Business Details
24 Years
experience
Your Trusted Tax Planning Partner in Walnut Creek
Capital Tax has been delivering exceptional tax planning and accounting services since 2002, specializing in strategic tax reduction for individuals and small businesses across Northern California. Our approach combines deep expertise in evolving tax laws with personalized financial strategies to maximize client asset retention. With offices in Walnut Creek, Palo Alto, and Santa Monica, we serve clients globally through a methodical 3-step process focused on discovery, recommendations, and implementation. Our team of certified professionals prioritizes long-term client success over transactional relationships, offering comprehensive services including small business accounting, virtual CFO support, and multi-generational estate planning.We differentiate ourselves through proactive tax planning that goes beyond compliance, helping clients navigate complex regulations while maintaining transparency and ethical standards. Our commitment to continuous client education ensures informed decision-making that considers tax implications at every stage.
Services
Strategic Tax Planning
Accurate Tax Preparation
Small Business Accounting
Virtual CFO Services
Estate Tax Planning
Cryptocurrency Taxation
Business Tax Consulting
Financial Analysis
Tax Credit Optimization
Wealth Preservation Strategies
Details
- Year established: 2002
Highlights and features
- We offer 20+ years of specialized tax planning expertise
- Our 3-step process ensures measurable tax savings
- Certified CPAs with global client experience
- Personalized strategies beyond standard compliance
- Small business accounting integrated with tax planning
What people say
Effective tax process
Deep knowledge
Value proposition
Accurate preparation
Strategic focus
Services
Strategic Tax Planning
Our strategic tax planning service develops customized approaches to minimize tax liabilities while maximizing financial opportunities. We analyze current financial situations, apply evolving tax laws, and implement proactive measures to reduce annual tax burdens. This service helps clients retain more capital for investment and growth through legally compliant methods.
Small Business Accounting
Comprehensive accounting solutions for small businesses include monthly bookkeeping, financial reporting, and tax compliance. We create optimized accounting systems that improve decision-making through key performance indicators and financial analysis while ensuring regulatory compliance and operational efficiency.
Virtual CFO Services
Our Virtual CFO service provides strategic financial guidance for business growth, including cash flow management, forecasting, and risk mitigation. We offer on-demand financial expertise to help small businesses make informed decisions and achieve long-term financial objectives without hiring a full-time executive.
Estate Tax Planning
Specialized estate tax planning services focus on multi-generational wealth transfer strategies. We implement trust structures and tax-efficient estate plans to minimize inheritance taxes while ensuring family wealth preservation and smooth succession planning.
Cryptocurrency Taxation
Expert guidance on cryptocurrency and NFT tax compliance, including transaction tracking, capital gains calculation, and reporting requirements. We help clients navigate complex digital asset tax regulations while optimizing tax positions for emerging crypto-related financial activities.
People
Zachary Sahar
Managing Director
CPA with experience from Big 4 firms and GE, specializing in tax consultation and business process optimization. Member of AICPA and California Society of CPAs, with community involvement in nonprofit organizations.
Michelle Carroll
Financial Accountant
25+ years of Bay Area accounting experience, specializing in small business accounting systems and financial metric optimization. Holds degrees in graphic design and creative writing with expertise in business financial management.
Katherine Wells
Tax Accountant
Enrolled Agent with IRS, specializing in international tax compliance. Summa Cum Laude graduate from Miami University with experience in domestic and global tax matters for diverse client portfolios.
Lindsay Sanford
Financial Accountant
Former legal professional with paralegal certification, bringing analytical precision to financial processes. Specializes in data analysis and business process accuracy with military family background.
Harris Sahar
Tax Accountant
UC Santa Barbara graduate with Deloitte audit and tax experience. Specializes in small business accounting and executive tax planning, combining audit expertise with tax consultation services.
Questions
What accounting services do you offer for small businesses?
We provide comprehensive small business services including accounting, tax preparation, payroll processing, sales tax filings, and business property tax filings as part of our bundled Small Business Package.
How does your tax planning process work?
Our 3-step process begins with measuring your current tax situation, followed by customized recommendations based on evolving tax laws, and concludes with strategic implementation of tax-saving measures throughout the year.
Do you handle cryptocurrency tax reporting?
Yes, we specialize in cryptocurrency and NFT tax compliance, helping clients track transactions, calculate capital gains, and meet reporting requirements for digital assets.
What areas do you serve?
While based in Walnut Creek, we serve clients throughout Northern California including Palo Alto and Santa Monica, with virtual services available for clients nationwide and internationally.
How are your services priced?
Pricing varies by service complexity. Our Small Business Package offers fixed monthly pricing while individual tax services are customized to specific client needs during initial consultation meetings.
What makes your firm different from other accounting services?
We combine 20+ years of experience with a proactive tax planning approach that focuses on long-term wealth preservation rather than just annual tax compliance, with CPAs who have Big 4 firm expertise.
