Many independent professionals and business owners face similar issues when it comes to finances. Finding the perfect accounting firm is essential to your financial success.
Professionals often run into problems with their CPAs because the firm is too big. This leads to a lack of access and effective communication between the accountant and client. In these large firms, a partner is hardly involved in the client’s finances.
Here at CAPATA, we value strong client relationships. We understand that to help you reach your goals, we need to come alongside you.
A partner is assigned to each client as well as an experienced CPA. We initiate check-in meetings to provide accountability throughout the year. This will give you the opportunity to bring up any questions, challenges, or new ideas that you may have.
Also, most business owners understand the pain of having a CPA who is unfamiliar with tax laws preparing their taxes. One mistake can result in owing thousands of dollars more on their tax return or have the potential to lead to an audit.
Each one of our professional team members is required to take ongoing educational training in Federal and State tax codes. We know that it is our responsibility to provide clear guidance to our clients and communicate how the tax rules apply to each individual or business.
When asking the question “Is CAPATA a good fit for me?” we have found our ideal client to be one that places a premium on value, not price. We are not a low-cost provider. If you are a business owner, professional, or managing a family business/office, we may be a match for you.