Author Archives: taxblogger

Happy New Year!

Happy New Year! Wishing you and  your family a Happy New Year! NOTE:  Our office will be closing at 2 PM on Wednesday and will reopen at 9 AM on Monday January 5th.  Questions or Comments? You can add comments on … Continue reading

Posted in Uncategorized | Tagged , , , , | Leave a comment

2025 Last Minute Year End Tax Strategies for your Stock Portfolio

Your stock market portfolio can represent a little gold mine of opportunities to reduce your 2025 income taxes when you take advantage of the tax code’s offset game. The tax code contains the basic rules for this game, and once you … Continue reading

Posted in Uncategorized | Leave a comment

Employee Spotlight: Welcome Janet Carlson!

Posted in Uncategorized | Comments Off on Employee Spotlight: Welcome Janet Carlson!

Tax and Money Tip this Week: TMTW #481- New IRS Rules for Inherited IRAs in 2025—What You Need to Know

A great article on new IRS rules regarding IRAs taking effect in 2025 from the Bradford Tax institute. Click here to read the article Questions or Comments? You can add comments on the blog, call 919-847-2981, or visit our web site. We look … Continue reading

Posted in Uncategorized | Tagged | Leave a comment

Tax and Money Tip this Week: TMTW #480 – March 15th Deadline

March 15, 2025 is the deadline for S Corporations, Partnerships and LLC Federal returns to be filed. We request that you provide your information to us by March 1, 2025 in order to file by that deadline; if not, we will prepare an automatic … Continue reading

Posted in Tax and Money Tip of the Week, Uncategorized | Tagged , | Leave a comment

Tax and Money Tip of the Week: The White House’s 2025 Tax Plans 

With a new administration there are bound to be questions regarding tax rules and regulations. This article from First Citizens Bank describes the buzz on Capitol Hill that includes extending Tax Cuts and Jobs Act of 2017 (TCJA), eliminating taxes on Social Security, introducing caregiver … Continue reading

Posted in Tax and Money Tip of the Week, Uncategorized | Tagged | Leave a comment

Employee Spotlight: Welcome Susan Puryear!

Please join us in welcoming Susan Puryear to Mark Vitek CPA, P.A. Continue reading

Posted in Tax and Money Tip of the Week, Uncategorized | Tagged | Leave a comment

Employee Spotlight: Welcome Matt Goings! 

Please join us in welcoming Matt Goings to Mark Vitek CPA, P.A. Continue reading

Posted in Tax and Money Tip of the Week, Uncategorized | Tagged | Leave a comment

TMTW #479 – April 15th Deadline

Tip of the Month | March 6, 2023  In order for us to get all client’s tax returns completed by April 15th in a quality fashion, we request all clients drop off or mail us all of their information by March 17, … Continue reading

Posted in Tax and Money Tip of the Week | Tagged , , , , , | Leave a comment

Tax and Money Tip of September

Tip of the Month | September 8, 2022  Our Tax and Money Tip is back! TMTW will be published once per month to all our clients, business associates, and friends of the firm.In this September edition, we are pleased to announce the … Continue reading

Posted in Tax and Money Tip of the Week | Tagged , , , , , | Leave a comment