Accounting & Tax Services
Our accounting & tax team at Capital Accounting & Tax (CAT) offers a broad range of accounting and tax services, tailored to individual, business, and fiduciary needs.
An Experienced Team, Ready To Help
Capital Accounting & Tax (CAT) helps simplify the process of managing taxes and empowers you to make informed financial decisions. Our dedicated team of certified tax professionals and experienced bookkeepers work together seamlessly to provide a comprehensive range of accounting and tax services for individuals, families, and businesses.
CAT’s services and fees are separate and independent from CIA’s advisory services and fees.
Our Key Focus Areas
From accurate tax preparation to strategic bookkeeping, we prioritize compliance, efficiency, and financial optimization. Leveraging deep expertise, we guide clients through tax planning and financial management, ensuring a personalized approach to minimize liabilities and support growth.
Individual
Tax Returns
Tailored for individuals, families, and small businesses, our tax division ensures accurate preparation and filing of tax returns across federal, state, and local levels, complemented by strategic tax planning to optimize deductions and minimize liabilities.
Business
Tax Returns
Specializing in businesses of all sizes and structures, we offer precise tax return preparation that caters to the specific needs of each entity, aiming for compliance and tax efficiency across diverse industries.
Fiduciary
Tax Returns
With a deep understanding of the complexities surrounding trusts and estates, our team expertly navigates fiduciary tax rules, ensuring accurate and efficient tax filings for these unique entities.
Gift
Tax Returns
Our professionals meticulously review and report gift transactions, optimizing tax exclusions and exemptions to minimize gift tax liabilities, leveraging strategic planning to benefit your tax situation.
Business
Bookkeeping
Our bookkeeping services provide comprehensive financial transaction recording for businesses, ensuring accuracy in documenting sales, purchases, payroll, and more, supporting your business's financial health and growth.
Our Key Focus Areas
From accurate tax preparation to strategic bookkeeping, we prioritize compliance, efficiency, and financial optimization. Leveraging deep expertise, we guide clients through tax planning and financial management, ensuring a personalized approach to minimize liabilities and support growth.
Individual Tax Returns
Tailored for individuals, families, and small businesses, our tax division ensures accurate preparation and filing of tax returns across federal, state, and local levels, complemented by strategic tax planning to optimize deductions and minimize liabilities.
Business Tax Returns
Specializing in businesses of all sizes and structures, we offer precise tax return preparation that caters to the specific needs of each entity, aiming for compliance and tax efficiency across diverse industries.
Fiduciary Tax Returns
With a deep understanding of the complexities surrounding trusts and estates, our team expertly navigates fiduciary tax rules, ensuring accurate and efficient tax filings for these unique entities.
Gift Tax Returns
Our professionals meticulously review and report gift transactions, optimizing tax exclusions and exemptions to minimize gift tax liabilities, leveraging strategic planning to benefit your tax situation.
Business Bookkeeping
Our bookkeeping services provide comprehensive financial transaction recording for businesses, ensuring accuracy in documenting sales, purchases, payroll, and more, supporting your business’s financial health and growth.
Retirement Planning
With Capital, you have a partner who’s focused on advising you in all facets of your financial life to work towards preparing for a financially secure retirement.
Ready To Start The Conversation?
Why Work With Us?
Reduced Tax Liability
Maximize deductions and credits to significantly lower your tax bill.
Accurate Tax Reporting
Ensure precision in tax filings through thorough document review.
Secure Document Portal
Upload and sign documents safely with exclusive access between you and our team.
Check Out Our Retirement Resources
Frequently Asked Questions - Accounting & Tax Services
Our team of bookkeepers, staff accountants and managers will communicate with you in the ways you prefer, including phone, email, video meetings.
If you are a new client of Capital Accounting & Tax (CAT) you’ll upload your previous year’s tax return via our secure portal. In the coming days, you’ll then receive an e-mail from SafeSend which will guide you through the process of uploading your supporting tax documents.
Tax preparation and consulting services for individuals begin at $750, and increase based on complexity.
Services provided by Capital Accounting & Tax, LLC are billed and collected separately from Capital Investment Advisors advisor fees.
At Capital Accounting & Tax, we use a digital tool called SafeSend with optimal security practices that allow you to work with any team member securely and in ways that are most convenient to you. We have incorporated and developed these systems to continue to provide a seamless experience regardless of the method you choose to use.
SafeSend Organizer
collect, streamline, & organize
- Easier process for submitting files for individual tax filers, without relying on the mail
- Instant access to tax documents for the CAT team and you
- Increased security around sharing your information
Contact us at admininfo@yourwealthtax.com and we will send you a secure email to continue uploading documents.
If you have any questions, please do not hesitate to reach out to your primary contact at Capital Accounting & Tax, LLC. or contact our Client Success Team by e-mailing admininfo@yourwealthtax.com or calling 404-531-0018.
Again, the goal is simple, easy, secure and complete. We hope these upgrades make working with us all of these things.