Taxes

Take a proactive approach to your tax services. We’ll identify key tax planning opportunities that minimize both your current and future tax liabilities.

Business Advisory Services

Our advisors help guide business owners with all accounting aspects of their financial reporting and compliance obligations.

Bookkeeping Services

Scale your business by outsourcing your finances. You’ll gain clear visibility to your accounting records and have applicative insights to take action.

Welcome to CAPATA

Taxes and Business Accounting in Southern California

CAPATA is a full-service accounting firm located in Laguna Niguel in Southern California. We are focused on providing proactive tax planning, business advisory services, and assurance services for small business owners, medical professionals, lawyers and other high-income earners. With our broad range of services, we support business owners in growing their business and achieving their goals.

Our CPAs have experience in all matters, such as business advisory services and taxation, estates and trusts, business formation, financial wealth planning, real estate, and business sales. We tailor a customized approach and build specific service packages determined by you.

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OUR EXPERTISE & SERVICES

Tax Services

Identify key tax planning opportunities that minimize both your current and future tax liabilities throughout the year.

Accounting & Business Advisory

Accounting services that create meaningful, well-organized financial records helping to ensure efficient small business operations.

Assurance Services

Services to enhance the credibility and consistency of financial information for use by capital, banking, and investor markets.

Fractional CFO

Outsourcing a controller or CFO is a great way to see what tasks they do and understand the value they bring to your business.

Small Business Accounting

Strategic individualized accounting solutions for small business owners.

Consulting

Consulting services that will help you quickly address the issues affecting your business and available tools that may help.

WHY CHOOSE US

Professionalism

We offer individualized service to ensure complete understanding of your issues and form long- term partnerships.

Dedicated Team

Our experts keep current in their knowledge so that we can provide up-to-date information and solutions for you and your business to grow.

Proactive Services

We know that our real value to you is being involved with you as you make important decisions all year long, not just at tax time. Bottom line . . . we will partner with you as trusted financial advisors to help save you time, money, and improve efficiencies.

FREQUENTLY ASKED QUESTIONS

We work with business owners, high net-worth individuals, and entrepreneurs in various industries from law, entertainment, real estate, healthcare, restaurant, technology, etc.

Unlike most professional service firms, we emphasize project-based when it comes to billing. Rather than charging our clients by the hour, our advisors take the time to understand the scope of the work and determine a fixed fee based on the value the client is receiving. You can have confidence in knowing the price of your work has already been determined even if more hours are spent than estimated on the project.

Tax returns, bookkeeping, fractional CFO, consulting, etc. Each of these separate services are considered independent projects.

No. At CAPATA, we have a three-tiered review system. This ensures that there are multiple sets of professional eyes reviewing the work being done for accuracy and efficiency.

Our headquarters are in Orange County, CA; however, we have clients all over the United States.

BLOGS

writing check for taxes
12 Jul 19

Taxes Affecting Your Retirement

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27 Jun 19

Q3 Key Tax Deadlines for Business and Employers

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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

accountant review

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 Partridge

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

account review

Kevin – Thank you for your help, as always. It is great working with you and I appreciate all of your truly value-added contributions.

Christopher Murray

account review

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.

Martin Olson