Business Details
44 Years
experience
Trusted Accounting & Tax Services in Raleigh, NC
Mark Vitek CPA PA has been delivering personalized financial guidance to individuals and businesses in Raleigh, North Carolina since 1982. Our expertise spans tax management, accounting, and advisory services tailored to small and medium-sized enterprises and their owners. We combine decades of experience with cloud-based technology to help clients optimize financial outcomes through strategic planning and compliance. Our team prioritizes understanding each client's unique needs, offering customized solutions that align with their goals.As a member of CPA Connect and CPA America International, we maintain high standards of excellence while providing the personal touch that distinguishes our firm. We specialize in outsourced CFO services, estate planning, business valuations, and IRS representation, serving clients from initial consultations through long-term financial growth. Our commitment to continuous learning ensures we stay ahead of evolving tax laws and industry trends, enabling clients to navigate complex financial landscapes with confidence.
Services
Tax Management
Accounting Services
Advisory Services
Estate Planning
QuickBooks Help
Bookkeeping
IRS Representation
Payroll Services
Business Valuation
Financial Projections
Details
- Year established: 1982
Highlights and features
- We offer 40+ years of experience serving North Carolina businesses since 1982
- Our team provides personalized financial strategies tailored to individual client needs
- We utilize cloud-based technology for real-time accounting and tax solutions
- Our firm maintains membership in CPA America International networks
- We deliver outsourced CFO services that helped launch Red Hat Software in 1995
What people say
Expert tax planning
Personalized service
Long-term financial guidance
Business growth support
Responsive team
Services
Tax Management
Our tax management services help clients minimize liabilities while maximizing financial opportunities through strategic planning and compliance. We specialize in individual, business, and estate tax preparation with a focus on current tax law optimization. Our proactive approach ensures clients receive year-round tax guidance to support informed financial decisions.
Accounting Services
We provide comprehensive accounting solutions including bookkeeping, financial statement preparation, and system implementation for businesses of all sizes. Our services ensure accurate record-keeping and timely reporting to support strategic decision-making. We help establish efficient accounting processes tailored to each client's operational needs.
Advisory Services
Our advisory services focus on business growth strategies, entity selection, and financial forecasting to enhance organizational performance. We work closely with clients to develop customized solutions for cash flow management, business valuations, and succession planning. Our goal is to help businesses achieve long-term financial stability and growth.
Estate Planning
We specialize in estate and trust planning to ensure smooth asset transfer while minimizing tax implications for beneficiaries. Our services include developing comprehensive estate strategies that align with clients' financial goals and family needs. We help clients navigate complex tax regulations to protect their legacy.
Business Valuation
Our business valuation services provide accurate assessments of company worth for mergers, acquisitions, or succession planning purposes. We analyze financial metrics and market conditions to deliver reliable valuations that support strategic business decisions. Our expertise helps clients understand their company's market position and growth potential.
People
Mark Vitek
CPA
With over 40 years of experience, Mark Vitek specializes in tax strategy and business advisory services. He founded the firm in 1982 and has helped launch multiple successful businesses through strategic financial guidance.
David Sobczak
CPA
David Sobczak brings extensive expertise in accounting systems and financial planning. He works closely with business owners to develop customized solutions that enhance operational efficiency and long-term financial success.
Janice Mareno
CPA
Janice Mareno specializes in individual and corporate tax planning with a focus on estate preservation strategies. Her client-centered approach ensures personalized solutions that align with each client's unique financial objectives.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, financial reporting, payroll processing, and accounting system implementation tailored to small business needs.
How can you help with tax planning throughout the year?
Our proactive tax planning includes quarterly strategy sessions and real-time tax law updates to optimize year-round financial decisions.
Do you work with technology companies?
Yes, we specialize in serving technology firms including software companies and startups with customized financial solutions.
What estate planning services are available?
We offer comprehensive estate planning including trust creation, asset transfer strategies, and tax-efficient wealth preservation plans.
How do you support business growth through advisory services?
We provide cash flow analysis, business valuations, and growth strategy development to help companies achieve sustainable expansion.
What technology tools do you use for accounting services?
We implement cloud-based solutions including QuickBooks Online and NetClient CS for real-time financial management and collaboration.
