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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

OUR SERVICES TAX PLANNING
& PREPARATION ACCOUNTING & BUSINESS ADVISORY AUDIT &
ASSURANCE FRACTIONAL CFO MORE

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healthcare
legal
real estate & construction
food & beverage
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Media & entertainment
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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 Latest News PPP2 Application Forms Released January 15, 2021 PPP2 Application Forms Released  After the new COVID-19 relief bill was signed into law on December 27, 2020, $284.5 billion became available to the second installment of the Paycheck Protection Program (PPP2) loans. $35 billion has been set aside specifically for those who are applying for a PPP loan for the first time, and another $15 billion has... Read More Read More Latest News California Passes Proposition 19 January 8, 2021 California Passes Proposition 19Proposition 19 was recently passed in California and will affect properties that you want to pass down to your children. It is important to know that Prop 19 will only affect the property taxes and reassessments of the property; it will not take away the step up in basis for inherited properties... Read More Read More Latest News Year-end Tax Planning November 13, 2020 Year-end Tax PlanningWith the year coming to a close, now is an important time to be thinking about ways to save on taxes for 2020 and possibly 2021. Year-end tax planning and projections are especially valuable this year as new guidance was released on the Tax Cuts and Jobs Act (TCJA) as well as the... Read More Read More Latest News New Text Phishing Scam November 10, 2020 New Text Phishing Scam The Security Summit (a partnership of the IRS, private sector, and state tax agencies) has released a warning to taxpayers about a new COVID-related scam that deceives people into providing their bank information. The scam is generated by a text message claiming the person has received... Read More Read More Latest News New PPP Loan Forgiveness Application for Loans $50,000 or Less  October 14, 2020 New PPP Loan Forgiveness Application for Loans $50,000 or Less    The Department of Treasury introduced a new, easier loan forgiveness application on October 8, 2020 for companies that have received PPP loans of $50,000 or less. No calculations for loan forgiveness are needed as borrowers won’t be subject to... Read More Read More Latest News Bookkeeping Services October 5, 2020 Personalized Experience of BookkeepingTell Us Your Needs Based on what you need, we’ll develop an individualized plan of services to help you reach your financial goals.Free QuoteOnce we have a complete understanding of your goals, we’ll give you a free quote. No surprises down the road!Partner Pairing
Based on what you need, we’ll pair you with the partner... Read More Read More Latest News Accounting Services October 5, 2020 Calculating the Best Opportunities for YouTell Us Your Needs Based on what you need, we’ll develop an individualized plan of services to help you reach your financial goals.Free QuoteOnce we have a complete understanding of your goals, we’ll give you a free quote. No surprises down the road!Partner Pairing
Based on what you need, we’ll pair you with... Read More Read More Latest News Deferring Employee Payroll Taxes  September 1, 2020 Deferring Employee Payroll Taxes   The U.S. Treasury and IRS have released the initial guidance, Notice 2020-25, to put into operation the President’s Executive Order, which allows employers to defer employee payroll taxes beginning on September 1, 2020. It’s important to note that this relief is intended for the employer, not the employee. The employer is the “affected taxpayer” in this Executive Order. Initial Guidelines This... Read More Read More Latest News PPP Interim Final Rule: Owner-Employee Compensation and Eligible Nonpayroll Costs August 27, 2020 PPP Interim Final Rule: Owner-Employee Compensation and Eligible Nonpayroll CostsOn Monday, August 24, 2020, the Small Business Administration (SBA) and U.S. Treasury released an interim final rule that gave further guidance on the Payroll Protection... Read More Read More

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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 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 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 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 I've known Gary for many years and have recommended him to many people, all were very satisfied! Bill Leber 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 Always there for me when I have a question or concern. Jennifer King 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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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 Contact
949-364-0334
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