For more than 30 years, CAPATA has been providing customized tax preparation services, litigation support, and financial coaching to clients who expect dedicated and personal attention to the greater Orange County area (Laguna Niguel, Irvine, Tustin, etc.). 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 Orange County CPA 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.
New IRS Estate/ Gift Tax Regulations
Recently, the IRS has proposed new regulations that would close certain estate and gift tax loopholes that deal with the transfer of business interest among family. If approved this would mean increased estate taxes on the death of owners of family businesses. The anticipated timetable for these regulations could come as early as January 1, 2017. To learn more about this regulation click the “Read More” button.
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.