Liberate yourself from the burden of being overtaxed. While accurate tax preparation is important, the key to reducing your annual tax bill lies in careful tax planning. Our tax planning approach goes beyond industry standards and is our core differentiation. The result: you retain more assets to invest and grow.
Multi-generational tax planning is key to preserving wealth. Carefully designed estates and trusts will escape high taxes, leaving more wealth with family members. International tax laws are beautifully complex and present many tax planning opportunities. We identify unique opportunities for every client to minimize global tax liability.
Multi-generational tax planning is key to preserving wealth. Carefully designed estates and trusts will escape high taxes, leaving more wealth with family members. International tax laws are beautifully complex and present many tax planning opportunities. We identify unique opportunities for every client to minimize global tax liability.
Services
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.
Taxes are your single largest annual expense. With proper planning, tax savings can be redirected to investments, significantly increasing your net worth over time. This initial phase involves a comprehensive analysis of your current and future tax situation. First, we review your current tax documents and analyze future projections.
Business taxes are responsible for taking a large portion of your business profits, reducing cash flow to the business and its owners. Our firm's model is focused to implement strategies that minimize that tax bill. In this initial phase, we meet with you to learn more about your business model, your sources and uses of cash, and long-term growth strategies.
In this transformative age, business owners are challenged in how they can achieve maximum value for their organization. Our team challenges assumptions and helps create strategies for our clients to grow revenue and improve profitability. Identifying important aspects of business to focus on, our clients are able to have their finger on the pulse of their business to take timely advantage of opportunities.
Accounting is a foundational necessity for businesses of all sizes, and their best consultant. The importance of an effective accounting system cannot be overstated. Accounting reports provide you with information you need for your daily needs to run your business effectively. They also give you information upon which to make key strategic decisions, such as which products or services provide the highest margins, and which the lowest.
Reviews (11)
Colleen Morris
Oct 19, 2021
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Positive: Professionalism, Quality, Responsiveness
I have to give extreme praise for the responsiveness, patience, and quality of my recent experience with tax preparation from Capital Tax. I had a last minute complication with my taxes and received a referral to Capital Tax, and am so grateful that I went with them. They were fantastic to work with on every level. Highly recommedn.
I have to give extreme praise for the responsiveness, patience, and quality of my recent experience with tax preparation from Capital Tax. I had a last minute complication with my taxes and received a referral to Capital Tax, and am so grateful that I went with them. They were fantastic to work with on every level. Highly recommedn.
Finlay Wilson
Nov 02, 2020
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Best Accounting firm in the bay area. Could not be more satisfied with my experience with them. Each of their team members is incredibly knowledgeable and has a wealth of experience with tax preparation and monthly bookkeeping. Originally just had them do monthly bookkeeping for my business, but I liked them so much they now do my personal taxes as well.
Zachary Sahar
Aug 24, 2020
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Our team at Capital Tax & Accounting are Certified Advanced QuickBooks Proadvisors. We are also certified in Point of Sale, QuickBooks Online and Enterprise Solutions. We work predominantly with small and medium size businesses to set up their accounting and help business owners effectively manage their financials, operations and growth strategy.
Frank Carrasco
Jun 04, 2018
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Nancy R.
Aug 09, 2016
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I switched to CT&A one year ago after a terrible experience with a non-CPA accounting firm in Berkeley. I couldn't be happier. For about the same cost, I get competent, responsive, timely tax and accounting services for my small non-profit association. And I absolutely love our accountant, Amy -- she is very efficient, diligent and sharp. Though over the hill in Walnut Creek, almost all of the work is done by Internet/email/phone, so the distance is no matter. I also have CT&A prepare my personal tax filings, and we are equally pleased there.
Adeeb Sahar
May 25, 2015
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Stephanie W.
Aug 19, 2014
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I refer this firm to all my friends and family. After years searching for a reputable and knowledgeable tax and accounting firm, I have found it here. They do all the usual services you would expect and then some. After a recent medical diagnosis, Zach was willing to sit with me and go over my tax implications for ongoing health care costs that were out of pocket. He also explained how the FSA/HSA would or would not benefit me and when a tax break comes into effect. They definitely go above and beyond and are trustworthy and thorough. Highly recommended..
Travis J.
Jan 12, 2014
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I have used quite a few tax prep services over the past years, but this is by far the best. Zachary and his team are knowledgeable, frank and reliable. They saved me thousands last year. They are not the cheapest in town, but you will end up with more on tax savings and service. I would recommend them to anyone seeking high quality tax service for business and individual.
Brenda P.
Jan 02, 2013
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I have been using Zach Sahar at Capital Tax & Accounting for years. I began using Capital Tax & Accounting for myself personally, I was so impressed with the service I began to refer my clients to Zach and every one of them has been just as pleased. I have also worked with some of the other people at the firm and they have all been great. Zach really takes the time to explain why something is the way it is. The key to a great relationship with any professional is communication, whether it is an email or a phone call they are very timely when it comes to responding. Zach has always been
Scott T.
Aug 20, 2010
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Says you get free planning consultations during the year which go unanswered. Doesn't respond to other questions or inquiries. Seems uninterested in handling individual tax returns, even though the fee is hefty. I'd rather be told my business was not his target market and given a referal than to be flat out blown off.
Dave D.
Apr 06, 2010
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Had high expectations based on recommendation. Poor communication skills. Had to audit work and found errors made. Will not be returning for tax advice/tax return preparation.
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UPDATE 9/3/14
Unbelievable. This firm can't even find a former client (me) in their database. See their response to my original review for proof.
It's worth mentioning that I received an IRS audit regarding the year this firm completed my taxes. It turns out it was due to an error they made regarding the treatment of HSAs. I called Zachary myself and he essentially
-----------------------------------------
UPDATE 9/3/14
Unbelievable. This firm can't even find a former client (me) in their database. See their response to my original review for proof.
It's worth mentioning that I received an IRS audit regarding the year this firm completed my taxes. It turns out it was due to an error they made regarding the treatment of HSAs. I called Zachary myself and he essentially
