Local Offices, National Reach
Our Locations
Oregon
Washington
Idaho
Colorado
Individuals
Our services for individuals and families are designed for those going through major financial transitions, managing complex tax situations, or tackling long-term planning. We regularly work with clients who are:
Services For Business Owners
Capstone Accounting & Tax provides more than just technical support–we offer trusted guidance and strategic insight through every stage of business growth. From expansion planning and refining daily operations to preparing for a transition, our experts work closely with small to mid-sized businesses that value collaboration, clarity, and long-term vision.
Our business services include:
Tax Assistance
Stay ahead of deadlines and minimize your tax burden with our custom business tax planning and tax preparation strategies.
Accounting
From outsourced bookkeeping to CFO-level advisory, we provide the financial clarity and oversight growing businesses need.
Valuations
Know your company’s worth to make informed decisions, whether investing, growing, or selling.
Audit & Assurance*
The core services you need (audit, review, compilation, preparation) to deliver both clarity and confidence to stakeholders.
Consulting
Combining technical knowledge with real-world insight, our financial consulting for businesses helps you make critical decisions confidently.
Services for Individuals & Families
Managing personal finances doesn’t have to be overwhelming. Turn to Capstone Accounting & Tax for trusted, strategic guidance that delivers a clear path forward. Whether you’re planning for a major milestone or exploring tax-saving opportunities, we help you make confident, informed decisions that support your long-term goals.
Our individual advisory and accounting services include:
Tax Planning
Leverage our year-round tax planning services for a proactive strategy that minimizes future tax burdens.
Tax Compliance
Skip the stress, guesswork, and time spent on tax prep and filing by relying on our accurate and efficient services.
Wealth Management
Protect what you’ve built while continuing to grow with personalized wealth planning services that align with your lifestyle.
About Capstone Accounting
We believe accounting is more than numbers–it’s about helping people and business owners make smart, confident decisions that shape their future. Our purpose is simple: Deliver exceptional financial services. Our mission is clear: Provide proactive, year-round support that uncovers opportunities, manages risk, and builds long-term financial stability.
As a trusted, local CPA firm with personal tax advisors, we’re committed to building lasting relationships–with our communities, our clients, and our team. Behind every service we provide is a team of trusted professionals who bring strategic insight, technical expertise, and a shared goal: Helping you achieve the best possible outcome.
Learn more about who we are, how we work, and how we became one of the most trusted accounting and tax firms in the Northwest.
Day-to-day support.
Big-picture thinking.
Whether running a business, looking for integrated tax and wealth planning, or considering what’s next, Capstone Accounting & Tax is here to help you move forward with confidence. Let’s start a conversation that leads to real results.
