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CAPATA

CAPATA

Reviews Summary

Capata receives overwhelmingly positive reviews, with consistent praise for their professionalism, expertise, and responsiveness. Clients highlight their deep tax knowledge, strategic guidance, and ability to handle complex financial situations. Many appreciate their attentive service, clear communication, and long-term reliability. Several reviewers mention trusting them for years and enthusiastically recommending them to others. While one note mentions minor bumps, the firm quickly resolves issues. Their team is described as disciplined, timely, and exceptionally skilled, making them a top choice for both personal and business accounting needs.

About This Listing

Accounting
Audit
Assurance
Business Consulting
Financial Statements
CFO Services
Tax Preparation
Tax Planning
Forensic Accounting
Mid-size Businesses
Large Enterprises
High-net-worth Individuals
Healthcare
Professional Services
Law Firms
Complex Situations
Years of Practice
CPA License
In-person Support

Who Can Work with a CPA?

Individuals seeking tax prep, retirement planning, or financial advice
Small business owners needing bookkeeping, payroll, or tax compliance
Freelancers and contractors with 1099 income or complex returns
Couples planning finances together or managing joint returns
Investors with capital gains or rental property income
Anyone looking for year-round financial guidance and peace of mind

*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*

First-Time Clients

If this is your first time working with a CPA, don’t worry — most professionals offer a free consultation and will walk you through what to expect. You may be asked to complete an intake form, share financial documents, or set clear goals for your session.

What to Know Upfront:

Documentation Bring your most recent tax returns, income details, and any financial concerns
Availability Appointments fill up quickly during tax season — book early if possible

*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*

What to Bring

Government-issued ID for verification
Tax documents (W-2s, 1099s, investment summaries, etc.)
Receipts or logs for deductible expenses, donations, or mileage

*Tip: Organize your documents in advance to save time and ensure accuracy.*

Preparing for Your Appointment

Write down any financial goals or questions in advance
Check if your CPA offers virtual sessions or document uploads
Bring a notebook or use a notes app for key takeaways
Know your deadlines for filing, payments, or compliance

*Note: Preparation helps you make the most of your CPA’s expertise.*

How to Get Started

Use our directory to find highly reviewed CPAs near you. Reach out directly to schedule your consultation.

Other Helpful Info

Many CPAs offer both in-person and remote consultations
Fees may be flat-rate, hourly, or based on service complexity
Some CPAs specialize in industries like healthcare, real estate, or tech
Check for client reviews and credentials (CPA license, EA, etc.)

*Note: Every CPA is different — take time to find one who fits your goals and style.*

Features

Accounting
Audit
Assurance
Business Consulting
Financial Statements
CFO Services
Tax Preparation
Tax Planning
Forensic Accounting
Mid-size Businesses
Large Enterprises
High-net-worth Individuals
Healthcare
Professional Services
Law Firms
Complex Situations
Years of Practice
CPA License
In-person Support

Contact Information

Address

5000 Birch St # 4000

Newport Beach, California 92660

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 8:30AM-5PM
Tuesday 8:30AM-5PM
Wednesday 8:30AM-5PM
Thursday 8:30AM-5PM
Friday 8:30AM-5PM
Saturday Closed

Customer Reviews

Gary has been my accountant for almost forty years; and he and his people never cease to impress. This year, their responsiveness was beyond compare; their answers were clear and concise; and a great source of comfort. I could not recommend them more strenuously!

Gary and his staff are the ultimate professionals. We have learned to be very careful when choosing tax advisors and preparers and we have 100% faith in Capata & Company. We have relied on on them for both our personal and business accounts for several years and intend to remain appreciative and happy clients for many more!

I've been working with Gary and his team for over 10 years. They are professional, knowledgeable and always timely. We started out with simple taxes and now have multiple properties, started a business and have complex stock holdings. Gary's team has carried us through!

We love our team here- Kevin rocks! They are very knowledgeable and attentive to our needs. Truly professionals at what they do and very understanding. If you are looking for a great firm, I'd absolutely recommend Capata.

Have worked with Gary Capata and his team for several years. I don't have extensive comparisons to other CPA firms, but they are always responsive to emails and phone calls. There isn't a sense that they are bothered with questions and requests.

I was referred to Capata by a mutual acquaintance and have been working with their office for about a year now. I am impressed with their professionalism and knowledge of tax law, which has benefitted us greatly as our family finances grow and become more complex. They have also guided us to additional resources, such as a wealth management professional, which has helped my wife and me to get serious about our future retirement and income planning.

I've worked with Capata & Kevin Cloward for several years now and am very satisfied! They are all very responsive to questions and incredibly knowledgable about effective tax strategies. I've recommended them to many colleagues already.

Gary Capata and his team are great CPAs! I have referred so many clients to them. That's how happy I am with their service and expertise. Very highly recommended.

The guys at Capata made it so easy for me to get my tax accounts finished and filed. It was my first time filing in the US, Capata advised and guided me through the process, giving me comfort that I had fulfilled my obligations properly and efficiently.

For many years I have trusted Capata, Cloward LLP with all of my business and personal accounting needs. They are an organization that demonstrates character, professionalism, and knowledge at every turn, and their tax planning skills set them apart from their competitors. I can, with great confidence, recommend Capata, Cloward, LLP for any family or entity in need of a highly skilled, and trustworthy accounting firm.

The Capata team has consistently done an outstanding job of advising our leadership and preparing all necessary tax/regulatory filings for our 501(c)(3) organization. Matt Lawson

All in all a great firm. I had a few bumps in the road working with these guys but they always made it right. They even have political connections so if you have a complaint about a particular tax law you can tell them and they'll see if they can lobby to get it changed for you. How many firms can say that?

One of the most impressive accounting teams I've had the chance to work with. The entire staff is focused, disciplined, responsive to needs and delivers exceptional work in a timely manner. I would highly recommend them!

Kevin did an excellent job explaining & guiding me through the in?s & out?s of the tax process. Would highly recommend him to anyone who needs their taxes done properly.

I've been with Capata for over 3 years, they communicate well with me, which is great, I can always trust their advice.

Wendy and all at Capata Tax are extremely professional and friendly while providing excellent tax services. I have been a client for many years.

I've known Gary for many years and have recommended him to many people, all were very satisfied!

The quality of work was matched by the level of service. It is rare that you find both. I am thrilled with the relationship!!

Professional, responsive, qualified and reasonably priced - These guys have it all. I love working with these people!

Always there for me when I have a question or concern.

Frequently Asked Questions

What qualifications should I look for in a CPA?

Look for a Certified Public Accountant (CPA) license, which ensures they’ve passed rigorous exams and meet state requirements. Check for relevant experience in your industry, additional certifications like CFA or CMA, and membership in professional organizations like the AICPA. Verify their credentials through state licensing boards.

How do I find a CPA in my area?

Use online directories like the AICPA, CPAverify, or state CPA societies. Search platforms like Yelp or Google for local CPAs with reviews. Ask for referrals from business associates, friends, or financial advisors. Local chambers of commerce can also provide recommendations.

What’s the difference between a CPA and an accountant?

A CPA is a licensed professional who has passed the CPA exam and met state requirements for education and experience. An accountant may lack this certification and could have varying levels of expertise. For complex tasks like tax audits or financial reporting, a CPA is typically more qualified.

How do I know if a CPA specializes in my needs?

Ask about their experience with your specific financial needs, such as tax preparation, small business accounting, or estate planning. Review their website or LinkedIn for case studies or client testimonials. Inquire about their client base to ensure they handle similar financial situations.

Should I check a CPA’s reviews before hiring?

Yes, reviews provide insight into a CPA’s reliability, communication, and performance. Check platforms like Google, Yelp, or the Better Business Bureau for client feedback. Look for patterns in reviews, but verify their authenticity, as some may be biased or outdated.

How can I verify a CPA’s license?

Visit your state’s Board of Accountancy website or use CPAverify.org to check a CPA’s license status. Confirm their license is active and check for any disciplinary actions or complaints. This ensures they’re in good standing and meet professional standards.

What questions should I ask during a CPA consultation?

Ask about their experience with your financial needs, fee structure, availability, and communication style. Inquire how they handle tax filings, audits, or financial planning. Ask for references or examples of similar work to assess their expertise and fit.

How much should I expect to pay for a CPA’s services?

Fees vary based on location, services, and complexity. Basic tax preparation may cost $150-$500, while business accounting or audits can range from $1,000 to $10,000+. Request a detailed fee structure upfront and compare quotes from multiple CPAs.

Can I work with a CPA remotely?

Yes, many CPAs offer remote services through secure online platforms for document sharing and virtual consultations. Ensure they use encrypted tools for data security. Remote CPAs can be effective if they understand your local tax laws or business regulations.

How do I assess a CPA’s communication skills?

During consultations, evaluate their ability to explain complex financial concepts clearly. Ask sample questions about taxes or financial strategies and note their responsiveness and clarity. Good communication ensures you understand their advice and fosters a productive relationship.

What red flags should I watch for when screening a CPA?

Beware of CPAs who guarantee specific tax refunds, lack a valid license, or have disciplinary actions on record. Avoid those with poor communication, vague fee structures, or negative reviews highlighting unethical behavior. Always verify their credentials independently.

Should I choose a CPA from a large firm or a solo practitioner?

Large firms offer more resources and specialized teams but may charge higher fees. Solo practitioners often provide personalized service and lower costs but may have limited availability. Choose based on your needs, budget, and preference for personalized attention.

How often should I meet with my CPA?

For individuals, annual meetings for tax preparation may suffice. Businesses may need quarterly or monthly check-ins for bookkeeping, tax planning, or financial reporting. Discuss your needs upfront to establish a meeting schedule that aligns with your financial goals.

Can a CPA help with both personal and business finances?

Yes, many CPAs handle both, but confirm their expertise in both areas. Ask about their experience managing personal taxes and business accounting simultaneously. Ensure they can balance both without compromising attention to your specific financial needs.

What should I do if I’m not satisfied with my CPA?

Discuss concerns directly with your CPA to resolve issues. If unresolved, check your contract for termination terms. Seek a new CPA by researching reviews, credentials, and referrals. Request your financial records to ensure a smooth transition to a new professional.

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