Partner With Us
Grow Your Legacy, Not Your Workload
Capstone Accounting & Tax offers an opportunity to scale what you’ve built–without losing what makes it special. Through strategic partnerships, we help small firms expand their services, elevate their operations, and support their teams, all while maintaining the local relationships and culture your clients trust.
Why Team Up With Our Firm?
We know that many small to mid-sized tax and accounting firms are at a crossroads–ready to grow but limited by infrastructure, administrative burdens, or capacity. That’s where Capstone comes in. Partnering with us means gaining access to the tools, support, and talent of a larger, well-established firm while retaining your independence and connection to your clients. We offer:
Operational Efficiency
Offload time-consuming tasks and administrative burdens, such as billing, HR, IT, and compliance, to our centralized systems and back-office support.
Scalable Growth
Tap into a proven framework that promotes growth with leadership development, marketing resources, and strategic planning.
Expanded Capabilities
Add even more value for clients through holistic, comprehensive services, including payroll and business valuations.
Career Continuity
Your team benefits from a people-first culture that values mentorship, as well as structured career paths.
Legacy Preservation
Keep your client relationships and your firm’s identity intact while gaining the stability of a high-growth accounting, advisory, and tax firm.
Is This the Right Fit?
We partner with small firms that want to grow strategically, not just in size, but in the value they offer. We’re interested in connecting with firms looking to:
- Invest in long-term success
- Expand offerings without stretching resources
- Maintain meaningful client relationships with enhanced support
- Reduce operational complexity and overhead
- Preserve both your values and culture while building for the future
Currently, we’re focusing on those in the Pacific Northwest and adjacent states, such as Colorado, Utah, Montana, Nevada, California, Arizona, and New Mexico. Sound like your firm? Let’s connect.
What to Expect When Partnering With Us
Initial Conversation
We start with a no-pressure conversation to understand your goals.
Preliminary Offer
If there’s alignment, we provide a high-level offer and intent to proceed.
Due Diligence
We work collaboratively to better understand your team, client base, operations, and financials.
Legal & Operational Planning
Once you and the Capstone team are confident, we move into legal documentation and acquisition planning.
Seamless Transition
Our goal is to ensure minimal disruption for you, your team, and your clients.
The Impact of Having the Right Team
We could tell you how trusted, responsive, and strategic we are, but we’d rather let our clients speak for themselves.
Get to Know Us
Capstone Accounting & Tax is a client-focused accounting and advisory firm with more than 150 professionals across the Pacific Northwest and Mountain West. With over centuries of combined experience, we combine strategic insight with technical excellence to help clients make confident financial decisions.
But our greatest asset? Our people. We invest heavily in training, leadership development, and culture, creating a place where professionals thrive and firms grow.
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.
