Capstone Accounting & Tax

Capstone Accounting and Tax is a full-service public accounting, consulting, and advisory firm dedicated to helping businesses, individuals, and families with tailored financial solutions. More than just tax preparers, we take a holistic approach to financial health, helping businesses thrive and individuals grow and protect their wealth at every stage of life. Through our Coordinated Financial Care model, we provide personalized strategies that align tax, accounting, and advisory services to meet each client’s unique goals. Our services include tax preparation and planning, business consulting, bookkeeping, payroll, estate and trust planning, wealth advisory, CFO and controller services, business valuations, and more.