Capstone Accounting and Tax Partners with Peltier, Gustafson 26 Miller to Expand into Albuquerque

Stevens Capital Partners Acquires Dallas CPA Tax Practice to Expand Integrated Wealth Management

August 21, 2026

Financial Services

Stevens Capital Partners, an Omaha-based RIA, acquired a long-established Dallas CPA tax practice to expand its integrated wealth management capabilities. The deal adds more than 300 tax clients and supports tighter coordination of investment management, tax planning, estate planning, business exit planning, and philanthropic strategies.

Capstone Accounting and Tax Acquires Nissen & Meyer

October 21, 2025

Accounting & Tax

Capstone Accounting and Tax has acquired Nissen & Meyer, a Redmond, Oregon accounting and tax practice that has served the community for more than 40 years. The Nissen & Meyer team will continue operating from their Redmond office while clients gain access to Capstone's broader network and services, expanding Capstone's presence in Central Oregon.

Capstone Accounting and Tax Adds Sargent CPA in Klamath Falls

April 15, 2025

Accounting & Tax

Capstone Accounting and Tax has welcomed Sargent CPA into its firm, with Will Sargent joining Capstone as a Partner. The move expands Capstone's presence and capability in Klamath Falls, enhancing its ability to serve local businesses and individuals with accounting, tax, and advisory services.

Capstone Accounting and Tax Adds Keller & Mendoza CPAs to Expand into Colorado

April 15, 2025

Accounting & Tax

Capstone Accounting and Tax announced that Keller & Mendoza CPAs has joined Capstone, with Maury Keller joining as a Partner and continuing to lead the Vail office. The move marks Capstone’s first expansion into Colorado and the Rocky Mountain region; Capstone is backed by Seaside Equity Partners and is executing add-on acquisitions to grow its accounting platform.

Aprio Combines with Pontiff + Associates and Elite Tax & Accounting to Expand Denver Presence

December 10, 2024

Accounting & Tax

Aprio has combined with Denver-based Pontiff + Associates, P.C. and Elite Tax & Accounting, LLC to expand its presence and capabilities in the Denver market. The combinations, effective Dec. 1, 2024, add local tax, client accounting, valuation and tax resolution expertise to Aprio's Denver office as part of the firm's broader growth strategy.

Reynolds, Bone & Griesbeck PLC Acquires Scott and Pohlman, P.C.

November 1, 2024

Accounting & Tax

Reynolds, Bone & Griesbeck PLC (RBG) has acquired Scott and Pohlman, P.C., with the transaction effective November 1, 2024. The acquisition brings S&P's team into RBG to strengthen RBG's tax, Client Advisory and Accounting Services (CAAS) capabilities and expand its talent pool to better serve businesses and individuals.