Ranked #6 in Newport Beach

Capata

Directory information score: 33/100
Profile updated May 2, 2026

Capata is an leading accounting firm in Newport Beach, CA. Reach them at +19493640334 or email support@capatafinancial.com. Visit their website to learn more about their work. Located at 5000 Birch St. Reach them at +19493640334 or email support@capatafinancial.com. Visit their website to learn more about their work. Located at 5000 Birch St. Located at 5000 Birch St. Reach them at +19493640334. Visit their website for more details on services and portfolio. With 2 years of experience in the industry, they bring deep knowledge to every project.

Directory information score for Capata

Fixed points summarize recorded information, not service quality. Missing data adds no points and may explain a lower score. Listed credentials and press mentions are not independently verified by this score.

Public rating
N/A/5 → 0 / 35 points
Review Volume
0 reviews → 0 / 20 points
Listed credentials
CRS → 0 / 5 points
Listed press mentions
0 mentions → 0 / 3 points
Web Presence
20 / 20 points
Recorded history
2 years → 0.2 / 2 points
Profile information
13 / 15 points

Key facts

Founded
2024
Managing Partner
Cloward Managing
Team size
4
Based in
Newport Beach, CA
Address
5000 Birch St
Website
Phone
+19493640334
Email
support@capatafinancial.com
Certifications
  • CRS

Services

Frequently asked questions

What is Capata's ranking among CPAs in Newport Beach?
Capata is ranked #6 in Newport Beach with a Directory information score of 33/100. This score is based on recorded public reviews, listed credentials, press recognition, web presence, and experience.
What services does Capata offer?
Capata offers estate planning. Review their full service offerings at https://capatafinancial.com/ to confirm fit for your needs.
What credentials does Capata hold?
Capata holds the following credentials: CRS. These are recorded profile claims. Confirm current standing with the relevant professional registry.
Where is Capata located and what areas do they serve?
Capata is based in Newport Beach, CA. Their broader service area is not published; confirm with the firm before engaging for work outside the metro.
How do I contact Capata?
To engage Capata: Visit https://capatafinancial.com/ to review their services, or call +19493640334, or email support@capatafinancial.com. Most firms ask about the scope of services needed, timeline, and budget range before scheduling a consultation.