Tax preparation in Monroe, NC
Monroe (pop. 34,623) has 215 credentialed tax preparers — about 62.1 per 10,000 residents.
Credentialed preparers
215
33 CPAs · 12 EAs · 1 attorneys
Returns filed
38,110
IRS SOI, ZIP-level
Avg. AGI per return
$70,765
Avg. refund
$2,919
69% of returns get one
Self-employment share
21.6%
returns w/ Schedule C income
Use a paid preparer
56%
share of local returns
Free prep returns (VITA)
520
IRS-assisted filings
Need tax help in Monroe?
Answer 4 questions — we'll tell you whether software, a local pro, or a relief specialist fits your situation.
56% of Monroe filers already use a paid preparer — see if it makes sense for you.
Tax services in Monroe
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 Monroe
Full directory →Source: IRS PTIN public data. Listing is informational, not an endorsement.
| Name / Firm | Credential | ZIP | Phone |
|---|---|---|---|
| MDI Tax & Accounting | Other | 28110 | 7042837748 |
| Anderson Certified Public Accountant PCsite | CPA | 28110 | 9802698350 |
| Anderson Certified Public Accountantsite | Other | 28110 | 9802698350 |
| KAREN ASHLEY | Other · AFSP | 28112 | 704-219-3413 |
| Moyer, Devoe & Iocco, PLLC | Other | 28110 | — |
| Top Tier Multi-services LLC | Other | 28110 | 9806166231 |
| Asheka Allen | Other | 28112 | — |
| Your Source Services LLC | Other | 28110-8423 | 7044888068 |
| Your Source Services | Other | 28110 | 704-488-8068 |
| Derek K Atwell, CPA, PLLCsite | CPA | 28110 | (980) 322-6864 |
| Dawn Avery | Other | 28112 | 9802753558 |
| Latino Community Credit Unionsite | Other | 28110 | 704-226-1651 |
FAQ
How many tax preparers are in Monroe?
The IRS lists 215 credentialed tax preparers in Monroe, NC — including 33 CPAs, 12 enrolled agents, and 1 tax attorneys.
What's the average tax refund in Monroe?
Returns filed from Monroe ZIP codes average a refund of $2,919, and roughly 69% 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.