For more than 25 years, Capata has been providing customized tax preparation services, litigation support, and financial coaching to clients who expect dedicated and personal attention. We pride ourselves in our long-term client relationships which are a direct result of providing personalized service that is focused and responsive.
Regardless of your company’s size or specialty, Capata delivers: Incomparable services, Professionalism and Expertise.
Capata provides experience and expertise resulting in the following benefits for our clients:
Saving valuable time and money. Achieving comprehensive understanding of the issues. Forging long-term relationships for the future. The staff at Capata can effectively help you build, manage and protect your financial wealth.
All income investments aren’t alike when it comes to taxes
The tax treatment of investment income varies, and not just based on whether the income is in the form of dividends or interest. Qualified dividends are taxed at the favorable long-term capital gains tax rate (generally 15% or 20%) rather than at the applicable ordinary-income tax rate (which might be as high as 39.6%).
As I worked through the selling of my business the deal and the numbers quickly became complex to which I needed to consult with a first rate firm. Capata out of Orange County is known as the Rolls Royce in the industry and Kevin Cloward and the team did not disappoint. Kevin quickly proved to be ethical with a tremendous amount of capacity and I enjoyed our strategy sessions to achieve the goals we made together. I would recommend Mr. Cloward and the firm Capata to all.