Insights

Niche Focus CAPATA serves high net worth individuals and professionals in entertainment, medical, and legal fields, creating upsell opportunities for integrated tax planning, estates and trusts, wealth management, real estate, and business sales.

Leadership Growth The appointment of Manny M. Trelles as Partner signals leadership expansion and stronger governance, offering a natural opening to discuss strategic advisory, expanded accounting services, and growth support with mid market clients.

Brand Advantage Being named one of the Best Places to Work in 2025 highlights CAPATA's stable culture and strong employee engagement, enabling more effective referrals and a trusted partner image for prospects seeking reliability and long term relationships.

Tech Enablement A tech forward stack including Zoho and WordPress suggests readiness for automation and data driven advisory; opportunities exist to optimize CRM, automate workflows, enhance client portals and deliver AI assisted financial planning.

Regional Growth OC based CAPATA with a team of 11 to 50 employees and mid range revenue is well positioned to target regional SMBs and professional services in entertainment, medical and legal sectors with tailored packages in tax, wealth planning and business sales, and pursue local partnerships.

CAPATA Tech Stack

CAPATA uses 8 technology products and services including ClickCease, Cloudflare, WordPress, and more. Explore CAPATA's tech stack below.

ClickCease

Ad Verification And Optimization

Cloudflare

Content Management System

WordPress

Content Management System

Zoho

Customer Relationship Management

jQuery Migrate

Javascript Libraries

OWL Carousel

Javascript Libraries

Yoast SEO

Search Engines

MonsterInsights

Web Platform Extensions

CAPATA Email Formats	Example	Percentage
First@capatacpa.com	John@capatacpa.com	77%
Last@capatacpa.com	Doe@capatacpa.com	17%
FirstL@capatacpa.com	JohnD@capatacpa.com	3%
Middle@capatacpa.com	Michael@capatacpa.com	3%

CAPATA Email Formats

Example

Percentage

First@capatacpa.com

John@capatacpa.com

77%

Last@capatacpa.com

Doe@capatacpa.com

17%

FirstL@capatacpa.com

JohnD@capatacpa.com

Middle@capatacpa.com

Michael@capatacpa.com

Frequently Asked Questions

Where is CAPATA's headquarters located?

CAPATA's main headquarters is located at 5000 Birch Street Suite 4000 West Tower Newport Beach, California United States. The company has employees across 5 continents, including North AmericaAsiaSouth America.

What is CAPATA's phone number?

You can contact CAPATA's main corporate office by phone at

+1-949-364-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is CAPATA's official website and social media links?

CAPATA's official website is capatacpa.com and has social profiles on LinkedIn.

What is CAPATA's NAICS code?

CAPATA's NAICS code is 5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services.

How many employees does CAPATA have currently?

As of June 2026, CAPATA has approximately 21 employees across 5 continents, including North AmericaAsiaSouth America. Key team members include Partner: M. C.Marketing Director: L. W.Project Operations Manager – Billing & Systems: L. B.. Explore CAPATA's employee directory with LeadIQ.

What industry does CAPATA belong to?

CAPATA operates in the Accounting industry.

What technology does CAPATA use?

CAPATA's tech stack includes ClickCeaseCloudflareWordPressZohojQuery MigrateOWL CarouselYoast SEOMonsterInsights.

What is CAPATA's email format?

CAPATA's email format typically follows the pattern of First@capatacpa.com. Find more CAPATA email formats with LeadIQ.

When was CAPATA founded?

CAPATA was founded in 1986.

CAPATA

Q: What is CAPATA's official website and social media links?

CAPATA's official website is capatacpa.com. CAPATA has social profiles on LinkedIn.

Q: How many employees does CAPATA have currently?

CAPATA has approximately 21 employees.

Q: What technology does CAPATA use?

CAPATA's tech stack includes oEmbed, Xero, AdRoll, W3 Total Cache, LinkedIn.

Q: What is CAPATA's NAICS code?

CAPATA's NAICS code is 5412 (Accounting, Tax Preparation, Bookkeeping, and Payroll Services).

AccountingCalifornia, United States11-50 Employees

CAPATA is a full-service accounting firm based in Newport Beach, Orange County, California. For more than three decades, it has provided accounting, tax planning, and strategic guidance to business owners, executives, independent professionals, and high-net-worth families. Its CPAs work with individuals and small businesses on matters including estates and trusts, business formation, financial wealth planning and investment, real estate, and business sales, serving professionals in fields such as entertainment, medical, and legal.

The firm serves emerging enterprises, partnerships, and independent professionals needing accounting and tax services. In 2026, CAPATA announced the appointment of Manny M. Trelles as a partner.

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CAPATA Tech Stack

Media & News

Capata CPA hires Manny M. Trelles as Partner.

Capata CPA recognized as one of the Best Places to Work in 2025.

CAPATA's Email Address Formats