Giving away assets during your life will help reduce the size of your taxable estate, which is beneficial if you have a large estate that could be subject to estate taxes.
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.
Capata is the best accounting firm, period. They are knowledgeable, experienced, user-friendly and they have by far the finest service in town.
Kevin and the whole team at Capata have been an incredible asset to HomeLife Media. The tax saving advice I got from the very first meeting with Kevin was substantial enough to pay for their services for several years! You can always count on them for expert answers, and very fast responses to urgent questions that arise. I look forward to working with them for many years to come.
I’ve worked with many advisors and consultants over the years. But Capata has stood out. Their loyalty while we built our business from nothing shows their ability to recognize potential, to have 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.
Kevin – Thank you for your help, as always. It is great working with you and I appreciate all of your truly value-added contributions.