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Capstone Accounting & Tax

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United States
Bend, OR
Capstone Accounting & Tax

Full-service tax, accounting & advisory firm serving small businesses across Oregon, Washington, Idaho, Montana, Colorado & New Mexico.

Bookkeeping, tax prep, payroll & CFO services — local experts, personal service. We help business owners stay compliant

09/25/2026

What do sports teach us about building strong communities? Quite a lot, it turns out. 🏆

Capstone was proud to support the 2026 Boise Metro Chamber Annual Gala & Auction, where 1,000+ Treasure Valley leaders gathered around this year's theme: The Power of Sports and How They Help Build Strong Communities.

Teamwork and resilience are what make the Treasure Valley's business community strong, and we're grateful to be part of it. Thank you, Boise Metro Chamber!

📸 Annell Allen, Susan Olson, Greg Lankston & Tyler Sanders

09/24/2026

Construction companies: is your WIP telling you your projects are on track for Q4?

Now is a good time for a WIP review to get a clearer picture before year-end.

Need a second set of eyes on what your WIP is telling you? Schedule time with a Capstone advisor.

09/18/2026

Businesses in certain Oregon industries may qualify for up to $10,000 in state tax credits for creating qualifying net new jobs.

The opportunity is worth a closer look if hiring or expansion is on your radar. The 2026 application window is open through October 31, and eligibility depends on your industry, new jobs created and wage requirements.

Talk with your Capstone advisor to see if your hiring plans may qualify.

09/16/2026

A day on the course. A cause that hits close to home. 💗

On September 22, members of the Capstone team will be at Eagle Crest supporting Sara’s Project through the St. Charles Foundation.

Breast cancer has affected so many families in our community, and we’re grateful for the opportunity to come together with others in Central Oregon to support those impacted.

We’ll see you on the course.
September 22 | Golf Eagle Crest

09/15/2026

Do you have a child born between 2025 and 2028? They may qualify for a new tax-advantaged investment account for children which includes a $1,000 federal contribution.

See who qualifies and how the new “Trump Account” could fit into your family’s broader financial plan in Capstone’s Eligibility Guide for Parents. 👇

https://capstoneaccounting.com/blog/trump-account-eligibility-guide-for-parents

09/10/2026

If a year-end equipment purchase is on your 2026 list, September is a good time to run the numbers before harvest and year-end get busy.

Contact Capstone Accounting and Tax to help you get the timing of your purchase right.

09/08/2026

December is when tax planning feels urgent. September is when it can still be useful.

That is why a year-end tax strategy conversation is more valuable before Q4 is in full swing.

A good September review should answer these questions👇

🔸Is income tracking above or below plan?

🔸Are estimated payments still appropriate?

🔸Are any major purchases or investments expected before year-end?

🔸Does owner compensation still make sense?

🔸Are there retirement or entity decisions that need lead time?

The goal is not to make tax decisions for the sake of a deduction. It is to know what options you still have while there is time to act.

Schedule a year-end strategy conversation with Capstone:

https://capstoneaccounting.com/client-form

09/04/2026

Before Labor Day weekend begins, we want to recognize the people whose hard work keeps our businesses, communities, and families moving forward.

To our clients, colleagues, employees, business owners, and everyone who shows up each day and puts in the work: thank you for all that you do!

We hope you have a safe and well-deserved Labor Day weekend.

09/03/2026

Knowing what your business is worth gives you a stronger foundation for decisions around growth, retirement, succession, financing, or a future sale.

Capstone’s Market Snapshot offers a quicker, more affordable way to get credible insight into your business value to get the answers you need.

Contact us today to learn more 👇
https://capstoneaccounting.com/business/valuation-services

09/02/2026

Join us this Friday, September 4 at 10 AM PT for a workshop on Social Security, Medicare, and planning for healthcare costs in retirement. If Social Security or Medicare is on your horizon within the next 10 years, this is a conversation worth having now.

Capstone Tax Principal, Laura Pickering, will join Erin Scannell, CFP, CLU, ChFC, AAMS and Laci Moyer, CFP, RHU, to share strategies for maximizing benefits and avoiding costly mistakes.

RSVP here 👉 https://www.ameripriseadvisors.com/team/heritage-wealth-advisors/events/?openFormModal=event-rsvp&eventGUID=4e475b71-2d85-4301-98f6-e586a51da1e3

Address

345 SE 3rd Street
Bend, OR
97702

Opening Hours

Monday	8am - 5pm
Tuesday	8am - 5pm
Wednesday	8am - 5pm
Thursday	8am - 5pm
Friday	8am - 5pm

Telephone

+15413825099

Website

https://capstoneaccounting.com/client-form, https://www.linkedin.com/company/capstoneaccountingtax/, https://quickbooks.

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