Jack Perkins, CPA

What Jack Perkins, CPA does

Jack Perkins, CPA is a locally owned tax preparation and planning firm founded in 1999 and headquartered in Raleigh, North Carolina. The practice is staffed by two licensed CPAs — founder Jack Perkins (NC License #15315) and Mark Rackley (NC License #40247) — who deliver personal, in-person tax services to individuals, families, small businesses, and self-employed/1099 workers across the Raleigh area. The firm's core service offering consists of annual tax return preparation augmented by proactive tax planning, deductions identification (health insurance, mortgage interest, charitable contributions, education expenses, energy upgrades, etc.), entity selection advisory for self-employed clients, and assistance with refund status tracking.

The business operates on a professional services fee model with quote-based pricing that is not publicly disclosed, billed primarily on an annual cycle aligned with the tax season. The firm has no proprietary technology platform, no AI or automation capabilities, and no software product; service delivery is entirely manual and relationship-driven, relying on year-round appointment availability at a single physical office location. Marketing is conducted through a basic content website, published client testimonials sourced from Google and NextDoor, and direct referral channels (phone and email). There are no partnerships, no funding history, no subsidiaries, and no parent company — the firm operates as an independent sole proprietorship-style practice that has sustained itself for over 25 years without external capital or expansion activity.

Name

Jack Perkins, CPA

Legal name

Jack Perkins, CPA

Website

https://jackperkinscpa.com

Company type

Private

Founded year

1999

Operating status

Operating

Headcount range

11–50 employees

Short description

Jack Perkins, CPA is a Raleigh, North Carolina-based tax preparation and planning firm founded in 1999, serving individuals, small businesses, and self-employed/1099 workers through two licensed CPAs delivering personal, in-person professional services.

Ownership category

akta.pro rank

Headquarters

HQ city

Raleigh

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales

Revenue model

1. Tax Preparation and Planning Services: Professional tax preparation and planning services provided to individuals, small businesses, and self-employed/1099 workers. Revenue is generated through service fees for tax return preparation, tax planning consultations, and related advisory services.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

Jack Perkins, CPA is a local CPA firm providing tax preparation and planning services to individuals, small businesses, and self-employed/1099 workers in the Raleigh, North Carolina area. The firm personally meets with each client to review their unique circumstances, identify all available deductions, and recommend tax-reduction strategies such as entity selection and retirement planning.

Product overview

Jack Perkins, CPA is a local CPA firm offering a unified tax preparation and planning service to individuals, small businesses, and 1099 workers in the Raleigh, North Carolina area. The firm's core offerings consist of Tax Preparation Services and Tax Planning Services, supplemented by specialized modules for Common Tax Deductions Consultation and Self-Employed & 1099 Worker Tax Services. All services are delivered through personal client meetings where the firm reviews individual circumstances to identify available deductions and tax-reduction strategies.

Differentiator

Problem solved

Functional benefit

Products and services

• Tax Preparation Services Tax return preparation for individuals, small businesses, and 1099 workers, including personal meetings with each client to discuss their unique tax situation and identify all available deductions.
• Tax Planning Services

Named customers4 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators1 record

Recent moves4 records

Broad incumbents

• Liberty Tax: National retail tax preparation franchise competing in the same individual/small-business tax prep category. Comparable in targeting price-sensitive consumer tax filers that the firm also serves.
• Jackson Hewitt: National retail tax preparation chain with storefront and online channels serving individual taxpayers. Comparable as a direct substitute for the firm's individual tax preparation services.
• H&R Block: Large national retail tax preparation chain offering assisted and DIY tax filing for individuals and small businesses. Comparable as an alternative channel for individual and small-business tax prep that the firm competes with locally.

Others

• TaxAct: DIY tax preparation software targeting individuals and small businesses. Comparable as a lower-cost alternative channel competing for the same individual/SMB taxpayer segment.
• Intuit (TurboTax): Dominant DIY tax preparation software platform. Comparable as the primary alternative for self-directed individual and 1099 filers, and increasingly a substitute for assisted tax prep services.

Regional players

• Cherry Bekaert: Mid-Atlantic/Southeast regional accounting and advisory firm headquartered in the Carolinas, serving individuals, businesses, and specialty industries. Comparable as a larger regional accounting services provider operating in the same geography.
• Bernard Robinson & Company: Mid-sized CPA firm based in Raleigh, NC providing tax, audit, and advisory services to individuals and businesses. Comparable as a local/regional full-service CPA firm competing in the same Triangle market.

Market position

Strengths3 records

Weaknesses3 records

Competitive moat3 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/jack-perkins-cpa

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Jack Perkins, CPA