Capital takes a holistic approach to financial planning, which is why we believe your financial blueprint should encompass both investment strategy and tax planning. Our accounting and tax division, Capital Accounting & Tax, LLC (a subsidiary of Capital Investment Advisors, LLC) (CAT), is conveniently located in the same building in Atlanta, GA., providing a full-service retirement planning operation. By utilizing the services of CIA and CAT, we can help bridge your investment strategy and tax planning, to help funnel two important pieces into one seamless experience.
CAT’s services and fees are separate and independent from CIA’s advisory services and fees.
Secure Solutions to Help Us Work Together
At Capital Accounting & Tax, we use digital tools to allow you to work with any team member securely and in ways that are most convenient to you. We have incorporated and developed these systems to continue to provide a seamless experience regardless of the method you choose to use.
SafeSend Organizer
collect, streamline, & organize
- Easier process for submitting files for individual tax filers, without relying on the mail
- Instant access to tax documents for the CAT team and you
- Increased security around sharing your information