About Capstone Accounting & Tax
Trusted Since 2004
We’ve built a reputation as a reliable and knowledgeable partner for businesses, individuals, and families facing financial complexity and change. Backed by over 250 years of combined professional experience, our team delivers actionable insights tailored to your unique needs.
Guided by Purpose
At the heart of our work is a commitment to empower clients through expert financial guidance. We focus on helping you make strategic decisions that foster measurable growth–today and tomorrow.
Firm Management and Partners
Chief Executive Officer
Founder, Co-Managing Partner
Co-Managing Partner
Partner
Partner
Partner
Partner
Partner
Partner
Partner
Partner
Partner
Director of Operations
Director of IT/Infrastructure
Controller
Marketing Manager
Director of Client Accounting Services
Director of Human Resources
Where (And How) We Work
With 12 offices across Oregon, Washington, Idaho, and Colorado, we maintain strong ties to the communities we serve. But geography doesn’t define our reach. From bookkeeping to tax planning and payroll, many of our services can be delivered virtually, allowing us to serve clients nationwide.
Oregon
Washington
Idaho
Colorado
The Values Shaping Our Culture
Trusted Service
Deliver expert guidance and measurable results with clarity and a holistic perspective.
Professional Excellence
Uphold the highest standards through accountability, refined processes, and innovative use of technology.
Unified Culture
Build a strong team through clear communication, mentorship, and mutual respect.
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.
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–join Capstone. Browse our available positions today.
Partner With Us
We’re actively growing and always looking for like-minded CPA firms to welcome into the Capstone Accounting family. If you’re looking for a succession solution that protects your team and legacy, let’s connect.
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.
