• Tax and Wealth Planning Guide

    IRS had announced annual inflation adjustments for more than 50 tax provisions for tax year 2017.
    Learn More

  • How does the election affect your tax planning?

    The election of Donald Trump as President of the United States could result in major tax law changes in 2017.
    Learn More

  • Focused on maximizing and preserving family wealth

    Giving away assets during your life will help reduce the size of your taxable estate, which is beneficial if you have a large estate that could be subject to estate taxes.
    Learn More

Wealth Management & Business Consultation in Orange County, CA

CAPATA is a Certified Public Accounting firm in Orange County, California, focused on providing top tier accounting services, tax planning and strategic guidance. For over 30 years, CAPATA has supported business leaders and high net-worth families with peace of mind, assuring their financial outlook with clear guidance, expertise in navigating tax law and fiscal prudence.

Connect with a relationship manager
  • Martin Olson
    Writer, The Walt Disney Company

    Gary and his team have worked hard for us each year to help prepare our complicated taxes, and have advised us with their brilliant knowledge of changing tax laws. Gary and his team have consistently shown us incredible patience, good humor and integrity when my wife and I have been desperate to find our paperwork in time and needed help and, yes, comfort. They always came through.

  • Mitch Fisher
    President, Pacific Sun Financial

    Capata is the best accounting firm, period. They are knowledgeable, experienced, user-friendly and they have by far the finest service in town.

  • Justin Palmer
    CEO, Homelife Media

    Kevin and the whole team at Capata have been an incredible asset to HomeLife Media. The tax saving advice I got from the very first meeting with Kevin was substantial enough to pay for their services for several years! You can always count on them for expert answers, and very fast responses to urgent questions that arise. I look forward to working with them for many years to come.

  • Dale Partridge
    Author, Pro Blogger, and Founder at StartupCamp.com

    I’ve worked with many advisors and consultants over the years. But Capata has stood out. Their loyalty while we built our business from nothing shows their ability to recognize potential, to have vision for the future, and to serve as a guide during growth. People like this are rare—and that’s why we’ve remained faithful with Kevin and the rest of the Capata team.

Certified Public Accountants & Wealth Management in Orange County, CA
Who can — and who should — take the American Opportunity credit?
Read More
Certified Public Accountants in Laguna Niguel, CA Orange County
2016 IRA contributions — it’s not too late!
Read More
Orange County CPA CAPATA
When an elderly parent might qualify as your dependent
Read More