Areas served: Chapel Hill, NC and surrounding Orange County
Chapel Hill's accounting and tax landscape serves a diverse client base including university affiliates, research professionals, small business owners, and established medical practices. The area's concentration of academic institutions and healthcare organizations creates demand for specialized expertise in areas like multi-state taxation, research grants, and nonprofit accounting. Local firms range from solo CPAs focusing on individual tax preparation to full-service practices offering audit, consulting, and business advisory services to clients throughout the Triangle region.
Quantity Tax Service provides comprehensive tax preparation and accounting services to individuals and businesses in the Raleigh and Durham area. Operating from their Durham location, they offer tax filing, bookkeeping, and financial services using secure technology platforms to protect client information. Their practice focuses on helping clients navigate tax compliance and financial planning with personalized service.
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.
Velotaxes Tax Preparers is an independent tax preparation firm serving the Durham area with comprehensive individual and business tax services. Their team handles tax returns, bookkeeping, payroll processing, and IRS representation, offering personalized guidance for both straightforward and complex tax situations. They combine local expertise with a commitment to helping clients maximize deductions and minimize tax liability.
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.
Paul Scheible, CPA, PLLC is an independent accounting firm in Durham specializing in tax preparation, bookkeeping, and financial consulting for individuals and businesses. Led by a CPA with extensive experience, the firm helps clients navigate complex tax situations, optimize their financial strategies, and maintain accurate records. They serve a diverse clientele ranging from small business owners to individual taxpayers seeking personalized, knowledgeable guidance.
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.
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.
Jackson Hewitt Tax Service in Durham is a full-service tax preparation office offering individual income tax filing, self-employed and gig-worker taxes, tax planning and consultation, IRS audit representation, and refund advance loans. The location features experienced Tax Pros and Enrolled Agents who specialize in serving diverse clientele including small business owners, self-employed individuals, gig economy workers, farmers, military service members, retirees, and those with investment income. They offer convenient drop-off tax preparation, free refund rechecks, and stand behind their work with a Maximum Refund Guarantee.
Rodriguez CPA PLLC is a specialized construction accounting firm led by Diego Rodriguez, CPA, MSA, MST, with 15 years of experience serving construction contractors, developers, and real estate professionals. They offer comprehensive accounting, bookkeeping, tax planning, and financial strategy services tailored specifically for the construction industry, with bilingual (English/Spanish) support. The firm provides tiered service packages from essential bookkeeping and monthly financial statements to executive-level cash flow forecasting and year-round tax planning, all designed to help construction businesses minimize taxes, optimize cash flow, and scale profitably.
Mineral Springs Tax & Accounting is a Durham-based accounting firm specializing in individual and business tax preparation, bookkeeping, and financial consulting. They serve small business owners and individual clients with personalized tax strategies and year-round accounting support. Their team provides comprehensive services including tax planning, IRS representation, and payroll management tailored to each client's specific needs.
Tax and QB Guru is a CPA-led accounting firm in Research Triangle Park specializing in individual and business tax returns, QuickBooks management, bookkeeping, payroll services, and fractional CFO advisory. Led by Adi Mahajan, CPA, MBA, the firm offers comprehensive tax planning, IRS representation, business structure consulting, and periodic financial analysis to help individuals and small-to-medium businesses optimize their tax positions and financial operations.
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.
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.
B & A Financial Services is a comprehensive financial center in Durham offering accounting, tax preparation, insurance, and financial consulting services. They serve both individuals and businesses with personalized financial guidance and tax planning strategies. Their one-stop approach combines accounting expertise with insurance products and financial advisory services to help clients manage their complete financial picture.
H&R Block is a tax preparation and accounting services provider with a full-service office located in Durham, NC. They offer individual and business tax preparation, tax planning, bookkeeping, payroll services, and IRS representation. H&R Block combines professional tax expertise with accessible service for both simple and complex tax situations.
RII Tax and Compliance LLC is an accounting and tax services firm based in Chapel Hill specializing in comprehensive tax preparation, compliance, and financial consulting. They serve both individuals and businesses with expertise in tax planning, IRS representation, and bookkeeping services. Their focus on compliance and strategic tax solutions helps clients minimize tax liability while maintaining full regulatory adherence.
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.
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.
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.
Chris Arena, CPA, PLLC is a Durham-based accounting firm specializing in tax preparation and business advisory services for small businesses and individuals. Chris Arena provides comprehensive tax compliance, business tax services, bookkeeping, financial performance analysis, and personal tax preparation—including complex situations like 1099 forms and K-1 statements. With deep experience across multiple industries and business entity types, Arena combines tax expertise with strategic business advisory to help clients optimize their financial position.
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.
Quantity Tax Service is the top-ranked provider in the Chapel Hill area with a Lantern Score of 85.15/100 and a 5★ rating from 169 reviews. They specialize in comprehensive tax preparation and accounting services for individuals, small business owners, self-employed professionals, and families needing tax planning.
Several top-rated firms specialize in serving small business owners: Quantity Tax Service (#1, Lantern Score 85.15), Velotaxes Tax Preparers (#3, 83.85), and Adkin CPA PLLC (#4, 83.68). These firms offer bookkeeping, payroll management, and comprehensive tax services tailored for business owners.
Jackson Hewitt Tax Service on University Drive (Lantern Score 82.14, 4.8★ with 428 reviews) specializes in self-employed and gig-worker taxes, offering tax preparation for Uber/Lyft drivers and other independent contractors. Tax and QB Guru (80.99) and Mineral Springs Tax & Accounting (81.88) also serve self-employed professionals with bookkeeping and tax optimization.
Rodriguez CPA PLLC (Lantern Score 82.04, 5★ with 29 reviews) is a specialized construction accounting firm with 15 years of experience serving construction contractors, developers, and real estate professionals, offering bilingual CPA services.
Tax and QB Guru in Research Triangle Park (Lantern Score 80.99, 5★ with 95 reviews) specializes in QuickBooks management, bookkeeping, and payroll services. Velotaxes Tax Preparers (83.85) and Adkin CPA PLLC (83.68) also provide comprehensive bookkeeping support for businesses.
None of the 21 accounting and tax services in the Chapel Hill area are open on weekends. All firms operate during standard business hours Monday through Friday.