About Capstone Accounting and Tax
Reviews for Capstone Accounting and Tax
Write a reviewHours
Monday: 8AM - 5PM
Tuesday: 8AM - 5PM
Wednesday: 8AM - 5PM
Thursday: 8AM - 5PM
Friday: 8AM - 5PM
Saturday: ClosedSunday: Closed
Capstone Certified Public Accountants, LLC is a public accounting, consulting, and advisory firm that emphasizes a holistic approach to client financial health. They provide a range of services including auditing, bookkeeping, business consulting, and personal and business tax preparation. Clients appreciate the firm's commitment to excellent service, particularly highlighting the long-standing relationships with their accountants. However, some feedback points to concerns about pricing and the requirement for upfront payment for tax preparation. Despite these issues, many clients express gratitude for the support received from the dedicated team, particularly noting their positive experiences with specific staff members. Overall, Capstone aims to help clients accumulate, grow, and protect their wealth through their Coordinated Financial Care model.
Wow! Not much else to say! Simply Wow! When we sold our ranch near Paulina, Jason reviewed 30 years of our old tax records. He not only found many legal deductions, but when completed, he had a senior tax consultant review his findings to be sure it was accurate. Capstone Accounting really earned their fee. We will be using them from now on.
I've used Capstone for a few years now, and they have made tax filing about as simple as it can be. I have chosen to complete everything online - I upload all necessary files, and a quick phone call is all I've ever needed for any questions or concerns. And since there is an office right here in Prineville, I can always visit in person if/when necessary.
Client for 40+ yrs before private CPA firm was acquired by Capstone (larger Bend-based firm). Pleased to work with same folks as before. Capstone's i.t. upgrades are good, but their prices and up-front tax prep payment requirement aren't. While "my" folks give their usual stellar service, I don't care for Capstone's big city prices and other characteristics. I miss what I'm used to other than my excellent CPA & primary support staff from before