Durham Tax Preparation Services
Elite Tax Support for Durham Professionals, Researchers, Tech Workers, Healthcare Providers & Investors
Durham sits at the center of the Research Triangle — home to Duke University, major healthcare systems, growing biotech firms, engineering companies, tech startups, and thousands of remote workers, investors, and entrepreneurs.
Durham taxpayers often manage:
- W-2 income in education, tech, medical, science, biotech & engineering
- 1099 consulting, contractor, research, or clinical income
- Multi-state exposure (NC ⇄ NY, NJ, CA, FL, TX, VA)
- Rental properties across Durham, Raleigh, Cary, Chapel Hill, RTP
- RSUs, ISOs, ESPPs & stock compensation (tech + biotech)
- K-1 income from partnerships, funds, research-based ventures
- Real estate & STR/LTR portfolios
- Multi-LLC structures for contractors, consultants, and investors
Our Durham tax preparation team delivers IRS accuracy, state compliance, and forward-looking tax strategy designed around the Triangle’s economic realities.
Why Durham Residents Choose Our Tax Preparation Firm
- Licensed CPAs, EAs & seasoned tax strategists
- Specialists in research, biotech, tech, medical & university-affiliated income
- Experts in multi-state filing for NC-NY-CA-NJ-FL remote workers
- Rental depreciation, STR tax logic, & K-1 optimization
- Stock compensation & equity reporting accuracy
- Full-service bookkeeping + multi-year cleanup
- IRS audits, notices & reconstruction of prior year returns
- Transparent flat-rate pricing
- Year-round advisory support
Tax Preparation Services for Individuals in Durham
We support Durham’s:
- Researchers, scientists & university employees
- Tech professionals & software engineers
- Medical workers, nurses, physicians, and clinical staff
- Remote workers with multi-state W-2/1099 income
- Real estate investors & landlords
- Biotech professionals with equity compensation
- Graduate students, post-docs & academics
- Retirees relocating from high-tax states
- High-income executives & professionals
Individual tax preparation includes:
- Federal & North Carolina-compliant filing
- Multi-state W-2/1099 corrections & residency allocation
- RSU/ISO/ESPP stock compensation reporting
- Rental property accounting + depreciation schedules
- K-1 reconciliation for partnership/fund income
- Investment & capital gains reporting
- IRS notices, audits & amended returns
- Estimated tax planning
- MERNA™ strategic analysis for long-term savings
We ensure your entire financial picture stays accurate and optimized.
Tax Preparation Services for Durham Business Owners
Durham’s business ecosystem spans:
- Tech startups
- Labs, biotech, and research companies
- Healthcare and clinical groups
- Consultants & professional service providers
- Real estate investors
- Restaurants, retail & local service businesses
- Agencies & small firms
- Property management companies
- Multi-LLC structures for contractors & investors
Business tax services include:
- S-Corp, LLC, C-Corp & partnership filings
- Monthly bookkeeping & full cleanup
- Payroll setup + compliance
- Multi-entity bookkeeping (business + rentals + investments)
- Fixed asset management & depreciation schedules
- Quarterly projections & estimated tax planning
- Audit-ready financial statements
- Multi-state business filing support
- MERNA™ entity optimization
We help Durham business owners stay scalable, compliant, and profitable.
What Sets Our Durham Tax Preparers Apart
Durham residents often have complex financial lives due to:
- Research-based contracts
- Clinical trial income
- Tech industry compensation
- RSUs, ISOs, and stock options
- Multi-state work arrangements
- Remote work & hybrid job structures
- Cross-state rentals & investments
- University-related employment quirks
- Corporate relocations between NC and high-tax states
We understand:
- Duke University compensation structures
- Research stipends & grant-related tax requirements
- NC vs out-of-state allocation for remote workers
- Rental depreciation & STR classification
- Multi-LLC structuring for consultants & investors
- Capital gains & fund distributions
- Retirement/tax-advantaged planning for high earners
We don’t just file taxes — we rebuild, optimize, and elevate your entire tax structure.
Areas We Serve in Durham & The Triangle
Durham
RTP (Research Triangle Park)
Chapel Hill
Cary
East Durham
North Durham
Duke University Area
Southpoint / South Durham
Brier Creek
Morrisville
Downtown Durham
Trinity Park
Hope Valley
The Triangle Region
Wherever you live in the Triangle, our tax team supports your full financial life.
What Durham Clients Say About Our Tax Preparers
Real Client Case Study — Durham, NC
Client: J. Patel — Researcher + Tech Consultant
Financial Mix: W-2 research income + 1099 consulting + RSUs + rental property + K-1s
Problem:
Multi-state allocation issues, incorrect RSU basis tracking, missing depreciation schedules for Durham rental property.What We Did:
- Corrected NC/NY/CA residency allocation
- Rebuilt depreciation for the rental property
- Fixed multi-year RSU vesting/basis data
- Cleaned bookkeeping & amended prior returns
- Reconciled investment + K-1 reporting
Result:
$18,900 in first-year tax savings due to RSU optimization, corrected depreciation, and multi-state corrections.
Work With a Durham Tax Preparation Firm That Understands Multi-Income, Multi-State Financial Lives
Book your free consultation today.
We’ll review:
- Your W-2/1099 income
- Rental properties
- Equity compensation
- Multi-state exposure
- Business income
- Investments & K-1s
- MERNA™ tax strategy