Trusted Accounting & Tax Services

Capstone Accounting & Tax provides tax, accounting and advisory work for both businesses and individuals. Business clients can get tax planning and preparation, bookkeeping, payroll, audit and assurance, business valuations and virtual CFO support, while individuals can get year-round tax planning, tax preparation and wealth management. The firm works with businesses across a range of industries, including restaurants, construction, real estate, agriculture and healthcare.

The firm focuses on ongoing guidance rather than a rush at tax time, with proactive planning and a structured advisory relationship. New clients can reach the team by phone or through a contact form to set up a consultation, and the firm serves clients remotely as well as in its several locations across the Mountain West and Pacific Northwest. Current clients use an online upload portal, and staff can help with account setup by phone. Client reviews single out the responsiveness of the bookkeeping and payroll staff.