Trusted Financial Services in Vail, CO
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.
Local Accounting, Advisory, and Tax Assistance
Strategically located in Vail, our office brings Capstone Accounting & Tax’s trusted financial expertise to the heart of the Rockies. We welcome in-person visits from business owners and individuals and offer a full range of services. For those not local to the area, we also provide several virtual services.
Whether you’re managing real estate investments, planning for retirement, or looking for support for your growing business, our Vail team provides the assistance you deserve–on site or virtually.
Upload Link for Vail Clients
Our secure online portal lets you easily and safely send your financial documents, such as tax returns and financial statements, to your advisor. By electronically submitting your information, you help ensure a more efficient and streamlined process.
About Our Office
Located in the Cascade Village office building near the Grand Hyatt, our Vail office is a dedicated base for serving the local business and residential community. Our central mountain location provides a welcoming, professional space for collaboration, and we look forward to supporting you with tailored financial strategies, expert guidance, and the high level of service Capstone Accounting & Tax is known for.
Firm Leadership in Colorado
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.
