Best Tax Services in Durham

Why These Tax Services?

Our goal is to connect people with the best local experts. We scored Durham Tax Services on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

Reviewed Curated Top Picks 64 44 15

Our Selection Criteria:

  • 1. Reputation

    A history of delighted customers and outstanding service.

  • 2. Credibility

    Building customer confidence with licensing, accreditations, and awards.

  • 3. Experience

    Masters of their craft, based on years of practical experience and education.

  • 4. Availability

    Consistently approachable and responsive, so customers never feel ignored.

  • 5. Professionalism

    Providing service with honesty, reliability, and respect.

Anthony F. Armento, CPA, PC

Anthony F. Armento, CPA, PC is a Certified Public Accountant (CPA) firm based in Durham. The company serves nonprofit organizations, businesses, and individuals. The main areas of expertise include start-up consulting for business owners, bookkeeping services, financial statement compilation and documentation review, tax preparation, payroll services, and QuickBooks help. The firm's start-up consultations help business owners develop their financial plan and long-term tax strategies. In addition, the adviser can design accounting systems and provide ongoing financial guidance for business owners. Its payroll services are customized to fit a client's business needs, covering tax reporting, payments, and direct deposit.

Balentine & Borg, PLLC

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.

Chris Arena, CPA

Chris Arena, CPA provides tax and advisory services for small businesses and individuals in the Durham community. The business tax services follow the same basic steps: initial consultation and creation of tax strategies, a January/February review of the past year's documentation, and completion of the business tax return by the appropriate date. Business advisory services include bookkeeping, QuickBooks support and training, performance analysis, market data comparisons, compliance review to mitigate tax burdens, and other as-needed consulting to address business concerns. The firm also prepares complex individual tax returns.

Durham, NC 27707


Craig D. Page, CPA, PLLC

Craig D. Page, CPA, PLLC is a CPA firm that serves small business owners in Durham. The company is managed by Craig Page, a tax practitioner who has been a North Carolina CPA for more than 29 years. He is currently a member of the North Carolina Association of CPAs and the American Institute of Certified Public Accountants. Clients can receive advice on business and nonprofit financial planning, QuickBooks training, and tax preparation.

Durham, NC 27713


Kenneth A. Howard, P. A., Certified Public Accountant

Kenneth A. Howard, P. A., Certified Public Accountant is a CPA firm that offers services for individuals and businesses in the Durham area. Founded in 1982, the firm creates tax saving strategies and long-term tax plans for individual clients. Individuals can have their state and federal tax returns prepared, even if they have multi-state returns. Kenneth also offers trust, estate, and tax return preparation services. For small businesses, the firm offers services such as tax return preparation, payroll and sales tax filing, financial statement preparation, assistance with business start-ups, general business consulting, income tax planning, and IRS audit representation.

L C James & Associates Income Tax and Accounting

L C James & Associates Income Tax and Accounting has served Durham-area individuals and businesses for more than 40 years. The firm offers financial planning and tax mitigation strategies for individuals, and clients can have both their individual and corporate tax returns prepared. In addition, the company staffs accounting database and payroll specialists who can set up payroll systems and help file tax payments for businesses. There are experts in state sales tax who help businesses calculate and file their monthly reports.

Linton & Associates, PA

Linton & Associates, PA is a Durham-based accounting and tax firm that staffs CPAs and client relationship experts. The company specializes in small businesses and high-net-worth families and individuals. For businesses, potential services include start-up consultations, tax planning and preparation, financial consultations, financial statement compilations, and accounting software. Individuals can receive long-term tax plans and tax return preparation, along with objective financial guidance. The firm helps clients structure plans to meet long-term goals like retirement and college funding. IRS audit representation is also available.

Durham, NC 27713


Martin L. Price CPA PA

Martin L. Price CPA PA is a CPA firm with over 25 years of experience serving Durham clients. The firm's tax preparation services cover business, federal, and income taxes, along with individual property taxes. They can calculate and file payroll and state sales taxes for businesses. All clients receive long-term tax mitigation strategies. Individual clients have access to financial planning services like retirement and estate planning. The firm integrates tax management strategies, overall wealth management and asset growth, and long-term estate planning goals. For business owners, the firm offers financial consultations, bookkeeping, and payroll automation services.

Durham, NC 27707


Michael Siciliano CPA

Michael Siciliano CPA is a Durham-based CPA firm with more than 30 years of consulting, accounting, and tax experience. The firm's main focus is on small business owners. Each client receives individualized services and strategies depending on their financial circumstances. It can also help individuals and businesses file their state and federal tax returns, and its small business accounting services range from year-end documentation compilations to day-to-day bookkeeping. Business owners can have consultations regarding their business plans and strategies for the future.

Durham, NC 27713


N J Travis CPA, PLLC

N J Travis CPA, PLLC is a Durham-based CPA firm that offers individual accounting, business accounting, business consulting, and tax services. Accounting for individuals involves expense tracking, budget analysis, and tailored packages, depending on the client's unique circumstances. It helps businesses with accounts payable, purchasing, accounts receivable, and day-to-day bookkeeping. Business owners can use the consulting services to address concerns about report analysis, growth, tax strategies, and future plans. Its tax preparation services include tax return filing, long-term tax strategies, and in-depth knowledge of new tax codes.

Durham, NC 27707


Next Level Tax Services

Next Level Tax Services is a tax preparation service based in Durham. The firm's main areas of expertise are tax preparation, consulting, planning, resolution, and representation. The tax filing services are open to individuals and businesses with varying levels of return complexity. Tax consultations help clients strategize tax-efficient financial strategies for their businesses and their personal finances. The tax planning services minimize taxes by taking advantage of deductions, deferring income whenever possible to tax it at a lower rate, choosing cost-efficient accounting methods for a business, and picking the correct depreciation methods.

Paul Scheible, CPA, PLLC

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.

Durham, NC 27705


PSJ Elite Tax Service, LLP

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.

Durham, NC 27707


Roberson CPA Firm, PLLC

Roberson CPA Firm, PLLC is an accounting and tax services firm located in Durham. The tax services include individual income tax return preparation and filing, tax advice for businesses and individuals, year-round tax planning strategies to minimize taxes while increasing asset growth, and tax return preparations for trusts, gifts, and estates. The firm offers comprehensive payroll services, including direct deposit and check printing, managing tax liabilities, making electronic tax payments on a quarterly basis, filing W2s and 1099s, and compiling payroll reports. The accounting services include a cloud-based accounting system, day-to-day bookkeeping, and financial reports analysis.

Terry A. Williams Accountants Inc.

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.

Wrong city? Here are some nearby places: