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Best Tax Services in Durham

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2023
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Accurate Tax logo
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Accurate Tax

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404 Hunt Street, Suite 120, Durham, NC 27701
  • Consulting

Business Description

Accurate Tax assists individuals and businesses in and around the Durham area. Its team handles the preparation of personal taxes. The professionals also provide tax preparation services for different types of businesses, including LLCs, partnerships, and S corporations. Additionally, they represent clients in IRS audits, handle years' worth of unfiled tax returns, and assist in S corporation elections. Other services include financial statement generation and monthly, quarterly, and yearly bookkeeping. Accurate Tax has been in service for over two decades.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (10)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
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Detail
Aradhana Aggarwal CPA, PLLC logo
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Aradhana Aggarwal CPA, PLLC

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2530 Meredian Parkway Suite 300, Durham, NC 27713
  • Preparation & Planning

Business Description

Since 2019, Aradhana Aggarwal CPA, PLLC, has been serving clients in the Durham area. It handles tax preparation jobs for individuals as well as small and medium businesses. The firm has experience advising clients on issues involving international tax compliance. It also offers other services, including business process improvement, quarterly financial analysis, estate planning, accounting system reconfiguration, and transfer pricing. Its founding member, Aradhana Aggarwal, has held advisory positions for companies such as Cisco, IBM, and the Make-A-Wish Foundation. She holds a Chartered Accountant designation.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––
Balentine & Borg, PLLC logo

Balentine & Borg, PLLC

Durham, NC 27707

Business Description

Balentine & Borg, PLLC is a CPA firm that provides consulting and accounting services to clients in the Durham area. Tax planning and preparation services are available for both businesses and individuals. Individuals can also receive assistance with strategies for their estate, gift, and trust taxes. The firm offers individual consulting services such as financial planning, education funding, and planning for a comfortable retirement. Its business consulting services help clients plan business growth, minimize taxes, and increase profit margins.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Bridget A. Ryan, CPA, PLLC logo
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Bridget A. Ryan, CPA, PLLC

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3200 Croasdaile Drive, Suite 503, Durham, NC 27705
  • Preparation & Planning

Business Description

Bridget A. Ryan, CPA, PLLC, is an accounting firm that serves clients in Durham. It offers tax preparation and planning, accounting, and management consulting services. Other services offered include financial statement compilation, bookkeeping, ATF and Live payroll, and A/P and A/R processing. The firm allows clients to set up an online portal to send and receive files privately. Bridget A. Ryan, CPA, MSA, has been in the industry since 2016. She has prior experience in public accounting.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (3)
Facebook
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
CS Financial & Accounting Services, Inc. logo
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CS Financial & Accounting Services, Inc.

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411 West Chapel Hill St. Suite C2, Durham, NC 27701
  • Preparation & Planning

Business Description

CS Accounting & Financial Services, Inc., caters to clients throughout Durham and its surrounding communities. Its staff, which includes CFP Janene Tompkins, has more than 125 combined years of experience in providing solutions involving tax and financial planning, year-end IRS filings, and bookkeeping. Its solutions are geared toward credit maximization, risk and investment analysis, investment portfolio management, and the avoidance of underpayment penalties. The firm caters to different types of clients, from real estate investors to service providers in the finance and health industries.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (3)
Yelp
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
dmj logo

dmj

3211 Shannon Road, Suite 200, Durham, NC 27707
  • Preparation & Planning

Business Description

DMJ conducts tax preparation services for Durham customers. It provides computerized state, multi-state, and federal returns for individual and corporate clients. It offers insights into accounting and inventory methods and provides tax defense representation before federal and state taxing authorities. The firm also helps companies position themselves for green investments, acquisitions and mergers, and succession planning. Mike Gillis has been the managing partner of the firm since 1997. He is part of the executive committee of the American Institute of Certified Public Accountants.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (4)
Facebook
5.0 / 5 (4)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Eagles Tax & Accounting Services logo
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Eagles Tax & Accounting Services

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3700 Western Blvd., Raleigh, NC 27606
  • Consulting

Business Description

Eagles Tax & Accounting Services is a local firm serving clients in Durham. Its enrolled agents and CPAs offer tax services for individuals, self-employed, and business owners. They perform federal and state tax planning and preparation, partnership and S-corporation information return, and gift tax filing. The firm offers payroll processing and bookkeeping. Its team also represents taxpayers before the IRS and NCDOR. Additionally, it negotiates settlements and prepares and delivers offers. The agency can cater to clients in Raleigh.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.7
Google
4.6 / 5 (19)
Facebook
5.0 / 5 (4)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Kee Bookkeeping and Tax Service logo
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Kee Bookkeeping and Tax Service

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3200 Croasdaile Dr., Durham, NC 27705
  • Preparation & Planning

Business Description

Kee Bookkeeping and Tax Service offers its solutions throughout the Durham metro and its neighboring areas. It provides assistance through a variety of tax-related services, including retirement planning, tax preparation, IRS representation, and business consultations. Its client-oriented approach involves the analysis of an individual's personal and financial situation and the creation of a strategy based on determined needs. It also utilizes different types of accounting software and methods, including cloud computing, for both security and flexibility for a client's business plans and transactions.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Facebook
5.0 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Latino Tax & Express Services logo
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Latino Tax & Express Services

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1231 University Dr, Durham, NC 27707
  • Preparation & Planning

Business Description

Latino Tax & Express Services caters to individuals and businesses in Durham and the surrounding communities. It offers a variety of services related to tax, accounting, insurance, business registration, and travel. Its tax professionals help in maximizing federal refunds when a client needs personal or business tax preparation. They use an e-filing system that allows them to file taxes directly with the IRS to eliminate data entry errors and processing slowdowns due to mailing. The firm also assists in Xero setup and training.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.7
Google
4.7 / 5 (159)
Facebook
5.0 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Lea Enterprises logo
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Lea Enterprises

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505 Millstone Drive, Hillsborough, NC 27278
  • Consulting

Business Description

Lea Enterprises is a tax and accounting firm that serves individuals and businesses in Durham and the surrounding areas. Its tax professionals help clients maximize their tax savings and minimize liabilities through tax preparation services. As experts in various areas of taxation, they prepare taxes for individuals, partnerships, corporations, gifts and estates, and out-of-state returns. Founder Onie Lea Parker is an IRS Registered Tax Return Preparer and has over 25 years of experience in income tax preparation and retirement planning.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.4
Google
4.4 / 5 (36)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
My iTax logo
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My iTax

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3709 University Drive Suite A, Durham, NC 27707
  • IRS Relief

Business Description

My iTax is a local firm that serves individuals and businesses throughout Durham and the neighboring areas. It offers clients comprehensive income and business tax preparation services, assisting with forms such as W-2s, 1099s, EITCs, ODCs, and CTCs. Virtual tax preparation services are also available for clients' convenience. Additionally, the firm offers mobile notary, bookkeeping, and small business management services, which include paying bills, managing account payables and receivables, invoicing customers, and posting collections. My iTax also offers its services in Spanish.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.7
Facebook
4.7 / 5 (14)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
NxtLevl Professional Services LLC logo
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NxtLevl Professional Services LLC

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555 South Mangum Street, Durham, NC 27701
  • Preparation & Planning

Business Description

NxtLevl Professional Services LLC assists the residents of Durham and the surrounding areas. The firm offers both individual and business tax preparation; evaluates clients' unique tax situations; and provides guidance through tax challenges that may develop. Its IRS-approved preparers can also calculate estimated taxes for self-employed small business owners; electronically file and direct-deposit for a faster tax refund; file extensions; and calculate estimated taxes to avoid interest and penalties. The firm helps resolve tax problems such as delinquent tax returns, failures to file, and IRS audit back taxes.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (4)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Padgett Business Services logo
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Padgett Business Services

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9708 Dayton Court, Raleigh, NC 27617
  • Preparation & Planning

Business Description

Padgett Business Services caters to the people of Durham and the surrounding areas. The company offers federal and state tax preparation services for individuals, partnerships, and corporations. Its specialists provide clients with tax planning strategies that help minimize tax liabilities while remaining compliant with tax laws. They also prepare income and financial statements and manage general ledgers. Other services include HR and profit coaching. In addition, the firm offers Xero accounting software for small to mid-sized businesses.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.9
Google
4.9 / 5 (60)
Facebook
5.0 / 5 (5)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Paul Scheible, CPA, PLLC logo

Paul Scheible, CPA, PLLC

Durham, NC 27705

Business Description

Paul Scheible, CPA, PLLC is a CPA firm offering financial planning and tax services to clients in Durham. All clients can receive tax preparation and planning strategies, along with IRS representation. Individual clients have access to retirement planning, estate planning, and in-depth financial planning services. There are also tax preparation services for estates and trusts. For businesses, services include sales tax calculation and filing, business succession planning, employee benefits plans, financial statement compilations, consultations on the buying or selling of a business, and business entity selection. The firm can also offer probate assistance when an estate is administered.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.9
Google
4.9 / 5 (59)
Facebook
5.0 / 5 (16)
Yelp
4.5 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Pless & Company CPAs, P.A. logo
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Pless & Company CPAs, P.A.

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2726 Croasdaile Drive, Suite 101, Durham, NC 27705
  • Preparation & Planning

Business Description

Pless & Company CPAs, P.A., is a full-service accounting firm catering to the needs of independent professionals, executives, and business owners in Durham. The company performs tax solutions such as personal income tax preparation and filing, IRS audit representation, and payroll tax problem assistance. Its tax professionals create tax-saving strategies, update non-filed tax returns, and assist during the IRS Offer in Compromise process. Pless & Company also provides services on IRS-related problems such as liens, levies, and seizures.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.0
Google
4.0 / 5 (4)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
PSJ Elite Tax Service, LLP logo

PSJ Elite Tax Service, LLP

Durham, NC 27707

Business Description

PSJ Elite Tax Service, LLP is a Durham-based tax firm with over 30 years of experience. The company offers tax return preparation for businesses and individuals, along with year-round tax filing for businesses. Besides the tax services, the firm helps clients manage their financial risk by offering insurance options that protect their assets in case of an unexpected event. Insurance options include long term care, health, and life insurance. Company CEO Penny Joyner is a Registered Tax Return Preparer (RTRP) with multiple insurance licenses. She has experience with corporate, small business, and personal tax returns.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Facebook
5.0 / 5 (9)
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Stephens & Nashland, CPAs, P.A. logo
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Stephens & Nashland, CPAs, P.A.

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PO Box 61818, Durham, NC 27715
  • Consulting

Business Description

Stephens & Nashland, CPAs, P.A., is a family-owned and family-operated business that has been serving Durham since 2014. It offers tax filing and preparation services for individuals and businesses through modern digital processing, from document collection to review and delivery. A variety of packages is available for managing taxes, payroll, and accounting services. One of the firm's CPAs, Steven L. Nashland, has worked in a wide range of industries including software development, real estate, and medical services.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (25)
Facebook
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Superior Tax Services logo
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Superior Tax Services

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1514 Holloway Street, Durham, NC 27703
  • Preparation & Planning

Business Description

Superior Tax Services serves Durham and the surrounding areas. It focuses on providing tax solutions for individuals and small businesses. It offers assistance in tax preparation and makes sure that clients comply with state and federal regulations and meet deadlines. It also handles credit repair, business formation and development, financial planning, and credit counseling. It trains its employees through its Tax University program, which includes in-person hands-on training classes, self-study, and live webinars.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.3
Google
4.3 / 5 (11)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Taxcom, LLC logo
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Taxcom, LLC

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8218 Creedmoor Rd. Suite 201, Raleigh, NC 27613
  • Preparation & Planning

Business Description

Taxcom, LLC, is a financial services provider that caters to clients throughout Durham. It assists individuals and small businesses and offers tax preparation solutions. The company helps clients file tax returns and works to minimize their deductions. It has experience working on sales, property, and excise taxes. It also helps individuals through the process of setting up a range of business structures like general partnerships and sole proprietorships. Taxcom's founder, Zeb Baiye, serves as a member of the North Carolina Society of Enrolled Agents.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.5
Google
4.9 / 5 (51)
Facebook
4.5 / 5 (20)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Terry A. Williams Accountants Inc. logo

Terry A. Williams Accountants Inc.

Durham, NC 27703

Business Description

Terry A. Williams Accountants Inc. is an accounting firm that's served individuals and businesses in Durham and the wider Triangle area since 1987. The firm's personal packages are geared toward individuals and include financial planning strategies, tax mitigation planning, and integrated plans for the future. Its commercial services include bookkeeping, accounting, and strategic advice. Each business receives services tailored to its unique financial needs. The firm takes care of payroll preparation, accounts payable, accounts receivable, invoicing, data entry, and bank statement reconciliations for businesses.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Yelp
5.0 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail