Beyond Numbers.
Beyond Expectations.
Whether growing a business or protecting personal wealth, our tax, accounting and advisory services make every move count.
Business and Personal Accounting & Tax Firm
From leading a business to planning your financial future, the right partner makes all the difference. At Capstone Accounting & Tax, we combine centuries of experience with down-to-earth guidance that helps you reduce tax burdens, avoid costly surprises, and build financial stability that lasts.
No jargon. No guesswork. No one-and-done advice. Just strategic, year-round support from a team dedicated to guiding you through every financial chapter.
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.
Services For Business Owners
Capstone Accounting & Tax provides more than just technical support–we offer trusted guidance and strategic insight through every stage of business growth. From expansion planning and refining daily operations to preparing for a transition, our experts work closely with small to mid-sized businesses that value collaboration, clarity, and long-term vision.
Our business services include:
Tax Assistance
Stay ahead of deadlines and minimize your tax burden with our custom business tax planning and tax preparation strategies.
Accounting
From outsourced bookkeeping to CFO-level advisory, we provide the financial clarity and oversight growing businesses need.
Valuations
Know your company’s worth to make informed decisions, whether investing, growing, or selling.
Audit & Assurance*
The core services you need (audit, review, compilation, preparation) to deliver both clarity and confidence to stakeholders.
Consulting
Combining technical knowledge with real-world insight, our financial consulting for businesses helps you make critical decisions confidently.
Services for Individuals & Families
Managing personal finances doesn’t have to be overwhelming. Turn to Capstone Accounting & Tax for trusted, strategic guidance that delivers a clear path forward. Whether you’re planning for a major milestone or exploring tax-saving opportunities, we help you make confident, informed decisions that support your long-term goals.
Our individual advisory and accounting services include:
Tax Planning
Leverage our year-round tax planning services for a proactive strategy that minimizes future tax burdens.
Tax Compliance
Skip the stress, guesswork, and time spent on tax prep and filing by relying on our accurate and efficient services.
Wealth Management
Protect what you’ve built while continuing to grow with personalized wealth planning services that align with your lifestyle.
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.
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 accounting and tax 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 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 the values that shape our firm.
Connect With Us Virtually or at Your Local Office
Our small business tax and accounting firm combines deep market expertise with a hometown feel, wherever you are. Visit us at one of our conveniently located Capstone locations or ask about the virtual services we offer.
Washington
Idaho
Colorado
Montana
New Mexico
Helpful Resources
Careers at Capstone
Looking for meaningful work opportunities in collaborative environments? Join a firm where people come first and where potential is valued. Browse our available positions today.
Partner With Us
We’re actively growing and always looking for like-minded firms to welcome into the Capstone Accounting & Tax family. If you’re looking for a succession solution that protects your team and legacy, let’s connect.
The Capstone Ledger
We write the way we work: helpful, clear and grounded in real-life expertise. Check out our blog for financial insights, business advice, and tax tips that are jargon-free.
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.
