Capital Partners' Mission 

The mission of Capital Partners is to be recognized as a unique, high-spirited firm making creative and innovative contributions to our clients and our community.

We offer strategic business consulting, tax planning and preparation, fee-only financial planning, accounting services, and litigation and valuation services to individuals, small businesses, and entrepreneurs.  We help our clients more effectively manage their wealth and their business.

Capital Partners provides a wide range of business services to individuals and companies in a variety of industries, enabling them to achieve their respective goals. Our professional services include:

Services for Individuals

Helping our clients in achieving their lifetime financial goals. We offer comprehensive services unique to the individual's needs.

·         Tax Planning and Return Preparation – Taxes Made Simple
·         Tax Representation (Audits, Levy, Lien, Offers in Compromise) 
·         Organizing Your Finances -  Your personal financial CFO
·         Building Your Net Worth -  Comprehensive fee only financial planning
·         Manage your Wealth -  Investment advisory and monitoring
·         Household Payroll Services – from a single part time to a full staff       

Services for BusinessesFrom rapidly growing early-stage companies to more mature mid-size private companies, we offer professional services designed to enable businesses to attain their most challenging goals. 

·         Tax Compliance Made Simple – Federal, State, Sales & Use, Startup
·         Complete Payroll Solutions – Full service payroll solutions
·         QuickBooks – QuickBooks Pro Advisor offering complete set-up.
·         Retail Analysis and Planning - monthly reporting solution for Retailers
·         CFO On Call – Serving on your board or management advisory committee