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Find a tax preparer near Durham, NC

Find a tax preparer near Durham, NC

100+ near you

Find a tax preparer near Durham, NC

100+ near you

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Top 10 Tax Preparers near Durham, 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 Durham tax preparers
Thumbtack Customer
My tax preparer was excellent! Very professional. I am recommending her to two friends!
A Professional Touch Business and Tax ServiceA Professional Touch Business and Tax Service
Justin W.
Clay prepared our federal and state taxes. He was very thorough and timely and made the process very easy for us.
W. Clay Blue, Jr., CPAW. Clay Blue, Jr., CPA
Amanda G.
This was, by far, the best experience that I have ever had with tax preparation services. Not only was Dane very professional and knowledgeable, his response time was great. He was also very patient with me. He allowed me to ask all of the questions I needed answers to and explained things very clearly to me. The service I received with Boundless Tax is unmatched and I look forward to working with them again next year!
Boundless TaxBoundless Tax
Thumbtack Customer
My husband and I relocated to NC in October following a house sale. This made filing our taxes considerably more challenging than previous years, especially considering that we had to file multiple state tax returns. Mr. Blue was fantastically patient with us, allowing us to send documents electronically and handle the entire preparation without having to meet, face to face. This was important, considering the lateness with which we prepared to file and the busyness of our lives. His professionalism and skill was amazingly helpful at a fair price. Most importantly when we made this decision, he was close enough that we could have met face to face if needed.
W. Clay Blue, Jr., CPAW. Clay Blue, Jr., CPA
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