We Maximize Returns
Accurately project estimated tax payments, capital gains, and taxes for resident and nonresident states. Plan for tax implications all year resulting from marriage, Roth conversions, stock sales, and other events using Income Tax Planner. We have a proven track record of being first-to-market – you can rest assured that the latest tax law has been incorporated.
We Work Smart
Create accurate, professional, and effective plans that help your clients reduce tax liabilities and make wise decisions. Easily model and navigate complex tax scenarios. Use Capita Tax & Accounting’s renowned tax expertise, up-to-date calculations, in-depth analytics, projections, and more to plan the best course of action for your clients’ tax, investment, and retirement planning.
We Plan Fast
Turn up the productivity with strategic income tax planning. Capita Income Tax Planners does the heavy lifting for you with timesaving wizards and tools, along with automated calculations and analysis. Just specify the variables you want to model – capital gains, estate tax, farm income, retirement, phaseouts, and more – and get instant results and insight into which strategy is most tax advantageous for you.
We Plan Together
We help plan your financial future together. We take the time to understand your needs and use our expertise to create a strategy that will yield you the best return. Capita Tax Planners will allow you to confidently tackle complex tax planning scenarios, reduce liabilities, and present the most advantageous strategies, all while working with the latest federal and state tax law.
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