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.
Welcome to CAPATA – Rise Up and Build Together
Get to know CAPATA, where we treat our clients like family! In this video, we’ll share how our dedicated team can support your financial journey with services tailored to your needs and goals. Lets Rise up and Build together!
Best Accounting Firm in Southern California
CAPATA is a full-service accounting firm located in Newport Beach 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.
The most powerful agents & marketing strategies available…
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.
get in touch with us
Insert Zoho Embed Form
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
DOWNLOAD OUR APP
Small Screen Big Ideas
Latest News
Fed Talk 12.18.24 – 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
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