Tracked deals
4
4 tracked deals across 2025-2026.
Operating Company
Business Services
Capstone Accounting and Tax
Bend, Oregon, United States
Capstone Accounting & Tax is a full-service tax, accounting, bookkeeping, payroll, valuation, and advisory firm serving businesses and individuals across Oregon, Washington, Idaho, Montana, Colorado, and New Mexico, with local offices and virtual services available nationwide.
- Focus Areas
- Accounting & Tax, Tax planning & preparation, Bookkeeping
- Website
- capstoneaccounting.com
Recent pace
2
2 tracked deals announced in the last 12 months.
Deal mix
Addon
3 addon · 1 buyout
Capstone Accounting and Tax Acquisition Volume by Year
Last 2 years
Actual
Full-year estimate
Supporting Data
Recent Transactions
-
February 9, 2026
- Buyer
- Capstone Accounting and Tax
- Target
- Peltier, Gustafson 26 Miller (PGM)
- Industry
- Professional Services
- Location
- New Mexico, United States
- Type
- Addon
Capstone Accounting and Tax announced a partnership under which Peltier, Gustafson 26 Miller (PGM) will integrate its operations under the Capstone brand while continuing to provide local service to its Albuquerque-area clients. The transition is expected to occur over the next few months, including through the 2026 tax season.
-
October 21, 2025
- Buyer
- Capstone Accounting and Tax
- Target
- Nissen & Meyer
- Industry
- Accounting & Tax
- Location
- Oregon, United States
- Type
- Buyout
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.
-
- Buyer
- Capstone Accounting and Tax, Seaside Equity Partners
- Target
- Keller & Mendoza CPAs
- Industry
- Accounting & Tax
- Location
- Colorado, United States
- Type
- Addon
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.
-
- Buyer
- Capstone Accounting and Tax
- Target
- Sargent CPA
- Industry
- Accounting & Tax
- Location
- Oregon, United States
- Type
- Addon
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.
Related Acquisition Pages
Accounting & Tax Buyers & Acquisitions
3 tracked deals by Capstone Accounting and Tax.
Professional Services Buyers & Acquisitions
1 tracked deal by Capstone Accounting and Tax.
Acquisitions in Oregon
2 tracked deals by Capstone Accounting and Tax.
Acquisitions in Colorado
1 tracked deal by Capstone Accounting and Tax.
Acquisitions in New Mexico
1 tracked deal by Capstone Accounting and Tax.
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