Capstone Accounting and Tax

Capstone Accounting & Tax is a full-service tax, accounting, and advisory firm serving businesses and individuals across Oregon, Washington, Idaho, Montana, Colorado, and New Mexico — with local offices and virtual services available nationwide. We go beyond traditional accounting to deliver proactive, year-round financial guidance that helps our clients reduce tax burdens, build wealth, and make confident decisions at every stage of life and business. Our services include: • Tax Planning & Preparation | Personal and Business Tax Services • Accounting & Bookkeeping | Financial Reporting & Payroll • Virtual CFO & Controller Services | CFO-Level Advisory • Business Valuations | Buy-Sell, M&A, Succession Planning • Audit & Assurance | Compilation, Review & Audit Services • Business Consulting | Strategic Financial Guidance • Wealth & Estate Planning | Individual & Family Advisory Industries we serve: Restaurant, Construction, Real Estate, Agriculture, Family Office, and more. Local offices in: Bend OR · Redmond OR · Sisters OR · Prineville OR · Eugene OR · Klamath Falls OR · Medford OR · Lakeview OR · Seattle WA · Lynden WA · Snohomish WA · Boise ID · Sandpoint ID · Butte MT · Vail CO · Albuquerque NM Virtual services available to clients across the United States. 📞 541-241-9830 | www.capstoneaccounting.com