Dickson & Associates, P.C. Competitors

Capstone Accounting & Tax is a full-service tax, accounting, and advisory firm serving businesses and individuals across Oregon, Washington, Idaho, Montana, Colorado, and New Mexico — with local offices and virtual services available nationwide. We go beyond traditional accounting to deliver proactive, year-round financial guidance that helps our clients reduce tax burdens, build wealth, and make confident decisions at every stage of life and business. Our services include: • Tax Planning & Preparation | Personal and Business Tax Services • Accounting & Bookkeeping | Financial Reporting & Payroll • Virtual CFO & Controller Services | CFO-Level Advisory • Business Valuations | Buy-Sell, M&A, Succession Planning • Audit & Assurance | Compilation, Review & Audit Services • Business Consulting | Strategic Financial Guidance • Wealth & Estate Planning | Individual & Family Advisory Industries we serve: Restaurant, Construction, Real Estate, Agriculture, Family Office, and more. Local offices in: Bend OR · Redmond OR · Sisters OR · Prineville OR · Eugene OR · Klamath Falls OR · Medford OR · Lakeview OR · Seattle WA · Lynden WA · Snohomish WA · Boise ID · Sandpoint ID · Butte MT · Vail CO · Albuquerque NM Virtual services available to clients across the United States. 📞 541-241-9830 | www.capstoneaccounting.com

You’ve worked too hard to let money control you. All too often, we hear people say things like… ▸ Do I have enough? ▸ I don’t know where I stand financially. ▸ How can I make things more equal for my kids? ▸ I want to make sure I make the right choice. ▸ Money shouldn’t define my life. At Legacy Financial Advisors, we’ve helped many people find a clear path forward. ▸ Go from uncertain to empowered. ▸ Gain confidence to make proactive decisions. ▸ Get the freedom to focus on what really matters. ▸ Build a life that aligns your treasure with your heart. As your financial professionals, we will utilize our industry leading resources to assist in keeping you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your financial dreams. Trust your legacy to our team.

ACCOUNTING, BOOKKEEPING AND ADVICE. Owning a small business is a lot less scary with us on your side. As Chartered Professional Accountants in Calgary and Okotoks, we’re here to make bookkeeping and taxes feel effortless, all year long. We get to know you and your business, to help you work in a smarter, more streamlined way. We provide a clear price and clear process. And we use the best tools and technology available to save you time, save you money and save you from having to deal with the CRA. Ever. The bookkeeping will be done, taxes will be paid, and you can finally take that vacation you deserve. It sounds awesome, we know. Learn more about how our experienced team makes it easier to run a small business.