Best Accounting & Tax in Cary, North Carolina

    Areas served: Cary, NC and surrounding Wake County

    28 local businessesRanked by Lantern Score — a measure of reputation and business quality. We don't accept payment for placement.
    Updated April 16, 2026

    Cary's accounting and tax landscape serves a diverse mix of technology professionals, small business owners, and Research Triangle transplants with complex filing needs. The town's rapid growth and concentration of entrepreneurs has created demand for both traditional compliance services and strategic tax planning. This directory provides evaluated listings of CPAs, enrolled agents, and tax preparation firms serving Cary and the surrounding area.

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    85
    Lantern
    Score
    Raleigh, NC · 6 mi from Cary
    Serves Raleigh, Cary, Apex, Holly Springs, and surrounding areas in Wake County, NC
    ★★★★★5.0(260 Google reviews)

    Tax Guru-Jain Consulting is a full-service tax, accounting, and payroll firm led by CPA Vinita Chaudhary and IRS Enrolled Agent Jack, both with extensive Big 4 and specialized accounting backgrounds. They serve small business owners, entrepreneurs, and individuals across the Raleigh area with comprehensive services including tax preparation, strategic tax planning, bookkeeping, payroll processing, business incorporation, QuickBooks setup, and IRS tax resolution. The firm specializes in healthcare, e-commerce, real estate, restaurants, and nonprofits, offering personalized strategies to minimize tax liability while maximizing profitability.

    Best for: Personal Tax FilingSmall BusinessesIRS IssuesRemote ClientsYear-Round Support
    Ideal clients: Small business owners seeking strategic tax planning, entrepreneurs navigating business startup and incorporation, e-commerce and real estate investors, individuals with complex tax situations, nonprofits and churches requiring specialized accounting
    What sets them apart
    • Led by CPA Vinita Chaudhary (Big 4 experience with PWC and KPMG) and IRS Enrolled Agent Jack (18+ years, licensed to represent clients before the IRS). Both hold advanced degrees and specialized credentials in tax and accounting.
    • Deep specialization in healthcare, e-commerce, real estate, restaurants, and nonprofits with customized strategies for each sector's unique tax and accounting challenges.
    • One-stop solution covering individual and corporate taxes, payroll, bookkeeping, business incorporation, QuickBooks setup, and IRS resolution—eliminating the need to work with multiple vendors.
    CPA CertifiedTax PlanningPayroll ServicesSmall Business AccountingIRS Representation
    Phone(919) 349-5414
    Tax Guru-Jain Consulting - Tax, Accounting & Payroll Firm
    Updated 4/16/26Learn More →
    85
    Lantern
    Score
    Durham, NC · 14 mi from Cary
    Serves Durham, NC and surrounding areas
    ★★★★★5.0(126 Google reviews)

    Income Tax and Accounting Services LLC provides comprehensive tax preparation, accounting, and bookkeeping services to individuals and businesses in the Durham area. Based at 3205 University Drive, they specialize in income tax services and bookkeeping to help clients manage their financial obligations and maintain accurate records. Their experienced team handles tax planning, preparation, and compliance for various client needs.

    Best for: Personal Tax FilingSmall Businesses
    Ideal clients: Small business owners, self-employed individuals, those seeking professional tax preparation and bookkeeping services
    What sets them apart
    • Offers both individual and business tax preparation along with ongoing bookkeeping services for comprehensive financial management.
    • Located in Durham with deep roots in the community, providing personalized service to local individuals and small businesses.
    Tax PreparationBookkeepingAccounting ServicesBusiness Tax
    Phone(919) 448-7247
    income tax and accounting services llc
    Updated 4/16/26Learn More →
    84
    Lantern
    Score
    Holly Springs, NC · 8 mi from Cary
    Serves Holly Springs, Apex, and surrounding Triangle area including Raleigh, Durham, Chapel Hill, Cary, and Fuquay-Varina
    ★★★★★5.0(72 Google reviews)

    Tax & More Solutions LLC is a full-service accounting and tax preparation firm serving Holly Springs and the greater Triangle area with 20+ years of experience. They specialize in individual tax preparation (W-2, 1099, self-employed), small business taxes, bookkeeping, payroll processing, and year-round tax planning for families and local businesses. Known for their bilingual service, clear communication, and IRS compliance focus, they help clients identify legal deductions and credits while explaining every step of the process.

    Best for: Personal Tax FilingSmall BusinessesYear-Round Support
    Ideal clients: Self-employed professionals and 1099 contractors, Small business owners, Families with dependents needing IRS compliance, Bilingual households and Spanish-speaking taxpayers
    What sets them apart
    • Established firm with deep knowledge of North Carolina and federal tax requirements, specializing in personalized guidance from document collection through filing.
    • Provides Spanish-language tax preparation and planning, making professional accounting accessible to diverse households in the Triangle area.
    • Beyond tax prep, they offer bookkeeping, payroll, tax planning, and support for 1099 contractors—serving the full financial needs of individuals and small businesses.
    Tax PreparationAccountingBookkeepingSmall BusinessBilingual
    Phone(919) 796-1557
    Tax & More Solutions LLC
    Updated 4/16/26Learn More →
    84
    Lantern
    Score
    Chapel Hill, NC · 16 mi from Cary
    Serves Chapel Hill, North Carolina and surrounding areas
    ★★★★★5.0(54 Google reviews)

    Adkin CPA PLLC is a Chapel Hill-based accounting firm specializing in tax planning and preparation for individuals and businesses. Led by experienced CPAs, they provide comprehensive tax services, bookkeeping, and financial consulting through a secure digital platform. Their focus on proactive tax planning helps clients minimize tax liability and optimize their financial positions.

    Best for: Personal Tax FilingSmall BusinessesRemote Clients
    Ideal clients: Small business owners, Self-employed professionals, Individuals seeking tax optimization strategies, Business owners needing bookkeeping services
    What sets them apart
    • Emphasizes tax planning strategies to minimize liability rather than just filing returns, helping clients optimize their financial positions year-round.
    • Utilizes CountingWorks technology platform for secure file storage, sharing, and client access to services including eSign and appointment scheduling.
    • Led by certified public accountants with experience in both individual and business tax matters.
    Tax PlanningCPA ServicesBookkeepingTax PreparationFinancial Consulting
    Phone(984) 234-9739
    Adkin CPA PLLC
    Updated 4/16/26Learn More →
    83
    Lantern
    Score
    Cary, NC
    Serves Cary, North Carolina and surrounding areas, serving clients nationwide
    ★★★★★4.9(118 Google reviews)

    Tax Advisors of Cary is a professional accounting firm serving individuals and businesses across North Carolina and the United States with comprehensive tax preparation, planning, and accounting services. Their team of certified tax accountants provides personalized guidance for both individual and business clients, including tax preparation, financial planning, business accounting, and IRS compliance. They specialize in customized service plans that optimize tax outcomes while ensuring full regulatory compliance.

    Best for: Personal Tax FilingSmall BusinessesIRS Issues
    Ideal clients: Small business owners, self-employed professionals, high-income individuals, families with complex tax situations
    What sets them apart
    • Offers customized service plans for both individuals and businesses, with year-round financial consulting to optimize tax outcomes rather than just preparing annual returns.
    • Provides comprehensive accounting solutions for businesses alongside individual tax planning and preparation, allowing families and business owners to consolidate their tax and financial needs with one trusted firm.
    • Built on core principles of integrity, professionalism, and ethics, with a focus on transparent client communication and ensuring compliance while maximizing tax benefits.
    Tax PreparationBusiness AccountingFinancial PlanningIRS ComplianceCPA Services
    Phone(919) 463-7588
    Tax Advisors of Cary
    Updated 4/16/26Learn More →
    82
    Lantern
    Score
    Durham, NC · 10 mi from Cary
    Serves Durham, Raleigh, Chapel Hill, Cary, and surrounding Triangle area; also serves clients nationwide and internationally
    ★★★★★4.9(58 Google reviews)

    Aradhana Aggarwal CPA, PLLC is a full-service accounting and tax preparation firm based in Durham, NC, serving individuals, business owners, executives, and independent professionals across the Triangle and nationally. They specialize in tax preparation, audits, interim CFO services, outsourced accounting, business consulting, and high net worth tax planning for clients with multi-state and international assets. With many years of expertise, they provide practical financial solutions tailored to each client's needs, from small and medium-sized businesses to individuals seeking to optimize their tax strategy.

    Best for: Personal Tax FilingSmall BusinessesIRS Issues
    Ideal clients: Business owners, independent professionals, high net worth individuals, executives needing tax optimization, companies with multi-state or international operations
    What sets them apart
    • CPA-certified firm with extensive expertise in complex tax situations, including high net worth planning and multi-state/international asset management.
    • Offers not just tax prep and bookkeeping, but also audit services, interim CFO services, and business consulting for strategic financial planning.
    • While based in Durham, they actively serve clients across the United States and internationally, bringing broad regulatory experience to local businesses.
    CPA FirmTax PreparationBusiness AccountingAudit ServicesFinancial Consulting
    Aradhana Aggarwal CPA PLLC
    Updated 4/16/26Learn More →
    82
    Lantern
    Score
    Cary, NC
    Serves Cary, NC and surrounding areas
    ★★★★★4.8(199 Google reviews)

    Jackson Hewitt Tax Service in Cary is a full-service tax preparation provider offering individual income tax filing, self-employed and gig-worker tax services, IRS audit representation, and tax planning consultation. They specialize in serving diverse clientele including farmers, first responders, military members, retirees, and small business owners. The location offers convenient drop-off tax preparation, refund advance loans up to $3,500, and features experienced tax professionals with CPA and Enrolled Agent credentials who are committed to maximizing refunds through comprehensive deduction and credit identification.

    Best for: Personal Tax FilingIRS Issues
    Ideal clients: Self-employed and gig-economy workers, small business owners, military members and first responders, retirees with investment income
    What sets them apart
    • If Jackson Hewitt identifies a smaller refund than you're entitled to, they refund your preparation fees plus an additional $100.
    • Tax Pros trained to handle complex situations including gig economy income, cryptocurrency investments, rental properties, and agricultural businesses.
    • Drop off tax documents without waiting; a Tax Pro handles preparation and contacts you to review and e-sign your return remotely.
    Tax PreparationIRS Audit HelpRefund AdvanceSelf-Employed TaxesDrop-Off Service
    Phone(919) 827-1000
    Jackson Hewitt Tax Service - E Chatham St
    Updated 4/16/26Learn More →
    81
    Lantern
    Score
    Cary, NC
    Serves Cary, Raleigh, and Research Triangle Park region, NC
    ★★★★★4.9(35 Google reviews)

    Robert L. Gomez CPA, P.C. is a full-service CPA firm in Cary serving the Research Triangle Park region with over 25 years of tax expertise. Led by Robert Gomez, a former KPMG and Arthur Andersen senior manager with international tax experience, the firm provides comprehensive services including tax planning, accounting, CFO services, bookkeeping, payroll, and mergers & acquisitions for both small-to-midsized businesses and high net worth individuals. They specialize in complex business structures, international tax issues, and wealth management planning.

    Best for: Personal Tax FilingSmall BusinessesYear-Round Support
    Ideal clients: Small-to-midsized business owners, high net worth individuals, business owners with complex tax structures, companies with international tax needs
    What sets them apart
    • Led by Robert Gomez with senior management experience at KPMG and Arthur Andersen, bringing deep expertise in domestic and international tax matters across diverse industries.
    • Robert Gomez is a former small business owner who has bought and sold multiple businesses, enabling him to address complex tax issues and personal financial concerns of business owners.
    • Beyond tax prep, the firm offers CFO services, accounting, bookkeeping, payroll, and M&A advisory for businesses, plus wealth management and tax planning for high net worth individuals.
    CPA FirmTax PlanningAccounting ServicesBusiness TaxWealth Management
    Phone(919) 678-8322
    Robert L. Gomez CPA, P.C.
    Updated 4/16/26Learn More →
    81
    Lantern
    Score
    Cary, NC
    Serves Cary, NC and surrounding areas
    ★★★★★4.9(35 Google reviews)

    Webb's Tax Service is an independent accounting firm in Cary serving the community for over 20 years. They specialize in income tax preparation for families, individuals, and sole proprietors, along with 1099 e-filing services for businesses issuing contractor payments. The firm also provides personalized tax planning strategies to help clients maximize deductions and minimize tax liability throughout the year.

    Best for: Personal Tax Filing
    Ideal clients: Self-employed individuals, Small business owners, Retirees, W-2 earners seeking tax optimization
    What sets them apart
    • Established local firm with deep community roots and extensive experience handling tax preparation across multiple client types and life stages.
    • Comprehensive 1099 e-filing with both online distribution and postal delivery options, serving businesses, contractors, landlords, and franchisors.
    • Year-round tax strategy consultations to identify savings opportunities and reduce tax stress before filing season arrives.
    Tax Preparation1099 E-FilingTax PlanningIndividual TaxesSmall Business
    Phone(919) 481-3300
    Webb's Tax Service
    Updated 4/16/26Learn More →
    81
    Lantern
    Score
    Cary, NC
    Serves Cary, NC and surrounding areas
    ★★★★★5.0(22 Google reviews)

    Liberty Tax Service in Cary offers comprehensive tax preparation services for both individuals and businesses. Their experienced tax professionals help clients navigate personal and business tax returns, ensuring accurate filing and maximum deductions. This franchise location provides personalized service with flexible hours to accommodate working professionals.

    Best for: Personal Tax Filing
    Ideal clients: Self-employed individuals, Small business owners, Busy professionals needing evening availability
    What sets them apart
    • Handles both personal and business tax returns, offering comprehensive solutions for self-employed individuals and small business owners.
    • Open until 7 PM to accommodate working professionals who need tax services outside standard business hours.
    • Offers appointment-based service with experienced tax professionals to discuss individual tax situations and maximize returns.
    Tax PreparationIndividual TaxesBusiness TaxesTax Planning
    Phone(919) 459-7845
    Liberty Tax - Kilmayne Dr
    Updated 4/16/26Learn More →
    81
    Lantern
    Score
    Cary, NC
    Serves Cary, NC and surrounding Triangle area
    ★★★★★5.0(20 Google reviews)

    Bhogal CPA, P.C. is a full-service accounting firm in Cary specializing in tax preparation, bookkeeping, payroll services, and financial consulting for individuals and businesses. Led by experienced CPA professionals, they provide comprehensive tax planning strategies, IRS representation, and personalized financial guidance to help clients minimize tax liability and optimize their financial position.

    Best for: Personal Tax FilingSmall BusinessesIRS IssuesYear-Round Support
    Ideal clients: Small business owners, self-employed professionals, individuals with complex tax situations, companies needing outsourced bookkeeping and payroll
    What sets them apart
    • Team of certified public accountants with expertise in individual and business tax strategy, ensuring compliance and optimization for your specific situation.
    • Offers tax preparation, bookkeeping, payroll services, and financial consulting all under one roof, eliminating the need to juggle multiple providers.
    • Provides direct representation for IRS audits and tax disputes, giving clients expert advocacy during complex tax matters.
    CPA ServicesTax PreparationBusiness AccountingBookkeepingFinancial Consulting
    Phone(919) 283-5414
    Bhogal CPA, P.C
    Updated 4/16/26Learn More →
    80
    Lantern
    Score
    Cary, NC
    Serves Cary, NC and surrounding areas
    ★★★★★4.9(28 Google reviews)

    Triangle Tax and Insurance is a comprehensive financial services firm in Cary offering tax preparation, accounting, and insurance solutions under one roof. Run by an IRS Enrolled Agent and licensed insurance advisor, they serve individuals, families, and small businesses with accurate tax filing, proactive tax planning, bookkeeping support, and personalized health and life insurance guidance. Their integrated approach helps clients stay compliant, reduce tax liability, and protect their families with reliable, year-round support.

    Best for: Personal Tax FilingSmall BusinessesIRS IssuesYear-Round Support
    Ideal clients: Small business owners, self-employed professionals, individuals seeking tax planning, families looking for health and life insurance guidance
    What sets them apart
    • Owner is an IRS Enrolled Agent qualified to represent clients before the IRS on tax matters, including audit representation and amended returns.
    • Combines tax preparation, accounting, bookkeeping, and insurance services in one location, simplifying financial management for individuals and small businesses.
    • Provides proactive tax planning and responsive guidance throughout the year, not just during tax season, to help clients make confident financial decisions.
    Tax PreparationAccountingInsurance ServicesIRS Enrolled AgentSmall Business
    Triangle Tax and Insurance
    Updated 4/16/26Learn More →
    80
    Lantern
    Score
    Cary, NC
    Serves Cary, NC and surrounding communities
    ★★★★★4.8(52 Google reviews)

    Smith & Smith, CPA is a full-service accounting firm in Cary offering comprehensive tax preparation, bookkeeping, payroll services, and financial consulting for individuals and businesses. The firm specializes in tax strategy and IRS representation, helping clients navigate complex tax situations and maximize deductions. With a team of certified professionals, Smith & Smith combines personalized service with technical expertise to support business growth and individual financial planning.

    Best for: Personal Tax FilingSmall BusinessesIRS IssuesYear-Round Support
    Ideal clients: Small business owners, self-employed professionals, individuals with complex tax situations, companies needing ongoing bookkeeping and payroll support
    What sets them apart
    • Licensed CPAs with expertise in both individual and business tax strategy, IRS representation, and audit support.
    • Comprehensive services from tax preparation and bookkeeping to payroll management and financial consulting under one roof.
    • Customized tax planning and financial strategies designed to meet the unique needs of each client rather than one-size-fits-all solutions.
    CPA ServicesTax PreparationBookkeepingPayrollBusiness Consulting
    Phone(919) 380-0600
    Smith & Smith, CPA
    Updated 4/16/26Learn More →
    80
    Lantern
    Score
    Raleigh, NC · 11 mi from Cary
    Serves Raleigh, NC and surrounding areas
    ★★★★★5.0(18 Google reviews)

    Brian B. Bunn CPA, PLLC provides comprehensive accounting and advisory services to clients in the Raleigh area. Led by CPA Brian B. Bunn, the firm specializes in tax preparation, bookkeeping, and financial planning for individuals and businesses. They use secure, cloud-based technology platforms to deliver accessible and organized financial services tailored to each client's needs.

    Best for: Personal Tax FilingSmall BusinessesRemote Clients
    Ideal clients: Small business owners, self-employed professionals, individuals seeking comprehensive tax planning
    What sets them apart
    • Owned and operated by a certified public accountant, ensuring professional expertise in tax and accounting matters.
    • Uses secure, cloud-based accounting platforms to provide clients with accessible document sharing, e-signature capabilities, and organized financial record management.
    CPA ServicesTax PreparationAccountingFinancial AdvisoryBookkeeping
    Phone(919) 886-7094
    Brian B. Bunn CPA, PLLC
    Updated 4/16/26Learn More →
    80
    Lantern
    Score
    Morrisville, NC · 3 mi from Cary
    Serves Cary, Morrisville, and surrounding Wake County communities
    ★★★★★4.8(39 Google reviews)

    Tax Center of Cary and Morrisville has provided expert tax preparation and representation since 1999. Owner and Enrolled Agent Stephen McKown leads a team with over 40 years of combined experience preparing Federal 1040 and NC income tax returns. They specialize in complex returns involving self-employment income, rental properties, investment income (stocks, RSUs, options), retirement distributions, and multiple tax credits—offering personalized assistance that goes beyond basic tax software.

    Best for: Personal Tax FilingIRS Issues
    Ideal clients: Self-employed individuals, rental property owners, investors with stock/RSU income, retirees, families claiming multiple tax credits
    What sets them apart
    • Owner is a qualified Enrolled Agent authorized to represent clients before the IRS, providing audit support and tax issue resolution beyond basic tax prep.
    • Team expertise in complex returns including self-employment, rental properties, investment income, and multiple tax credits ensures comprehensive tax optimization.
    • Nearly 25-year track record serving the Cary and Morrisville community with personalized, professional service.
    Tax PreparationEnrolled AgentIRS RepresentationIncome Tax
    Phone(919) 380-0073
    Tax Center
    Updated 4/16/26Learn More →
    80
    Lantern
    Score
    Holly Springs, NC · 9 mi from Cary
    Serves Charlotte, Triangle area, and Piedmont region of North Carolina
    ★★★★★4.8(37 Google reviews)

    Shah & Associates, CPA, PLLC is a full-service accounting and tax firm led by CPAs Kirti and Jigna Shah, each with over 20 years of experience serving the Triangle and Charlotte areas. They offer comprehensive services including individual and business tax preparation, payroll and bookkeeping, financial statement preparation, IRS and state audit representation, QuickBooks support, and business startup assistance. The firm specializes in rental properties, medical practices, gas stations, convenience stores, and farmers, and is known for personalized client relationships and strategic tax planning to maximize financial benefits.

    Best for: Personal Tax FilingSmall BusinessesIRS IssuesYear-Round Support
    Ideal clients: Small business owners, self-employed professionals, rental property investors, medical practice owners, farmers, individuals with out-of-state or foreign income
    What sets them apart
    • Expertise in rental properties, medical practices, gas stations, convenience stores, and farming businesses — not generalist CPAs.
    • Both partners are CPAs with 20+ years of experience; Kirti Shah serves the Piedmont area while Jigna Shah serves the Triangle region with deep local knowledge.
    • Beyond tax prep, they provide audit representation, payroll, bookkeeping, financial statements, business startup assistance, and QuickBooks training and support.
    Tax PreparationCPA ServicesBusiness AccountingPayroll & BookkeepingIRS Representation
    Phone(919) 346-1011
    Shah & Associates, CPA, PLLC
    Updated 4/16/26Learn More →
    80
    Lantern
    Score
    Cary, NC
    Serves Cary, NC and surrounding Triangle region
    ★★★★★4.7(99 Google reviews)

    Block Advisors in Cary provides comprehensive tax preparation, accounting, and financial advisory services for individuals and businesses. Their team of tax professionals and CPAs help clients navigate complex tax situations, maximize deductions, and plan for long-term financial success. They offer personalized service combined with modern tax technology to deliver accurate filings and strategic tax planning year-round.

    Best for: Personal Tax FilingSmall BusinessesIRS IssuesYear-Round Support
    Ideal clients: Small business owners, self-employed individuals, taxpayers with complex returns, businesses needing bookkeeping and payroll support
    What sets them apart
    • Block Advisors employs certified public accountants and tax professionals who provide expert guidance beyond basic tax filing, including strategic tax planning and audit representation.
    • Services extend beyond tax season with ongoing accounting, bookkeeping, and financial advisory support to help businesses and individuals optimize their financial position throughout the year.
    • Block Advisors serves self-employed individuals, small business owners, and corporate clients with tailored solutions for payroll, business accounting, and entity structure optimization.
    Tax PreparationAccounting ServicesCPAFinancial PlanningBusiness Tax
    Phone(919) 469-8072
    Block Advisors
    Updated 4/16/26Learn More →
    79
    Lantern
    Score
    Willow Spring, NC · 14 mi from Cary
    Serves Willow Spring, NC and surrounding Triangle area
    ★★★★★4.8(33 Google reviews)

    Carroll's Tax Services is an independent accounting firm in Willow Spring serving individuals and businesses with comprehensive tax preparation and financial planning. With a 4.8-star reputation built on 33 client reviews, they specialize in helping clients navigate complex tax situations and optimize their financial outcomes. Their personalized approach and local expertise make them a trusted choice for both personal and business tax needs in the Triangle area.

    Best for: Personal Tax FilingSmall BusinessesIRS Issues
    Ideal clients: Small business owners, self-employed professionals, individuals with complex tax situations, families seeking comprehensive financial planning
    What sets them apart
    • Handles both individual and business tax preparation, bookkeeping, and financial planning to provide complete accounting solutions.
    • Willow Spring-based firm with deep knowledge of local business and individual tax situations in the Research Triangle region.
    • Works directly with clients to understand their unique financial circumstances and develop tailored tax strategies.
    Tax PreparationAccounting ServicesBusiness TaxesFinancial Planning
    Phone(919) 552-7508
    Carroll's Tax Services
    Updated 4/16/26Learn More →
    79
    Lantern
    Score
    New Hill, NC · 10 mi from Cary
    Serves New Hill, NC and surrounding Triangle area
    ★★★★★5.0(15 Google reviews)

    Schroedel & Co. CPA, PLLC is a certified public accounting firm serving New Hill and the surrounding Triangle area. They provide comprehensive tax preparation, bookkeeping, and financial consulting services for individuals and businesses. With a CPA-certified team, they deliver personalized accounting solutions tailored to each client's unique financial situation.

    Best for: Personal Tax FilingSmall BusinessesIRS Issues
    Ideal clients: Small business owners, self-employed professionals, individuals with complex tax situations, businesses seeking bookkeeping support
    What sets them apart
    • Full CPA certification ensures professional tax and accounting guidance backed by formal credentials and regulatory compliance.
    • Dedicated approach to understanding each client's financial situation and providing customized solutions rather than one-size-fits-all service.
    CPA ServicesTax PreparationBookkeepingFinancial ConsultingBusiness Accounting
    Phone(480) 266-1625
    Schroedel & Co. CPA, PLLC
    Updated 4/16/26Learn More →
    79
    Lantern
    Score
    Durham, NC · 7 mi from Cary
    Serves Durham, North Carolina and surrounding areas
    ★★★★★5.0(14 Google reviews)

    Lifaver Trujillo, CPA, PLLC is a Durham-based accounting firm specializing in comprehensive tax preparation, bookkeeping, and financial consulting for individuals and businesses. Led by a certified public accountant, the firm provides personalized tax strategies, audit representation, and payroll services designed to optimize client finances and ensure compliance. Known for attentive client service and expertise in navigating complex tax situations.

    Best for: Personal Tax FilingSmall BusinessesIRS IssuesYear-Round Support
    Ideal clients: Small business owners, self-employed professionals, individuals with complex tax situations, businesses needing ongoing bookkeeping support
    What sets them apart
    • Lifaver Trujillo holds CPA certification, ensuring expertise in tax law, financial reporting, and audit representation for both individual and business clients.
    • Offers integrated tax preparation, bookkeeping, payroll processing, and IRS representation under one firm, streamlining financial management for clients.
    • Provides customized tax planning and preparation tailored to individual circumstances and business structures, rather than one-size-fits-all solutions.
    CPA ServicesTax PreparationBookkeepingBusiness AccountingDurham NC
    Phone(919) 590-3610
    Lifaver Trujillo, CPA, PLLC
    Updated 4/16/26Learn More →
    79
    Lantern
    Score
    Cary, NC
    Serves Cary, NC and surrounding areas
    ★★★★★4.7(53 Google reviews)

    AKRAM is a comprehensive accounting and advisory firm serving businesses and individuals in the Cary area with assurance, tax planning, and consulting services. Led by experienced professionals, the firm specializes in helping clients navigate complex financial and tax matters with personalized strategies. They offer services ranging from individual and business tax preparation to audit support and financial advisory.

    Best for: Personal Tax FilingSmall BusinessesIRS Issues
    Ideal clients: Business owners, high-net-worth individuals, corporations requiring audit and tax planning services
    What sets them apart
    • Offers integrated assurance, advisory, and tax services under one firm, allowing clients to benefit from coordinated financial planning and compliance strategies.
    • Works closely with both individual and business clients to develop tailored solutions for their unique financial and tax situations.
    Tax PlanningAccounting ServicesBusiness AdvisoryAssuranceCPA Firm
    Phone(844) 386-3829
    AKRAM | Assurance, Advisory & Tax Firm
    Updated 4/16/26Learn More →
    78
    Lantern
    Score
    Cary, NC
    Serves Cary, NC and surrounding Triangle area
    ★★★★★4.6(87 Google reviews)

    MJ Sheerin CPA, M.S.T. is a Cary-based accounting firm specializing in tax preparation, bookkeeping, and financial planning for individuals and small businesses. Led by a CPA with a Master of Science in Taxation, the firm provides comprehensive tax strategy, IRS representation, and ongoing accounting support to help clients minimize tax liability and maintain clean financial records.

    Best for: Personal Tax FilingSmall BusinessesIRS Issues
    Ideal clients: Small business owners, self-employed professionals, individuals with complex tax situations, business owners seeking year-round tax strategy
    What sets them apart
    • Owner holds an M.S.T. degree, providing advanced expertise in complex tax situations and strategic tax planning beyond standard CPA credentials.
    • Offers direct IRS representation for audits and tax disputes, giving clients expert advocacy during complex tax matters.
    • Combines tax preparation, bookkeeping, and financial planning under one CPA, streamlining ongoing accounting needs for small business owners and individuals.
    Tax PreparationCPA ServicesBookkeepingSmall Business AccountingTax Strategy
    Phone(919) 995-0971
    MJ Sheerin CPA, M.S.T.
    Updated 4/16/26Learn More →
    78
    Lantern
    Score
    Cary, NC
    Serves Cary, NC and surrounding communities
    ★★★★★4.8(19 Google reviews)

    Capital Accounting Inc., operating as Taxeagles, provides comprehensive accounting and tax services to individuals and businesses in the Cary area. The firm specializes in tax preparation, bookkeeping, payroll services, and financial consulting, with a focus on helping clients optimize their tax strategies and maintain accurate financial records. Their experienced team combines technical expertise with personalized service to deliver solutions tailored to each client's unique needs.

    Best for: Personal Tax FilingSmall BusinessesYear-Round Support
    Ideal clients: Small business owners, self-employed professionals, individuals seeking tax optimization strategies, businesses needing ongoing bookkeeping support
    What sets them apart
    • Handles both personal income tax preparation and comprehensive business tax planning, offering clients a full-service accounting partner for all their tax needs.
    • Combines tax preparation, bookkeeping, and payroll services under one roof, reducing complexity and improving consistency in financial management.
    Tax PreparationAccounting ServicesBookkeepingPayrollBusiness Taxes
    Phone(919) 342-5757
    Websitecatnc.com
    Capital Accounting Inc. dba Taxeagles
    Updated 4/16/26Learn More →
    77
    Lantern
    Score
    Cary, NC
    Serves Cary, NC and surrounding areas
    ★★★★★5.0(20 Google reviews)

    Atlas Taxation and Accounting Services INC is a full-service accounting firm in Cary specializing in tax preparation, bookkeeping, and financial consulting for individuals and businesses. The team handles individual and corporate tax returns, payroll services, IRS representation, and ongoing accounting support to help clients optimize their financial strategy and compliance.

    Best for: Personal Tax FilingSmall BusinessesIRS IssuesYear-Round Support
    Ideal clients: Small business owners, self-employed individuals, corporations seeking tax strategy optimization, and clients needing IRS audit support
    What sets them apart
    • Provides audit representation and IRS communication services to handle complex tax matters on behalf of clients.
    • Offers complete bookkeeping and payroll management to keep business finances organized and compliant throughout the year.
    • Serves both personal tax preparation and complex business tax returns with strategic planning to minimize liability.
    Tax PreparationAccounting ServicesBookkeepingPayroll ServicesIRS Representation
    Phone(919) 400-8397
    Atlas Taxation and Accounting Services INC
    Updated 4/16/26Learn More →
    77
    Lantern
    Score
    Cary, NC
    Serves Cary, NC and surrounding areas
    ★★★★★4.8(16 Google reviews)

    Tax & Accounting CPA Services in Cary offers comprehensive accounting and tax preparation for individuals and businesses. With CPA expertise, they handle tax planning, bookkeeping, payroll services, and IRS representation to help clients minimize tax liability and maintain compliant financial records. They serve both personal and corporate clients seeking reliable, professional accounting support.

    Best for: Personal Tax FilingSmall BusinessesIRS IssuesYear-Round Support
    Ideal clients: Small business owners, self-employed professionals, individuals with complex tax situations, businesses seeking payroll support
    What sets them apart
    • Licensed CPA providing expert tax and accounting guidance with professional credentials and regulatory expertise.
    • Handles individual and business tax prep, bookkeeping, payroll processing, and IRS representation under one roof.
    • Focuses on tax planning and optimization to help clients reduce tax burden while maintaining compliance.
    CPA ServicesTax PreparationBookkeepingPayroll ServicesBusiness Accounting
    Phone(919) 349-5414
    Tax & Accounting CPA Services
    Updated 4/16/26Learn More →
    77
    Lantern
    Score
    Cary, NC
    Serves Cary, NC and surrounding Triangle region
    ★★★★★4.5(262 Google reviews)

    H&R Block is a national tax preparation and financial services firm with a local office in Cary serving the Triangle area. They offer comprehensive tax preparation for individuals and businesses, IRS audit representation, bookkeeping services, and payroll solutions. With access to tax professionals and software tools, H&R Block helps clients maximize refunds and navigate complex tax situations.

    Best for: Personal Tax FilingSmall BusinessesIRS IssuesRemote ClientsYear-Round Support
    Ideal clients: Individual taxpayers, self-employed professionals, small business owners, people needing IRS audit support
    What sets them apart
    • Offers professional representation in IRS audits and tax disputes, providing expert guidance through complex tax matters.
    • Beyond tax prep, provides bookkeeping, payroll processing, and business tax services to support both individual and small business clients.
    • Offers both in-office consultations at their Cary location and remote tax preparation services for client convenience.
    Tax PreparationIRS RepresentationBookkeepingPayroll Services
    Phone(919) 467-2341
    H&R Block
    Updated 4/16/26Learn More →
    75
    Lantern
    Score
    Durham, NC · 10 mi from Cary
    Serves Durham, NC and surrounding areas
    ★★★★★4.7(46 Google reviews)

    Next Level Tax Services LLC is a Durham-based accounting firm specializing in comprehensive tax preparation and financial consulting services. They serve individuals and businesses with personalized tax planning, preparation, and representation, helping clients navigate complex tax situations and maximize their financial outcomes.

    Best for: Personal Tax Filing
    Ideal clients: Self-employed individuals, small business owners, individuals with complex tax situations, business owners seeking strategic tax planning
    What sets them apart
    • Next Level Tax Services provides customized tax planning tailored to individual and business circumstances, going beyond standard preparation to identify savings opportunities.
    • Based in Durham with deep knowledge of North Carolina tax regulations and local business needs, offering accessible, face-to-face service.
    Tax PreparationAccounting ServicesFinancial ConsultingBusiness TaxIndividual Tax
    Phone(919) 294-9117
    Next Level Tax Services LLC
    Updated 4/16/26Learn More →
    75
    Lantern
    Score
    Cary, NC
    Serves Cary, NC and surrounding Wake County areas
    ★★★★★4.7(41 Google reviews)

    Franek Tax Services is an independent accounting firm in Cary providing comprehensive tax preparation and financial services to individuals and businesses. With expertise in tax strategy, bookkeeping, and financial planning, they help clients minimize tax liability while maintaining accurate financial records year-round.

    Best for: Personal Tax FilingSmall Businesses
    Ideal clients: Self-employed professionals, small business owners, individuals with complex tax situations, busy professionals needing year-round accounting support
    What sets them apart
    • They focus on proactive tax planning to help clients understand their tax situation and identify savings opportunities beyond just filing returns.
    • Franek Tax Services provides ongoing bookkeeping and accounting services, not just tax season preparation, ensuring organized finances throughout the year.
    • They serve self-employed professionals, small business owners, and individual taxpayers with tailored solutions for each client type.
    Tax PreparationAccountingBookkeepingCPA ServicesFinancial Planning
    Phone(919) 637-6731
    Franek Tax Services
    Updated 4/16/26Learn More →

    Frequently Asked Questions

    Who is the top-ranked accounting and tax firm in Cary?

    Tax Guru-Jain Consulting is the top-ranked accounting and tax firm in Cary with a Lantern Score of 85.40/100 and 5-star rating from 260 reviews. Led by CPA Vinita Chaudhary and IRS Enrolled Agent Jack, the firm specializes in strategic tax planning, business startup services, and complex tax situations for small business owners, e-commerce investors, and nonprofits.

    Which tax firms in Cary specialize in serving self-employed and gig-economy workers?

    Jackson Hewitt Tax Service (Lantern Score: 81.84/100) and Liberty Tax - Kilmayne Dr (Lantern Score: 81.04/100) both specialize in self-employed and gig-worker tax services. Jackson Hewitt offers IRS audit representation and tax planning for gig-economy workers, while Liberty Tax provides evening availability for busy professionals seeking personalized service.

    Are any accounting firms in Cary open on weekends?

    None of the 28 accounting and tax firms listed in Cary are open on weekends. All businesses operate on weekday schedules, so clients should plan their appointments accordingly during standard business hours.

    Which firms are best for business owners with complex tax structures or international operations?

    Aradhana Aggarwal CPA PLLC (Lantern Score: 82.21/100) and Robert L. Gomez CPA, P.C. (Lantern Score: 81.09/100) both specialize in complex business structures and international tax needs. Robert L. Gomez brings over 25 years of tax expertise from KPMG and Arthur Andersen, while Aradhana Aggarwal serves high net worth individuals and companies with multi-state or international operations.

    Which accounting firms offer comprehensive bookkeeping and payroll services alongside tax preparation?

    Tax Guru-Jain Consulting (Lantern Score: 85.40/100), Bhogal CPA, P.C. (Lantern Score: 80.65/100), and Smith & Smith, CPA (Lantern Score: 80.40/100) all provide full-service bookkeeping and payroll solutions. These firms offer payroll processing as part of their comprehensive accounting services for small business owners and self-employed professionals.

    Which firm combines tax services with insurance offerings?

    Triangle Tax and Insurance (Lantern Score: 80.44/100) is the only firm offering tax preparation, accounting, and insurance solutions under one roof. Run by an IRS Enrolled Agent and licensed insurance professional, it's ideal for small business owners and families seeking integrated tax planning and health/life insurance guidance.

    This directory of accounting & tax local businesses serving Cary, NC is maintained by Lantern. Rankings are determined by the Lantern Score — not advertising or payment for placement. Learn how it works. Last updated April 16, 2026. To claim or update a listing, contact us.