Capstone Financial Consultants

Empowering Businesses with Comprehensive Accounting & Tax Solutions

Capstone CPAs stands as a trusted partner for businesses and individuals across Westerville, Ohio. We merge expertise, experience, and a team-focused approach to offering comprehensive accounting, tax planning, and financial advisory services.

What We Do

Our diverse range of services are designed to seamlessly navigate the financial landscape and empower you to achieve your business goals. We offer:

Tax Planning & Compliance

• Personalized tax planning and preparation to minimize your tax burden
• Representation before the IRS and state agencies
• Strategic guidance on tax-advantaged investments and deductions

Accounting & Bookkeeping

• Efficient and reliable accounting services, including bookkeeping, financial statements, and budgeting
• Real-time online access to your financial data for enhanced transparency and control
• Outsourced accounting solutions to streamline your internal operations

Financial Advisory & Consulting

• Comprehensive financial planning and analysis
• Strategic guidance on risk management, investment decisions, and financial goals
• QuickBooks consulting services to optimize your accounting software utilization

Dedicated to Your Success

We believe in building lasting relationships with our clients. Our team of experienced professionals takes the time to understand your unique needs and goals, ensuring personalized solutions tailored to your specific circumstances. We collaborate closely with you, providing clear communication and regular updates every step of the way.

Our Expertise Extends To

• Service-based Businesses: Efficient cash flow management and outgoing payment processing.
• Professional Service Providers: Building successful and profitable enterprises.
• Real Estate: Specialized accounting knowledge for the real estate industry.
• Personal & Business Tax Planning: Comprehensive solutions for individuals and families.

Experience the Capstone Difference

When you choose Capstone CPAs, you get:

• More than just numbers: We treat your financial health as personally as you do.
• Accessible and responsive: We prioritize clear communication and timely updates.
• Collaborative solutions: Our team works with you as partners, not just service providers.
• Fixed-fee transparency: We believe in clear and predictable billing, so you can budget effectively.

Let's partner up and achieve financial success together. Contact us today to schedule a complimentary consultation!