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Slide About CAPATA We've created a unique, more personal approach to accounting CAPATA is a full-service accounting firm located in Laguna Niguel in southern California. We are focused on providing proactive tax planning and preparation, business advisory, assurance, and accounting services for business owners, medical professionals, attorneys and other high-income earners. With our broad range of services, we support business owners in growing their business and achieving their goals. who we are what we do who we serve 1986 Company
Established
2018 fastest growing
private accounting firm
2019-2020 best accounting
firm to work for

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California’s Partial PPP Conformity Bill Latest News California's Partial PPP Conformity Bill May 5, 2021 California's Partial PPP Conformity Bill  On April 29, 2021, Governor Newsom signed into law Assembly Bill No. 80 (“AB 80”), providing partial conformity to the Federal tax treatment for deducting expenses paid with Paycheck Protection Program (“PPP”) loans, EIDL advance, and targeted grants. Below are some of the key highlights of the bill’s provisions:For taxable years... Read More Read More Deducting Meals and Entertainment Expenses Latest News Deducting Meals and Entertainment Expenses April 8, 2021 Deducting Meals and Entertainment Expenses  While the Tax Cuts and Jobs Act (TCJA) of 2017 eliminated many deductions for business meals and entertainment, there are still some deductions available. Most of the deductions are in the form of business meals, but there are select exceptions of when a business can also deduct entertainment expenses.  There have been two developments... Read More Read More How to Handle a Self-Directed IRA Latest News How to Handle a Self-Directed IRA April 1, 2021 How to Handle a Self-Directed IRA  Traditional and Roth IRAs are great tools to use for financial, estate, and retirement planning. One way individuals “turbocharge” their IRA’s performance is to use a self-directed IRA, which is able to hold alternative investments that offer potentially higher returns. Although this is a useful feature, there could be some tax-traps that have... Read More Read More Update- California PPP Tax Conformity Latest News Update- California PPP Tax Conformity March 24, 2021 Update- California PPP Tax Conformity  Although it is no secret that California has yet to release information on whether or not it will partially conform state tax code to the current federal tax rules regarding forgiven Paycheck Protection Program (PPP) loans, CalCPA has shared why the delay is taking place. California’s governor and legislation were ready to legislatively conform to federal PPP... Read More Read More Individual Tax Deadline Extended Latest News Individual Tax Deadline Extended March 18, 2021 Individual Tax Deadline Extended to May 17, 2021 The Internal Revenue Service (IRS) and Treasury Department announced today the 2020 tax year federal income tax filing due date for individuals has been automatically extended from April 15, 2021 to May 17, 2021. Just like last year, taxpayers do not need to file additional forms for the... Read More Read More Employee Retention Credit Webinar Latest News Employee Retention Credit Webinar March 16, 2021 Employee Retention Credit Webinar During the webinar, we covered the following topics: Overview of the ERC ProgramDetermining Your Own EligibilityERC RecapTax ReportingAdvanced ConsiderationsNext StepsQ&A If you would like more information on the webinar, please contact us. Employee Retention Credit Webinar During the webinar, we covered the following topics: Overview of the ERC ProgramDetermining Your Own EligibilityERC RecapTax ReportingAdvanced ConsiderationsNext StepsQ&A If you would like... Read More Read More American Rescue Plan Act 2021 Latest News American Rescue Plan Act 2021 March 12, 2021 American Rescue Plan Act 2021  How the ARPA Affects YouThe latest legislation providing economic and other relief from COVID-19 has passed Congress and President Biden is expected to sign it into law. The American Rescue Plan Act (ARPA) includes $1.9 trillion towards funding for state and local governments, businesses, and individuals.The ARPA is meant to expand... Read More Read More 401(k) After Retirement or Changing Jobs  Latest News 401(k) After Retirement or Changing Jobs  February 26, 2021 401(k) After Retirement or Changing Jobs  If you plan to retire or change jobs soon, it’s very important to have a plan for your balance in your current employer’s 401(k) plan. You could keep your savings where it is, roll them over into and IRA, or transfer the balance over to your new employer’s 401(k)... Read More Read More Roy Guia Latest News Roy Guia February 15, 2021 The author of organization, he has been the chief of this ship from the earliest starting point and has cruised it to the effective behemoth it is today. He is known as for team .... Read More Read More Employee Retention Credit Latest News Employee Retention Credit January 20, 2021 Employee Retention Credit The Coronavirus Aid, Relief, and Economic Security Act (CARES Act) was an economic stimulus bill that was signed into law on March 27, 2020. One of the provisions of the CARES Act was the Employee Retention Credit, which provides payroll tax credits available for employers, including tax exempt organizations who retained employees during... Read More Read More

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Slide accountant review CAPATA is the best accounting firm, period. They are knowledgeable, experienced, user-friendly and they have by far the finest service in town. Mitch Fisher Slide I’ve worked with many advisors and consultants over the years and CAPATA has stood out. Their loyalty while we built our business from nothing shows their ability to recognize potential, to have a 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. Dale Patridge Slide accountant review Gary Capata is not only honest but a brilliant tax strategist with the client's interest as a priority to his time. I have been with CAPATA since 1980 and have been totally satisfied. tony ridio Slide One of the most impressive accounting teams I've had the chance to work with. The entire staff is focused, disciplined, responsive to needs and delivers exceptional work in a timely manner. I would highly recommend them! Paul Bresenden Slide I've known Gary for many years and have recommended him to many people, all were very satisfied! Bill Leber Slide We love our team here- Kevin rocks! They are very knowledgeable and attentive to our needs. Truly professionals at what they do and very understanding. If you are looking for a great firm, I'd absolutely recommend Capata. Marshall Morris Slide Always there for me when I have a question or concern. Jennifer King Slide Have worked with Gary Capata and his team for several years. I don't have extensive comparisons to other CPA firms, but they are always responsive to emails and phone calls. There isn't a sense that they are bothered with questions and requests. Todd S Harris what our clients say Client testimonials

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Slide Contact Get in Touch With Us We work closely with you to understand your goals and then develop your entire business plan. Own success at every turn. Uncover and deliver on opportunities that build lasting value. How to find us 28202 CABOT RD #525
LAGUNA NIGUEL
CA 92677
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949-364-0334
adminteam@capatacpa.com

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