Guided By Our Values
Integrity, expertise, and a commitment to our clients define our firm. We deliver results through a focused three-step process: first, we conduct an in-depth discovery to fully understand your financial goals; next, we provide strategic, tailored recommendations; and finally, we implement solutions with precision, ensuring every plan achieves maximum impact. This disciplined approach consistently creates value and strengthens long-term client relationships.
Your success is the measure of ours.
Uncompromising ethical and professional standards in every engagement.
Responsive, reliable service backed by deep expertise.
Integrity at the core of every decision and recommendation.
Clear communication that simplifies complex decisions.
Smart Solutions for Growing Businesses
Our Small Business Package provides you with clarity in your business model and as a result your decisions will be more time efficient.
Because of this comprehensive approach, we will procure a deep understanding of your business model and needs. The Small Business Package ensures that you receive a 360-degree, high quality service from an experienced accounting firm, while you minimize your time requirements. The accounting package includes the following services:
Sales taxes
Monthly Accounting and Bookkeeping
Business Income Tax Preparation & Planning, including quarterly tax estimates
Property tax filings
Other services such as annual filings with your state
Unlimited discussion of your routine business questions with no additional fees
Industries we work with
Expert solutions for every industry we serve.
Benefits of the Small Business Package
Reduces your costs due to the efficiencies of bundled services.
Allows you to spend time on your business operations, core operations and development rather than on professional work that you are not familiar with.
Results in a high quality of work due to having a more comprehensive understanding of your business through a professional firm.
Have a designated accountant who knows all three areas of your business well. If your business does not need all components of the business package, we can design a program that provides only the services that you need.
See trends, data visualization, KPIs
Vendors and customers analysis
The Capital Tax™ Approach
Business taxes are responsible for taking a large portion of your business profits, reducing cash flow to the small business and its owners. Our firm's model is focused to implement strategies that minimize that tax bill. We utilize a three-step approach to achieve optimal tax planning outcomes for our small business clients:
01
Measurement
In this initial phase, we meet with you to understand your business model, cash flow drivers, and long-term growth objectives. Today’s evolving tax landscape offers a wide range of opportunities for small businesses to reduce their tax burden. Our experienced team brings deep expertise in both the underlying principles and the practical application of current tax laws, ensuring you benefit from every available advantage.
02
Recommendations
We evaluate our findings from step one to form tax recommendations based on your business specifics. We also make tax planning recommendations every year, as your situation and the tax laws inevitably evolve.
03
Implementation
Lastly, we implement your customized tax planning strategy and complete your tax returns. Our team adjusts implementation over the course of our client relationship as your business needs and targets invariably adjust over time. We also make sure that compliance issues are reflected on your tax return with the proper forms and schedules. Additionally, we apprise you of changes to tax rules and how to take advantage of them for your specific needs.
Make Capital Tax Your Partner
Liberate yourself from the burden of being overtaxed. While accurate tax preparation is important, the key to reducing your annual tax bill lies in careful tax planning. Our tax planning approach goes beyond industry standards and is our core differentiation. The result: you retain more assets to invest and grow.
Our tax planning approach is effective, methodical, and thorough. Join us and learn why our clients around the globe have trusted us with their tax and accounting needs for over twenty years.
Frequently Asked Questions
Find answers to our question about our consulting coverage options" to “Find answers to your questions about our tax preparation and planning services.
What are the benefits of accounting?
Evidence shows that businesses that use accounting data effectively do much better in revenue growth and profitability. Further, business owners who use accounting reports have a distinct advantage over their competitors.
How can the reports you provide be helpful?
The reports from your accounting system help make informed business decisions by analyzing trends, boosting revenue, and cutting costs to improve profitability. They also aid in tax planning to minimize your annual tax bill.
What is your core differentiator?
Our competitive advantage is our focus on using the accounting system as your strategic partner, providing valuable insights for better decision-making and enhanced profitability.
What is your pricing?
Our firm’s pricing is structured to deliver high value at a reasonable price. Our value proposition is appealing for that reason. Each business has unique needs, and we will determine the pricing that best fits your business during our initial meeting.
What is a CPA, and why should I hire one for my small business?
A Certified Public Accountant (CPA) is a licensed professional with deep expertise in accounting and taxation. Hiring a CPA for your small business ensures compliance with tax laws, accurate financial reporting, and strategic financial guidance to grow your revenue, profitability and net worth. It also helps you perform tax planning to minimize your tax bill.
Client Testimonials
"Zachary and team have been truly exceptional partners to my family and me over the years. They are very thorough with my family tax review and filing and communicative about the changes in the tax laws. The team is friendly and supportive of our requests. I highly recommended their services."
"I have used quite a few tax prep services over the past years, but this is by far the best. Zachary and his team are knowledgeable, frank and reliable. They saved me thousands last year. They are not the cheapest in town, but you will end up with more on tax savings and service. I would recommend them to anyone seeking high quality tax service for business and individual."
"I have to give extreme praise for the responsiveness, patience, and quality of my recent experience with tax preparation from Capital Tax. I had a last minute complication with my taxes and received a referral to Capital Tax, and am so grateful that I went with them. They were fantastic to work with on every level. Highly recommedn."
"Zach and his team have been very proactive in helping me position myself to achieve maximum benefits out of my LLC from a tax and investments perspective."
"Extremely knowledgeable and friendly staff. Delivers quality work at a tremendous value. I highly recommend Capital Tax & Accounting!"
