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Tax Planning for our Clients for Over Two Decades

Individual Tax Planning
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DRIVEN BY OUR PURPOSE

Tax planning is at the heart of our practice. We know that even seemingly non-financial decisions have tax consequences. We create clear and smart tax strategies, which generate significant savings. Those savings can be redirected to enhance each client's net worth.

GUIDED BY OUR VALUES

  • We have passion for measuring our success by that of our clients.

  • We perform outstanding service without taking ourselves too seriously.

  • We preserve clients’ trust and confidence to build enduring relationships.

  • We create an unrivaled environment for exceptional people.

  • We adhere to the highest professional and ethical standards.

DIFFERENTIATED BY OUR PROCESS

We take a methodical, proactive approach from our first visit with you. The first step is to assess your current and projected tax circumstances, because without measurement, lasting improvements cannot be made. We follow a 3-step process (1. Discovery, 2. Recommendations, and 3. Implementation) to ensure tax compliance and maximize tax planning opportunities.

WHAT PEOPLE SAY

I am a Big Tech corporate employee in Silicon Valley and have been a client of Capital Tax for more than
ten years. Their tax process is very effective compared to the CPA firm I was using previously. One of the
differences is that they focus you on the strategy instead of details and immaterial items that do not add
value. The tax preparation is accurate and timely, and their tax planning knowledge is deep, whether it’s
RSUs, options, employer benefits or investment tax strategies. They keep track of my tax planning
strategies and suggest new ones when appropriate. I feel that their value proposition is very appealing.


Peter M., Software Engineer

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