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Find a tax preparer near Cary, NC

Find a tax preparer near Cary, NC

100+ near you

Find a tax preparer near Cary, NC

100+ near you

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Top 10 Tax Preparers near Cary, NC

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Q & A

Answers to commonly asked questions from the experts on Thumbtack.

What’s the best way to set up a consultation or an appointment with a tax preparer during the COVID-19 pandemic?

The best way to conduct an appointment during the COVID-19 pandemic is virtually, as this will ensure that you remain within the CDC's social distancing guidelines.

Ask tax professional near you if they would be willing to give a consultation via phone call, Zoom, Skype or other video conferencing software to discuss the scope of work. Also, ask them how they handle payments and whether they will be able to conduct all of their services remotely.

Does a tax preparer need to enter my home?

It is not typically necessary for a tax preparer to enter your home. Many CPAs and tax professionals operate remotely. Ask the tax professional if they can conduct their services remotely, and see what precautions they have in place during social distancing.

Can I use digital payments to pay for tax preparation services?

Before you hire a tax professional, visit their business profile to see how they handle payments. Many CPAs and tax experts accept digital payments through Venmo, PayPal, Square Cash, Zelle and other online platforms. More businesses may be changing their payment methods to accommodate social distancing. Check with your tax preparer to see how they handle payments. 

Is it worth it to pay someone to do your taxes?

There are several reasons it could be worth it to have an experienced professional do your taxes instead of self-filing. For example, it can help reduce the chance of you making a mistake that could land you in trouble with the IRS. And, it could save you time for other important tasks. If you have a side job, rental property or many assets, having someone do your taxes can pay off in the short- and long-run.

Contact several tax professionals near you to discuss your needs and get free estimates. Then, decide if hiring a pro is right for you.

What is a tax preparer called?

A tax preparer can take the form of several different job titles, but they must have an IRS Preparer Tax Identification Number (PTIN) to be authorized to prepare federal tax returns, according to the IRS. Some titles may include enrolled agents, who are licensed by the IRS, as well as certified public accountants (CPAs). Some tax attorneys may offer tax preparation and planning services, though not all are qualified to do this.

Is it better to have a CPA do your taxes?

Hiring a certified public accountant (CPA) could be a better option instead of doing your taxes by yourself, but it depends on your tax situation and preferences. Having a CPA do your taxes is usually recommended if you have a business or any type of side job, or if you’ve been contacted by the IRS for a tax-related matter. Others who can benefit are those who own rental properties or have many assets. You can also hire a CPA if you need help understanding what deductions or credit you might qualify for.

Who can file my taxes?

Any individual with a preparer tax identification number (PTIN) is eligible to file your income taxes on your behalf. However, this doesn’t necessarily mean they will be the best candidate to provide the help you need with your income tax preparation. The IRS explains that CPAs, attorneys and enrolled agents are all allowed to legally represent their clients before the IRS. They have a more thorough understanding of tax code than an individual operating solely with a PTIN or an Annual Filing Season Program participant who provides their services on a volunteer basis. Consider the complexity of your tax return and what level of expertise you’ll require. Before entrusting someone with your private financial and personal information, do some research on their qualifications. The IRS has a searchable database where you can verify the background and credentials of your income tax preparation professional. Once you have selected someone, ask about their service fees and confirm their availability. Then provide them with all the documentation they require, including W-2s, 1099s and more. Always ask to review the paperwork before it is submitted, and never sign a blank tax return.

Reviews for Cary tax preparers
Elizabeth G.
Great! James prepared my taxes quickly and very professionally. I will continue to use
Cox Accounting & Financial Services, Inc.Cox Accounting & Financial Services, Inc.
Annette M.
I am extremely satisfied with Mr. Greyling’s tax preparation service. He was very knowledgeable, professional and very easy to communicate with. Taxes are a difficult subject but he made it a much less stressful experience and definitely did a great job for me. I highly recommend his services and plan on using him for the years to come.
Philip GreylingPhilip Greyling
Monica C.
Karen with Double Tax 100% is simply awesome. There is no other word to adequately describe the work she has done. I had five years of taxes...four years of back taxes...to prepare and file. Karen went above and beyond what I expected. She was very responsive. I have a tight schedule and she worked around my schedule to make sure she stayed in contact with me every step of the way. I was feeling very burdened about the back taxes and she put me at ease. She simply worked a miracle. I plan to use her every year going forward. I’ve not worked with someone with such dedication and passion. HIRE HER, especially if you are a late filer or have an issue with back taxes.
Thumbtack Customer
Joe Franek saved me 36% on my tax preparation fees this year alone. He meets you to pick up your forms and any questions you might have and then it's as easy as picking up your finalized return. I look forward to working with him for many years.
Franek Tax ServicesFranek Tax Services
Thumbtack Customer
We moved to NC from NY state at the beginning of the year and needed to find a new tax preparer. Laurie spent time to talk through the details of our return and multiple forms. I like that I can trust we'll have one person working on our taxes from start to finish. She made an effort to get to know me, and made the whole process quite enjoyable. She cares about what she's doing; she's good at it, and it shows. Her price is very reasonable. She's very buttoned up and professional but also personable. I appreciated getting to know her and found her very reliable. She answered my questions, met our agreed deadlines, and even welcomed my preschoolers in her office when they needed to be with me at one of our appointments. We plan to use Laurie again next year!
Laurie Strange Tax & Business ConsultingLaurie Strange Tax & Business Consulting
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