Capital Tax is a CPA and accounting firm based in Walnut Creek, California, providing personalized tax planning, tax preparation, bookkeeping, accounting, and business advisory services. The firm takes a proactive approach to tax planning, helping individuals, executives, and small business owners manage their tax obligations and plan for their long term financial goals.
Capital Tax provides year round tax and accounting support rather than focusing only on annual tax filing. Its services include tax planning, tax preparation, tax filings, bookkeeping, accounting, and business related tax services. The firm works with clients to understand their individual financial circumstances and provide solutions based on their specific needs.
For individuals, Capital Tax offers tax planning and tax preparation services designed to address their current tax obligations while supporting longer term financial planning. The firm also works with executives and professionals who may have more complex tax situations and benefit from personalized tax guidance.
Small business owners can access a range of tax and accounting services through Capital Tax. These services include business tax planning and preparation, bookkeeping, accounting, payroll assistance, sales tax support, and business property tax filings. The firm also provides guidance related to business entities and entity changes, helping business owners address tax considerations as their businesses develop.
Capital Tax also provides estate and trust tax services. These services focus on tax planning for estates and trusts and can help families address tax considerations as they plan for the transfer and preservation of wealth across generations.
The firm's approach centers on proactive planning and personalized service. Tax laws and individual financial circumstances can change over time, making ongoing tax planning an important part of managing financial obligations. Capital Tax works with clients throughout the year to address tax and accounting questions and provide guidance based on their specific circumstances.
Capital Tax serves clients from its locations in Walnut Creek, Palo Alto, and Santa Monica, California. The firm provides tax and accounting support for individuals and businesses with a focus on personalized solutions, proactive tax planning, and ongoing client relationships.
Through its range of tax, accounting, bookkeeping, and business services, Capital Tax helps clients address their financial and tax responsibilities while planning for their long term goals. The firm combines tax planning and accounting services to provide clients with ongoing support throughout the year.
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Opening Hours
| Monday | 5:00 pm - 5:00 pm |
|---|---|
| Tuesday | 9:00 am - 5:00 pm |
| Wednesday | 9:00 am - 5:00 pm |
| Thursday | 9:00 am - 5:00 pm |
| Friday | 9:00 am - 5:00 pm |
| Saturday | 9:00 am - 5:00 pm |
| Sunday | Closed |
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