*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*
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.
*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*
*Tip: Organize your documents in advance to save time and ensure accuracy.*
*Note: Preparation helps you make the most of your CPA’s expertise.*
*Note: Every CPA is different — take time to find one who fits your goals and style.*
212 W Millbrook Rd
Raleigh, North Carolina 27609
As a new business, we did not fully realize the impact that entrusting our finances to just any bookkeeper or account would have on our business and our LIFE! We are so grateful to have found Mark Vitek, CPA. He and his staff have truly made it possible for us to focus on growing our business with the confidence that our finances are in the best of hands. He is experienced, knowledgeable and committed to us as clients. He and his wonderful team have made a tremendous difference in our everyday business
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.
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
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!
I have been working with Mark and his team for six years now. They have been taking care of our business and we have never been more organized with our finances. I highly recommend this team because through training and responsive services, they keep us on track for the coming year.
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.
Mark and his team have been an absolute joy to work with. Having their team on my side has provided the ease of mind so that I can focus on my business. They have always been there to answer my questions and have always exceeded my expectations in a prompt and professional manner. I greatly appreciate having them on my side.
Mark and his team are top-notch all the way. Their customer service and attention to detail is first class. I've referred Mark to many of my contacts because he takes care of business!
Mark and his team have handled our tax preparation needs for the past 5 years. They have consistently delivered on time and and led me to a more efficient means of managing my business. Thanks Mark and Dave!
I have worked with Mark Vitek CPA for ~20 years. They always provide great service and advice. Mark is very dedicated professionally and personally to the success and well being of his clients.
Mark recently worked with me on some tax issues involving POA (anyone who has even been a POA will sympathize with the extra complexities this role adds). I was impressed with his obvious acumen and thoroughness but his personable nature also proved important. For example, during a face-to-face meeting, he discovered an important element of my case just through conversation. I highly recommend Mark for any complicated accounting needs.
As a new business owner, Mark Vitek, CPA, PA has been a life saver. I would honestly be lost without them. Mark & Dave's knowledge and expertise has made the accounting and bookkeeping part of my business a breeze!
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
I had several tough tax issues to resolve and Mark met with me and solved my issues. I really appreciated his ability to follow-up just at the right time!
Mark is amazing! He is very familiar in working with Physicians and independent contractors.
Don't waste your time calling this firm. After seeing these positive reviews decided to call. Mr Vitek stated "we are not taking any new clients".
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!
Responsive, Thorough, Competent, and able to handle complexity
Never responded to me
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.