Atlas Financial Solutions Bakersfield Bookkeeping & Taxes

Atlas Financial Solutions Bakersfield Bookkeeping & Taxes

Reviews Summary

The majority of reviews praise the team's professionalism, knowledge, and exceptional customer service, highlighting their ability to simplify complex financial tasks, provide clear explanations, and offer personalized support. Many appreciate their responsiveness, reliability, and role in reducing stress during tax season or business operations. A few negative reviews cite poor communication, delays, or lack of expertise in specific cases, but these are outweighed by overwhelmingly positive feedback recommending their services for small businesses and personal finances.

About This Listing

Bookkeeping
Payroll
Tax Preparation
Sales Tax Compliance
Virtual CFO
Outsourced Accounting
Small Businesses
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
Sales Tax Compliance
Virtual CFO
Outsourced Accounting
Small Businesses
QuickBooks

Contact Information

Address

8224 Espresso Dr # 200

Bakersfield, California 93312

Hours

Sunday Closed
Monday 9AM-5PM
Tuesday 9AM-5PM
Wednesday 9AM-5PM
Thursday 9AM-5PM
Friday 9AM-5PM
Saturday Closed

Customer Reviews

Where do I even begin? Amanda and her team are outstanding. They are responsive and easy to get a hold of for any questions or concerns. As a first time small business owner, tax language is like a completely foreign language to me. Amanda has been nothing but patient and informative with me during the entire process. Despite not living in Bakersfield, it has still been such a smooth process working with her and her team. If you're someone in need of tax services I highly recommend Atlas Financial Solution

Amanda and her team have been lifesavers for my husband and I regarding our personal taxes and then again with the small business we started over 3 years ago. Amanda is very knowledgeable and always willing to take time explaining the millions of questions and concerns I always have. She always makes me feel comfortable and eases any anxieties I have at tax season. I'm so grateful for Amanda and her team. I always recommend Atlas Financial Solutions to my friends and family and I highly recommend them to yo

Amanda and her team have been extremely helpful in organizing my business finances. I came to her with a pile of information and her team tackled it and quickly cleaned up. She and her team have helped me with tips and recommendations to help me organize my current finances and to be better prepared in the future. Amanda is always readily available for questions or if I need clarification. I love that she's a small business like me and she always takes time which makes me feel all her clients are important.

Atlas Financial Solutions has been an absolute game-changer for my business! As a locally owned and operated firm, they truly understand the unique needs of Bakersfield businesses. Their team?s vast knowledge of the financial industry is evident in every interaction, and they've been instrumental in managing my business's taxes with precision and care. Beyond their professional expertise, what sets Atlas Financial Solutions apart is their unwavering commitment to the community. They are not just financial

I first went to Amanda a year ago. She and her entire team have been fantastic. From cleaning up my QuickBooks to helping with ongoing expense issues and tax prep I've loved having her as a part of ?my team.? Recently I got a dreaded IRS letter and submitted it to them. Within a short while they got everything resolved and taken care of, penalty free. I highly recommend Atlas.

Amanda at Atlas has been a huge blessing in my business and my life! I had no idea what I was doing financially, and Amanda has been so kind helping me through every question I've had. I didn't trust myself to take care of my taxes, but I can say now that I trust Amanda and her team 150%!

Amanda and her team at Atlas Financial Solutions are such an asset to myself and my business. I started my business because I was passionate about what I do but quickly found out I was not passionate about bookkeeping. Amanda always takes the time to not only make sure my financials are in perfect order, but she is always extremely knowledgeable and up to date on what I should know as a small business owner in regards to payroll and taxes. Amanda and her team are always so friendly and helpful I don't know

Amanda and her team have completely changed my life and systematized my financials. Atlas does an amazing job staying on top of your books and are always available for questions or help!

Amanda has help us understand many areas in our business that we had no idea were important, as a small business owner we get caught up in operation side and we don't realize how important it is to accountant to guide keep your books up to date and be able to make better financial decisions. Amanda been with us since February and in this short time she been with us organizing everything, help us understand our business, and making sure we are making the right transactions for our business. It is great to ha

Amanda and her team are fantastic. They are very prompt in their work. When I have any questions about bookkeeping, I am able to easily connect with Amanda or a member of her team. They work with you on a personal level to understand your company or business accounting needs .I highly recommend Atlas Financial Solutions.

I started my small business just over a year ago and had no idea what I was doing when it came to taxes. I had heard about Amanda at Atlas Financial through another local small business. She has been so helpful in getting my books straight and helping me put into practice some better business habits, all while explaining things in a way that makes sense along the way. The entire Atlas team is professional, reliable, communicative and on the ball. It's a huge relief to be able to focus my time and energy on

Atlas Financial Solutions has been a huge part of my success in launching my small business from the ground up. Amanda and her team knew exactly what needed to be done to make sure that I was getting started on the right path. After a very informative and helpful free consultation, I was able to set up my new business properly and with confidence. I look forward to working with them for all of my business tax and book keeping needs.

I have been extremely satisfied with the service I've received from Amanda and Atlas Financial Solutions in general. As a new small business owner, I've had a lot of questions and they have always been polite and professional when helping me navigate everything. They have always been available to set up a meeting with me any time I need assistance. Overall, I have been pleased with the services they offer.

I am so glad I found Atlas Financial Solutions and decided to hire them for my bookkeeping. Amanda and her team are fantastic! She is always professional and great at keeping me up to date and in the loop. She has gone out of her way to make sure my business runs smoothly and efficiently more times than I can count.

Amanda at Atlas Financial Solutions was such a privilege to work with. She explained and answered all of my questions with confidence. She was very knowledgeable regarding the new tax changes; a true professional. In the past few years, I have gone to many different accountants only to leave more confused than I was walking in. This was not the case with Amanda. I will be coming to her for all of my future tax needs. I absolutely recommend Atlas Financial Solutions!

Amanda has claimed she was a certified bookkeeper with an educated team and would NOT have any issues with completing my companies backup for a few months, as well as perform services for a monthly fee of $450 a month. She took MONTHS & MONTHS to even come close to completing, then when I got fed up and hired a new bookkeeper and accounting in one company so I can make everything more streamlined and have a CPA doing my books with a lot more experience, she stopped her job completely and didn't finish what

Atlas cares about your growth and success. I operate a small business based in Minnesota and I really wish I had met Amanda and her amazing team two years ago. Amanda and Ryan have been absolute Rockstar's, they have helped me in getting my books organized and cleaned up . They have taken the time to review numbers with me and have answered all my questions. Honestly I could not be anymore happier, I am truly grateful and would HIGHLY recommend!

Amanda at Altas Financial is incredibly knowledgeable and helpful. She has a heart for her community and small businesses. Before I was even a client she was offering helpful tips. I can't imagine where I'd be without her help. If you are a new startup or contemplating becoming a business owner, I highly recommend seeking out Atlas Financial for your financial services.

Working with Atlas Financial Solutions has been one of the greatest decisions I've made for my company. Amanda and her team are extremely professional and have allowed me to streamline my company accounts and concentrate on building the company instead of finances. She took on the tall task of going back through the mess of finances I had (we were using our business account to also do personal spending) and track and reconcile every expense. I seriously couldn't be more thankful for all their hard work. Now

Amanda and her team are so great to work with! They are always knowledgeable and ready to help inform me. They are an essential part of my business and are always excited along with me as my business grows. I could not do what I do without them! I highly recommend her and her staff!!

Without Amanda and her team I would be lost. They have relieved so much stress and anxiety over book keeping and tax laws. They're always professional and constantly follow up as it is their job and I am absent minded needing to be reminded a lot. I would recommend Atlas to anyone! 5 outta 5 stars!

Best accounting company in Bakersfield. Amanda and her team have cleaned up my books and done my taxes on all my companies and I would be lost with them. I highly recommend this company to all my friends and family.

Fantastic! So easy to work with and very great with communication. Anytime I have a question big or small they are always there to help. Being a small business. owner during tax season can be daunting but with Atlas it literally goes so smooth. Appreciate them more than words can express!

Poor customer service, lack of knowledge on reporting settlements/legal matters, limitations with their tax preparation system on adjusting 1099k reporting for personal v business expenses (costing me thousands more in taxes than needed if filed through them), etc... after speaking with multiple attorneys, it was clear they did not know what they were doing and it was at my financial expense. I ended up consulting with a more reputable company and got a 50% refund from the owner (which was better than a tot

I highly recommend Atlas Financial Solutions. Amanda is very knowledgeable and does all the hard work for us and we are grateful to have her as our accountant.She is wonderful to work with and makes it all so much easier! Thank you Amanda!! @KDdesignconcepts

I took Amanda's bookkeeping training course and I feel way more prepared now to handle my bookkeeping. Amanda was very professional and answered all of my questions. Starting a business is extremely intimidating as there are so many laws and accounting rules that have to be followed and Amanda was extremely knowledgeable and shared so much information with me. I highly recommend taking her course as you will feel much more prepared. Thank you!!

Amanda and her staff are excellent and extremely professional. They always provide prompt responses and make me feel like I don't need to worry about anything and that they are in my corner every step of the way.

Amanda and her team listened to my concerns, answered my questions, took the time to explain clearly what I did not wholly understand, and provided feasible solutions. It's what I needed and I am glad I decided to go with this firm.

Amanda and her team have been a tremendous help to my business! They are very attentive, caring, and are all around life savers! I highly recommend them to any business owner I come into contact with.

Always Very professional & super helpful with any and ALL questions or concerns. Gives detailed information & step by step process regarding your business & new steps to take to benefit yourself & your company. Definitely a trustworthy team & always On Point! (Two thumbs up!) ????????

star? Horrible! Experience, the staff there don't know what they are doing. Invest in people that know what they are doing. Go with a business with a future not one that will deteriorate in the future.

Highly recommend .. We started our new business Amanda is making our life easier with her knowledge & great customer service.

I hired Amanda one year ago. My best investment ever. 100% recommended.

Very happy with both the day to day book keeping and the tax preparation. We really appreciate Amanda!

As always, Atlas is spot on!

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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