How It Works


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Initial Client Meeting

Client meets with CAPATA, signs engagement letter and submits tax organizer and documents.

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Tax Return Preparation

All returns go through a three tiered review process by CAPATA’s team and then are double checked by computer software to ensure accuracy.

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Tax Return is Sent to Client

Client is sent an electronic copy of their tax return and invoice through their CAPATA Vault for review. Once ready, client will sign the e-file authorization forms and submit them back to CAPATA.

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Tax Return is Electronically Filed

Upon receipt of the e-file authorization forms, CAPATA will e-file all returns. Invoices are due before the tax return is filed.

At CAPATA we take a proactive, versus reactive, approach to tax services. In order to properly serve our clients, we keep current on new tax laws and legislation, making it possible for us to identify key tax planning opportunities that minimize both your current and future tax liabilities throughout the year. Tax services offered include but are not limited to:

Tax Preparation

For more than 25 years, CAPATA has been providing customized tax preparation services. Our significant investment in computerized tax preparation and research software enables us to accurately and efficiently prepare returns for various types of entities including emerging enterprises, high net-worth individuals, partnerships, small businesses and members of the entertainment, medical and legal professions.

Tax Planning

As your accounting partner, CAPATA is committed to providing the tax planning services our clients deserve. Tax planning is an essential element of the tax preparation process. By making tax planning part of your overall business strategy, you can use our experience and access to the most current developments in tax law to minimize both your current and future tax liabilities.

Estate & Trust Tax Preparation

For successful business owners, providing for business continuity and succession of ownership is essential. Effective estate and gift planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse and can reduce or eliminate the tax due on the transfer of your business and other assets. CAPATA can guide you through the complex process of getting your financial affairs in order.

Sales Tax Services

If your company is responsible for collecting and submitting sales taxes, Capata can assist in the compilation of information and preparation of sales tax returns in an efficient and timely manner. This includes collecting and submitting sales taxes in many different vicinities.

 IRS Representation

When IRS representation is needed, CAPATA has the experience to successfully represent you and/or your company. Through years of experience dealing with many taxing authorities, we have achieved a level of competence ensuring that our clients are properly represented before various federal and state tax agencies.