Tax Services


Our company takes a proactive, versus reactive, approach to tax services. 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 Planning

As your accounting partner, we will provide you with the tax planning services you 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.

Tax Preparation

For more than 35 years, we have provided 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, businesses, and members of the entertainment, medical and legal professions. 

Estate & Trust Tax Preparation

Effective estate and trust planning facilitate 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. Our accounting experts 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, we 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, each of our accountants has the experience to successfully represent you and/or your company. Through years of experience dealing with many taxing authorities, we can ensure that our clients are properly represented before various federal and state tax agencies.

Initial Client Meeting

Based on your needs, we will set a meeting with the partner who best suits your circumstances so that we can fully understand your goals and develop a plan to get you there.

Tax Return Preparation

All returns go through a three-tiered review process with our team, then double checked by computer software to ensure accuracy. 

Returns Sent to Client

Our client is sent an electronic copy of their tax return through their CAPATA Vault and are emailed a copy of their invoice. Once ready, our client will sign the e-file authorization forms and submit them back to us. 

Tax Return is E-filed 

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

Let’s do something amazing together!

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.