Business Details
44 Years
experience
Trusted CPA Services in Raleigh, NC
For over four decades, Mark Vitek CPA, P.A. has delivered personalized financial guidance to individuals and businesses across North Carolina. Established in 1982, our firm specializes in tax management, accounting, and advisory services tailored to the unique needs of clients ranging from small enterprises to established corporations. Our team combines deep expertise in financial regulations with a commitment to proactive planning, ensuring clients optimize their financial opportunities while maintaining compliance. With a legacy of building long-term relationships, we provide the resources of a large firm through a personalized approach, leveraging cutting-edge technology to enhance efficiency.Our affiliation with CPA Connect and CPA America International strengthens our ability to deliver high-quality solutions. Our dedication to continuous communication ensures clients receive strategic advice aligned with their evolving goals, whether navigating tax complexities, planning estates, or scaling business operations. This client-centric philosophy has earned us the trust of entrepreneurs, executives, and families who rely on us to safeguard their financial futures.
Services
Tax Management Services
Accounting Services
Advisory Services
Estate and Trust Planning
QuickBooks Assistance
IRS Representation
Payroll Services
Business Valuation
Debt and Finance Advising
Litigation Support
Details
- Year established: 1982
Highlights and features
- Over 40 years of experience serving North Carolina businesses since 1982.
- Our team offers personalized attention with resources matching larger firms.
- Cloud-based accounting technologies for enhanced client accessibility and efficiency.
- Experienced working with fast-paced entrepreneurs and executives.
- Affiliated with CPA Connect and CPA America International for expanded expertise.
Associations and certifications
- CPA America International
- CPA Connect
What people say
Great help
Extremely knowledgeable
Responsive
Expertise in tax laws
Growth alongside clients
Services
Tax Management Services
Our tax planning and preparation strategies minimize liabilities while maximizing cash flow and compliance with evolving regulations. We provide tailored guidance for individuals, estates, and businesses, leveraging our deep understanding of federal and state tax codes. Our proactive approach ensures clients remain aligned with financial goals through optimized tax-saving opportunities.
Accounting Services
We offer comprehensive accounting solutions, including bookkeeping, financial statement preparation, and system setup, tailored to businesses of all sizes. Our services ensure accurate record-keeping, regulatory compliance, and data-driven financial insights. From startups to established enterprises, we support operational efficiency through customized accounting processes.
Estate and Trust Planning
Our estate and trust planning services help clients transfer assets efficiently while minimizing tax burdens. We guide individuals and businesses through complex estate regulations to create plans that reflect their wishes. This includes trust management, succession planning, and strategies to preserve wealth for beneficiaries.
IRS Representation
We provide professional representation during IRS audits, leveraging our expertise in tax law to protect client interests. Our team navigates audit processes to resolve disputes efficiently, ensuring compliance while advocating for fair outcomes. Clients benefit from strategic guidance to reduce stress and financial risk during audits.
Advisory Services
Our advisory services assist clients in making informed financial decisions through entity selection, business valuations, and strategic planning. We analyze operations to identify cost-saving opportunities, improve efficiency, and support growth. Clients receive actionable insights tailored to their industry-specific challenges and long-term objectives.
People
Mark Vitek
CPA
Founder with 40+ years of experience in tax, accounting, and advisory services. Specializes in working with entrepreneurs and businesses, focusing on growth strategies and tax optimization.
David Sobczak
CPA
Experienced CPA providing comprehensive financial solutions. Expertise in business taxation, estate planning, and advisory services for growing enterprises and individuals.
Janice Mareno
CPA
Skilled in individual and corporate taxation with a focus on personalized client service. Supports clients in achieving financial compliance and strategic growth objectives.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, financial reporting, payroll processing, and cloud-based accounting system support tailored to small business needs.
Can you assist with tax audits?
Yes, we offer professional IRS representation to guide you through audits and resolve tax disputes efficiently.
Do you support QuickBooks users?
We offer QuickBooks training, setup, troubleshooting, and financial reviews to maximize software efficiency for clients.
Are your services available remotely?
Yes, we provide remote support and cloud-based solutions for tax, accounting, and advisory services.
What areas do you serve?
We primarily serve North Carolina businesses and residents from the mountains to the coast.
Reviews (7)
Louie Tufillaro
Dec 07, 2020
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I was in trouble with the IRS and NCDOR. Mark and his team got right on it, worked with IRS. Took full control of letters, calls, responses, everything. Now I am totally clear with my tax situation. I would HIGHLY recommend Mark Vitek CPA
Charlene Gourlay
Mar 01, 2020
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I have had a great experience with Mark and his team helping me with estate work. Mark is extremely knowledgeable and thorough. He is a great communicator and I've been impressed with the time he takes to listen and to answer my questions. I'd highly recommend this firm.
Jeremy Greene
Dec 13, 2019
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Very engaged in the process and also shows great attention to detail in making sure that nothing is missed. All in all a great experience!
Katy Claggett
Nov 25, 2019
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Mark and his team and always so helpful. I started using him for my taxes during tax season and he was happy to do it for me! Always easy to reach and a joy to speak with. Very professional and experienced. My husband and I couldn't be more pleased with our experience!
Ryan Szwejbka
May 08, 2018
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I've had the pleasure of working closely with both Mark and David over the past year. They have helped our growing company navigate the changing federal tax landscape as well as over 20 different state tax laws. The team is quick to answer any questions that I may have throughout the year and they are incredibly responsive. I'm looking forward to continuing our partnership!
Mory Read
Apr 10, 2017
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Mark and his team have been awesome. From the the beginning of my new business venture they have walked me through the process. We had lots of hurdles to climb, but they were there every step of the way. They pride themselves on customer service and their attention to detail is outstanding. I would recommend Mark to anyone. Mory Read Poole Printing Company
Scott McMillan
Jan 08, 2017
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Mark and his team are excellent and personable. They are very quick with responses to any of your questions. Mark is an expert with a lot of experience to help guide you back from whatever tax abyss you currently find yourself in. He will pave a clear path for you to becoming financially solvent again. He personally helped me recoup thousands and thousands of dollars.
