Strategic Growth Strengthens Firm’s Presence in Klamath Falls
Capstone Accounting and Tax proudly welcomes Sargent CPA, strengthening its presence in Klamath Falls and expanding its ability to serve businesses and individuals with enhanced resources and expertise.
As part of this transition, Will Sargent joins Capstone as a Partner, bringing over 14 years of experience in accounting, tax strategy, and business advisory services. Will and his team are well known in the Klamath Basin community for their commitment to client success, industry expertise, and personalized approach to financial services.
“We are excited to welcome Will and his team to Capstone,” said Lance Brant, Managing Partner of Capstone Accounting and Tax. “This partnership reflects our commitment to expanding our reach while maintaining the high level of service and local expertise that our clients expect. Will’s leadership and experience will be invaluable as we continue to grow.”
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Sargent CPA has built a strong reputation for delivering strategic tax planning, business advisory, and financial services to clients in Klamath Falls and beyond. Their deep industry knowledge and dedication to personalized service align well with Capstone’s values. Together, this partnership enhances the level of expertise and resources available to clients while maintaining the strong local relationships they rely on.
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To support this transition, the Klamath Falls team has moved into Capstone’s local office at 422 S 5th Street, Klamath Falls, OR 97601. Clients will continue working with their trusted advisors, now with access to a broader team and expanded resources.
“Joining Capstone Accounting and Tax is an exciting step for our team and our clients,” said Will Sargent, Partner at Capstone Accounting and Tax. “This merger provides access to additional expertise while maintaining the personalized relationships we’ve built over the years. We look forward to continuing to serve our clients with the same dedication and excellence, now as part of Capstone.”
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About Capstone Accounting and Tax
Founded in 2004, Capstone Accounting and Tax is a full-service accounting firm providing tax, accounting, and advisory services to businesses and individuals. With local offices across the Pacific Northwest and beyond, Capstone is committed to delivering tailored financial solutions and expert guidance with a local-first approach.
Capstone is actively seeking to invest in small and mid-sized accounting, tax, bookkeeping and HR advisory practices nationally.
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Source – PR Newswire
