Capstone Accounting

Capstone Accounting & Tax is a professional accounting and tax firm with 250+ years of collective experience across multiple office locations serving clients throughout the Pacific Northwest and Southwest, including Oregon, Washington, Idaho, Colorado, Montana, and New Mexico, plus virtual services nationwide. The firm combines centuries of expertise with down-to-earth guidance helping business owners and individuals reduce tax burdens, avoid costly surprises, and build financial stability. Services include business tax planning and preparation, accounting and bookkeeping services, business valuations, audit and assurance services, financial consulting, and wealth management for individuals and families. The firm emphasizes proactive planning rather than reactive approaches, year-round expert guidance tailored to evolving needs, and elite technical skills delivered with personalized, people-focused service. Key service areas include tax planning and compliance for businesses and individuals, outsourced bookkeeping and CFO-level advisory, business valuations for investment and transaction purposes, and comprehensive audit, review, and compilation services. The firm serves diverse industries including real estate and construction, agriculture and farming, healthcare, professional services, hospitality, and nonprofits. Multiple office locations throughout Oregon provide convenient access while virtual services accommodate clients anywhere. The firm has recently expanded through partnerships including North Star Tax & Accounting in Washington, Peltier, Gustafson & Miller in New Mexico (Albuquerque market), and Mark Rule & Co. in Montana.