*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.*
1601 Skyway Dr STE 225
Bakersfield, California 93308
My husband and I have been working with Allie Bouffard for our personal taxes, and we couldn't be more pleased with the experience. From the very beginning, she's been professional, thorough, and incredibly easy to work with. She took the time to understand our specific financial situation and guided us through every step with patience and clarity. Most importantly, we truly appreciate her honesty and integrity?we always feel confident that our taxes are being handled with the utmost care and accuracy. It's
Allie has been a valuable part for my two small business growth of the last few years. She is extremely thorough, detail oriented and is very timely in response time. Would highly recommend.
Allie is always my go-to for a professional and hassle free tax experience! She handles things very quickly and also is very polite and courteous! Highly recommend!
Allie is a highly articulate, approachable business professional with exceptional expertise?not only in tax preparation but also in helping businesses grow with fresh ideas and strategic insight. Her unique perspective adds real value, especially for new LLCs seeking a strong start. As a retired federal law enforcement professional launching a new business, I've found Allie to be incredibly responsive, insightful, and committed to my success. In my opinion, once you work with her, you'll continue to rely on
When I started my small nonprofit, I had big dreams but limited financial expertise. Thanks to Bouffard Business Advisory, we went from a grassroots organization to generating over a quarter-million dollars in revenue by our second year. Without their guidance, we simply wouldn't be where we are today. Their monthly accounting services have been a game-changer, keeping us organized and ensuring we stay on top of expense tracking, reconciliations, and financial reporting. Their meticulous approach to tax fi
Had a great experience with Allie. This was my first time filing with self employment income, and she made it super easy to understand. She is really friendly and easy to work with. I've been wanting to start my own business for years, but it seemed very intimidating and overwhelming. Then I met Allie, and she had answers to all my questions. She's extremely responsive, which is a huge relief. I'm no longer overwhelmed with starting my business knowing that I can call her. Couldn't recommend her enough for
Allie has been completing my taxes for the past 3 years. She also reviewed and amended previous years? returns. She is professional, competent and extremely responsive. I recommend her services for anyone seeking excellent tax preparation services.
Allie is an incredible person to trust with your taxes, being a business owner, she knew everything I needed, she helped me get my 1099's set up. She even helped me organize my Quick Books. She is very knowledgeable in all aspects of business, with very helpful suggestions in order to not only cut costs, but to get the most out of my returns I will be sticking with her for as long as I am running a business!
First time doing tax work as a company and Allie was amazing to work with! Very professional and knowledgeable in her work making the entire process this tax season really fast and easy. Will definitely be using her skills again!
Loved working with Allie this tax season. She's responsive and thorough. Highly recommend her business services!
We love working with Allie! She's responsive and has great advice regarding our businesses. Anytime we have questions she is quick to answer.
If you are needing any tax service I would highly recommend, has helped me a bunch!
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.