Lanternβ€ΊRaleigh-Durham Areaβ€ΊProfessional Servicesβ€ΊAccounting & Tax

    Best Accounting & Tax in Raleigh-Durham Area

    Areas served: Durham, Cary, Chapel Hill, Raleigh

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

    The Research Triangle's thriving tech and biotech sectors create steady demand for accounting expertise, from startups to established firms managing complex tax situations. Local accountants serve everyone from Chapel Hill professionals to Durham's growing business community.

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    85
    Lantern
    Score
    Raleigh, NC
    Serves Raleigh, Cary, Apex, Holly Springs, and surrounding areas in Wake County, NC
    β˜…β˜…β˜…β˜…β˜…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 resolutionβ€”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 4/17/26Learn More β†’
    85
    Lantern
    Score
    Durham, NC
    Serves Raleigh and Durham, North Carolina
    β˜…β˜…β˜…β˜…β˜…5.0(169 Google reviews)

    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.

    Best for: Personal Tax Filing
    Ideal clients: Individual tax filers, Small business owners, Self-employed professionals, Families needing tax planning
    What sets them apart
    • Uses CountingWorks technology platform to provide secure file storage, eSign capabilities, and protected document sharing for client tax and financial information.
    • Handles individual and business tax preparation along with bookkeeping and financial services, providing integrated solutions rather than single-service focus.
    Tax PreparationAccounting ServicesBookkeepingFinancial ServicesDurham & Raleigh
    Phone(919) 794-4480
    Quantity Tax Service
    Updated 4/17/26Learn More β†’
    85
    Lantern
    Score
    Durham, NC
    Serves Durham, NC and surrounding areas
    β˜…β˜…β˜…β˜…β˜…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 4/17/26Learn More β†’
    84
    Lantern
    Score
    Raleigh, NC
    Serves Raleigh, NC and surrounding areas
    β˜…β˜…β˜…β˜…β˜…5.0(73 Google reviews)

    Latinx Tax Services, LLC provides comprehensive tax preparation and accounting services to individuals and businesses in the Raleigh area. Specializing in serving the Latinx community, they offer personalized tax filing, financial consulting, and accounting support tailored to diverse client needs. Their deep understanding of cultural and financial nuances makes them a trusted resource for families and entrepreneurs seeking accurate, professional tax guidance.

    Best for: Personal Tax FilingSmall BusinessesIRS Issues
    Ideal clients: Small business owners, self-employed individuals, families seeking culturally-informed tax services, entrepreneurs
    What sets them apart
    • Specialized expertise serving the Latinx community with culturally-informed tax and accounting services that address unique financial situations and needs.
    • Dedicated to understanding each client's specific circumstances, offering customized solutions rather than one-size-fits-all tax preparation.
    • Long-established Raleigh-based firm with deep local knowledge and commitment to building lasting client relationships.
    Tax PreparationAccounting ServicesFinancial ConsultingSmall Business Support
    Phone(919) 961-7366
    Latinx Tax Services, LLC
    Updated 4/17/26Learn More β†’
    84
    Lantern
    Score
    Holly Springs, NC
    Serves Holly Springs, Apex, and surrounding Triangle area including Raleigh, Durham, Chapel Hill, Cary, and Fuquay-Varina
    β˜…β˜…β˜…β˜…β˜…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 contractorsβ€”serving the full financial needs of individuals and small businesses.
    Tax PreparationAccountingBookkeepingSmall BusinessBilingual
    Phone(919) 796-1557
    Tax & More Solutions LLC
    Updated 4/17/26Learn More β†’
    84
    Lantern
    Score
    Durham, NC
    Serves Durham, NC and surrounding areas
    β˜…β˜…β˜…β˜…β˜…4.9(400 Google reviews)

    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.

    Best for: Personal Tax FilingSmall BusinessesIRS IssuesYear-Round Support
    Ideal clients: Small business owners, self-employed professionals, individuals with complex tax situations, business owners needing payroll management
    What sets them apart
    • Handles individual tax returns, business tax preparation, bookkeeping, payroll processing, and IRS audit representation all under one roof.
    • Independent firm with deep knowledge of North Carolina tax regulations and local business needs, providing personalized service rather than a chain experience.
    • Offers direct IRS representation, meaning clients have professional advocacy if their return is audited rather than facing the IRS alone.
    Tax PreparationBookkeepingIRS RepresentationPayroll ServicesBusiness Taxes
    Phone(919) 724-3283
    Velotaxes Tax Preparers
    Updated 4/17/26Learn More β†’
    84
    Lantern
    Score
    Raleigh, NC
    Serves Raleigh and surrounding areas, North Carolina
    β˜…β˜…β˜…β˜…β˜…4.9(339 Google reviews)

    Equity Taxation LLP is a full-service accounting and tax firm serving individuals and businesses throughout the Raleigh area. They specialize in individual and business tax preparation, IRS representation, bookkeeping, and payroll services, helping clients navigate complex tax situations and maximize their financial strategies. With a focus on personalized service and expertise, Equity Taxation works closely with each client to ensure compliance and optimize their tax outcomes.

    Best for: Personal Tax FilingSmall BusinessesIRS IssuesYear-Round Support
    Ideal clients: Small business owners, self-employed professionals, individuals with complex tax situations, businesses needing payroll management
    What sets them apart
    • Offers individual tax preparation, business tax services, bookkeeping, payroll processing, and IRS audit representation all under one roof.
    • Provides professional representation during IRS audits and disputes, protecting clients' interests during tax disputes.
    • Serves both individual taxpayers and small to mid-sized businesses with customized tax strategies and year-round accounting support.
    Tax PreparationAccounting ServicesIRS RepresentationBusiness TaxBookkeeping
    Phone(704) 266-0515
    Equity Taxation
    Updated 4/17/26Learn More β†’
    84
    Lantern
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    Chapel Hill, NC
    Serves Chapel Hill, North Carolina and surrounding areas
    β˜…β˜…β˜…β˜…β˜…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 4/17/26Learn More β†’
    84
    Lantern
    Score
    Raleigh, NC
    Serves Raleigh and Wake Forest, NC
    β˜…β˜…β˜…β˜…β˜…4.9(241 Google reviews)

    Wapner Presley PLLC is a CPA firm in Raleigh serving small business owners and individuals with comprehensive accounting and tax services. They offer small business accounting, bookkeeping, tax preparation, tax planning, audit and assurance, outsourced CFO services, and cloud accounting setup (QuickBooks and Xero). The firm takes a strategic approach beyond basic bookkeeping, helping clients identify growth opportunities and implement tax planning strategies to minimize tax burden and maximize profitability.

    Best for: Small Businesses
    Ideal clients: Small business owners, self-employed professionals, businesses seeking tax optimization, companies needing outsourced accounting
    What sets them apart
    • Beyond compliance, they prioritize tax planning strategies designed to minimize your business tax burden and maximize profits through proactive planning.
    • They provide detailed financial analysis and strategic guidance to improve overall business performance, offering CFO-level insights without the full-time hire.
    • All individuals and businesses can start with a complimentary consultation to discuss their specific accounting and tax needs.
    CPA FirmTax PlanningSmall Business AccountingBookkeeping ServicesOutsourced CFO
    Phone(919) 781-9319
    Wapner Presley PLLC
    Updated 4/17/26Learn More β†’
    84
    Lantern
    Score
    Raleigh, NC
    Serves Raleigh, Durham, North Carolina, and nationwide via virtual services
    β˜…β˜…β˜…β˜…β˜…5.0(52 Google reviews)

    Goodson's Accounting & Tax Services, Inc. is a Raleigh-based firm specializing in individual and business tax preparation, tax planning, and accounting services. Founded and led by Shannon Goodson, they serve clients across all states through virtual capabilities, offering personalized tax strategies and financial guidance. Their expertise spans personal income tax, business tax solutions, and strategic tax planning to help clients optimize their financial outcomes.

    Best for: Personal Tax Filing
    Ideal clients: Small business owners, self-employed professionals, individuals seeking tax optimization strategies, multi-state business operators
    What sets them apart
    • Goodson's serves clients across all U.S. states through virtual capabilities, removing geographic barriers and providing flexible access to their expertise.
    • Beyond tax return preparation, they provide strategic tax planning services to help clients make informed financial decisions aligned with their long-term goals.
    • The team treats clients as strategic partners, providing precision-focused service tailored to both individual and business owner needs.
    Tax PreparationBusiness AccountingVirtual ServicesTax PlanningIndividual & Business Taxes
    Phone(833) 924-7262
    Goodson's Accounting & Tax Services
    Updated 4/17/26Learn More β†’
    83
    Lantern
    Score
    Raleigh, NC
    Serves Raleigh, NC and surrounding areas
    β˜…β˜…β˜…β˜…β˜…4.9(158 Google reviews)

    ATAX is a trusted tax preparation service in Raleigh serving individuals, families, and small business owners with professional income tax filing, amended returns, ITIN applications, and year-round financial support. Founded in 1986 and locally owned, they offer bilingual tax preparation in English and Spanish with a judgment-free approach, walk-in availability, and a commitment to finding deductions and maximizing refunds. Their experienced team provides ongoing partnership beyond tax season to help clients achieve their financial goals.

    Best for: Personal Tax FilingIRS Issues
    Ideal clients: Small business owners, self-employed individuals and contractors, families seeking personalized tax strategies, Spanish-speaking taxpayers, ITIN applicants
    What sets them apart
    • Offers professional tax services in both English and Spanish, serving diverse communities with culturally competent support.
    • Unlike seasonal tax offices, ATAX provides ongoing support and services throughout the year to help clients reach financial goals beyond tax season.
    • Decades of experience with a locally-owned Raleigh office committed to community support through ATAX Cares initiatives.
    Tax PreparationBilingual ServicesSmall BusinessITIN ApplicationsLocal Ownership
    Phone(984) 223-4969
    Websiteatax.com
    ATAX - Capital Blvd Raleigh, NC
    Updated 4/17/26Learn More β†’
    83
    Lantern
    Score
    Durham, NC
    Serves Durham, NC and surrounding areas
    β˜…β˜…β˜…β˜…β˜…4.9(140 Google reviews)

    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.

    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
    • Owned and operated by a certified public accountant with deep expertise in tax strategy and financial planning.
    • Focuses on understanding each client's unique situation rather than providing one-size-fits-all solutions.
    • Handles individual and business tax preparation, bookkeeping, payroll, and financial consulting in one practice.
    Tax PreparationBookkeepingCPA ServicesBusiness AccountingFinancial Planning
    Phone(919) 382-2507
    Paul Scheible, CPA, PLLC
    Updated 4/17/26Learn More β†’
    83
    Lantern
    Score
    Cary, NC
    Serves Cary, North Carolina and surrounding areas, serving clients nationwide
    β˜…β˜…β˜…β˜…β˜…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 4/17/26Learn More β†’
    83
    Lantern
    Score
    Raleigh, NC
    Serves Raleigh, NC and surrounding areas
    β˜…β˜…β˜…β˜…β˜…5.0(41 Google reviews)

    Legacy Tax Advisors is a CPA firm in Raleigh specializing in personalized tax strategy, preparation, and financial planning. They offer tax advisory & consultations, fractional CFO services, and comprehensive tax strategy & planning for individuals and businesses. Their collaborative approach focuses on understanding each client's unique situation and creating customized strategies to maximize financial value.

    Best for: Personal Tax Filing
    Ideal clients: Small to mid-size business owners, high-income individuals, entrepreneurs seeking tax optimization, businesses needing part-time CFO guidance
    What sets them apart
    • Legacy Tax Advisors treats client relationships as strategic partnerships, discussing options and explaining implications rather than simply preparing returns.
    • They offer CFO-level financial guidance for business owners who need expert oversight without a full-time executive hire.
    • Beyond preparation, they focus on proactive tax planning and identifying efficiencies to reduce tax burden and increase client value.
    CPA ServicesTax PlanningTax PreparationFinancial AdvisoryFractional CFO
    Phone(984) 683-3391
    Legacy Tax Advisors
    Updated 4/17/26Learn More β†’
    83
    Lantern
    Score
    Raleigh, NC
    Serves Raleigh, NC and surrounding areas
    β˜…β˜…β˜…β˜…β˜…4.9(104 Google reviews)

    New Millennium Tax is an accounting firm located in Raleigh specializing in tax preparation and financial consulting services. With a strong reputation for personalized service, they assist individuals and businesses with tax planning, preparation, and compliance. The team provides expert guidance to help clients maximize deductions and navigate complex tax situations effectively.

    Best for: Personal Tax Filing
    Ideal clients: Small business owners, self-employed professionals, individuals seeking comprehensive tax planning
    What sets them apart
    • The firm takes time to understand each client's unique financial situation and develops customized tax strategies rather than using a one-size-fits-all approach.
    • New Millennium Tax handles tax preparation for individuals, small businesses, and self-employed professionals, making them a comprehensive resource for diverse tax needs.
    Tax PreparationAccounting ServicesFinancial ConsultingBusiness Taxes
    Phone(919) 713-0015
    New Millennium Tax
    Updated 4/17/26Learn More β†’
    83
    Lantern
    Score
    Raleigh, NC
    Serves Raleigh, NC and surrounding Research Triangle area
    β˜…β˜…β˜…β˜…β˜…5.0(38 Google reviews)

    Mehdi CPA, PLLC is a Raleigh-based accounting and tax firm offering comprehensive tax preparation, accounting services, and business consultation to individuals, corporations, nonprofits, trusts, and estates. Led by a CPA professional, they specialize in tax planning, IRS representation, back tax resolution, QuickBooks training, financial statement preparation, and business structuring. Located conveniently near Research Triangle Park, they emphasize personalized client communication and provide free consultations to help clients understand their options and minimize tax liability.

    Best for: Personal Tax FilingSmall BusinessesIRS IssuesYear-Round Support
    Ideal clients: Small business owners, Self-employed individuals, Corporate entities needing tax planning, Nonprofits and trusts, Clients with back tax issues or IRS concerns
    What sets them apart
    • Specializes in resolving back taxes and IRS disputes, helping clients who haven't filed in years or owe back taxes regain control of their finances.
    • Offers 100% free, no-obligation consultations where clients understand all options before any fees are discussed, with focus on reducing tax liability.
    • Handles tax prep, accounting, business structuring, cash flow analysis, financial statements, QuickBooks training, and business consultation under one firm.
    Tax PreparationCPA ServicesBusiness AccountingIRS RepresentationFinancial Planning
    Phone(919) 559-2227
    Websiteasmcpa.com
    Mehdi CPA, PLLC
    Updated 4/17/26Learn More β†’
    83
    Lantern
    Score
    Raleigh, NC
    Serves Raleigh, Cary, Chapel Hill, Durham, and the Triangle region
    β˜…β˜…β˜…β˜…β˜…4.9(74 Google reviews)

    TaxCom, LLC is a Raleigh-based accounting and tax services firm specializing in individual and small business tax preparation, planning, and relief. They provide comprehensive financial solutions including bookkeeping, payroll services, QuickBooks management, IRS representation, and business advisory services for entrepreneurs, contractors, and professional firms throughout the Triangle and beyond. As a Federally Authorized Tax Practitioner, they offer personalized tax strategies designed to minimize liabilities and maximize refunds while keeping clients compliant and stress-free.

    Best for: Personal Tax FilingSmall BusinessesIRS IssuesYear-Round Support
    Ideal clients: Small business owners, self-employed contractors, entrepreneurs, professional service firms, individuals seeking tax planning and relief
    What sets them apart
    • Licensed to plan, prepare, and resolve tax issues nationwide, providing clients with expert IRS representation and tax relief services.
    • Beyond tax filing, they offer bookkeeping, payroll processing, QuickBooks optimization, business formation guidance, and ongoing business advisory services tailored to each client's needs.
    • They proactively develop custom tax-saving strategies for individuals and businesses rather than simply filing returns, helping clients save more and pay less in taxes.
    Tax PreparationSmall Business AccountingIRS ReliefBookkeepingTax Planning
    Phone(919) 890-5058
    TaxCom, LLC.
    Updated 4/17/26Learn More β†’
    82
    Lantern
    Score
    Durham, NC
    Serves Durham, Raleigh, Chapel Hill, Cary, and surrounding Triangle area; also serves clients nationwide and internationally
    β˜…β˜…β˜…β˜…β˜…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 4/17/26Learn More β†’
    82
    Lantern
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    Durham, NC
    Serves Durham, NC and surrounding Triangle area
    β˜…β˜…β˜…β˜…β˜…4.8(497 Google reviews)

    Salazar Insurance Agency & Latino Tax Corporation is a full-service firm in Durham offering comprehensive tax preparation, accounting, and insurance solutions. Led by Miguel Govea Salazar, an Enrolled Agent with IRS representation credentials, they serve individuals and businesses with personal and business tax prep, bookkeeping, payroll services, notary services, and business registrations. They specialize in auto, home, commercial, workers compensation, and general liability insurance, with a focus on serving the Latino community and bilingual clients.

    Best for: Personal Tax FilingSmall BusinessesIRS IssuesYear-Round Support
    Ideal clients: Small business owners, self-employed individuals, Latino/bilingual taxpayers, individuals facing IRS audits
    What sets them apart
    • Miguel Govea Salazar is an Enrolled Agent qualified to represent clients before the IRS in audits and tax matters, offering expert guidance beyond typical tax preparers.
    • Combines personal and business tax preparation, bookkeeping, and payroll with a full insurance agency, providing one-stop solutions for clients' financial and coverage needs.
    • Specifically serves the Latino community with bilingual expertise, helping clients navigate tax and insurance requirements with personalized, low-pressure service.
    Tax PreparationInsuranceAccountingBilingual ServicesIRS Representation
    Phone(919) 797-0135
    Salazar Insurance Agency & Latino Tax Corporation
    Updated 4/17/26Learn More β†’
    82
    Lantern
    Score
    Durham, NC
    Serves Durham, NC and surrounding areas
    β˜…β˜…β˜…β˜…β˜…4.8(428 Google reviews)

    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.

    Best for: Personal Tax FilingIRS Issues
    Ideal clients: Self-employed professionals, gig economy workers (Uber/Lyft), small business owners, retirees, farmers, military service members, investors
    What sets them apart
    • Jackson Hewitt guarantees they'll find your biggest tax refund. If you qualify for a larger federal refund than they calculated, they refund their preparation fees plus $100.
    • Drop off your tax documents without waitingβ€”a Tax Pro handles the rest, including review calls and e-signing, perfect for busy schedules.
    • Experienced Tax Pros and Enrolled Agents on staff specializing in complex situations including self-employment, gig economy income, rental properties, investments, and military service member taxes.
    Tax PreparationIRS RepresentationRefund AdvanceSelf-Employed TaxesDrop-Off Service
    Phone(919) 827-1000
    Jackson Hewitt Tax Service - University Dr
    Updated 4/17/26Learn More β†’
    82
    Lantern
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    Chapel Hill, NC
    Serves North Carolina (Charlotte, Durham, Raleigh), Florida (Fort Lauderdale, Jacksonville, Miami, Naples, Orlando, Tampa), Massachusetts (Boston), and Rhode Island (Providence)
    β˜…β˜…β˜…β˜…β˜…5.0(29 Google reviews)

    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.

    Best for: Small BusinessesRemote Clients
    Ideal clients: Construction contractors, real estate developers, construction investors, trades professionals seeking bilingual CPA services
    What sets them apart
    • Diego Rodriguez specializes exclusively in construction accounting with 15 years of experience and Big Four audit background, offering industry-specific strategies for cost management and profitability.
    • Offers full accounting and tax services in both English and Spanish, serving the construction trades community with culturally responsive financial guidance.
    • Provides three levels of service (Essential, Growth, and Executive) with monthly accounting, strategy sessions, cash flow forecasting, and year-round tax planning to match business growth stages.
    Construction AccountingCPA FirmTax PlanningBilingual ServicesFinancial Strategy
    Phone(704) 412-3974
    Websitedrod.cpa
    Rodriguez CPA PLLC
    Updated 4/17/26Learn More β†’
    82
    Lantern
    Score
    Durham, NC
    Serves Durham, Chapel Hill, Raleigh, and surrounding Wake County areas
    β˜…β˜…β˜…β˜…β˜…4.9(49 Google reviews)

    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.

    Best for: Personal Tax FilingSmall BusinessesIRS IssuesYear-Round Support
    Ideal clients: Small business owners, self-employed professionals, individual taxpayers seeking tax optimization, businesses needing ongoing bookkeeping
    What sets them apart
    • They develop customized tax planning approaches for each client to minimize tax liability and maximize savings, not just prepare returns.
    • Clients receive ongoing bookkeeping and financial consultation throughout the year, not just at tax time, ensuring better financial management.
    • They handle IRS audits and representation, providing professional advocacy if clients face tax disputes or compliance issues.
    Tax PreparationAccounting ServicesBookkeepingSmall BusinessFinancial Consulting
    Phone(919) 973-1169
    Mineral Springs Tax & Accounting
    Updated 4/17/26Learn More β†’
    82
    Lantern
    Score
    Cary, NC
    Serves Cary, NC and surrounding areas
    β˜…β˜…β˜…β˜…β˜…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 4/17/26Learn More β†’
    81
    Lantern
    Score
    Raleigh, NC
    Serves Raleigh, NC and surrounding areas
    β˜…β˜…β˜…β˜…β˜…4.9(41 Google reviews)

    Family Tax Service in Raleigh provides comprehensive tax preparation for individuals, businesses, and state/federal returns. They specialize in tax consolidation and IRS resolution, helping clients navigate complex tax issues and plan for future compliance. Offering services in English, Spanish, and French, they focus on making tax preparation stress-free with responsive, personalized support.

    Best for: Personal Tax FilingIRS Issues
    Ideal clients: Individual taxpayers, small business owners, families with complex tax situations, non-English speakers
    What sets them apart
    • Specialized in navigating escalated tax issues with the IRS and helping clients establish appropriate compliance plans to prevent future problems.
    • All services offered in English, Spanish, and French to serve diverse clientele in the area.
    • Clients can track the status and location of federal and state tax refunds in real time through their service.
    Tax PreparationIRS ResolutionBusiness TaxesMultilingual Service
    Phone(919) 801-2705
    Family Tax Service
    Updated 4/17/26Learn More β†’
    81
    Lantern
    Score
    Raleigh, NC
    Serves Raleigh, NC and surrounding areas
    β˜…β˜…β˜…β˜…β˜…5.0(115 Google reviews)

    PACE by EA is an accounting and financial services firm in Raleigh founded by Andres, offering comprehensive tax preparation, bookkeeping, payroll management, and entity formation services for individuals and growing businesses. They specialize in strategic tax planning to help clients keep more of what they earn while maintaining compliance year-round, with bilingual support and a focus on personalized service tailored to each client's financial goals.

    Best for: Personal Tax FilingSmall BusinessesYear-Round Support
    Ideal clients: Small business owners, self-employed professionals, individuals with complex tax situations, Spanish-speaking taxpayers, companies seeking year-round accounting support
    What sets them apart
    • Andres and his team provide accounting and tax services in both English and Spanish, making professional financial guidance accessible to a broader community.
    • Rather than focusing solely on tax filing season, PACE by EA helps clients develop proactive tax strategies throughout the year to minimize liabilities and avoid surprises.
    • Beyond tax prep, they handle bookkeeping, payroll processing, entity formation, and compliance to help growing businesses stay organized and compliant.
    Tax PreparationBookkeepingPayroll ServicesBilingualBusiness Accounting
    Phone(919) 270-2535
    PACE by EA
    Updated 4/17/26Learn More β†’
    81
    Lantern
    Score
    Cary, NC
    Serves Cary, Raleigh, and Research Triangle Park region, NC
    β˜…β˜…β˜…β˜…β˜…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 4/17/26Learn More β†’
    81
    Lantern
    Score
    Cary, NC
    Serves Cary, NC and surrounding areas
    β˜…β˜…β˜…β˜…β˜…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 4/17/26Learn More β†’
    81
    Lantern
    Score
    Cary, NC
    Serves Cary, NC and surrounding areas
    β˜…β˜…β˜…β˜…β˜…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 4/17/26Learn More β†’
    81
    Lantern
    Score
    Research Triangle Park, NC
    Serves Research Triangle Park, Raleigh, Durham, Chapel Hill, and surrounding Wake and Orange County areas
    β˜…β˜…β˜…β˜…β˜…5.0(95 Google reviews)

    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.

    Best for: Personal Tax FilingSmall BusinessesIRS IssuesYear-Round Support
    Ideal clients: Small business owners, self-employed professionals, startups needing business structure guidance, companies seeking QuickBooks optimization and bookkeeping support
    What sets them apart
    • Founded and led by Adi Mahajan, CPA, MBA, with support from Les Merritt, CPA (1981-present), ensuring expert-level guidance on all engagements.
    • Offers complete QuickBooks solutions including clean-up, set-up, training, and ongoing bookkeeping for both online and desktop versions.
    • Provides advisory-level financial leadership and business decision support for growing companies seeking CFO-level expertise without full-time hire costs.
    CPA ServicesTax PreparationQuickBooks ExpertBusiness AccountingPayroll Management
    Phone(252) 352-5161
    Tax and QB Guru - RTP, NC Office
    Updated 4/17/26Learn More β†’
    81
    Lantern
    Score
    Raleigh, NC
    Serves Raleigh and surrounding Wake County area
    β˜…β˜…β˜…β˜…β˜…5.0(20 Google reviews)

    Tax Right Professional Services is a Raleigh-based accounting firm offering comprehensive tax preparation, bookkeeping, and financial consulting for individuals and businesses. The team provides personalized tax strategies to minimize liability, handle IRS representation, and deliver payroll services to help clients optimize their financial position. They focus on understanding each client's unique situation to deliver practical solutions that go beyond basic tax filing.

    Best for: Personal Tax FilingSmall BusinessesIRS IssuesYear-Round Support
    Ideal clients: Small business owners, self-employed professionals, individuals seeking proactive tax planning, families with complex tax situations
    What sets them apart
    • Provides direct representation in IRS audits and disputes, handling communication and documentation on behalf of clients.
    • Develops custom tax plans for both individuals and businesses to minimize tax liability and identify deductions specific to each client's situation.
    • Combines tax preparation with ongoing bookkeeping and payroll services, providing year-round support rather than just annual filing.
    Tax PreparationBookkeepingBusiness AccountingIRS RepresentationFinancial Consulting
    Tax Right Professional Services
    Updated 4/17/26Learn More β†’
    81
    Lantern
    Score
    Cary, NC
    Serves Cary, NC and surrounding Triangle area
    β˜…β˜…β˜…β˜…β˜…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 4/17/26Learn More β†’
    80
    Lantern
    Score
    Cary, NC
    Serves Cary, NC and surrounding areas
    β˜…β˜…β˜…β˜…β˜…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 4/17/26Learn More β†’
    80
    Lantern
    Score
    Raleigh, NC
    Serves Raleigh, NC and surrounding areas
    β˜…β˜…β˜…β˜…β˜…4.8(53 Google reviews)

    C. E. Thorn, CPA, PLLC is a full-service accounting firm in Raleigh providing comprehensive tax preparation, bookkeeping, payroll services, and financial consulting for individuals and businesses. Led by a CPA with expertise in tax strategy and IRS representation, the firm helps clients minimize tax liability and maintain accurate financial records. They serve a diverse clientele ranging from small business owners to professionals seeking personalized accounting solutions.

    Best for: Personal Tax FilingSmall BusinessesIRS IssuesYear-Round Support
    Ideal clients: Small business owners, self-employed professionals, individuals with complex tax situations, businesses needing payroll and bookkeeping support
    What sets them apart
    • Owner is a certified public accountant with specialized expertise in tax strategy and IRS representation, ensuring clients receive professional-level guidance.
    • Offers integrated accounting solutions including tax prep, bookkeeping, payroll management, and financial consulting under one firm.
    • Works with both individual and business clients to develop tailored financial strategies that reduce tax burden and improve financial health.
    CPA ServicesTax PreparationBookkeepingBusiness AccountingFinancial Consulting
    Phone(919) 420-0092
    C. E. Thorn, CPA, PLLC
    Updated 4/17/26Learn More β†’
    80
    Lantern
    Score
    Raleigh, NC
    Serves Raleigh, NC and surrounding areas
    β˜…β˜…β˜…β˜…β˜…5.0(19 Google reviews)

    Carmen Leris Tax & Insurance is an independent tax and insurance firm serving Raleigh and surrounding areas. They specialize in comprehensive tax preparation for individuals and businesses, along with personalized insurance solutions to protect assets and income. With a focus on personalized service and local expertise, they help clients navigate complex tax situations and find appropriate coverage for their unique needs.

    Best for: Personal Tax Filing
    Ideal clients: Individual tax filers, small business owners, self-employed professionals, clients seeking bundled tax and insurance solutions
    What sets them apart
    • Offers both comprehensive tax preparation and insurance services under one roof, allowing clients to coordinate their financial and risk management strategies with a single trusted advisor.
    • Based in Raleigh with a dedicated local office, providing face-to-face consultations and relationship-based service rather than impersonal national chains.
    Tax PreparationInsurance ServicesBusiness TaxesIndividual Taxes
    Phone(919) 900-7353
    Carmen Leris Tax & Insurance - Raleigh
    Updated 4/17/26Learn More β†’
    80
    Lantern
    Score
    Cary, NC
    Serves Cary, NC and surrounding communities
    β˜…β˜…β˜…β˜…β˜…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 4/17/26Learn More β†’
    80
    Lantern
    Score
    Raleigh, NC
    Serves Raleigh and surrounding Wake County areas
    β˜…β˜…β˜…β˜…β˜…4.7(349 Google reviews)

    Jackson Hewitt Tax Service at Capital Blvd in Raleigh offers comprehensive tax preparation and filing services for individuals and small businesses. Their experienced tax professionals help clients maximize refunds, navigate complex tax situations, and meet filing deadlines. With multiple service options including in-person consultations and digital filing, they provide personalized tax solutions tailored to each client's needs.

    Best for: Personal Tax Filing
    Ideal clients: Individuals needing tax preparation, self-employed professionals, small business owners, first-time filers
    What sets them apart
    • Trained tax preparers and CPA-certified staff who understand federal and state tax codes to help clients get the maximum refund they're entitled to.
    • Flexible tax preparation services including in-office consultations and digital filing options to fit different client preferences and schedules.
    Tax PreparationTax FilingIndividual TaxesRefund ServicesCPA Services
    Phone(919) 827-1000
    Jackson Hewitt Tax Service - Capital Blvd
    Updated 4/17/26Learn More β†’
    80
    Lantern
    Score
    Raleigh, NC
    Serves Raleigh, NC and surrounding Triangle area
    β˜…β˜…β˜…β˜…β˜…4.8(48 Google reviews)

    Triangle Tax, operating as RefundsRefunds.com, is a Raleigh-based tax preparation and accounting firm specializing in individual and business tax services. They help clients maximize refunds and navigate complex tax situations with personalized, professional guidance. Their team handles tax preparation, IRS representation, and accounting services for both individuals and businesses throughout the Triangle area.

    Best for: Personal Tax FilingIRS Issues
    Ideal clients: Individual taxpayers seeking refund optimization, small business owners, self-employed professionals, and anyone facing IRS audits or representation needs
    What sets them apart
    • Triangle Tax emphasizes maximizing client refunds through thorough preparation and strategic tax planning, as reflected in their RefundsRefunds.com brand.
    • They serve both individual taxpayers and business owners, providing comprehensive tax and accounting solutions under one roof.
    • Offers representation and audit defense services, helping clients navigate IRS issues and disputes with professional advocacy.
    Tax PreparationAccountingIRS RepresentationBusiness TaxesRefund Maximization
    Phone(919) 870-1099
    Triangle Tax
    Updated 4/17/26Learn More β†’
    80
    Lantern
    Score
    Durham, NC
    Serves Durham, NC and surrounding areas
    β˜…β˜…β˜…β˜…β˜…4.8(47 Google reviews)

    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.

    Best for: Personal Tax FilingSmall BusinessesIRS Issues
    Ideal clients: Small business owners, Self-employed professionals, Individual tax filers, Business financial planning
    What sets them apart
    • Combines accounting, tax preparation, insurance, and financial consulting in one location, eliminating the need to visit multiple providers for comprehensive financial services.
    • Serves both personal tax clients and business owners with customized accounting and tax strategies tailored to their specific financial situations.
    AccountingTax PreparationFinancial PlanningInsuranceBusiness Services
    B & A Financial Services
    Updated 4/17/26Learn More β†’
    80
    Lantern
    Score
    Raleigh, NC
    Serves Raleigh, NC and surrounding areas
    β˜…β˜…β˜…β˜…β˜…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 4/17/26Learn More β†’
    80
    Lantern
    Score
    Durham, NC
    Serves Durham, NC and surrounding areas
    β˜…β˜…β˜…β˜…β˜…4.7(193 Google reviews)

    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.

    Best for: Personal Tax FilingSmall BusinessesIRS IssuesYear-Round Support
    Ideal clients: Small business owners, self-employed individuals, families with complex tax situations, business owners needing payroll and bookkeeping services
    What sets them apart
    • Offers comprehensive services including individual and business tax prep, bookkeeping, payroll processing, and IRS audit representation all in one location.
    • Trained tax professionals and certified CPAs handle complex tax situations and business accounting needs with personalized guidance.
    • Full-service Durham office location allows clients to meet face-to-face for detailed tax planning and preparation consultations.
    Tax PreparationAccounting ServicesPayrollIRS Representation
    Phone(919) 544-5600
    H&R Block
    Updated 4/17/26Learn More β†’
    80
    Lantern
    Score
    Raleigh, NC
    Serves Raleigh and surrounding areas, North Carolina
    β˜…β˜…β˜…β˜…β˜…5.0(17 Google reviews)

    Oak City Accounting is a women-owned Raleigh CPA firm specializing in bookkeeping, tax preparation, and tax planning for small businesses and individuals. They focus on serving medical, legal, and professional services industries, offering comprehensive accounting services designed to help business owners make informed financial decisions. Their team provides personalized guidance on tax strategy, compliance, and financial clarity to help small businesses grow.

    Best for: Small Businesses
    Ideal clients: Small business owners in medical, legal, and professional services industries; business owners seeking tax planning and bookkeeping support; entrepreneurs wanting proactive financial guidance
    What sets them apart
    • They specialize in serving medical, legal, and professional services industries, bringing deep expertise in the unique tax and accounting needs of these sectors.
    • Oak City Accounting focuses on becoming an integrated part of your team, providing strategic financial guidance that goes beyond basic tax filing to help you make better business decisions.
    • This women-owned firm has built long-term relationships with clients, with some partnerships spanning over a decade, demonstrating consistency and reliability.
    Tax PreparationBookkeepingSmall Business AccountingTax PlanningCPA Services
    Oak City Accounting
    Updated 4/17/26Learn More β†’
    80
    Lantern
    Score
    Durham, NC
    Serves Durham and surrounding areas, NC
    β˜…β˜…β˜…β˜…β˜…5.0(17 Google reviews)

    Peggy James, CPA, PLLC is an independent accounting firm in Durham offering comprehensive tax preparation, bookkeeping, and financial consulting services. Led by a certified public accountant, the firm serves individuals and small businesses with personalized attention to tax strategy, compliance, and financial planning. Peggy James brings expertise in both personal and business tax matters to help clients optimize their financial position.

    Best for: Personal Tax FilingSmall Businesses
    Ideal clients: Small business owners, Self-employed individuals, Families needing tax planning
    What sets them apart
    • Led by a certified public accountant with credentials and expertise in tax law and financial strategy.
    • Independent firm focused on individualized attention rather than large-firm processing, ideal for small business owners and families.
    CPATax PreparationBookkeepingDurham, NCSmall Business Accounting
    Phone(919) 238-9074
    Peggy James, CPA, PLLC
    Updated 4/17/26Learn More β†’
    80
    Lantern
    Score
    Morrisville, NC
    Serves Cary, Morrisville, and surrounding Wake County communities
    β˜…β˜…β˜…β˜…β˜…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 creditsβ€”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 4/17/26Learn More β†’
    80
    Lantern
    Score
    Raleigh, NC
    Serves Raleigh, NC and nationwide (all 50 U.S. states via virtual services)
    β˜…β˜…β˜…β˜…β˜…4.9(142 Google reviews)

    NC Premier Tax & Accounting Group is a full-service tax and accounting firm led by a former IRS employee, offering comprehensive tax preparation, financial reporting, bookkeeping, payroll processing, audit preparation, and cash management services for individuals and businesses across all 50 states. Based in Raleigh, the firm combines deep tax expertise with personalized client service, providing virtual and in-person consultations with a focus on accuracy, compliance, and maximizing financial results.

    Best for: Personal Tax FilingSmall BusinessesIRS IssuesRemote ClientsYear-Round Support
    Ideal clients: Growing businesses needing full accounting support, individuals with complex tax situations, business owners seeking payroll and audit preparation, entrepreneurs managing multiple states
    What sets them apart
    • Firm led by CEO Gwen Kea, a former IRS employee with deep expertise in tax law and compliance, ensuring returns are accurate, compliant, and optimized.
    • Offers tax prep, financial reporting, bookkeeping, payroll & benefits, audit preparation, cash management, budgeting, and notary services β€” all in one firm.
    • Provides consultations via video chat and FaceTime, with flexible temporary or long-term accounting support tailored to business cycles.
    Tax PreparationAccounting ServicesBusiness TaxIRS ExpertiseFinancial Reporting
    Phone(919) 452-5245
    Premier Tax and Accounting Group
    Updated 4/17/26Learn More β†’
    80
    Lantern
    Score
    Holly Springs, NC
    Serves Charlotte, Triangle area, and Piedmont region of North Carolina
    β˜…β˜…β˜…β˜…β˜…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 β€” 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 4/17/26Learn More β†’
    80
    Lantern
    Score
    Raleigh, NC
    Serves Raleigh, NC and surrounding areas
    β˜…β˜…β˜…β˜…β˜…4.7(102 Google reviews)

    Liberty Tax is a full-service tax preparation office in Raleigh offering personal tax preparation, business tax services, and bookkeeping support. Part of the Liberty Tax franchise network, this location provides expert guidance for individuals and small business owners navigating tax filings and financial record-keeping. They serve clients seeking professional tax strategy and compliance support.

    Best for: Personal Tax FilingSmall Businesses
    Ideal clients: Small business owners, self-employed individuals, families seeking professional tax preparation
    What sets them apart
    • Handles personal taxes, business tax services, and bookkeeping in one location, streamlining financial management for small business owners and individuals.
    • Open until 7 PM, accommodating working professionals who need after-hours appointments during tax season and year-round.
    Tax PreparationBusiness TaxesBookkeepingTax Planning
    Phone(919) 999-2050
    Liberty Tax
    Updated 4/17/26Learn More β†’
    This directory of accounting & tax local businesses serving Raleigh-Durham Area, is maintained by Lantern. Rankings are determined by the Lantern Score β€” not advertising or payment for placement. Learn how it works. Last updated April 16, 2026. To claim or update a listing, contact us.