To say that 2024 is off to a positive bang at Capstone CPAs is definitely an understatement!
We are proud to announce that we merged with Crandall-Swenson, PLLC. The merger officially took place on January 1, 2024.
As Joe Adam, CFO of Capstone CPAs noted, a brokerage firm helped facilitate the merger with Crandall-Swenson.
“Capstone CPAs is always searching for opportunities to grow in the right markets. We are excited to have a presence in the Treasure Valley,” Adam said.
Adam and the entire team from Capstone were pleased to learn that the staff members from Crandall-Swenson all chose to stay on post-merger.
“The merger will give Crandall-Swenson clients access to a larger firm with more resources while maintaining the personal attention and level of service they have come to expect.”
Capstone CPAs is a full-service accounting firm. We offer tax preparation for individuals and businesses, payroll and bookkeeping services, financial planning, estate planning, and more.
Our Coordinated Financial Care model is a holistic approach to financial health and legacy protection.
