Capstone Accounting & Tax

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<title>Capstone Accounting &amp; Tax | Bend, OR · reviews &amp; AI Score · Local AI Registry</title>
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# Local AI Registry

> The public record of what AI assistants say about local businesses. Every entry checked, scored, and kept current.

Local AI Registry is the editorial, never-sponsored record of what local
businesses are known for, and whether AI assistants actually recommend them.
We score every local business the same way and rank them: website, reviews,
AI visibility, and more. Eight signals, one number from 0 to 100. The heaviest
is whether AI can retrieve you at all.

## Read these first

- [Local AI Registry](https://localairegistry.com): AI assistants now decide which local business to recommend.
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# Capstone Accounting & Tax, Bend: an accountant in Bend (2026 guide)

Source: Local AI Registry, https://localairegistry.com/biz/or/bend/capstone-accounting-and-tax-bend-or. Free to reuse with a link back.

By Steve Lee, founder and CEO of Local AI Registry. Fact-checked against 21 sources. Updated 2026-10-23. Owner review: not yet.

Canonical: https://localairegistry.com/biz/or/bend/capstone-accounting-and-tax-bend-or

## Photos

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## In short

Capstone Accounting & Tax is an accountant in Bend, OR. Its AI Score is 30 of 100, which is poor.

Every fact on this page carries one of three marks: Confirmed (from their website, Google Business Profile, review sites, licensing boards, or measured by Local AI Registry), Visitor submitted (added by a person, with a date and how they know), or AI guess (what AI engines like Gemini, Perplexity and ChatGPT are saying, not confirmed by anyone). Every mark points to a reference at the end of this page.


## Key facts

| Fact | Value |
| --- | --- |
| Type | Accountant |
| Address | 345 SE 3rd St, Bend, OR 97702, USA |
| Hours | Mon to Fri 8 AM to 5 PM · Closed Sat to Sun |
| Phone | (541) 382-5099 |
| Owner | Nothing found |
| Rating | 4.4 across 87 reviews on Google |
| Known for | Accounting |
| Prices | Nothing found |
| Quietest time | Nothing found |
| Parking | Nothing found |
| Last verified | October 23, 2026, 10:42 AM |


## All the details

Every row is something the owner can add or correct. Each one is marked Confirmed, Visitor submitted or AI guess, with where it came from.

| Group | Fact | Value | Mark | Evidence |
| --- | --- | --- | --- | --- |
| Location info | Address | 345 SE 3rd St, Bend, OR 97702, USA | Confirmed | Google Business Profile, checked Sep 30, 2026 |
| Location info | Description | Capstone Accounting and Tax is a full-service public accounting, consulting, and advisory firm dedicated to helping businesses, individuals, and families with tailored financial solutions. More than just tax preparers, we take a holistic approach to financial health, helping businesses thrive and individuals grow and protect their wealth at every stage of life. Through our Coordinated Financial Care model, we provide personalized strategies that align tax, accounting, and advisory services to meet each client’s unique goals. Our services include tax preparation and planning, business consulting, bookkeeping, payroll, estate and trust planning, wealth advisory, CFO and controller services, business valuations, and more. | Confirmed | Google Business Profile, checked Sep 30, 2026 |
| Location info | Hours | Mon to Fri 8:00 AM to 5:00 PM · Sat to Sun Closed | Confirmed | Google Business Profile, checked Sep 30, 2026 |
| Location info | Name | Capstone Accounting & Tax | Confirmed | Google Business Profile, checked Sep 30, 2026 |
| Location info | Phone | (541) 382-5099 | Confirmed | Google Business Profile, checked Sep 30, 2026 |
| Hours | Monday | 8:00 AM to 5:00 PM | Confirmed | Google Business Profile, checked Sep 30, 2026 |
| Hours | Tuesday | 8:00 AM to 5:00 PM | Confirmed | Google Business Profile, checked Sep 30, 2026 |
| Hours | Wednesday | 8:00 AM to 5:00 PM | Confirmed | Google Business Profile, checked Sep 30, 2026 |
| Hours | Thursday | 8:00 AM to 5:00 PM | Confirmed | Google Business Profile, checked Sep 30, 2026 |
| Hours | Friday | 8:00 AM to 5:00 PM | Confirmed | Google Business Profile, checked Sep 30, 2026 |
| Hours | Saturday | Closed | Confirmed | Google Business Profile, checked Sep 30, 2026 |
| Hours | Sunday | Closed | Confirmed | Google Business Profile, checked Sep 30, 2026 |
| Services | Service | Wealth management | Confirmed | Business website, checked Oct 23, 2026 |
| Services | Service | Agriculture accounting tax | Confirmed | Business website, checked Oct 23, 2026 |
| Services | Service | Snohomish | Confirmed | Business website, checked Oct 23, 2026 |
| Services | Service | Tax assistance | Confirmed | Business website, checked Oct 23, 2026 |
| Services | Service | Tax compliance | Confirmed | Business website, checked Oct 23, 2026 |
| Services | Service | Tax planning | Confirmed | Business website, checked Oct 23, 2026 |
| Services | Service | Upload documents | Confirmed | Business website, checked Oct 23, 2026 |
| Services | Service | Vail | Confirmed | Business website, checked Oct 23, 2026 |
| Services | Service | Valuations | Confirmed | Business website, checked Oct 23, 2026 |
| Services | Service | Accounting | Confirmed | Business website, checked Oct 23, 2026 |
| Services | Service | Butte | Confirmed | Business website, checked Oct 23, 2026 |
| Services | Service | Construction accounting tax | Confirmed | Business website, checked Oct 23, 2026 |
| Services | Service | Consulting | Confirmed | Business website, checked Oct 23, 2026 |
| Services | Service | Eugene | Confirmed | Business website, checked Oct 23, 2026 |
| Services | Service | Healthcare | Confirmed | Business website, checked Oct 23, 2026 |
| Services | Service | Individuals | Confirmed | Business website, checked Oct 23, 2026 |
| Services | Service | Industries | Confirmed | Business website, checked Oct 23, 2026 |
| Services | Service | Klamath falls | Confirmed | Business website, checked Oct 23, 2026 |
| Services | Service | Lynden | Confirmed | Business website, checked Oct 23, 2026 |
| Services | Service | Prineville | Confirmed | Business website, checked Oct 23, 2026 |
| Services | Service | Real estate accounting tax | Confirmed | Business website, checked Oct 23, 2026 |
| Services | Service | Restaurant accounting tax | Confirmed | Business website, checked Oct 23, 2026 |
| Services | Service | Sandpoint | Confirmed | Business website, checked Oct 23, 2026 |
| Services | Service | Sisters | Confirmed | Business website, checked Oct 23, 2026 |
| Services | Service | Bookkeeping | AI guess | Nothing found |
| Services | Service | Business consulting | AI guess | Nothing found |
| Services | Service | Business valuations | AI guess | Nothing found |
| Services | Service | Tax preparation | AI guess | Nothing found |
| Services | Service | CFO services | AI guess | Nothing found |
| Services | Service | Wealth advisory | AI guess | Nothing found |
| Services | Service | Payroll services | AI guess | Nothing found |
| Services | Service | Controller services | AI guess | Nothing found |
| Services | Service | Estate and trust planning | AI guess | Nothing found |
| Links | Website | https://capstoneaccounting.com/ | Confirmed | Google Business Profile, checked Sep 30, 2026 |
| Links | Facebook | https://www.facebook.com/capstoneaccountingandtax | AI guess | Business website, checked Oct 23, 2026 |


## Services and prices

These are the 24 services Capstone Accounting offers, with the price where we have one and where it came from.

| Service | Price | Price mark | Price evidence | Service mark |
| --- | --- | --- | --- | --- |
| Accounting |  |  |  | Confirmed |
| Wealth management |  |  |  | Confirmed |
| Agriculture accounting tax |  |  |  | Confirmed |
| Snohomish |  |  |  | Confirmed |
| Tax planning |  |  |  | Confirmed |
| Tax compliance |  |  |  | Confirmed |
| Lynden |  |  |  | Confirmed |
| Eugene |  |  |  | Confirmed |
| Healthcare |  |  |  | Confirmed |
| Individuals |  |  |  | Confirmed |
| Industries |  |  |  | Confirmed |
| Klamath falls |  |  |  | Confirmed |
| Prineville |  |  |  | Confirmed |
| Real estate accounting tax |  |  |  | Confirmed |
| Restaurant accounting tax |  |  |  | Confirmed |
| Sandpoint |  |  |  | Confirmed |
| Valuations |  |  |  | Confirmed |
| Sisters |  |  |  | Confirmed |
| Tax assistance |  |  |  | Confirmed |
| Consulting |  |  |  | Confirmed |
| Construction accounting tax |  |  |  | Confirmed |
| Butte |  |  |  | Confirmed |
| Upload documents |  |  |  | Confirmed |
| Vail |  |  |  | Confirmed |


### Known for

- Accounting: 40% of reviews (AI guess, counted across 5 reviews)


## The team

Nothing found


## Visiting Capstone Accounting

Address: 345 SE 3rd St, Bend, OR 97702, USA. Phone: (541) 382-5099. Hours: Mon to Fri 8 AM to 5 PM · Closed Sat to Sun. (Confirmed, Google Business Profile, checked September 30, 2026 at 11:12 PM.)


### Location info from Google Business Profile

Business description, written by Capstone Accounting on its Google Business Profile: "Capstone Accounting and Tax is a full-service public accounting, consulting, and advisory firm dedicated to helping businesses, individuals, and families with tailored financial solutions. More than just tax preparers, we take a holistic approach to financial health, helping businesses thrive and individuals grow and protect their wealth at every stage of life. Through our Coordinated Financial Care model, we provide personalized strategies that align tax, accounting, and advisory services to meet each client’s unique goals. Our services include tax preparation and planning, business consulting, bookkeeping, payroll, estate and trust planning, wealth advisory, CFO and controller services, business valuations, and more."


### When to go

Busy times not read yet, back on Scan Day.


### Parking and getting in

Nothing found


### Nearby

| Place | Type | Distance |
| --- | --- | --- |
| Don Gabino's \| Mexican Grill | Mexican restaurant | 2 min walk |
| 3rd at Yew | Bus stop | 2 min walk |
| 3rd @ Yew Lane | Transit station | 3 min walk |
| PAN Japanese Kitchen | Japanese restaurant | 3 min walk |
| 3rd Street @ Yew Lane (W) | Bus stop | 3 min walk |
| 3rd Street @ Davis Avenue (W) | Bus stop | 3 min walk |


## Reputation

4.4 average across 87 reviews: Google 25. (Confirmed, read September 30, 2026.)

Capstone Accounting & Tax is noted for its knowledgeable tax support but struggles with communication and responsiveness. (AI guess, from 87 reviews.)


### What people like

- Knowledgeable guidance on personal and business taxes
- Effective tax preparation and advice
- Support throughout the year, not just during tax season


### What people do not like

- Long waits for responses to emails and calls
- Inconsistent communication and staff turnover
- High fees with unclear invoicing


### Press

No press story about Capstone Accounting found yet.


### Awards

None named yet.


### Directories

Directory listings not read yet.


## Recent updates from Capstone Accounting

Capstone Accounting hasn't posted an update here yet.


## Questions people ask


### anything good on 3rd to kill time near Capstone Accounting?

No answer yet


### anywhere cheaper than Capstone Accounting in Bend that is still good?

No answer yet


### Downsides nobody puts in a five star review?

No answer yet


### anyone actually happy with this place?

No answer yet


### torn between Capstone Accounting and Azure Tax?

No answer yet


### points or member pricing here, worth signing up?

No answer yet


### Calling Capstone Accounting, or is there a better way?

No answer yet


### opening hours at Capstone Accounting in Bend, what are they these days?

No answer yet


### where exactly is this place?

No answer yet


### people keep recommending Capstone Accounting, what for?

No answer yet


### Saturdays here, are they open?

No answer yet


### walking in for a first visit, what happens

No answer yet


### Can I get in this week here?

No answer yet


### last update from here was when?

No answer yet


### What happens on a first visit at Capstone Accounting?

No answer yet


### is there a day here that is not slammed

No answer yet


### best accountant in Bend, OR

No answer yet


### parking here, how bad is it?

No answer yet


### are prices in Bend higher than everywhere else

No answer yet


### who should I ask for at Capstone Accounting?

No answer yet


## What AI gets wrong about Capstone Accounting

We ask Gemini, Perplexity and ChatGPT about Capstone Accounting. These are the answers that disagree with the record.

ChatGPT and Gemini, read by Local AI Registry on Oct 23, 2026. Perplexity via DataForSEO on Oct 23, 2026.

| Fact | What AI says | What the record says |
| --- | --- | --- |
| Phone | Perplexity via DataForSEO on Oct 23, 2026: (541) 241-9830 | (541) 382-5099 |


## The AI Score: 30 of 100

The AI Score measures how likely AI engines are to recommend a business, and how accurately. Bend accountants run 20 to 32. Fair starts at 45, good at 65. Capstone Accounting scores 30, above the Bend average of 25. The same method scores every business on the registry.

| Signal | Weight | Score | What it measures | Capstone Accounting |
| --- | --- | --- | --- | --- |
| Retrieval grounding | 26 | 0 | Whether you appear in the ranked results AI retrieves and cites: AI-Overview citations, organic top-10 for your money queries, and the Bing index ChatGPT leans on. | Poor |
| Off-property attestation | 20 | 40 | Volume and consistency of what others say about you: YouTube mentions, branded web mentions, third-party “best-of” lists. The cause of retrievability. | Poor |
| AI visibility | 14 | 27 | Whether ChatGPT, Gemini, Perplexity, and AI Overviews name you, and whether they name you for the right service. | Named in 6 of 22 answers that recommended anyone. 11 more named nobody, which is not a loss and is not scored. |
| Reviews & response | 12 | 82 | The star average is only one input. We also read volume, velocity, the specificity of review language, and response cadence. Specific reviews are what AI quotes verbatim. | Good |
| Backlink & citation authority | 8 | 59 | Domain authority and editorial quality of the sources that attest to you. | Fair |
| Google Business Profile | 8 | 79 | Required and recommended fields; update cadence. The listing AI pulls from first. | Good |
| Speed & mobile | 7 | 63 | Core Web Vitals at the 75th percentile, on a real phone. | Fair |
| Content freshness & schema | 5 | 37 | Crawl recency, intent alignment, valid JSON-LD, canonicals. | Poor |

Full method: https://localairegistry.com/methodology


## How AI decides what to tell you about an accountant

When you ask ChatGPT, Gemini or Google about a local business, the AI doesn't visit it. It reads what's already written about it: the business's website, its Google Business Profile, review sites, news stories and directories like this one. Then it repeats what those sources agree on.

That's why AI gets small facts wrong. If Yelp says a place is open Mondays and the website says it isn't, the AI has to pick one. The table above shows the answers that disagree with the record today.

The more sources agree, and the more specific they are, the more confidently AI recommends a business. A review that names who helped and what they did tells an AI far more than one that says "great place."


## How to choose an accountant in Oregon, with or without AI

A few checks take ten minutes and tell you more than any rating.

- Check that the hours and phone number match on Google, Yelp and the business's own website. Mismatches are how people end up at a locked door.
- Read reviews that name a person and what they did. Vague praise is easy to fake.
- Look for recent reviews and recent posts. A page nobody has touched in a year may not match the business today.
- Ask for the price before you go, and ask what it includes.
- Where the work needs a license, ask whose license it is and look it up with Oregon.


## How to read the marks on this page

- Confirmed (solid circle): from a known source. The business website, its Google Business Profile, review sites like Yelp, Healthgrades and RealSelf, a licensing board, or measured by Local AI Registry.
- Visitor submitted (hollow circle): added or corrected by a person, with the date and how they know, like a phone call or a visit.
- AI guess (hollow triangle): what AI engines are saying right now. Nobody has confirmed it.


## About the author

Steve Lee is the founder and CEO of Local AI Registry and sets its editorial standards. He is a former Google executive in Search and a former Microsoft executive, with more than 20 years in digital: search, local discovery, and how people find businesses online. He is based in Irvine.

- Expertise: search at Google and Microsoft, AI search, answer engine optimization, generative engine optimization, local SEO, structured data and entity mapping.
- Industry: medical aesthetics, injectables, med spa operations and marketing.
- Disclosure: Local AI Registry sells services to business owners, including Capstone Accounting if it claims this page. That does not change what this page says. Every fact carries its source.


## Entity map

Every person, place, organization and treatment named on this page, with a stable ID and a public reference. The JSON-LD below connects them to each other.

| Entity | Type | ID on this page | Same as | Relationship to Capstone Accounting |
| --- | --- | --- | --- | --- |
| Capstone Accounting & Tax | LocalBusiness | #business | https://capstoneaccounting.com/ | Subject of this page |
| Bend, Oregon | City | #city | Nothing found | City Capstone Accounting is in |
| Local AI Registry | Organization | #publisher | https://localairegistry.com | Publisher of this page |
| Steve Lee | Person | #author | https://localairegistry.com/team | Author of this page |


## Topical map

Where this page sits in the registry. It's one profile among the accountants in Bend, linked to the lists and towns around it.


### Lists

- Best accountants in Bend: https://localairegistry.com/leaderboards/or/bend/accountant
- Best businesses in Bend: https://localairegistry.com/leaderboards/or/bend


### Nearby

- /portland: https://localairegistry.com/leaderboards/or/portland
- /redmond: https://localairegistry.com/leaderboards/or/redmond
- /eugene: https://localairegistry.com/leaderboards/or/eugene
- /salem: https://localairegistry.com/leaderboards/or/salem


### Every list

- Every leaderboard in Oregon: https://localairegistry.com/leaderboards/or


## Frequently asked questions


### What is AI search optimization for local business?

Getting a business named when a neighbor asks ChatGPT, Gemini, or Perplexity for a recommendation. Some call it AI SEO, some call it generative engine optimization. Traditional SEO fights for ten blue links; this fights for the one answer an assistant says out loud. The AI Score on this page measures the eight signals that drive it.


### What is Local AI Registry?

The public record of how AI sees local business. We score every business we list by one published method, we keep the questions people ask about it in one place, and we never sell rank. Looking up any business here is free.


### How does this page help a business get recommended by AI?

Assistants read public pages before they answer. This one states what the business does, what people ask about it, and what the Record answers, in one place a machine can read. Correcting what is wrong here changes what an assistant repeats next.


### Who writes the answers here?

Registry AI writes the first answer under every question, from the Record and the public sources named beneath it. Neighbors write the rest under pseudonyms. A registered owner can reply as the business, and their reply says so.


### I own Capstone Accounting & Tax. How do I fix something or rank higher?

Register the page. It is free, it takes about five minutes, and it lets you correct the Record and reply as the business. Nothing on this page is for sale, so the only thing that moves the score is the work.


## References


### Sources cited

- [1] Google Business Profile, https://www.google.com/maps/place/?q=place_id:ChIJ3zxkLiDGuFQRcAS0hSvLzaw (accessed Sep 30, 2026)
- [2] capstoneaccounting.com, https://capstoneaccounting.com/ (accessed Oct 23, 2026)
- [3] capstoneaccounting.com, https://capstoneaccounting.com/industries/agriculture-accounting-tax (accessed Oct 23, 2026)
- [4] capstoneaccounting.com, https://capstoneaccounting.com/snohomish (accessed Oct 23, 2026)
- [5] capstoneaccounting.com, https://capstoneaccounting.com/upload-documents (accessed Oct 23, 2026)
- [6] capstoneaccounting.com, https://capstoneaccounting.com/vail (accessed Oct 23, 2026)
- [7] capstoneaccounting.com, https://capstoneaccounting.com/butte (accessed Oct 23, 2026)
- [8] capstoneaccounting.com, https://capstoneaccounting.com/industries/construction-accounting-tax (accessed Oct 23, 2026)
- [9] capstoneaccounting.com, https://capstoneaccounting.com/business/consulting (accessed Oct 23, 2026)
- [10] capstoneaccounting.com, https://capstoneaccounting.com/eugene (accessed Oct 23, 2026)
- [11] capstoneaccounting.com, https://capstoneaccounting.com/industries/healthcare (accessed Oct 23, 2026)
- [12] capstoneaccounting.com, https://capstoneaccounting.com/individuals (accessed Oct 23, 2026)
- [13] capstoneaccounting.com, https://capstoneaccounting.com/industries (accessed Oct 23, 2026)
- [14] capstoneaccounting.com, https://capstoneaccounting.com/klamath-falls (accessed Oct 23, 2026)
- [15] capstoneaccounting.com, https://capstoneaccounting.com/lynden (accessed Oct 23, 2026)
- [16] capstoneaccounting.com, https://capstoneaccounting.com/prineville (accessed Oct 23, 2026)
- [17] capstoneaccounting.com, https://capstoneaccounting.com/industries/real-estate-accounting-tax (accessed Oct 23, 2026)
- [18] capstoneaccounting.com, https://capstoneaccounting.com/industries/restaurant-accounting-tax (accessed Oct 23, 2026)
- [19] capstoneaccounting.com, https://capstoneaccounting.com/sandpoint (accessed Oct 23, 2026)
- [20] capstoneaccounting.com, https://capstoneaccounting.com/sisters (accessed Oct 23, 2026)
- [21] AI engine output: ChatGPT and Gemini, read by Local AI Registry on Oct 23, 2026; Perplexity via DataForSEO on Oct 23, 2026, https://localairegistry.com/methodology (accessed Oct 23, 2026)