs.
Great Company! Always make them selves available. I will definitely recommend Atlas Accounting as they are professionals and treat you like family. Thank you Atlas Accounting!
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.