Capstone Accounting & Tax

09/03/2026

Knowing what your business is worth gives you a stronger foundation for decisions around growth, retirement, succession, financing, or a future sale.

Capstone’s Market Snapshot offers a quicker, more affordable way to get credible insight into your business value to get the answers you need.

Contact us today to learn more 👇
https://capstoneaccounting.com/business/valuation-services

09/02/2026

Join us this Friday, September 4 at 10 AM PT for a workshop on Social Security, Medicare, and planning for healthcare costs in retirement. If Social Security or Medicare is on your horizon within the next 10 years, this is a conversation worth having now.

Capstone Tax Principal, Laura Pickering, will join Erin Scannell, CFP, CLU, ChFC, AAMS and Laci Moyer, CFP, RHU, to share strategies for maximizing benefits and avoiding costly mistakes.

RSVP here 👉 https://www.ameripriseadvisors.com/team/heritage-wealth-advisors/events/?openFormModal=event-rsvp&eventGUID=4e475b71-2d85-4301-98f6-e586a51da1e3

09/01/2026

The retirement planning move high-earning physicians often discuss too late? Looking beyond the 401(k).

For some physician owners and medical practices, a cash balance or defined benefit plan may create room for larger employer contributions while supporting a broader retirement and tax strategy.

If your practice has had a strong year, September is a good time to explore whether it makes sense before year-end gets busy.

Schedule some time with a Capstone advisor:

https://capstoneaccounting.com/client-form

08/28/2026

We were proud to support the 37th Annual Redmond Chamber Golf Tournament as the Longest Drive Sponsor! ⛳

Thank you to the Redmond Chamber of Commerce & CVB for putting together another fantastic event, and to everyone who helped make this year’s tournament the biggest yet.

We’re always grateful for opportunities to get out of the office and support the communities we serve. Congratulations to all the golfers, especially those who went for the long drive!

08/26/2026

August is one of the best times to make small adjustments that can have a meaningful impact before year-end. Here are three areas every business owner should review now while there's still time to act.

Reach out to our team to ensure you're positioned for a successful year-end.

👉 https://capstoneaccounting.com/client-form

08/25/2026

September 15 Is Closer Than It Feels. 📅

Your Q3 estimated tax payment is due September 15. It's an easy deadline to lose track of in the middle of a busy season.

Before it sneaks up on you:
✅ Review your income since your last estimate
✅ Note whether the quarter came in stronger or weaker than expected
✅ Check whether you're on pace to underpay, and risk a penalty
✅ Set aside funds for the payment now, not the week before

Contact Capstone today, and let's make sure nothing catches you off guard before year-end.

08/21/2026

We’re honored to be recognized as a Top Accounting Firm in Snohomish County for 2026, based on Google reviews! 🌟

This recognition reflects the trust and confidence from our wonderful clients who continue to choose Capstone Accounting & Tax. Thank you to our clients and community for making this possible, we’re proud to serve you.

Snohomish Chamber of Commerce

08/18/2026

Most Construction Companies Lose Profit in Q3. Here’s a few warning signs worth checking now👇

We've seen this pattern play out across enough construction clients to know it's almost always catchable in Q3, and almost always more expensive to catch in December.

Let's talk before year-end planning gets busy.📲

https://capstoneaccounting.com/client-form

08/17/2026

We had a fantastic afternoon last week at our Albuquerque Open House & Client Appreciation Event! 🥳

The afternoon was filled with live music, Hawaiian leis🌺, great food, and plenty of laughter. Thank you to the Greater Albuquerque Chamber of Commerce for being part of the ribbon-cutting celebration, and to our clients who trust us with their businesses, finances, and futures.

We’re proud to call Albuquerque home and looking forward to what’s ahead.

08/14/2026