Personal Tax and Wealth Planning Services
Trusted Guidance for Life’s Financial Complexities
When your financial world becomes more complex, it pays to have a team of experts who understand the full picture. At Capstone, our comprehensive financial planning and tax services for individuals are designed for those who require more than simple tax filings. Whether you’re managing estate planning, equity compensation, investment income, or retirement contributions, we offer the insights and year-round support that helps you make confident, informed decisions.
How We Support Individuals
Tax Planning
Smart tax decisions happen by design, not accident. Our tax advisory services for individuals help you avoid costly surprises, stay ahead of potential changes, and uncover opportunities to reduce your future tax burden. From managing retirement distributions and capital gains to strategic charitable giving, our proactive tax planning strategies support your long-term goals while minimizing your tax exposure.
Tax Preparation
Anticipating a complex return? You’ll need more than software–you’ll need expertise. Our credentialed professionals and individual tax preparation services cover a wide range of scenarios, offering compliance, accuracy, and peace of mind.
Wealth Advisory
When your financial advisors are in sync, clarity improves. Our Coordinated Financial Care (CFC) model ensures your legal, tax, and investment professionals are aligned, so decisions aren’t made in silos. While we don’t manage investments directly, we do work alongside other wealth experts on your team to deliver coordinated insights that reduce your risk and support your legacy.
Who We Assist
We help individuals and families with dynamic financial lives, from business owners and retirees to those managing cross-border considerations, generational wealth, and significant life transitions. A few common client scenarios include:
That said, whether your situation is straightforward or complex, we’re here to provide the strategy, confidence, and clarity you deserve.
What Sets Capstone Apart
Proactive Planning
We don’t simply wait around for tax season or take a reactive approach–we’re constantly strategizing effective ways to meet your financial needs and secure your future.
Year-Round Support
We deliver consistent, expert guidance tailored to your evolving needs, providing clarity and confidence within a structured, professional advisory relationship.
Elite Skills, People Focused
With 250+ years of collective experience and industry-leading expertise, we offer the resources of a large firm, delivered with the personalized service, care, and local knowledge you’d expect from a neighbor.
A Secure Process Built Around You
Working with our credentialed experts begins with a simple inquiry. After completing a short online form, we typically send a secure request to upload your prior two years of tax returns and relevant documentation. This information gives our professionals the context needed for productive planning sessions or accurate return preparation. From there, we provide a detailed scope of work and clearly outline next steps.
From your first upload to your final deliverable, we make every step of the process efficient, structured, and tailored to your needs.
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.
