Partnership Enhances Firm’s Expertise and Marks Expansion into Colorado Bend, Oregon – Capstone Accounting and Tax is thrilled to announce that Keller & Mendoza CPAs has officially joined Capstone, strengthening the firm’s team with exceptional talent and expertise while marking Capstone’s first expansion into Colorado and the Rocky Mountain region. As part of this transition, […]

Strategic Growth Strengthens Firm’s Presence in Klamath Falls Bend, Oregon – Capstone Accounting and Tax proudly welcomes Sargent CPA, strengthening its presence in Klamath Falls and expanding its ability to serve businesses and individuals with enhanced resources and expertise. As part of this transition, Will Sargent joins Capstone as a Partner, bringing over 14 years […]

Strategic Partnership Positions Firm for Long-Term Growth – Bend, Oregon – Capstone Accounting and Tax is pleased to announce a strategic partnership with Seaside Equity Partners, a California-based private equity firm. This partnership will provide the financial and strategic support needed to accelerate Capstone’s long-term growth, strengthen client service offerings, and expand the firm’s market […]

To say that 2024 is off to a positive bang at Capstone CPAs is definitely an understatement! We are proud to announce that we merged with Crandall-Swenson, PLLC. The merger officially took place on January 1, 2024. As Joe Adam, CFO of Capstone CPAs noted, a brokerage firm helped facilitate the merger with Crandall-Swenson. “Capstone […]

We are pleased to start 2024 with some very exciting news: Capstone CPAs is now teaming up with SCORE Central Oregon.  After meeting with Jim Darcey, Chapter Chair for SCORE Central Oregon, we agreed to refer business owners to the nonprofit organization if the entrepreneur could benefit from the outstanding services that SCORE offers. In […]