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Lori Aveni, CPA
“I never felt like I was asking a stupid question and Lori helped me find quite a few deductions that I would have missed.”
Best Tax Preparation Services in Apex, NC
24 companies listed · 8 in Apex · 3 open weekends · 19 rated 4.5+ · 4 show a license
Data verified October 21, 2026
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A. A .B. S
“I have had a difficult time throughout the years finding an accounting firm that can communicate taxes to me in away that I can understand, I am so glad A.”
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Leslie A. Iannucci, CPA
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SMC Accounting and Tax Service
“SMC Accounting and Tax delivers expert advice and strategies for Business owners and Individual tax payers who don't want to pay more than their fair share.”
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Twila Wilt CPA
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CFO Angle Financial Accounting and Tax Advisory Services
“Got great advice on international taxation from this group of professionals.”
The 24 companies listed for Apex, NC prepare and file tax returns for individuals and small businesses. What each says about its services and credentials comes from its own website; ratings and quotes come from public reviews.
Area overview: Apex, NC
Of the 24 companies we list here, 8 are in Apex itself and 16 come from Raleigh (8, 15 mi), Cary (7, 5 mi) and Morrisville (1, 7 mi). 22 of the companies on this page have a rating, from 4.2 to 5.0 across 1,017 reviews; 8 have 50 or more reviews and 19 are rated 4.5 or higher. When clients rate these companies on specific qualities, they most often praise professionalism (100%), responsiveness (90%) and quality (80%). The topics that come up most in reviews of the companies on this page are "knowledge", "communication" and "expertise". 3 are open on Saturdays and 1 on Sundays. The services the companies on this page list most often on their websites are tax preparation (4), tax services (3), accounting services (2), forensic accounting (2) and new business formation (2). 4 show a license on their websites and 13 have a BBB rating of A or A+. 18 have ten or more years of experience, the longest 57 years. 2 offer payment plans; 3 offer a free initial consultation and 1 lists coupons or special offers. We count these figures across the companies on this page; distances are straight-line, and hours and prices change, so confirm the details with the company before you book a consultation.
Do any tax preparers listed for Apex offer a free first consultation?
3 of the 24 companies on this page state that a first consultation is free. In practice it buys a conversation about your situation and a quote for the return, not advice you can act on. Bring last year's return so the quote means something.
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HSL Tax Services
“First time to do business with Lung, very happy with his work”
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Tax&more
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Taxcom
- Patient
- File
- Informative
“Prior to them, everything was a maze but each year they help us not only with our taxes but with great insight that enables us plan appropriately for our business's future financial and tax needs.”
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Tax Advisors of Cary
- Season
- Organized
- Responsive
“The icing on the cake was the fact that he actually managed to find ways to reduce my tax burden and allow me to receive a a much larger refund (both federal and state) than I was able to figure out by myself.”
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Smith & Smith, CPA
- Small Business
- Season
- Knowledge
“We have worked directly with Becca Smith and she is very responsive, easy to work with, quick to answer our questions in a way we understand, and they were able to significantly reduce our taxes compared to the first firm we used.”
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Rukosky Wapner and Presley
- Tax Preparation
- Small Business
- Portal
“I had always used Turbo Tax and was loathe to pay someone for what I thought I should be able to do myself, but this year I had a couple additional tax issues that I knew would benefit from someone who knew what they were doing.”
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C. E. Thorn, CPA
- Small Business
- Team
- Mind
“They are easy to get a hold of when I have questions about things, very friendly, and explain everything along the way (which is an important thing to me, so I can be a better business owner).”
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Padgett Business Services
- Work
- Mind
- Organized
“I initially planned to simply use an accountant for the tax season and return to self managed, but the ease and peace of mind that has come with using their business services has allowed me to focus much more on my customers and growth, so I intend t...”
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Mehdi CPA
- Trust
- Advisor
- Financial
“Aside from financial and tax advice that has saved me a significant amount of money over the years, he also handles my payroll at a reasonable rate which eliminates the need for a payroll company.”
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Akram
- Company
- Documents
“We are doing our personal and business Tax accounting & consulting through "Akram & Associates" and I must say Muhammad is an exceptional professional and I strongly recommend his services.”
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Pannaman Tax Preparation
- Job
- Efficient
- Payments
“When our tax situation started getting more complicated, we turned to Pannaman Tax Service for help - getting a professional to do our taxes really takes the pressure off at a busy time of year.”
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HB Morgan
- Interest
- Fees
“Hekmat and those at his firm (especially Jeremy Kryn CPA) have been amazing through the years and handle all of my companies taxes including (state and county sales and use, county food and beverage, county property, etc...”
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Premier Tax and Accounting Group
- Tax Preparer
- Expertise
- Text
“I located this establishment on Google search my experience with getting my taxes prepared here was wonderful I tell you you will not regret it I will get my taxes done here every year”
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Jack Perkins, CPA
“I used to file with the electronic systems since i thought i did not have much to declare but when i decided to give Jack a chance I ended up with a bit more money.”
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MJ Sheerin, Cpa, M.s.t.
“Easy to navigate the parking lot which I Love, and once you are in the lot and head to the front of the office building there are pretty shade trees and it even has a private drive feel around the side and back there toward the building.”
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Mark Vitek CPA
- Attention
- Responsive
- Finances
“Mark recently worked with me on some tax issues involving POA (anyone who has even been a POA will sympathize with the extra complexities this role adds).”
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Tax Center
- Fair
- Job
- Knowledge
“Steven is excellent, direct in evaluating and communicating information, and extremely knowledgeable in all aspects of personal and business accounting.”
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Edmundson CPA
“In terms of areas for improvement, the people that support Drew (and whom we as a customer, deal with most frequently) are not always as friendly and customer oriented as they should be.”
Tax Preparation & Planning Services in Apex, NC Cost Estimates
Minimum cost
$267
Maximum cost
$2668
National Average
$481
Avg Per Hour Rates
$254
$321
$694
Average price range is based on 269 cost profiles
Why these companies made our list
What clients say about companies in and near Apex
- “Extremely knowledgeable, responsive and professional. Jon took extra time to explain this years return and even show a table to compare my previous years tax return and why years prior were different.” — client of Pannaman Tax Preparation
- “Dave is very knowledgeable and professional. Would definitely recommend him to anybody looking to file their tax return.” — client of Tax Advisors of Cary
- “My taxes were turned around in a timely manner, and received my refund quickly!” — client of Premier Tax and Accounting Group
- “One big thing is I don't ever have to worry when it comes to tax season because everything is taken care of during the year.” — client of Padgett Business Services
- “Becca was always quick to respond to any question I had, and Blake took the time to go over every inch of our tax returns with us to make sure we understood it all.” — client of Smith & Smith, CPA
Excerpts from public reviews of the companies listed on this page.
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