For more than 25 years, Capata & Co. 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 & Co. delivers: Incomparable services, Professionalism and Expertise.
Capata & Co. 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 & Co. can effectively help you build, manage and protect your financial wealth.
IRA One-Rollover-Per-Year Rule
Beginning January 1, 2015, you can make only one rollover from an IRA to another (or the same) IRA in any 12-month period, regardless of the number of IRAs you own (Announcement 2014-15).
Capata & Co. provides excellent service and has the expertise to navigate complex tax issues. I have been extremely satisfied with Gary and his team for the past 20 years.