At Preferred Tax & Financial Services. our tax experts understand that no one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We enjoy problem-solving and take a proactive approach to helping our clients develop a strategy to address their tax goals and objectives, using the most efficient methods available.

Work with one of our tax experts from wherever you are

We offer both traditional and virtual tax preparation services, and specialize in individual and small business tax returns, audit resolutionsmall business development and tax planning. Our office is conveniently located in Cary, NC, but we can provide services to anyone across the country through virtual tax preparation. Our tax preparers are experienced professionals and are certified through the IRS.

Our Satisfaction Guarantee

At Preferred Tax we strive to provide professional, personalized and accurate service, and will review your individual tax situation to get you the refund you’ve earned.

Pay tax preparation fees from anticipated refund

Refund Transfer is available to conveniently allow our clients to receive their refunds by bank products (Direct deposit, prepaid debit card or check) and pay their preparation fee through their anticipated refund.

We are open year-round to assist you

Our office is open year-round to provide you with tax support:

  • Tax planning
  • Audit assistance
  • Prior year & amended tax returns
  • Small business filing
  • Tax return copies