Personalized Accounting and Advisory Services in Lakeview, 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.
Grounded in Strategy, Backed by Expertise
You’ll find decades of financial expertise and a community-focused setting at our Lakeview, Oregon, Capstone Accounting & Tax office. While many of our services are available virtually, such as payroll assistance, clients in the area can also count on in-person access to a trusted team of credentialed professionals.
If you’re navigating a business transition or are looking for wealth planning services that help protect your legacy, our professionals are here to guide you.
Secure Document Upload
Our secure online portal makes it easy to share your sensitive financial information with your advisor in Lakeview. The security of your sensitive data is a top priority. Rest assured, your records are secure and safe in our system.
Visiting Our Lakeview Office
Our Lakeview location is designed to provide convenient and accessible service to clients in the surrounding community. Located on the first floor of the building, with ample street parking directly in front, visiting our office is a stress-free experience. First time visiting us in person? Feel free to call ahead – our team is happy to help you find us and ensure a smooth arrival.
Firm Leadership in Lakeview
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.
