Capata

Capata is an Accountant in Newport Beach, CA, located at 5000 Birch St # 4000. The firm provides proactive tax planning and preparation, business advisory, assurance, and accounting services for business owners, medical professionals, attorneys, and other high-income earners. With a 5.00 rating based on customer reviews, the practice supports clients in growing their businesses and achieving their financial goals through tailored strategies.

Founded thirty years ago by Gary Capata, the firm has evolved from a sole practitioner operation into a full-service accounting firm with locations in Newport Beach and Glendale in Southern California. The team includes Managing Partner Kevin Cloward, who specializes in custom tax compliance, planning, and business advisory for family offices, multistate corporations, and high-net-worth individuals in industries such as real estate, manufacturing, and private equity. Partner Sal Kureh oversees accounting, audit, tax, and business advisory services, bringing expertise in financial strategy, M&A due diligence, and internal controls from prior roles in Big Four firms. Partner Manny M. Trelles advises real estate investors, private equity funds, and closely held businesses on complex tax and transaction matters, including partnership taxation and inbound investment planning.

The team delivers services that include financial statement preparation, litigation support with forensic accounting and expert witness testimony, damages calculation, and business valuation. They also offer controller and CFO outsourcing, risk management consulting, and compliance audits to help businesses maintain operational efficiency and regulatory adherence. The firm emphasizes internal growth, nurturing talent from within to build long-term working relationships with clients. Clients value the firm’s proactive approach to minimizing tax liabilities and providing qualitative advice that drives results. The practice has been recognized as one of the fastest-growing private accounting firms in Orange County and ranked among the best accounting firms to work for in the nation.

Capata combines decades of local experience with specialized expertise in tax strategy and business advisory to help Newport Beach professionals and business owners navigate complex financial landscapes with confidence.

The firm sits on Birch St in Newport Beach, just about a quarter mile from the Harbor Justice Center and close to major roads like Campus Drive and Von Karman Avenue.

BizScoreAI gives Capata a Technical score of 91 out of 100, which means the website is secure and easy for search engines to read without errors. The business also holds an Authority score of 75 out of 100, showing who runs the company so AI assistants and search engines trust it enough to recommend. BizScoreAI ranks the practice number 2 of 3 Accountant businesses it has scored in Newport Beach.