Business Accounting and Consulting Services
Driving Business Further
Whether you’re just starting out, growing rapidly, or preparing for a major transition, we offer the structure and insight to help you move forward with clarity. Our comprehensive business financial advisory services are led by a credentialed team with over 250 years of combined experience–and built to meet the evolving needs of complex organizations. Turn to Capstone Accounting & Tax for accurate reporting, forward-looking advice, and financial oversight that helps you run a stronger, more resilient business.
Services for Businesses
Tax Services
Ensure you stay compliant and future-ready. Our small business tax services go beyond form filing to help you respond to complex scenarios, reduce risk, and align your tax strategy with your broader financial goals.
Client Accounting Services (CAS)
Free up internal capacity while gaining reliable financial oversight. From reconciliations and payroll to monthly reporting, our CAS offering helps you streamline day-to-day operations, maintain accurate books, and stay focused on growth.
Valuations
Planning for succession? Preparing for a sale? Managing an internal transition? Our Accredited in Business Valuations (ABV) professionals deliver clear, defensible reports with the financial clarity you and your stakeholders can trust.
Audit & Assurance*
Provide the transparency your investors, lenders, or board members expect. Our audit and assurance assistance offers professional insights that stand up to scrutiny and support your long-term credibility.
Consulting
Navigate change and growth with a clear plan. As a strategic business consulting firm, we can help you identify challenges, uncover opportunities, and provide actionable guidance, whether you’re restructuring, scaling, or looking to improve performance.
Who We Serve
Our tax and accounting firm for businesses supports clients across industries and structures, including:
From startups to growing businesses and established companies with intricate multi-entity structures, our business services can scale alongside you. If you’re interested in more financial visibility, are preparing for expansion, or navigating a key business event, we can assist.
What to Expect
Interested in our services? The process begins with a brief inquiry form, followed by more detailed questions and secure document upload. This ensures our professionals have the background information needed to tailor guidance right from the start.
Here’s a quick overview at what to expect when working with us:
Consultation
We start by learning about you, your business, and your goals.
Meet Your Team
You’re introduced to your dedicated team who will guide you through next steps.
Implement
We dive into the details, set up systems, and get to work.
Ready to get started? Reach out today.
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.
