Tax preparation in Wake Forest, NC
Wake Forest (pop. 38,199) has 162 credentialed tax preparers — about 42.4 per 10,000 residents.
Credentialed preparers
162
51 CPAs · 20 EAs · 1 attorneys
Returns filed
37,450
IRS SOI, ZIP-level
Avg. AGI per return
$127,838
Avg. refund
$3,440
60% of returns get one
Self-employment share
20.6%
returns w/ Schedule C income
Use a paid preparer
45%
share of local returns
Free prep returns (VITA)
40
IRS-assisted filings
Need tax help in Wake Forest?
Answer 4 questions — we'll tell you whether software, a local pro, or a relief specialist fits your situation.
45% of Wake Forest filers already use a paid preparer — see if it makes sense for you.
Tax services in Wake Forest
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
| ZIP | Returns | Avg AGI | Avg Refund | Self-emp. | Paid preparer |
|---|---|---|---|---|---|
| 27587 | 37,450 | $127,838 | $3,440 | 20.6% | 45% |
Credentialed preparers in Wake Forest
Full directory →Source: IRS PTIN public data. Listing is informational, not an endorsement.
| Name / Firm | Credential | ZIP | Phone |
|---|---|---|---|
| ExecServ, LLC | Other | 27587 | (910) 232-3478 |
| Elite Tax and Financial Services, LLCsite | EA · AFSP | 27587 | 919-554-9400 |
| Elite Tax & Financial Services LLCsite | Other | 27587 | 9195549400 |
| FRANCINE ARMSTRONG | Other | 27587 | — |
| Burke & Associates, Enrolled Agentssite | EA | 27587 | (919) 210-0173 |
| JC Accounting & Tax Inc | EA | 27587 | 9194126343 |
| MPA Tax Services | Other · AFSP | 27587 | 9194179769 |
| Van Orden Bookkeeping Services | Other | 27587 | (919) 848-9442 |
| Sky-Hi Tax Services | Other | 27587 | (919) 699-2329 |
| Adams Accounting | CPA | 27587 | — |
| The Qulture Consultancysite | Other | 27587 | (704) 957-0796 |
| Ace Tax Services | CPA | 27587 | (404) 630-2730 |
FAQ
How many tax preparers are in Wake Forest?
The IRS lists 162 credentialed tax preparers in Wake Forest, NC — including 51 CPAs, 20 enrolled agents, and 1 tax attorneys.
What's the average tax refund in Wake Forest?
Returns filed from Wake Forest ZIP codes average a refund of $3,440, 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.