Tax preparation in New Bern, NC

New Bern (pop. 30,070) has 133 credentialed tax preparers — about 44.2 per 10,000 residents.

Credentialed preparers

133

35 CPAs · 11 EAs · 1 attorneys

Returns filed

32,720

IRS SOI, ZIP-level

Avg. AGI per return

$75,213

Avg. refund

$2,855

68% of returns get one

Self-employment share

15.6%

returns w/ Schedule C income

Use a paid preparer

46%

share of local returns

Free prep returns (VITA)

930

IRS-assisted filings

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46% of New Bern filers already use a paid preparer — see if it makes sense for you.

Tax services in New Bern

Filing stats by ZIP code

ZIPReturnsAvg AGIAvg RefundSelf-emp.Paid preparer
2856219,650$82,135$2,93015.6%47%
2856013,070$64,805$2,74815.7%43%

Credentialed preparers in New Bern

Full directory →

Source: IRS PTIN public data. Listing is informational, not an endorsement.

Name / FirmCredentialZIPPhone
Joan Atkinson, CPACPA28562717-448-3461
Fastax IncEA · AFSP28562-33222526336430
Liberty Tax ServiceOther285622526492573
Lori G Baldwin, Certified Public AccountCPA28561252-670-1609
KB Accounting & Tax Solutions LLCOther28562—
BlueSky Wealth Advisors LLCOther285622526330107
Financial SolutionsEA28562(252) 665-2150
BlueSky Wealth AdvisorssiteCPA28562(252) 633-0107
MARILYN BREWEREA28562252-671-0469
All In His Hands Tax ServiceOther28560(252) 514-5856
Michael A Rogers CPA PAOther · AFSP285622526363500
COASTAL COMMUNITY INCOME TAX SERVICEOther28562(252) 671-4975

FAQ

How many tax preparers are in New Bern?

The IRS lists 133 credentialed tax preparers in New Bern, NC — including 35 CPAs, 11 enrolled agents, and 1 tax attorneys.

What's the average tax refund in New Bern?

Returns filed from New Bern ZIP codes average a refund of $2,855, and roughly 68% 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.

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