Capstone Financial Consultants CPAs

03/16/2026

A happy shout out to all small business owners who have successfully made it through another tax deadline. And for those on extension, still gathering your tax info, here's a little YouTube reminder to NOT take tax advice from David Rose. (Click for Video)

A write-off is "when you buy something for your business and the government pays you back for it."....right?

02/14/2026

01/31/2026

Important Info!

📬 Got an Identity Verification Letter from us?

This is a quick step to help protect your account. To complete verification, enter the passcode found in your letter to get started.🔐

👉 Verify now: tax.ohio.gov/idquiz

12/11/2025

Small businesses have always had to be scrappy, but the smartest ones are turning their size into a strategic advantage. Click through to read more...

Small businesses are winning big by thinking small! Discover 3 smart strategies that turn size into a competitive advantage.

12/02/2025

Every year, the story plays out the same way for countless business owners. December arrives, and suddenly there's a frantic scramble to understand and anticipate for taxes, a desperate search for receipts that have long since faded, and a sinking feeling that opportunities have slipped through their fingers. But it doesn't have to be this way. (Click through to read more.)

Tired of December tax panic? Start 2026 with a plan. Quarterly payments, strategic timing, and smart benefits = less stress, more savings. Learn how to plan now!

11/28/2025

WE ❤️ SMALL BUSINESSES!  On this Small Business Saturday (and year around) we celebrate our small business clients and friends.  They are the heart of our main streets and the soul of our communities. This Saturday and throughout the holiday season we invite you to join us in shopping local and  supporting area entrepreneurs, retail shops, restaurants, and service providers.

11/26/2025

HAPPY THANKGIVING!  May your upcoming weekend be filled with good food and great times with family and friends, fantastic bargains where you shop, and a Buckeye blowout against that team up north!

Our office will be closed Thursday and Friday for the holiday.

11/16/2025

YEAR END TAX PLANNING - The year may be winding down, but its not too late to make a proactive plan to prepare for, and even minimize the taxes you will owe next spring. Give us a call or reach out to your Capstone Tax Advisor directly to arrange for a comprehensive review of your projected taxes and any strategic moves you may be able to make before year end to improve the outcome of your 2025 income tax returns.

11/03/2025

Spooky Season may be over, but scams never end. Beware of this one below and remember that tax agencies will not contact you by email or text with notifications about your account.

Watch out for a scam email that may read, ‘Notification of IRS Audit & Investigation.’ The email may direct you to download a “secure” file (in some cases via sites like Cognito Forms) and submit documentation, but in fact the link leads to a fraudulent site that may steal your data or install malware. For more info on phishing scams, go to www.IRS.gov/phishing

09/22/2025

A quick read of some helpful considerations to protect your brick and mortar store from cyberthreats.

Even traditional stores cybercrime targets. From POS vulnerabilities to employee risks, discover how to protect your physical store from digital threats.