Combining common sense and broad technical expertise to create effective & timely solutions
(Hover over the dots to see how we can help you with the financial maze)
Taxes
Loans
Business
Education
Real Estate
Savings
Financial Statement preparation including audits. Bookkeeping services and support, Payroll & 1099 Reporting, Financial Statement analysis & review with management. We have Quickbooks Certified Pro Advisors on staff
Sophisticated tax planning strategies to minimize taxes, increase savings, with consideration to overall financial needs including lending requirements. Business formation including trusts, risk management trusts (creditor protection trusts, family limited partnerships, LLC's.) Tax Preparation including individual tax returns, business tax returns, estates and trusts. Multi state & international taxation.
Estate and trust tax preparation, coordination with legal counsel for estate tax planning including gifting trusts and estate valuations.
Business performance reviews, Budgeting, Sales & Pricing strategies, Employee retention, Non-Compete agreements, Sales & Acquisitions. Formation of limited liability companies. Diversification of assets. Shifting legal ownership from individual owners to creditor shielded entities. Captive insurance and other advanced techniques.
Use of fair market valuations based on capitalization of goodwill and earnings/sales multiples, guidance to positioning the company for maximum sales value.
Capital Enhanced Payroll was launched to add a comprehensive payroll service to our tax & accounting clients. We were already analyzing their business activity and determining their payroll & tax requirements via our tax planning efforts. Our clients can now benefit from having their tax, accounting and payroll with one service provider to streamline the most important financial functions of running their business.
Our payroll processing platform allows you to run payroll over the phone, from your desktop, tablet, or mobile device. Payroll checks can be mailed, e-mailed, printed or direct deposited and viewed by mobile devices. New hires and employee payroll data can be easily added or modified with our user-friendly interface. Time & Attendance can be seamlessly integrated. Deductions for tax, health, retirement and others can be automatically calculated. Payroll data can be easily exported to Quickbooks. Year End W-2’s and 1099’s are provided. Together our tax and payroll experts can help you & your employees determine withholding rates that will yield a NO SURPRISES tax return.
Our competitive advantage is that we have payroll experts in house, fully trained and staffed to answer your payroll and related questions in a timely manner. Because we are local we put an emphasis on visiting our clients periodically because face-to-face personal contact is important to us.
Who we serve
Income Tax Preparation and Planning for indivduals of all backgrounds and needs. We speialize in Previous Tax Return Amendments, Electronic Filing, Tax Consultation Services and IRS Representation, and Succession & Retirement Planning.
Whether you're considering starting a new venture, or have an established business, Capital Accounting, PC can be an important partner in your success. If you have just started a business, let us show you the advantages and disadvantages of operating your business as a corporation, LLC, LLP, S-Corp, partnership or sole proprietorship. We can ensure that your business is setup for success.
The real estate market is constantly changing and that is an understatement. Without the help of the professionals at Capital Accounting, PC , keeping track of all the tax related issues related to real estate is almost impossible. We focus on the real estate market so we can provide our clients with up to date advice and ensure that they are able to take advantage of all the latest programs.
Medical professionals are often in a unique position when planning for their financial future. Capital Accounting, PC has had the privilege of working with those across a broad range of medical fields including doctors, dentists, nurses and more; giving us deep expertise in the specialized planning they require.
Professional Athletes have unique requirements when it comes to income and tax planning depending on your profession. We have experience helping NFL football athletes, PGA golfers, MLB baseball players and LPGA golfers. We understand how to structure income, bonus’s, royalties, marketing income, etc.
We are a group of tax, accounting, and payroll professionals that love to see you grow.
At Capital Accounting, PC we provide timely solutions that work today and last through tomorrow. This comes from being able to understand and focus the right resources on your financial situation. This includes relevant tax law and accounting, it also includes qualified individuals such as bankers ready to lend, investment managers to guard your assets, and business attorneys to assist your CPA firm with rock solid asset protection strategies.
Capital Accounting, PC develops and maintains these relationships and we utilize them frequently.
"Everyone agrees they're top notch in their knowledge of tax and business accounting."
Capital Accounting, PC has been my CPA for 15 years. They've handled complicated tax strategies and answered simple questions all with the same up beat attitude and light humor. I've recommended Capital Accounting, PC to numerous friends and clients and will continue to do so. Everyone agrees they're top notch in their knowledge of tax and business accounting.
"I couldn’t recommend Capital Accounting, PC enough as the perfect support for your new or existing venture."
As a small business Capital Accounting, PC has been the perfect find for all of our accounting needs, business advice and support. Jim and his team place customer satisfaction at the top of their agenda and backed up with all of the knowledge you could ever need to know for starting or running a business means any inquiry or concern is swiftly dealt with and the support offered is second to none. As a business owner and existing company I couldn’t recommend Capital Accounting, PC enough as the perfect support for your new or existing venture or as an alternative with an extremely approachable and professional manner. This is what you will find when dealing with the Capital Accounting, PC family: Expect honesty, respect, dedication, professionalism, knowledge and understanding.
480.783.8870
480.783.8878