Capital Tax
What we could verify
- Registered business?
- Not verified
- CPA license or firm permit?
- Not verified (searched the state board)
- Publishes prices?
- Not stated on its website
- Local or remote?
- Not stated on its website
- Software?
- None named on its website
Who they say they serve: technology, construction, healthcare, manufacturing, contractors (self-reported, from the firm's own website)
0 of 5 answered from a dated source.
Documents 3 of 5 core services.
Score breakdown
Dark bar: points earned. Grey bar: the weight we could check.
Evidence
| Claim | What the source shows | Source | Points |
|---|---|---|---|
| Business name | Capital Tax | /palo-alto-accountant Nov 12, 2026 | |
| Website | https://www.capitaltax.com/palo-alto-accountant | /palo-alto-accountant | |
| Office locality | Palo Alto, CA | /palo-alto-accountant | |
| Phone | +19253224983 | /palo-alto-accountant Nov 12, 2026 | |
| Offers bookkeeping | Documented: CPA Palo Alto Ca | Bookkeeping Services Palo Alto Palo Alto Produce extraordinary tax results. Multiply wealth.... | /palo-alto-accountant | |
| Monthly bookkeeping | Documented: ...your specific situation. Schedule a Meeting Tax and Accounting Services for Contractors Monthly accounting/bookkeeping is the eyes and ears of your contracting business.... | /faq | 8 pts (max 8) |
| Payroll coordination | Documented: ...including small business accounting, bookkeeping, financial statement preparation, payroll processing, and advisory services. They help businesses maintain accurate financial... | /faq | 4 pts (max 4) |
| Month-end close + reporting | Documented: ...Comprehensive Financial Analysis for Palo Alto Businesses: Our team performs in-depth financial statement analysis, uncovering valuable deductions, credits, and exemptions... | /palo-alto-accountant | 6 pts (max 6) |
| Industries served (documented) | technology, construction, healthcare, manufacturing, contractors, restaurants, non-profits, retail, professional services, agriculture | /faq | 5 pts (max 5) |
| Onboarding described | Documented: ...the planning component is overlooked or under utilized. Tax planning is ingrained in our process, and delivers real value to our clients. Schedule a Meeting Individuals Tax... | /faq | 4 pts (max 4) |
| Communication channel / process | Documented: ...with a Virtual CFO is usually facilitated through digital communication tools. Regular video calls, emails, and virtual meetings ensure ongoing communication. Reputable Virtual... | /faq | 3 pts (max 3) |
| Working contact route verified | [email protected] (mail server found) | DNS check Third-party Oct 3, 2026 | 2 pts (max 2) |
| Privacy / data-handling page | Documented: Privacy Policy | /privacy | 2 pts (max 2) |
Checked and not found
- Not documented. Checked 8 pages of the firm's own site on 2026-09-26 (Firm's own website): Catch-up / cleanup (0 pts, max 5); AP / AR (0 pts, max 4); Software supported (0 pts, max 5); Local / remote model stated (0 pts, max 3); Pricing approach published (0 pts, max 6); What is included / excluded (0 pts, max 5); Reporting cadence stated (0 pts, max 4).
- Not verified. Searched California Board of Accountancy licensee file (DCA public licensee data) for CPA firm records named 'Capital Tax' on 2026-09-26: no matching record (State accountancy board): Active CPA firm or individual license (state board) (0 pts, max 8).
Searches that find nothing are not a mark against a firm. How we search.
Not verified (not checked yet, so each scores 0 and counts against coverage): Service area; Current QuickBooks ProAdvisor or Xero advisor listing (0 pts, max 6); Bookkeeping designation (AIPB/NACPB) or IRS preparer record (0 pts, max 6); Named contact / team (0 pts, max 3); Entity found in the state business registry (0 pts, max 6); Operating 1+ year (registry formation date) (0 pts, max 5).
Check it yourself on the state's own records: California Board of Accountancy license search and business registry search.
- Working contact route verified: The email address the firm publishes is on a domain that accepts mail (MX record present).
Data limitations
- 19 of 21 evidenced items come from Capital Tax's own website and are labelled self-reported.
- No ratings or review counts are published here. Why.
Is this your firm?
Claim this listing to correct a field with evidence, or report a correction. Claiming confirms ownership only; it does not change the score.