Capital Tax

Produce extraordinary tax results. Multiply wealth.

Certified public accountant in Palo Alto, CA (show on map)

5.0

★★★★★

10 reviews

CPA firm in Palo Alto, CA offering proactive tax planning, preparation, bookkeeping, and virtual CFO services for individuals and businesses since 1999.

Call (925) 977-7780

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About

Capital Tax is a CPA firm serving clients since 1999 with locations in Palo Alto (530 Lytton Ave, 2nd floor), Walnut Creek (2121 N California Blvd STE 290), and Santa Monica. The firm provides comprehensive tax planning and preparation services including small business tax, individual tax planning, expat taxes, cryptocurrency taxation, divorce taxes, estate and trust planning, virtual CFO services, bookkeeping, and accounting.

The firm's approach is centered on proactive tax planning rather than just annual compliance. The team is 100% US-based with the majority of members in California. The firm serves professionals, executives, business owners, and works with industries including manufacturing, biotech, construction, restaurants, law firms, and more.

Since 1999 — over 25 years of experience

Proactive tax planning — not just annual compliance

100% US-based team

Year-round unlimited access to tax guidance included in fees

Virtual CFO services available

Three California office locations (Palo Alto, Walnut Creek, Santa Monica)

Services

Tax Planning

Proactive tax planning to minimize tax liability year after year, creating a lasting impact by strengthening financial future through forward-looking strategies.

Proactive Strategy Year-Round Guidance Multistate Tax Industry-Specific Planning

Small Business Tax Services

Tax planning and preparation for small businesses including monthly bookkeeping, payroll advice, sales tax, property tax, and ongoing consulting.

Tax Preparation and Planning Monthly Bookkeeping Virtual CFO Contractor-Specific Services

Individual Tax Planning

Tax planning for individuals including executives, pre-IPO equity planning, RSU planning, and strategic tax guidance tailored to each client.

Executive Tax Planning PRE-IPO Equity Planning RSU Planning Comprehensive Tax Roadmaps

Estate & Trust Tax Services

Multi-generational tax planning including living trusts, GRATs, generation skipping trusts, special needs trusts, and dynasty trusts to preserve wealth.

Living Trusts Grantor Retained Annuity Trust (GRAT) Generation Skipping Trust (GST) Special Needs Trust Dynasty Trust

Virtual CFO

Part-time CFO services providing financial planning, budgeting, cash flow management, and strategic financial guidance without the cost of a full-time executive.

Financial Planning Budgeting and Forecasting Cash Flow Management Risk Management Strategic Decision Support

Bookkeeping and Accounting

Monthly bookkeeping services ensuring financial records are managed and reported efficiently, helping businesses stay organized and compliant.

Monthly Accounting Financial Reporting Compliance Management

Credentials & Certifications

Certified Public Accountant (CPA)

Reviews

Rating

★★★★★

Reviews

"Responsive and creative with excellent customer support."

Frequently Asked Questions

What differentiates Capital Tax from other CPA firms? +

Capital Tax's core differentiation is proactive, fully personalized tax strategy — not just annual compliance. They offer year-round access to highly specialized guidance without surprise fees. The entire team is 100% US-based with an emphasis on planning over compliance alone.

What services does Capital Tax offer for small businesses? +

Capital Tax offers a Small Business Package including tax preparation and planning, monthly bookkeeping, payroll advice, sales tax, property tax, virtual CFO services, and consulting for contractors.

What is the Capital Tax approach to tax services? +

Since 1999, Capital Tax has been committed to delivering reliable, high-quality tax services. Compliance is foundational, but true value comes from thoughtful planning. By proactively managing tax strategy, they help reduce liability annually and redirect savings toward building long-term wealth.

Do they offer services for individuals besides tax preparation? +

Yes, Capital Tax offers individual tax planning, expat taxes, tax planning for executives, cryptocurrency and NFT taxation, divorce taxes, and estate and trust planning.

What industries does Capital Tax serve? +

Capital Tax serves manufacturing, financial services, government, healthcare, life sciences, agriculture, cybersecurity, fintech, professional services, non-profits, restaurants, and retail.

What are the office locations and hours for Capital Tax? +

Capital Tax has three California locations: Palo Alto (530 Lytton Ave, 2nd floor, 9AM-5PM Mon-Fri), Walnut Creek (2121 N California Blvd STE 290, 9AM-5PM Mon-Fri), and Santa Monica. The office is closed on weekends.

What is a Virtual CFO and does Capital Tax offer this? +

A Virtual CFO is a finance expert providing guidance and strategic advice to businesses virtually, on a part-time but ongoing basis. Capital Tax offers Virtual CFO services providing financial planning, budgeting, cash flow management, financial analysis, and risk management tailored to each business's specific needs.