It was on a wing and a prayer Lance Brant, managing partner, started the firm in 2004. Through business acumen and clever tax and financial planning…paired with the trust of our clients…we have grown to over 100 employees and ten offices throughout Central Oregon, Idaho, and Washington.
Lance Brant, CPA, started the firm in 2004 with no clients, but a strong desire to change the perception of CPAs. He wanted to work together with individuals, families, and business owners to facilitate their taxes, sure, but more importantly to guide them to a healthy and prosperous financial life.
In 2017 the long-standing firm of Dahlen & Associates CPAs, LLP in Redmond merged its practice into the firm of Capstone CPAs, LLC from Bend and Sisters. This merger created the only three-city CPA firm in the Central Oregon region. Later in 2017, the long-standing firm of Campbell & Tehan in Sisters merged its practice into the firm of Capstone CPAs, LLC with locations in Sisters, Bend, and Redmond.
In 2021, Capstone CPAs merged with James Hutchens, P.A. Certified Public Accountant. With the addition of the Sandpoint, Idaho firm, Capstone will experience a growth spurt to a total of five offices, more than 40 employees, including 9 CPAs, and increasing the client base to more than 5,000.
Also in 2021, Capstone Certified Public Accountants, LLC acquired the Eugene, Oregon firms Jerry W. Boyce, CPA, PC, and the tax practice of Laura Pickering, Enrolled Agent.
With this rapid growth spurt adding a Sandpoint, Idaho firm, and a Eugene, Oregon firm, we spread our footprint across the Pacific Northwest. Capstone grew to a total of six offices, nearly 50 employees, and 10 CPAs.
In 2022, Capstone CPAs acquired a Seattle, Washington firm and Evans, Bartlett, Higbe, and Porter, a Prineville, Oregon firm. The local Prineville firm served Prineville and Lakeview for more than 50 years and was founded by Les Sundet.
In 2023, Capstone CPAs merged with Wise & Co., adding 3 more Oregon offices in Klamath Falls, Medford, and Lakeview. Capstone now has 9 partners, 10 offices, and over 100 employees.
Working with us isn’t like walking into a pop-up tax preparer. We aren’t about the 1040EZ, but about supporting you and your business on the path to financial success. We partner with you to identify your unique tax DNA and strategize high-impact business and tax decisions to cleverly craft a solid foundation for your future.