Capstone Financial Consultants CPAs - Westerville, Ohio

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Capstone Financial Consultants CPAs

Capstone Financial Consultants CPAs is a highly regarded accounting firm located at 155 Commerce Park Dr # 4, Westerville, OH 43082, United States. They have been providing exceptional accounting services to their clients for many years, earning a stellar reputation for their expertise and professionalism.

The team at Capstone Financial Consultants CPAs specializes in various aspects of accounting, with a particular focus on helping individuals and businesses navigate their financial needs with ease. Their services include tax preparation, financial planning, auditing, and more. With their deep understanding of complex tax laws and financial matters, they ensure their clients are well-informed and make the best decisions for their financial future.

In addition to their expertise, Capstone Financial Consultants CPAs is committed to delivering personalized service, making their clients feel valued and heard. Their friendly staff is always ready to assist, providing a welcoming atmosphere for all who walk through their doors.

Capstone Financial Consultants CPAs has received numerous positive reviews from their satisfied clients. The average rating is 4 out of 5 stars, with many praising the firm's exceptional service, knowledge, and professionalism. Clients appreciate the personalized attention and the team's ability to effectively communicate complex financial concepts, making it easy for them to understand their options and make informed decisions.

Some clients have even gone as far as to express their gratitude for the outstanding care and support they have received from the entire team at Capstone Financial Consultants CPAs. The firm's commitment to building strong relationships with their clients sets them apart from their competitors.

To schedule an appointment or learn more about Capstone Financial Consultants CPAs, visit their website at capstonecpa.com. You can also reach them by phone at 47942727. Online appointments are available, and onsite services ensure that all clients receive the attention they deserve. The firm's office is wheelchair accessible, with both a parking lot and garage available for free on-site parking.

In summary, Capstone Financial Consultants CPAs is a top-notch accounting firm that combines expert knowledge with exceptional customer service. Their dedication to helping clients achieve their financial goals is evident in their high-quality work and the numerous positive reviews they have received.

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"summary": "Capstone Financial Consultants CPAs is a highly regarded accounting firm specializing in tax preparation, financial planning, and auditing. With a commitment to personalized service and expert knowledge, they have earned a stellar reputation among their clients.",
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👍 Reviews of Capstone Financial Consultants CPAs

Rishi K.

5/5

I have had the pleasure of having Capstone CPA and specifically, Mr. David Bauer, doing my taxes along with my parents and sister. Capstone CPA, Mr. Bauer (for the longest time i referred to him as JACK BAUER, from 24) have always been extremely nice, kind and PROFESSIONAL! And a HUGE SHOUTOUT TO MICHAELA and all the STAFF for the amazing work they do there. My parents are 82 and 79, and they are both really thankful for EVERYONE AT CAPSTONE CPA! My parents are treated there so respectfully and with honesty and kindness. THANK YOU CAPSTONE!

Ross H.

1/5

I have used capstone for years. When Donna was there, it was great. They were responsive, thorough and her work was quality. I'm not sure if she left, but for the past 2 or 3 years they've been unresponsive, terribly slow and rude. Never again.

Update:
The comment below is further proof of this company’s poor practice. As I’m sure they are aware, my review of their company was not a response to their resignation letter as I sent an email ending our relationship more than a month before they sent a disengagement letter.

Again, capstone was recommended to me by my attorney who also will not refer clients to them any longer. Rather than trying to misrepresent me as a disgruntled former customer, perhaps a change in client relations is in order.

jafforte999

5/5

I am a real estate investor in NE Ohio. I have had a great experience working with the team at CFS. The only out of pocket expenses I paid to close the loan was for the appraisal. The initial loan pay-out was completed the day after closing, and allowed me to recoup funds already invested in the rehab. My initial draw request was submitted and approved 2 weeks later, since I had completed the majority of the big ticket items prior to closing. This was a huge deal, and allowed me to continue on to complete the rehab. The terms - interest only payments for 12 months with a balloon payment at the end works for me because I plan to refi with my mortgage broker as soon as the rehab is done, without a pre-payment penalty. CFS also let me pick my own title company, which was in my favor - since I just used the same title company that unused to buy the house.
I highly recommend CFS and plan to work with them in my next deal.

julia T.

5/5

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