Capstone Accounting and Advisory Group

10/21/2026

Let’s Get Ahead of Year-End Planning!

The fourth quarter is a great time to review your financial picture and start planning for the year ahead.

Anyone who would like some planning to get ahead of 2027, now is the time to begin gathering your updated financial information so we can make the most of your Q4 planning meeting. Having your information ready helps us identify opportunities, address concerns, and discuss strategies before year-end.

Ready to get started? Contact our office to schedule your Q4 planning meeting. We look forward to helping you finish the year strong and prepare for what’s ahead!

09/29/2026

Did you know the IRS has a new mobile app?

The IRS recently replaced IRS2Go with a new app simply called IRS, giving taxpayers secure access to more IRS services right from their mobile device.

With the new IRS app, taxpayers can:
• Check refund and amended return status
• View available account balances
• Make payments and review payment history
• View select IRS notices and letters
• Access tax records and transcripts
• Access an Identity Protection PIN (IP PIN)

One important reminder: Be sure you're downloading the official IRS app through verified IRS links or the official app stores. You can find more information by accessing the official IRS article below.

Read the IRS announcement:
https://www.irs.gov/newsroom/irs-launches-new-mobile-app-expanding-digital-services-for-taxpayers

Find the official IRS app and download links:
https://www.irs.gov/help/app

Call now to connect with business.

09/04/2026

🇺🇲Labor Day Office Closure🇺🇲

In observance of Labor Day, our office will be closed Monday, September 7th.

We will return to our regular office hours on Tuesday, September 8th.

Wishing all of our clients, friends, and families a safe and enjoyable Labor Day weekend!

09/02/2026

2026 Business Mileage Rate Update

If you use your vehicle for business, there’s an important mileage update to keep in mind for the second half of 2026.

The IRS has increased the standard business mileage rate to 76¢ per mile, effective July 1, 2026. The rate for business mileage from January 1 through June 30 was 72.5¢ per mile.

That means it’s important to keep your mileage records separated by date and use the appropriate rate for each period.

Whether you’re self-employed, operating an S corporation, or reimbursing employees for business mileage, proper mileage tracking and documentation remain important.

We’ve put together a quick overview of the 2026 mileage rate change, including what the mid-year adjustment means for your records.

Read the full article on our website:

Latest Newsletter Edition 2026 IRS Mileage Rate Update: Business Mileage Rate Increases to 76 Cents Per Mile September 1, 2026 Important update for business owners and taxpayers: The IRS has changed the 2026 standard mileage rates effective July 1, 2026. The Internal Revenue Service has announced a....

08/25/2026

A quick reminder as we head into September… 📅

If you filed an extension, the next couple of months have some important tax deadlines to keep in mind.

September 15 — Many calendar-year partnerships and S corporations with extensions have a September 15 filing deadline.

October 15 — Individuals and C corporations who filed an extension generally have until October 15 to file.

If your return is still on the to-do list, now is a good time to make sure your documents are in and any outstanding questions have been addressed.

And just a reminder: an extension gives you additional time to file, not additional time to pay.

We’re getting closer to the finish line on extended returns. If you’re a Capstone client and still have items outstanding, take a look at your emails from our team and make sure we have what we need.

Mark your calendar — September 15 and October 15 will be here before we know it.

Disclaimer: This is a general informational reminder and is not tax or legal advice. Filing requirements and deadlines may vary based on your specific circumstances.

08/18/2026

Stay Informed with Capstone Accounting!

We’re excited to announce a new feature on the Capstone Accounting & Advisory Group website — our newsletter subscription!

Sign up to receive helpful insights, timely tax and accounting updates, financial tips, and information designed to help you make informed decisions for your business and your financial future.

Want to stay in the know? Subscribe today!
https://capstoneaag.com/subscribe/

We’re here to provide trusted expertise, when you need it.

08/13/2026

A Lot Has Been Happening at Capstone!

It's been a little while since we've checked in here — and we've been busy!

Over the past year, Capstone Accounting & Advisory Group has continued to grow, evolve, and serve the businesses and individuals who trust us with their financial needs.

One of the biggest changes has been our expansion into Fort Mill, SC, allowing us to strengthen our presence in the greater Piedmont region and continue providing the personalized service our clients have come to expect.

We've also welcomed new clients and team members, continued to expand our accounting and advisory services, and remained focused on one thing that hasn't changed:

Helping our clients keep more of their money and time.

So, if you've been following us for a while — welcome back! And if you're new here — we're glad you found us.

Going forward, we'll be using this page to share:

📌 Tax tips and important tax updates
💼 Small-business and accounting insights
📊 Financial planning and advisory information
👋 Meet-the-team features and staff spotlights
📅 Important tax deadlines and reminders
🏢 News and updates from Capstone

We'll also be sharing more of the people behind Capstone because, at the end of the day, accounting is about much more than numbers. It's about relationships, trust, and helping our clients make confident financial decisions.

Thanks for being part of the Capstone community. We're looking forward to connecting with you again!

What would you like to see from us?
Send us a message and let us know what tax, accounting, or financial topics you'd like us to cover.

And if you or someone you know could benefit from a trusted accounting and advisory partner, send us a message or visit our website to learn more about how Capstone can help.

Follow along — there's more to come!

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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