Tax preparation in Apex, NC
Apex (pop. 45,585) has 134 credentialed tax preparers — about 29.4 per 10,000 residents.
Credentialed preparers
134
40 CPAs · 21 EAs · 0 attorneys
Returns filed
43,740
IRS SOI, ZIP-level
Avg. AGI per return
$141,428
Avg. refund
$3,505
60% of returns get one
Self-employment share
18.5%
returns w/ Schedule C income
Use a paid preparer
42%
share of local returns
Free prep returns (VITA)
30
IRS-assisted filings
Need tax help in Apex?
Answer 4 questions — we'll tell you whether software, a local pro, or a relief specialist fits your situation.
42% of Apex filers already use a paid preparer — see if it makes sense for you.
Tax services in Apex
Tax Preparation
Get your federal and state returns prepared and filed correctly.
Tax Relief & Resolution
Owe back taxes? Specialists negotiate with the IRS on your behalf.
Back Taxes & Unfiled Returns
Catch up on years of unfiled returns before the IRS files for you.
Audit Representation
A CPA, EA, or tax attorney deals with the IRS so you don't have to.
Business & S-Corp Tax
Entity returns, payroll tax, deductions, and quarterly planning.
Self-Employed & 1099 Taxes
Schedule C, quarterly estimates, and deductions for freelancers and gig workers.
Crypto & Digital Asset Taxes
Capital gains, DeFi, staking, and the 1099-DA era of crypto reporting.
Amended Returns (1040-X)
Fix a filed return — missed credits, wrong status, forgotten income.
Filing Extensions
More time to file (not to pay) — Form 4868 and what it really does.
IRS Notice Help
Got a letter? Know exactly what it means and what happens next.
Filing stats by ZIP code
Credentialed preparers in Apex
Full directory →Source: IRS PTIN public data. Listing is informational, not an endorsement.
| Name / Firm | Credential | ZIP | Phone |
|---|---|---|---|
| A&T Servicesite | Other | 27523 | (385) 214-8179 |
| POOJA AGGARWAL | Other | 27502 | — |
| Sheila Ahler CPAsite | CPA | 27523 | 9196100459 |
| CELIA AMESTY | Other | 27523 | — |
| Anderson CPA PLLC | CPA | 27502 | — |
| PREETI ANKUSHE | Other | 27502 | — |
| Hebatullah Abdallah | EA | 27539 | (352) 870-4253 |
| Mirquella Bartels Business | Other | 27502 | 9195221898 |
| Winnie T. Beach, Certified Public Accountantsite | CPA | 27539 | 9193879231 |
| VINIT BHATIA | Other | 27502 | 9192449317 |
| The Bean Counting Group LLCsite | Other | 27523 | (888) 985-2326 |
| Rachel A Brown CPA PLLC | CPA | 27502 | (919) 839-1017 |
FAQ
How many tax preparers are in Apex?
The IRS lists 134 credentialed tax preparers in Apex, NC — including 40 CPAs, 21 enrolled agents, and 0 tax attorneys.
What's the average tax refund in Apex?
Returns filed from Apex ZIP codes average a refund of $3,505, and roughly 60% of returns receive a refund.
Do I need a CPA or can I file myself?
If you have only W-2 income and take the standard deduction, quality software is usually enough. Self-employment income, multiple states, back taxes, or an IRS notice are where a CPA or EA earns their fee.