WHATEVER YOUR GOAL IS, WE RECOGNIZE OUR ROLE IS HELPING YOU BUILD WHAT YOU ENVISION YOUR FUTURE TO BE. Learn More 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 2019-2021 best accounting firm to work for OUR SERVICES TAX PLANNING & PREPARATION ACCOUNTING & BUSINESS ADVISORY AUDIT & ASSURANCE FRACTIONAL CFO MORE industries healthcare legal real estate & construction food & beverage manufacturing & distribution Media & entertainment view all Latest News State Tax Deduction Workaround November 5, 2021 State Tax Deduction WorkaroundThis year California passed AB 150, which enacts an elective passthrough entity tax (PTET). The idea behind the PTET is to work around the $10,000 SALT deduction limit to an individual’s itemized deductions that came into effect back in 2018.Simply, qualified passthrough entities may pay tax on a consenting owner’s behalf based... Read More Read More Latest News Early Retirement October 21, 2021 Early Retirement? 10 Steps to Get You There!When it comes to retirement, there is always a thought in the back of your mind saying, “how can I get there earlier?” Though some plan for traditional retirement, there is a vast majority that would love nothing more than to retire early to fully enjoy their golden... Read More Read More Latest News Thank You for Contacting Us - CFO! August 27, 2021 Thank you! Your inquiry has been successfully submitted. We will get back to you as soon as possible! Read More Read More Latest News Advance Child Tax Credit July 22, 2021 Advance Child Tax Credit information: What you need to know Advance Child Tax Credit: The IRS created a Child Tax Credit Update Portal, it is a password-protected tool available to everyone with internet access from any device. You may check on your eligibility, payment status, or unenroll from this benefit. If you have an existing IRS... Read More Read More Latest News Proposed Tax Relief Bills for California July 6, 2021 Proposed Tax Relief Bills for California Proposed Tax Relief Bills: California’s Governor is expected to sign several tax-related and stimulus bills that the California General Assembly sent to him.
SB 139 will authorize a second Golden State Stimulus payment up to $1,100 per California taxpayer with an AGI of $75,000 or less. How much qualifying taxpayers... Read More Read More Latest News Outsourcing Your CFO June 12, 2021 Why Do So Many Businesses Use Outsourced CFO? There are many benefits to outsourcing the Chief Financial Officer (CFO) role, especially if you own a small business. An outsourced CFO ensures you are getting the same expertise from a CFO even if you may not have the financial resources to retain or support a full-time... Read More Read More Latest News Preparing Your Business for Recessions May 18, 2021 Preparing Your Business for Recessions
Preparing Your Business for Recessions: We all know that recessions will come in a matter of time, and no business has immunity from an economic downturn as we have seen with the recent COVID-19 pandemic. As our economy begins to improve, here are six strategies you can implement into your business... Read More Read More Latest News California's Partial PPP Conformity Bill May 5, 2021 California's Partial PPP Conformity Bill 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. These are paid with Paycheck Protection Program (“PPP”) loans, EIDL advance, and targeted grants. Below are some of the key highlights... Read More Read More Latest News Deducting Meals and Entertainment Expenses April 8, 2021 Deducting Meals and Entertainment Expenses
