From transactional to transformational services
Public accounting firms commonly promote themselves as “trusted advisors.” But managing a high net worth requires more than entering into a transactional relationship with a CPA firm. We are more than just “trusted advisors” to our clients. We understand what it means to maximize your financial wealth as if it were our own. That’s why our partners with our clients to deliver tax planning, financial prudence and strategic guidance that ultimately transforms their financial health for posterity.
A legacy of service-centered leadership
Founded 30 years ago, our Orange County CPA firm formed out of the strategic vision of founder and accountant Gary Capata. With the spirit of service at the forefront, Gary set out as a sole practitioner to build his CPA firm while also pouring into his community as a public servant. Through his many civic roles serving the city of Laguna Niguel, including his two-terms as mayor, city councilman, president of the Chamber of Commerce – along with numerous teaching engagements at prestigious academic institutions such as UCLA and USC – Gary has cultivated hundreds of relationships that have helped shape him personally and professionally. The addition of business partner Kevin Cloward, whose strong work ethic and affinity toward relationship building mirror those of Gary’s, has resulted in numerous milestones for the firm, the most important being the cultivation and development of a team of top-notch professionals to better serve our clients. Today, the Laguna Niguel based CPA firm has grown into a leading accounting firm serving the greater Orange County communities.
CAPATA’s unique approach: organic growth from the inside out
In an age where businesses make cuts at the expense of their clients to remain competitive, we invest more in our infrastructure so that our clients can remain competitive. Our growth is driven internally through nurturing and promoting talent from within to drive long-term working relationships. This approach permeates to our clients, where our business core values – high integrity, accountability, professionalism and service excellence – are not just words that lay dormant on a piece of paper. We put these values into practice each day, yielding lasting customer relationships, many of which have blossomed into even stronger friendships over the years. With Gary and Kevin actively involved in both staff development and client service initiatives, the CPA firm functions as a high-end business in a boutique atmosphere.
Your success is our success
Our success is predicated upon the value we provide to our clients in helping them achieve their goals. Whether preparing financial statements accurately and expeditiously or providing strategic business advice, we go beyond the quantitative analysis and provide qualitative advice that drives results. For 30 years, we have supported business leaders and high net worth families with the peace of mind that even money can rarely buy.