Capstone Accounting and Tax of Seattle

Capstone Accounting and Tax of Seattle is an Accountant in Seattle, WA. The firm provides professional accounting, bookkeeping, and tax services for individuals, families, and small to mid-sized businesses. Their offerings include individual tax planning, tax preparation, wealth advisory, business tax planning, business tax preparation, client accounting services, and company valuation. The team combines over 250 years of collective experience to deliver strategic, year-round support. They serve clients with complex financial lives, including multi-state filers, trust and estate administrators, and business owners in industries such as agriculture, construction, real estate, healthcare, and nonprofits. The firm holds a 5.00 rating based on customer reviews.

The firm emphasizes a proactive, year-round approach rather than reactive tax season assistance. Their individual services cover retirement tax planning, investment tax planning, and estate and gift tax strategies. They handle federal and state income tax returns, fiduciary returns for trusts and estates, and filings for unique situations involving crypto assets, incentive stock options, or cross-border income. For businesses, they offer outsourced accounting services that manage day-to-day transactions, bank reconciliations, and monthly reporting. They also provide payroll processing and CFO-level advisory for budget forecasting and cash flow planning. The valuation services include comprehensive conclusions of value and calculations of value for mergers, acquisitions, succession planning, and litigation support.

Client accounting services are tailored to startups, growing companies, and organizations without internal finance teams. The firm utilizes secure platforms like M-Files and Hubshare for document exchange and can connect directly to accounting software such as QuickBooks. Their business tax preparation covers partnerships, S-Corporations, C-Corporations, and nonprofits. They assist with multi-state operations, stock compensation, and real estate transactions. The team includes certified public accountants, enrolled agents, and Juris Doctors. They also coordinate with estate attorneys and insurance professionals to align tax, estate, and financial strategies.

Customers rate the firm highly for its responsiveness and strategic guidance. Reviewers highlight the expertise of specific team members who provide patient, knowledgeable support. Clients appreciate the firm’s ability to improve business efficiency, maintain compliance with regulatory agencies, and handle complex accounting needs with professionalism and timely work. The firm is known for delivering clear, jargon-free advice that helps clients make confident financial decisions.

Capstone Accounting and Tax of Seattle brings deep technical expertise and personalized service to the Seattle accounting community, helping local businesses and individuals achieve long-term financial stability.

The firm is situated on 4th Avenue, just a short distance from the University of Washington - Professional & Continuing Education and the Symphony train station.

BizScoreAI gives Capstone Accounting and Tax of Seattle a Schema & Structure score of 100 out of 100, which helps AI assistants and search engines clearly understand the business and its services. The firm also earns a Performance score of 80 out of 100, meaning the website loads quickly to keep visitors engaged and support search engine ranking.

Services:

• Accounting and Bookkeeping
• Audit & Assurance
• Business Consulting
• Tax Planning and Compliance
• Wealth Advisory