About Us
Welcome to Capital Tree Accounting
Who Are We
We bring over two decades of expertise in accounting and taxation. Founded by Minelly Pena, who has been dedicated to providing top-notch tax and accounting services since 2002, our team has a deep understanding of personal and corporate tax preparation, private accounting, and nonprofit organizations.
Previously, Minelly co-founded Masters Accounting and Taxation LLC in 2007, where she successfully collaborated with her business partner until their separation in 2012. Since then, Minelly has continued to build a trusted reputation for providing tailored financial solutions to individuals, businesses, and nonprofits alike.
With years of hands-on experience, we are committed to helping our clients navigate the complexities of accounting with personalized and professional service.
Our Mission
Our mission at Capital Tree Accounting Services is to provide expert accounting and tax solutions that are personalized, accurate, and reliable. We strive to build lasting relationships with our clients by offering comprehensive financial services that help them achieve long-term success and growth.
We are dedicated to delivering exceptional value through integrity, precision, and a deep commitment to understanding each client’s unique financial needs.
Our 6-D Process
01.
Discover
We begin by understanding your financial situation, goals, and challenges. Through in-depth consultations, we gather crucial information to get a clear picture of your tax and accounting needs—whether personal, corporate, or nonprofit.
02.
Diagnose
Once we understand your current financial landscape, we analyze your data to identify areas for improvement. Whether it’s optimizing your tax strategy, enhancing your bookkeeping, or streamlining your financial operations, we find opportunities to minimize risks and maximize savings.
03.
Design
Based on our findings, we develop a customized financial plan that fits your unique situation. Whether you’re a growing business or an individual looking for tax solutions, we design strategies that align with your goals, ensuring long-term financial health and success.
04.
Develop
With a tailored plan in place, we implement the agreed-upon strategies. Our team works diligently to ensure your taxes are filed accurately, your bookkeeping is up to date, and your financial statements reflect the true state of your business or personal finances.
05.
Deliver
We execute your financial solutions efficiently and on time, ensuring that all deadlines are met, taxes are filed correctly, and accounting records are precise. Our goal is to provide you with clear, actionable insights, allowing you to focus on your business or personal growth with confidence.
06.
Develop Continuously
Financial success is an ongoing process, and we believe in continuous improvement.
We stay proactive, offering regular check-ins to ensure your financial strategies evolve with your changing needs.
Minelly Peña, CEO
Minelly Peña is a seasoned accounting professional with over 20 years of experience in tax preparation, corporate accounting, and nonprofit financial management. She began her career in 2002 and co-founded Masters Accounting and Taxation LLC in 2007, where she honed her expertise in providing tailored financial solutions for businesses and individuals.
Minelly holds a strong academic background in accounting and finance, which, combined with her practical experience, allows her to offer in-depth and strategic financial guidance. Her commitment to excellence, attention to detail, and passion for helping clients navigate complex financial landscapes have made her a trusted advisor in the industry. As the CEO of Capital Tree Accounting Services, Minelly continues to lead the company with a focus on integrity, innovation, and exceptional service.
Our Numbers
Speak for themselves
Years of Experience
Successful Tax Filings
Client Satisfaction
Would you like to start a project with us?
We’d love to help bring your vision to life! Whether you’re looking for expert accounting services, business solutions, or a reliable cleaning team, we’re here to assist you every step of the way. Let’s work together to achieve your goals and take your business to the next level. Contact us today to get started!