Tax preparation in Matthews, NC
Matthews (pop. 30,678) has 196 credentialed tax preparers — about 63.9 per 10,000 residents.
Credentialed preparers
196
62 CPAs · 22 EAs · 3 attorneys
Returns filed
38,390
IRS SOI, ZIP-level
Avg. AGI per return
$125,502
Avg. refund
$3,451
60% of returns get one
Self-employment share
21.4%
returns w/ Schedule C income
Use a paid preparer
51%
share of local returns
Free prep returns (VITA)
180
IRS-assisted filings
Need tax help in Matthews?
Answer 4 questions — we'll tell you whether software, a local pro, or a relief specialist fits your situation.
51% of Matthews filers already use a paid preparer — see if it makes sense for you.
Tax services in Matthews
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 Matthews
Full directory →Source: IRS PTIN public data. Listing is informational, not an endorsement.
| Name / Firm | Credential | ZIP | Phone |
|---|---|---|---|
| Terry V Aaseby, CPA, PLLCsite | CPA | 28105 | 704-457-8557 |
| Latoya Akers | Other | 28105 | 7043518191 |
| ROXIMAR ALVAREZ CRESPO | Other | 28105 | — |
| ROBERT L ANDERSON, CPA, P.A. | CPA | 28104 | 7048469389 |
| Willies Tax Service | Other | 28105 | 7042991818 |
| Aprio Advisory Group, LLCsite | CPA | 28105 | 704-841-1120 |
| Cuyler Allen | ATTY | 28105 | — |
| Grant E Barger CPA PA | CPA | 28104 | 704-458-6863 |
| Aprio Advisory Group, LLCsite | CPA | 28105 | 7048411120 |
| Office Computing Solutions, Inc. | Other · AFSP | 28104 | 704-763-0023 |
| Michael T Dulin, CPA, PA | CPA | 28105 | 7048470874 |
| Aprio, LLPsite | CPA | 28105 | 704-841-1120 |
FAQ
How many tax preparers are in Matthews?
The IRS lists 196 credentialed tax preparers in Matthews, NC — including 62 CPAs, 22 enrolled agents, and 3 tax attorneys.
What's the average tax refund in Matthews?
Returns filed from Matthews ZIP codes average a refund of $3,451, 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.