Premier Tax & Accounting Professionals

Nationwide Accounting

Whatever your goal is, we recognize our role is helping you build what you envision your future to be.

CAPATA has moved to Newport Beach

Watch this video guide on how to effortlessly find our new office space in Newport Beach! We look forward to seeing you all there!

Best Accounting Firm 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 and preparation, business advisory, assurance, and accounting services for business owners, medical professionals, attorneys and other high-income earners. With our broad range of services, we support business owners in growing their business and achieving their goals.

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.

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CAPATA is a full-service accounting firm located in Laguna Niguel in southern California. We are focused on providing proactive tax planning and preparation, business advisory, assurance, and accounting services for business owners, medical professionals, attorneys and other high-income earners. With our broad range of services, we support business owners in growing their business and achieving their goals.

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Your Success is Our Success

capata

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.

Best Places to Work

2019

#25 Best Accounting Firms to Work For in the Nation

#23 Best Places to Work in Orange County

2020

#9 Best Accounting Firms to Work For in the Nation

#10 Best Places to Work in Orange Country

2021

#14 Best Accounting Firms to Work For in the Nation

#4 Best Places to Work in Orange County

1986

Company
Established

2018

Fastest Growing
Private Accounting Firm

2019-2021

Best Accounting
Firm to Work For

CAPATA’s Unique Approach:

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.

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. Before long, Gary and Kevin openly welcomed Sal Kureh as their partner. Sal’s background and expertise in accounting, audit and business advisor services elevated CAPATA into a full-service accounting firm.

Our Journey

Our success is predicated upon the value we provide to our clients

1986

Gary Capata founded CAPATA

1990

CAPATA expands team and moves into Crown Cabot Financial Center

2015

Kevin Cloward Joins CAPATA in 2014 and becomes Managing Partner in 2015

2016

Sal Kureh joins CAPATA as an Audit/Business Advisor Partner and CAPATA officially becomes a full-service accounting firm

2018

Orange County Business Journal ranked CAPATA the Fastest Growing Private Accounting Firm for 2017 and 2018

2019

Accounting Today Magazine ranked CAPATA in the top 25 Best Accounting Firms to Work For

2020

CAPATA merges with KINSMAN & KINSMAN

Our Services

TAX PLANNING
and PREPARATION

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 to ensure efficient business operations.

AUDIT &
ASSURANCE

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.

LITIGATION
SUPPORT

Whatever your case may be, we will provide you with strong, professional litigation support as your expert witnesses or by assisting your advisory team.

CONSULTING

Consulting services that will help you quickly address the issues affecting your business and available tools that may help.

FINANCE. ACCOUNTING. CONFIDENCE.

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.

CALL (949) 364-0334 / TEXT (949) 806-4605

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Latest News

Fed Talk 9.18.24 – CAPATA Financial’s Take on FOMC Press Conference

CAPATA Financials’ take on today’s FOMC press conference and announcement: In summary, Powell highlighted the Fed’s focus on its maximum employment mandate and broader macroeconomic stability over concerns of persistent inflation during the press conference. The key shift occurred when Powell discussed “recalibrating policy,”Read more

Our Industries

HEALTHCARE

REAL
ESTATE

food & Beverage

LEGAL

What People Say About Us

CAPATA is the best accounting firm, period. They are knowledgeable, experienced, user-friendly and they have by far the finest service in town.

Mitch Fisher

Client

One of the most impressive accounting teams I’ve had the chance to work with. The entire staff is focused, disciplined, responsive to needs and delivers exceptional work in a timely manner. I would highly recommend them!

Paul Bresenden

Client

Gary CAPATA is not only honest but a brilliant tax strategist with the client’s interest as a priority to his time. I have been with CAPATA since 1980 and have been totally satisfied.

Tony Ridio

Client