3 Best Accounting Firms in Cary, NC

Expert-recommended Top 3 Accounting Firms in Cary, North Carolina. All of our accounting firms actually face a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence. You deserve only the best!

10+ YEARS IN TBR
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AKRAM | ASSURANCE, ADVISORY & TAX FIRM

206 High House Road, Suite 106,
Cary, NC 27513 Directions

Since 2013

Specialty:

Audit and Assurance Consulting Services Business Valuation Forensic Accounting Business Implications of IFRS Guidance Litigation Support Services New Business Formation Bank Financing Strategic Business Planning Business Succession Planning Cash Management Services Internal Control Services for Business Small Business Accounting Non-profit Organizations Tax Services Cryptocurrency Audit Tax Planning Surprise Custody Audit Audits Reviews and Compilations SOC Audit SOC Reports FAQs Financial Statement Preparation Cash Flow Management Internal Controls International Financial Reporting Standards IRS representation

"Akram | Assurance, Advisory & Tax Firm is a trusted adviser to alternative fund managers, the cornerstone of their business. Akram has been sponsoring various industry conferences in 2024. He has been shortlisted for the Hedgeweek US Emerging Managers Award in 2024. Their accountants handle everything from fund formation and structuring to taxes and financial statement preparation. Their laser focus on this industry allows them to provide highly specialized accounting and tax services that are accurate and affordable. Akram | Assurance, Advisory & Tax Firm works with their clients in a coordinated, collaborative fashion to ensure clients are armed with various perspectives to form their fund's best courses of action. They are also well-versed in the nuances of hedge funds, private equity funds, venture capital funds, CTAs, and family office entity structures and strategies. Their approach allows them to deliver the targeted services their clients require to run their fund operations and make strategic decisions efficiently. They can also provide accurate audits and assurances, including surprise custody and cryptocurrency audits. The firm stays informed of the latest accounting and regulatory reporting developments and is constantly re-evaluating their service offerings. Their team of experienced accounting professionals and broad service offerings for the alternative investments industry help their clients build a solid foundation to achieve peak performance.

2026 Update: Akram | Assurance, Advisory & Tax Firm is a full-service PCAOB-registered CPA firm founded by Muhammad Akram, who serves as Founder and CEO. The firm provides accounting services through its Certified Public Accountants (CPAs), focusing on hedge fund managers, investors, traders, family offices, and high-net-worth individuals. The firm is headquartered in the United States and serves clients across the country as well as internationally, including those with multi-jurisdictional fund structures."

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Hedge Week US Emerging Managers Award in 2021-2023
License #33032

Contact:

(919) 377-1097 (844) 386-3829

Mon-Fri: 8:30am - 5:30pm
Sat & Sun: Closed

TBR® Inspection Report:

Smith & Smith, CPA, P.C.  - Cary, NC Accounting Firms
Smith & Smith, CPA, P.C.  - Cary, NC Accounting Firms
Smith & Smith, CPA, P.C.  - Cary, NC Accounting Firms
11+ YEARS IN TBR
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SMITH & SMITH, CPA, P.C.

1150 Executive Circle, Suite 5,
Cary, NC 27511 Directions

Since 1995

Specialty:

Small Business Accounting Payroll Tax Returns for Individuals or Businesses Tax Preparation and Planning New Business Formation Bank Reconciliation Consulting

"Smith & Smith, CPA, P.C. is a family-owned CPA firm licensed in North Carolina. The team provides a range of services for business owners, executives, and independent professionals. Smith & Smith, CPA, P.C., works with clients on bookkeeping services so they can focus on running their business and generating revenue. Their professional staff supports clients in managing the core operations of their business and meeting financial needs effectively. The firm has a strong reputation for customer service and maintains involvement in the local community. Smith & Smith, CPA, P.C. also prepares personal tax returns for both individuals and businesses. They focus on helping clients save time and manage costs by addressing their accounting and tax needs. They offer a consultation for prospective clients.

2026 Update: Smith & Smith CPA P.C. and Robert G. Smith was recognized as one of the Cary Magazine Western Wake Business Icons in 2012. They provide comprehensive tax services for upcoming returns, and work with clients to plan to maximize eligible deductions and credit opportunities."

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License #1225241

Contact:

(919) 380-0600

Mon-Fri: 9am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

HB Morgan, Inc. - Cary, NC Accounting Firms
HB Morgan, Inc. - Cary, NC Accounting Firms
HB Morgan, Inc. - Cary, NC Accounting Firms
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HB MORGAN, INC.

215 East Chatham Street, Suite 210,
Cary, NC 27511 Directions

Since 2020

Specialty:

Small Business Accounting Bookkeeping Services Payroll Cash Flow Management Bank Financing Business Advisory Services Financial Planning for Businesses Succession Planning New Business Formation Tax Preparation Individual Tax Preparation Tax Preparation for Businesses Tax Planning Estate and Trust Tax Services Tax Relief IRS Audit Representation Non-filed Tax Returns Back Taxes Owed Payroll Tax Problems IRS Liens IRS Levies IRS Payment Plan IRS File QuickBooks

"HB Morgan, Inc. is led by President Alan King. He has over 30 years of experience in the tax and accounting industry and has built a reputation for accuracy in supporting clients with complex financial matters. The firm provides a broad range of services for both businesses and individuals. Their experienced team offers assistance with accounting and tax preparation services. Their business and tax accountants work to support clients in achieving both professional and personal goals. HB Morgan, Inc. focuses on building long-term professional relationships to better align services with client needs. They maintain accessibility through phone and email to ensure timely communication and responses. The firm operates additional branches in Fuquay-Varina, Wendell, and Pinehurst. They also offer a free initial consultation.

2026 Update: HB Morgan, Inc. proudly supports individuals from all walks of life and businesses across various entity types. They are a full-service accounting firm licensed in North Carolina. They are available by phone, email, or in-person meetings. They provide comprehensive financial services to individuals, small to medium-sized businesses, and other agencies."

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License #1928647

Contact:

(252) 376-9972 (919) 388-3901

Mon-Thu: 9am - 5pm
Fri: 9am - 3pm
Sat & Sun: Closed

TBR® Inspection Report: