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.
Why you should contribute more to your 401(k) in 2015
Contributions to a traditional employer-sponsored definition contribution plan, such as a 401(k), 403(b), or 457 plan, offers many benefits. Even if you didn’t make significant contributions before age 50, catch-up contributions can still be beneficial, allowing you to further leverage the power of tax-deferred compounding.
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.