Your Local Tax & Accounting Firm in Medford, OR

Expert Accounting and Advisory Services
Whether you’re planning for retirement, facing a complex tax situation, or are managing business growth, our local Capstone Accounting & Tax team is here to provide financial clarity and smart strategies every step of the way.
Our Medford office serves as a trusted access point for both individuals and businesses across Southern Oregon. It’s true that many of our services can be delivered virtually, but for those looking for more direct, in-person collaboration, we encourage you to visit our Medford office.

Finding Us
With ample space in the parking lot adjacent to the building, it’s easy to drop by our Medford, OR, location. We’ve created a calm, professional environment where you can meet with our credentialed advisors to ask questions, discuss your goals, and plan ahead–without the stress of traffic or downtown parking. Can’t locate our office upon your arrival? Just follow the smell of freshly ground coffee! We’re located next to the office park’s coffee shop and look forward to welcoming you.
Document Upload for Medford Clients
If you’re working with our Medford team, there’s no need to swing by to drop off documents–you can securely upload your records through the link below. This not only saves you time but also ensures your information is routed to the appropriate team member quickly and securely.
Your Local Expert

Partner
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.
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.