Trusted Advisory and Tax Services in Bend, OR
Easily Share Your Documents
Has your advisor requested financial records and documentation? Our secure online portal makes it easy to share your sensitive information with them without ever leaving the comfort of your own home.
Trusted Guidance, Local Access
Our Capstone Accounting & Tax Bend office serves as a local connection point for clients across Central Oregon and beyond. While many of our services can be delivered virtually, such as bookkeeping and payroll, our Bend location offers in-person access to our credentialed professionals for more in-depth services.
Whether you’re a business owner or an individual preparing for a financial transition, our Bend team is here with the guidance and clarity you deserve.
Secure Document Upload for Bend Clients
Working with our professionals in Bend? To ensure your materials get routed to the appropriate advisor, upload your documents via the link below.
Helpful Location Information
Located on SE 3rd Street, our Bend office features easy access and convenient parking options. The front five parking spaces are dedicated to building visitors, including those here to see our Capstone team. While street parking is also available, it can be limited–we recommend arriving earlier in the day, before peak hours.
Firm Leadership in Bend, OR
Founder, Co-Managing Partner
Co-Managing 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.
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.
