Advisory and Accounting Firm in Sisters, 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.
Strategic Support With Small-Town Touch
Our Capstone Accounting & Tax Sisters office connects Central Oregon clients to a seasoned team of professionals offering accounting, advisory, and tax services. With over 250 years of combined experience, our firm delivers both the insight and clarity businesses and individuals need.
Many, but not all, of our services can be conducted virtually. For more intensive assistance or for those who prefer in-person assistance, our Sisters location is here to support you.
Sending Documents to Our Team
If you’re working with one of our advisors or CPAs in Sisters, you can submit documents securely through the upload link below. This not only ensures your sensitive information is routed directly to the appropriate team but also helps streamline our work together.
Visiting Us
Our Sisters office is easy to find, with the entrance located at the front of the building. While there is a private parking lot behind the building, we often recommend street parking in front–especially for clients with mobility concerns who may have difficulty walking from the back lot around to the main front entrance. The two-story building does not have an elevator, but we’re happy to arrange meetings on the ground floor upon request.
Firm Leadership in Sisters
Founder, 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.
