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Legacy Tax Advisors

Legacy Tax Advisors

Reviews Summary

Alfred Darakjian of Legacy Tax Advisors receives consistently outstanding feedback for his expertise, professionalism, and responsiveness. Clients praise his deep tax knowledge, clear communication, and ability to simplify complex filings. Many highlight his patience, thoroughness, and stress-free approach, especially during tight deadlines. Recurring clients appreciate his timely service, attention to detail, and willingness to explain tax strategies. His ability to maximize returns and handle diverse tax situations (business, rentals, multi-state) is frequently mentioned. Multiple reviewers explicitly recommend his services, noting his reliability and personable nature. The consensus shows exceptional satisfaction with his accounting and advisory work.

About This Listing

Who Can Work with a CPA?

Individuals seeking tax prep, retirement planning, or financial advice
Small business owners needing bookkeeping, payroll, or tax compliance
Freelancers and contractors with 1099 income or complex returns
Couples planning finances together or managing joint returns
Investors with capital gains or rental property income
Anyone looking for year-round financial guidance and peace of mind

*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*

First-Time Clients

If this is your first time working with a CPA, don’t worry — most professionals offer a free consultation and will walk you through what to expect. You may be asked to complete an intake form, share financial documents, or set clear goals for your session.

What to Know Upfront:

Documentation Bring your most recent tax returns, income details, and any financial concerns
Availability Appointments fill up quickly during tax season — book early if possible

*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*

What to Bring

Government-issued ID for verification
Tax documents (W-2s, 1099s, investment summaries, etc.)
Receipts or logs for deductible expenses, donations, or mileage

*Tip: Organize your documents in advance to save time and ensure accuracy.*

Preparing for Your Appointment

Write down any financial goals or questions in advance
Check if your CPA offers virtual sessions or document uploads
Bring a notebook or use a notes app for key takeaways
Know your deadlines for filing, payments, or compliance

*Note: Preparation helps you make the most of your CPA’s expertise.*

How to Get Started

Use our directory to find highly reviewed CPAs near you. Reach out directly to schedule your consultation.

Other Helpful Info

Many CPAs offer both in-person and remote consultations
Fees may be flat-rate, hourly, or based on service complexity
Some CPAs specialize in industries like healthcare, real estate, or tech
Check for client reviews and credentials (CPA license, EA, etc.)

*Note: Every CPA is different — take time to find one who fits your goals and style.*

Contact Information

Address

5104 Bur Oak Cir

Raleigh, North Carolina 27612

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 9AM-5PM
Tuesday 9AM-5PM
Wednesday 9AM-5PM
Thursday 9AM-5PM
Friday 9AM-5PM
Saturday Closed

Customer Reviews

I can't recommend Legacy Tax Advisors?and Alfred in particular?highly enough. This year?s tax filing was especially overwhelming for me due to a late move to a new state and managing a rental property in another. My financial situation has become more complex, and I was unsure where to begin. Alfred made the entire process feel manageable. He took the time to understand my unique situation and walked me through each step with patience and clarity. Even though I filed late, he ensured everything was handled

I had a great experience working with Alfred for both my business and personal tax filings. He was extremely professional, thorough, and made the entire process smooth and stress-free. Everything was filed on time, and he was always available to answer any questions I had. I really appreciated his attention to detail and clear communication throughout. I'll definitely be using his services again and highly recommend him to anyone looking for a reliable and knowledgeable CPA.

We had an amazing experience working with Alfred! He was quick to respond, extremely professional, and very knowledgeable. He took the time to thoroughly review our case, answered all of our questions, and made the entire process feel easy and stress-free. His expertise gave us complete confidence that we were in good hands. We're so grateful we found him and would highly recommend his services to anyone looking for a reliable and skilled CPA!

Alfred has been a tremendous light for us. Our previous tax professionals were consistently submitting late, were weeks behind in responding to simple questions. Alfred not only respects our time, he's found ways for us to maximize our net worth in small but meaningful ways. Give him a shot if you are shopping for new support, I expect you will not be disappointed.

Alfred was a lifesaver when I needed urgent help with my 2024 taxes. My previous CPA ghosted me, and as the October 15th deadline approached, I was stressed and scrambling for help. Alfred was the only one who responded to my request, and I'm so grateful he did. He handled everything efficiently, communicated clearly, and even helped me get a better return than expected. His expertise and professionalism gave me complete confidence in his work. I'll definitely be working with him for my future tax needs in

I met with Alfred Darakjian at Legacy Tax Advisors in Raleigh to get help with 2024 tax filing. It was a pleasant experience, he is very is easy to talk with. When I returned to sign the documents, he was very willing to explain the returns and give advice for future tax filing. I would be very happy to recommend him to anyone.

This is the second year we have used Legacy Tax Advisors and have all intentions of using Alfred Darakjian, CPA, MBA next year. We found him to be very professional and personable. Phone calls were either answered or returned promptly. He completed and filed paperwork promptly. I highly recommend Legacy Tax Advisors.

Alfred is professional and responsive. He helped me work through a trying tax year with very little stress. I am very happy with my decision to become a client!

Alfred is very patient and great to work with with. He explained several nuances of filing and helped optimized my return.

Alfred did our taxes this year. He was professional and easy to work with. He didn't even us a hard time at all when we took forever to upload all our documents! And I am sure we got much more of a return than we would have been able to get on our own. Thanks Alfred!

We were recommended to Legacy Tax Advisors and we have been highly satisfied with them. The advise and communication is great. I would highly recommend using Alfred!

I have used Legacy Tax Advisors two years in a row and before then Alfred Darakjian twice as well. I always got great professional service. He was easy to work with. The service was always done in a timely manner. The fees were commensurate with the professional work done.

It was a pleasure working with Alfred and the team at Legacy Tax Advisors on my tax return this year. Real estate rentals, W2s.... Alfred is highly competent and can do it all. Thank you Alfred looking forward to working with you long term. Highly recommend.

Alfred is a rockstar. I HATE doing taxes! I really appreciate the knowledge Alfred offers and how he strives to go above and beyond to assist his clients (as well as those that may not yet even be clients of his) with his wealth of knowledge. People who care about others and go above and beyond are few in this life.

Alfred is a great tax advisor and wonderful support. Kind honest hard working good person. Pleased with his tax and accounting services. Recommend.

Wonderful first time experience with a professional CPA. Alfred is extremely thorough and knowledgeable. Highly recommend his services.

Alfred at Legacy Tax Advisors knows more than any CPA i have ever met about taxes. He can answer any question, and truly takes time to understand your needs and how he can help.

Alfred communicated with me the whole time during the stressful tax season. I recommend him to anyone who needs a tax advisor.

Legacy Tax Advisors do good work. They answered all my questions and made the entire tax process as simple and understandable as possible.

Alfred is highly knowledgeable and responsive to all of my questions in a timely manner! I 100% recommend him for all your accounting needs!

Worked with Legacy Tax Advisors 2 years in a row now for filing our returns. Plan to work again together for next year. Thanks

Alfred is very knowledgeable and responsive to questions. John and I highly recommend Alfred for all your accounting needs.

Thank you so much Alfred for helping me with my taxes! Alfred responded quickly, answered all of my questions, and reviewed my taxes within a timely manner!

Taxes done on time answered my questions.

Frequently Asked Questions

What qualifications should I look for in a CPA?

Look for a Certified Public Accountant (CPA) license, which ensures they’ve passed rigorous exams and meet state requirements. Check for relevant experience in your industry, additional certifications like CFA or CMA, and membership in professional organizations like the AICPA. Verify their credentials through state licensing boards.

How do I find a CPA in my area?

Use online directories like the AICPA, CPAverify, or state CPA societies. Search platforms like Yelp or Google for local CPAs with reviews. Ask for referrals from business associates, friends, or financial advisors. Local chambers of commerce can also provide recommendations.

What’s the difference between a CPA and an accountant?

A CPA is a licensed professional who has passed the CPA exam and met state requirements for education and experience. An accountant may lack this certification and could have varying levels of expertise. For complex tasks like tax audits or financial reporting, a CPA is typically more qualified.

How do I know if a CPA specializes in my needs?

Ask about their experience with your specific financial needs, such as tax preparation, small business accounting, or estate planning. Review their website or LinkedIn for case studies or client testimonials. Inquire about their client base to ensure they handle similar financial situations.

Should I check a CPA’s reviews before hiring?

Yes, reviews provide insight into a CPA’s reliability, communication, and performance. Check platforms like Google, Yelp, or the Better Business Bureau for client feedback. Look for patterns in reviews, but verify their authenticity, as some may be biased or outdated.

How can I verify a CPA’s license?

Visit your state’s Board of Accountancy website or use CPAverify.org to check a CPA’s license status. Confirm their license is active and check for any disciplinary actions or complaints. This ensures they’re in good standing and meet professional standards.

What questions should I ask during a CPA consultation?

Ask about their experience with your financial needs, fee structure, availability, and communication style. Inquire how they handle tax filings, audits, or financial planning. Ask for references or examples of similar work to assess their expertise and fit.

How much should I expect to pay for a CPA’s services?

Fees vary based on location, services, and complexity. Basic tax preparation may cost $150-$500, while business accounting or audits can range from $1,000 to $10,000+. Request a detailed fee structure upfront and compare quotes from multiple CPAs.

Can I work with a CPA remotely?

Yes, many CPAs offer remote services through secure online platforms for document sharing and virtual consultations. Ensure they use encrypted tools for data security. Remote CPAs can be effective if they understand your local tax laws or business regulations.

How do I assess a CPA’s communication skills?

During consultations, evaluate their ability to explain complex financial concepts clearly. Ask sample questions about taxes or financial strategies and note their responsiveness and clarity. Good communication ensures you understand their advice and fosters a productive relationship.

What red flags should I watch for when screening a CPA?

Beware of CPAs who guarantee specific tax refunds, lack a valid license, or have disciplinary actions on record. Avoid those with poor communication, vague fee structures, or negative reviews highlighting unethical behavior. Always verify their credentials independently.

Should I choose a CPA from a large firm or a solo practitioner?

Large firms offer more resources and specialized teams but may charge higher fees. Solo practitioners often provide personalized service and lower costs but may have limited availability. Choose based on your needs, budget, and preference for personalized attention.

How often should I meet with my CPA?

For individuals, annual meetings for tax preparation may suffice. Businesses may need quarterly or monthly check-ins for bookkeeping, tax planning, or financial reporting. Discuss your needs upfront to establish a meeting schedule that aligns with your financial goals.

Can a CPA help with both personal and business finances?

Yes, many CPAs handle both, but confirm their expertise in both areas. Ask about their experience managing personal taxes and business accounting simultaneously. Ensure they can balance both without compromising attention to your specific financial needs.

What should I do if I’m not satisfied with my CPA?

Discuss concerns directly with your CPA to resolve issues. If unresolved, check your contract for termination terms. Seek a new CPA by researching reviews, credentials, and referrals. Request your financial records to ensure a smooth transition to a new professional.

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