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Capital Accountant Inc

Capital Accountant Inc

Reviews Summary

The reviews consistently praise the accounting firm for its exceptional professionalism, reliability, and expertise. Clients highlight the team's responsiveness, trustworthiness, and ability to simplify complex financial tasks. Many emphasize long-term satisfaction, noting the firm's adaptability, transparency, and family-like approach. The staff is described as knowledgeable, proactive, and dedicated, often going above and beyond to support clients' needs. Overall, the firm is seen as an invaluable partner for businesses, providing clean accounting, timely service, and peace of mind.

About This Listing

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.*

Contact Information

Address

2915 Lake East Dr

Las Vegas, Nevada 89117

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 9AM-5PM
Tuesday 9AM-5PM
Wednesday 9AM-5PM
Thursday 9AM-5PM
Friday 9AM-5PM
Saturday Closed

Customer Reviews

CAI has been doing my bookkeeping since 2014. Their service, professionalism, timeliness and advice have been excellent. The CAI team is very responsive. I usually get an email response within an hour and they are almost always available by phone. They handle all my bills, complete many of my administrative forms and make my life so much easier. I had tried doing my bookkeeping in house, but it was really a disaster. I had one of my employees take on that responsibility, thinking it would be more cost

When I opened my business 6 years ago, Kelly and her team was recommended and I put my trust in CAI. Spectacular professionalism, knowledge, kindness, human values from the entire CAI Team. Kelly indeed built a Dream Team, an achievement in itself nowadays! My mother taught me that if you want professional results, you HAVE to surround yourself with professional individuals, that simple. And if you want to sleep at night and not worrying about all your accounting aspects, CAI is the place, period. Thank You

Working with CAI has been great! Our company has primarily worked with Kelly and Linda and appreciate their professionalism, proactive approach and availability. They have been a great partner for our growing businesses.

CAI has been doing my bookeeping since I started my business. I was really not as educated as I thought I was regarding my financials and Kelly and her team have helped me structure and understand my financials in a meaningful way. I rarely find any mistakes in my financials as Linda, who handles my account, is always on top of it. Even my CPA said that my accounting looks clean. Any time I need anything, they get back to me within a day.

Kelly and The CAI team has handled my company and all of my restaurants accounting for over 10 years. Kelly and her team have been timely, thorough and most importantly, trustworthy in the quality of their work.

I have been with CAI since 2010. I have experienced continuity of my account over the majority of my time with CAI, and alway felt as though Kelly Bulgatz was firmly steering the ship. She has been a co-signer on my bank accounts since the beginning and has NEVER stepped anywhere close to the line and I trust her completely. She takes pride in her company and it clearly shows in the way her employees stay with the company for years and seem more like family then simply coworkers. And yet the professionali

Kelly and her amazing team are by far the finest accounting and full service business systems group that I have worked with. As a CEO of a rapidly growing international business, I can say without reservation that CAI steps up each and every day.

I've been working with CAI for over a decade. Kelly and her team are great! They go above and beyond by treating each client like family.

I'm a CFO of a textile company and CAI has been more than a pleasure to work with. The staff is smart, responsive, and knowledgeable. We could not be happier with our experience.

The Neon Museum was extremely fortunate to meet Capital Accountants, Inc. The CAI team is accustomed to dealing with ambiguity, good at sorting things out, candid and transparent in their suggestions for improvements in finance and accounting, and very deadline oriented. They quickly adapted to our needs and priorities. CAI stepped in to help when we were in a real pinch, and they have done great work since. They've proven a real asset to us.

CAI has been handling all of the financial stuff for my creative agency for some time now. They have been an integral part of the success of my business and allow me to do what I am good at and keep my focus and energy on the creative! ??

We have been using CAI accounting for over 10 years. They are always there to help when needed. Professional and honest. A great team to help manage all of your AP and financial needs.

We are beyond pleased with the professionalism and knowledge of Kelly and her entire staff. Their response is very timely and they don't leave any loose ends. Kelly and her staff are beyond helpful and ethical. We feel like we are in good hands.

Kelly is amazing in every sense of the word. She is detailed, caring and knows the rules inside and out. She is a mentor, a teacher and an advisor all in one. I can't say enough great things about her and her team

I have used CAI for 16 years as my principle accountants as well as financial advisors. I highly recommend them for their thorough and professional services.

Excellent, professional service to help us run our business. Staff is very good at what they do and helps take the headaches out of the administration side of our business!

Great team and fantastic service. Very responsive. Highly recommend.

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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