Capstone Accounting and Advisory Group

04/19/2025

Big news—We're growing!

We’re thrilled to welcome our new Fort Mill clients to the family and offering our new Fort Mill location in Baxter Village! Our team is excited to continue serving everyone in their location of convenience with the same great service you've come to expect, now with even more support behind the scenes.

Also, a rebranding is on the horizon!! You'll start seeing our name and look evolve over the next month or two as we work on a fresh new brand that reflects who we are and where we’re headed. Same people, same commitment -- sharper style.

For now, check us out at sjordancpa.com to learn more. We can’t wait to work with you!

Firm News: Additional Location in Fort Mill & Client Transition Information Susan C Jordan CPA PA is announcing our expansion into Fort Mill, SC! Due to the unfortunate passing of Greg Kimsey CPA, our firm has engaged the family and Brenda in assisting with transitions through a tumultuous tax seaso...

03/13/2025

A reminder to everyone in NC and SC:

2024 business and personal tax returns typically due in March and April have relief to May 1. It is also still possible to extend to the Sept 15 (business) and Oct 15 (personal) deadlines.

This is INCREDIBLE relief for your friendly neighborhood tax professional. Always keep in contact and communicate any questions or concerns you might have related to your 2024 filings.

FL-2024-08, Oct. 1, 2024 — The IRS announced today tax relief for individuals and businesses in parts of Florida that were affected by Hurricane Helene that began on Sept. 23, 2024. These taxpayers now have until May 1, 2025, to file various federal individual and business tax returns and make tax...

02/07/2025

Tax Season is Here! We love seeing our returning clients and helping them navigate another year of tax planning and filing. But we’d also love to meet more of you!

We’re well-equipped to handle both individual and business tax needs, offering tax planning, advisory, bookkeeping, and other essential accounting services to keep you and your business on track.

New clients can create an account at our portal: https://sjordancpa.taxdome.com/login and inquire about our services.

Know someone who could use expert tax help? Share this post and spread the tax love this season!

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01/16/2025

🌟 Tax Season is Upon Us! 🌟

Tax season is right around the corner, and we’re here to make it easier than ever! 🗂️✨

✅ Start preparing now by compiling your key documents:

-Wage statements (W-2s, 1099s, etc.)
-Interest and investment income statements
-Property taxes paid (home and vehicles)
-Mortgage interest statements
-Other relevant tax documents

Our TaxDome Portal is designed to simplify your tax preparation experience. With secure communication and easy document uploads, you can stay organized and stress-free this tax season!

📥 Ready to get started? Click the link below to sign up for our portal and let’s get to work making your tax season painless and efficient! The sign-up link is just under the 'Sign-in' button for those who do not have a current TaxDome account with us.

https://sjordancpa.taxdome.com/login

Don't wait—let's tackle tax season together! 💼

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01/01/2025

🎉 Cheers to a New Year! 🎉

As the ball drops and the new year begins,
It’s time for fresh goals and big wins.
Clean books, smart plans, tax prep too—
We’re here to make 2025 work for you!

Happy New Year from our team!

12/30/2024

📊 What Is a Fractional CFO and Why Does Your Small Business Need One? 📊

A Fractional CFO provides high-level financial expertise without the cost of a full-time executive. From strategic planning to cash flow management and growth forecasting, a Fractional CFO helps you make smarter financial decisions to drive your business forward.

At our firm, we specialize in Fractional CFO Services tailored for small businesses ready to grow and scale. Whether you need budgeting, financial analysis, or guidance on big financial decisions, we’re here to support your success.

💡 Expert Financial Guidance – Without the Full-Time Price Tag
📈 Focused on Growth, Profitability, and Cash Flow
📊 Strategic Solutions for Small Business Challenges

Let’s take your business to the next level. Reach out today to learn more!

12/25/2024

🎄 Merry Christmas from Our Firm to You! 🎄

As we celebrate this joyful season, we want to take a moment to thank our clients, colleagues, and community for your trust and support this year.

This holiday is a time for reflection, gratitude, and planning for what’s ahead. Whether your goals for the new year include growing your business, organizing your finances, or simply finding more time to focus on what matters most, we’re here to help you succeed.

Wishing you a holiday filled with peace, joy, and the warmth of loved ones. Here’s to a prosperous and stress-free new year!

12/21/2024

❄️ Winter Is Here! Is Your Business Ready for Tax Season? ❄️

The first day of winter marks more than just chilly weather—it’s a reminder that year-end is right around the corner!

Here’s your small business winter checklist:
✅ Clean Up Your Books
✅ Review Your Year-End Financials
✅ Start Tax Planning Early

Our team is here to help you stay organized, stress-free, and ready to tackle tax season head-on. Let’s make this winter a season of preparation and success!

📞 Reach out today to schedule your year-end review.

12/19/2024

📊 Why Quarterly Book Reviews Matter 📊
Staying on top of your business books isn’t just for tax season—it’s for smart decision-making year-round. Regular quarterly reviews help you spot trends, manage cash flow, and avoid last-minute surprises. Let’s set your business up for success in 2025!

12/18/2024

Don’t Wait for Tax Season to Hit – Be Prepared Now!

Year-end is the perfect time to ensure your business books are clean and accurate. Proper planning now can save you money, reduce stress, and ensure your accountant can maximize tax-saving strategies.

📊 Clean Books = Better Insights + Fewer Surprises
📅 Start Year-End Tax Planning Early
💡 Turn Numbers into Opportunities

Let’s work together to make tax season smooth and successful. Reach out today to get started!