Business Details
24 Years
experience
Trusted Tax Planning & Accounting Services in Walnut Creek
At Capital Tax, we elevate tax planning beyond industry standards, ensuring our clients retain more of their hard-earned assets to invest and grow. Since 2002, our methodical and proactive approach has focused on minimizing tax liabilities through personalized strategies tailored to each client's unique circumstances. Our team of certified professionals combines deep expertise in tax law with a commitment to compliance, delivering measurable savings and long-term financial benefits.We prioritize client trust and transparency, offering unlimited access to specialized advice without additional fees. With offices in Walnut Creek, Palo Alto, and Santa Monica, we serve individuals and small businesses throughout Northern California, empowering them to achieve financial success through strategic tax planning and expert accounting services.
Services
Strategic Tax Planning
Accurate Tax Preparation
Small Business Accounting
Estate Tax Planning
Virtual CFO Services
Cryptocurrency Taxation
Financial Analysis
Tax Credit Optimization
Business Tax Consulting
International Tax Services
Details
- Year established: 2002
Highlights and features
- We offer personalized tax planning strategies developed over 20 years of industry experience.
- Our team includes certified professionals with expertise in federal and state tax regulations.
- We provide proactive compliance and planning services to minimize tax liabilities.
- Our clients receive unlimited access to specialized advice without additional fees.
- Our service model combines strategic tax planning with transparent communication.
What people say
Effective tax process
Deep tax knowledge
Personalized strategies
Timely preparation
Expert guidance
Services
Strategic Tax Planning
Our Strategic Tax Planning service designs personalized approaches to minimize liabilities while optimizing financial opportunities. We analyze current and projected tax scenarios to create actionable plans that align with long-term goals. Clients benefit from proactive compliance, leveraging evolving tax laws to achieve sustained savings and wealth preservation.
Small Business Accounting
We provide comprehensive accounting solutions tailored to small businesses, including bookkeeping, financial reporting, and cash flow management. Our services ensure accurate record-keeping and compliance while offering insights to improve profitability. Clients receive customized reports and KPI tracking to support data-driven decision-making for sustainable growth.
Virtual CFO Services
Our Virtual CFO service delivers expert financial guidance for strategic decision-making. We offer forecasting, risk management, and performance analysis tailored to business needs. Clients gain access to seasoned professionals for cash flow optimization, financial planning, and operational efficiency improvements without the cost of an in-house executive.
Cryptocurrency Taxation
We specialize in navigating complex cryptocurrency tax regulations to ensure compliance and minimize liabilities. Our team addresses tax implications for digital assets, NFTs, and blockchain transactions. Clients receive accurate reporting and strategic planning to manage evolving compliance requirements effectively.
Estate Tax Planning
Our Estate Tax Planning service focuses on preserving wealth through trusts, charitable giving, and multi-generational strategies. We design tax-efficient solutions for asset transfer while maintaining compliance. Clients benefit from customized approaches that maximize inheritance for beneficiaries and minimize tax burdens.
People
Zachary Sahar
Managing Director
Zachary Sahar is a CPA with experience in audit, advisory, and tax consultation. He previously worked at a Big 4 firm and led Six Sigma initiatives at General Electric to improve operational efficiency.
Michelle Carroll
Financial Accountant
Michelle Carroll has 25+ years of accounting experience, specializing in small business systems optimization. She studied graphic design and creative writing, and she trains clients on financial metrics for profitability.
Katherine Wells
Tax Accountant
Katherine Wells is an IRS Enrolled Agent with expertise in domestic and international tax compliance. She graduated Summa Cum Laude in Business Economics and provides tailored tax solutions for diverse clients.
Lindsay Sanford
Financial Accountant
Lindsay Sanford combines legal administration experience with financial expertise. She graduated from Texas A&M with a Sport Management degree and a Pre-Law Certificate, offering meticulous data analysis for business processes.
Harris Sahar
Tax Accountant
Harris Sahar has experience in audit and tax consulting for private equity firms. A UC Santa Barbara graduate and Deloitte alumnus, he specializes in small business accounting and individual tax planning.
Questions
What tax planning services do you offer for small businesses?
We provide strategic tax planning, compliance, and savings optimization for small businesses, including entity selection and TCJA-related opportunities.
Do you offer virtual CFO services?
Yes, our Virtual CFO service includes financial planning, forecasting, cash flow management, and KPI analysis for small businesses.
How do you handle cryptocurrency tax compliance?
We address crypto taxation challenges, including NFTs and digital assets, ensuring compliance with evolving IRS regulations.
What sets your firm apart from other accountants?
Our proactive approach integrates tax planning with compliance, offering unlimited advice without additional fees and personalized client strategies.
How long has your firm been in operation?
We have served clients for over two decades, delivering tax and accounting expertise since 2002.
Can you assist with estate tax planning?
Yes, we specialize in multi-generational tax planning, trusts, and charitable giving strategies to preserve wealth for heirs.
