Capstone Accounting and Tax

Capstone Accounting and Tax is a full-service accounting, consulting, and advisory firm serving businesses, individuals, and families with personalized financial solutions. We go beyond tax preparation by taking a holistic approach to financial health—helping businesses grow and individuals build, manage, and protect wealth at every stage of life. Through our Coordinated Financial Care model, we align tax, accounting, and advisory services to meet each client’s unique goals. Our services include tax planning and preparation, business consulting, bookkeeping and payroll, estate and trust planning, wealth advisory, CFO and controller services, business valuations, and more.