Business Details
24 Years
experience
Expert Tax Planning & Accounting Services in Northern California
At Capital Tax, we specialize in delivering strategic tax planning and accounting solutions designed to minimize liabilities and maximize financial growth. Since 2002, our team of Certified Public Accountants has prioritized personalized service, combining compliance expertise with proactive tax strategies tailored to individuals and small businesses. Our methodical approach ensures clients retain more of their hard-earned assets through meticulous planning, accurate preparation, and ongoing advisory support.We serve Northern California from offices in Walnut Creek, Palo Alto, and Santa Monica, offering services ranging from cryptocurrency taxation to multi-generational estate planning. Our commitment to client success is reflected in our 20-year track record of building enduring relationships grounded in trust, transparency, and measurable results.
Services
Tax Planning
Bookkeeping
Virtual CFO
Estate Planning
Cryptocurrency Taxation
Details
- Year established: 2002
Highlights and features
- We offer 20+ years of specialized tax planning expertise since 2002.
- Our team provides personalized tax strategies tailored to individual client needs.
- We deliver comprehensive financial analysis to maximize deductions and credits.
- Our CPAs specialize in niche areas like cryptocurrency and expat taxation.
- We guarantee year-round support for tax questions at no additional cost.
What people say
Effective tax strategies
Proactive planning
Personalized service
Accurate preparation
Deep expertise
Services
Tax Planning
Our tax planning services focus on minimizing liabilities through personalized strategies tailored to individual and business needs. We analyze financial situations to identify deductions, credits, and exemptions while ensuring compliance with evolving tax laws. Clients benefit from proactive advice that redirects savings toward wealth-building opportunities.
Estate Planning
Specialized estate and trust services protect assets and ensure seamless wealth transfer. We design living trusts, GRATs, and dynasty trusts to reduce tax burdens while maintaining privacy. Ongoing support includes trust administration, amendments, and guidance for trustees and beneficiaries to align with long-term financial goals.
Cryptocurrency Taxation
We address complex tax implications for cryptocurrencies and NFTs, including transaction reporting and compliance. Our expertise helps clients navigate evolving regulations to optimize tax outcomes. Services include audit support and strategic planning to manage liabilities associated with digital asset investments.
Bookkeeping
Accurate bookkeeping ensures organized financial records and tax compliance for small businesses. We track income, expenses, and deductions to streamline reporting while identifying growth opportunities. Clients gain clarity through detailed financial statements and year-round advisory support.
Virtual CFO
Virtual CFO services provide strategic financial management for businesses, including cash flow analysis and tax-efficient planning. We offer scalable solutions to support growth, cost optimization, and long-term profitability through data-driven insights and customized reporting.
Questions
What tax planning services do you offer for small businesses?
We provide customized tax plans, compliance filings, and deductions analysis to minimize liabilities for small businesses.
How do you handle cryptocurrency tax reporting?
We specialize in crypto/NFT transaction reporting, compliance, and audit support to address evolving regulatory requirements.
Do you offer estate planning services?
Yes, we design living trusts, GRATs, and dynasty trusts to preserve wealth and reduce estate tax burdens.
What areas do you serve?
We operate in Northern California with offices in Walnut Creek, Palo Alto, and Santa Monica.
How are your fees structured?
Pricing varies by complexity; we provide transparent quotes after assessing your specific needs during a consultation.
Reviews (7)
Colleen Morris
Oct 19, 2021
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Positive:Professionalism,Quality,Responsiveness
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.
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.
Finlay Wilson
Nov 02, 2020
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Best Accounting firm in the bay area. Could not be more satisfied with my experience with them. Each of their team members is incredibly knowledgeable and has a wealth of experience with tax preparation and monthly bookkeeping. Originally just had them do monthly bookkeeping for my business, but I liked them so much they now do my personal taxes as well.
Zachary Sahar
Aug 24, 2020
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Our team at Capital Tax & Accounting are Certified Advanced QuickBooks Proadvisors. We are also certified in Point of Sale, QuickBooks Online and Enterprise Solutions. We work predominantly with small and medium size businesses to set up their accounting and help business owners effectively manage their financials, operations and growth strategy.
Frank Carrasco
Jun 04, 2018
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Exceptional service, very knowledgeable professional staff, highly recommend them to anyone looking to better there business.
Carrasco Construction Inc
Frank Carrasco
Carrasco Construction Inc
Frank Carrasco
Nancy R.
Aug 09, 2016
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I switched to CT&A one year ago after a terrible experience with a non-CPA accounting firm in Berkeley. I couldn't be happier. For about the same cost, I get competent, responsive, timely tax and accounting services for my small non-profit association. And I absolutely love our accountant, Amy -- she is very efficient, diligent and sharp. Though over the hill in Walnut Creek, almost all of the work is done by Internet/email/phone, so the distance is no matter. I also have CT&A prepare my personal tax filings, and we are equally pleased there.
Adeeb Sahar
May 25, 2015
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Extremely knowledgeable and friendly staff. Delivers quality work at a tremendous value. I highly recommend Capital Tax & Accounting!
Stephanie W.
Aug 19, 2014
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I refer this firm to all my friends and family. After years searching for a reputable and knowledgeable tax and accounting firm, I have found it here. They do all the usual services you would expect and then some. After a recent medical diagnosis, Zach was willing to sit with me and go over my tax implications for ongoing health care costs that were out of pocket. He also explained how the FSA/HSA would or would not benefit me and when a tax break comes into effect. They definitely go above and beyond and are trustworthy and thorough. Highly recommended..
