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.
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.
