Capstone CPA Group PLLC

Capstone CPA Group PLLC

Reviews Summary

Customers consistently praise Capstone CPA Group, particularly Tony, for their exceptional service, expertise, and personal touch. Reviews highlight their clear communication, thoroughness, and ability to simplify complex accounting and tax matters. Many appreciate the team's professionalism, responsiveness, and proactive approach, which alleviates stress for both individuals and businesses. Clients frequently mention the value of their tax planning, payroll services, and business advice, often recommending Capstone as the top choice for accounting needs. The overall sentiment is overwhelmingly positive, with many describing the firm as indispensable to their financial success.

About This Listing

Bookkeeping
Accounting
Business Consulting
Payroll
CFO Services
Tax Preparation
Tax Planning
Budgeting
Financial Advisory
Small Businesses

Who Can Work with a CPA?

Individuals seeking tax prep, retirement planning, or financial advice
Small business owners needing bookkeeping, payroll, or tax compliance
Freelancers and contractors with 1099 income or complex returns
Couples planning finances together or managing joint returns
Investors with capital gains or rental property income
Anyone looking for year-round financial guidance and peace of mind

*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*

First-Time Clients

If this is your first time working with a CPA, don’t worry — most professionals offer a free consultation and will walk you through what to expect. You may be asked to complete an intake form, share financial documents, or set clear goals for your session.

What to Know Upfront:

Documentation Bring your most recent tax returns, income details, and any financial concerns
Availability Appointments fill up quickly during tax season — book early if possible

*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*

What to Bring

Government-issued ID for verification
Tax documents (W-2s, 1099s, investment summaries, etc.)
Receipts or logs for deductible expenses, donations, or mileage

*Tip: Organize your documents in advance to save time and ensure accuracy.*

Preparing for Your Appointment

Write down any financial goals or questions in advance
Check if your CPA offers virtual sessions or document uploads
Bring a notebook or use a notes app for key takeaways
Know your deadlines for filing, payments, or compliance

*Note: Preparation helps you make the most of your CPA’s expertise.*

How to Get Started

Use our directory to find highly reviewed CPAs near you. Reach out directly to schedule your consultation.

Other Helpful Info

Many CPAs offer both in-person and remote consultations
Fees may be flat-rate, hourly, or based on service complexity
Some CPAs specialize in industries like healthcare, real estate, or tech
Check for client reviews and credentials (CPA license, EA, etc.)

*Note: Every CPA is different — take time to find one who fits your goals and style.*

Features

Bookkeeping
Accounting
Business Consulting
Payroll
CFO Services
Tax Preparation
Tax Planning
Budgeting
Financial Advisory
Small Businesses

Contact Information

Address

668 3 Mile Rd NW

Grand Rapids, Michigan 49544

Hours

Monday 9AM-5PM
Tuesday 9AM-5PM
Wednesday 9AM-5PM
Thursday 9AM-5PM
Friday 9AM-5PM
Saturday Closed
Sunday Closed

Customer Reviews

I worked with Tony with my personal taxes and help me set up my startups (Battle Brothers Shaving Co.) financial system. He and his team were really great to work with throughout the entire process. I particularly like that I can tie in my quick book access with Tony. I rest easy knowing my personal and business finances are being taken care of. I would highly recommend Capstone CPA to anyone looking for best practice solutions.

I help people get into businesses and always tell them that their accountant may be their most important team member. I was fortunate to come across Tony during a critical time for my business and he is the reason I make this statement! He has been extremely useful to me as a small business owner and certainly has been a steadying force as my business has grown. From structuring my company, to creating savings opportunities, identifying legal write-offs, and overseeing the whole tax process, Tony has been

I am the CEO of Sisu Global Health and we've worked with Tony of Capstone CPA over the past year, over hundreds of emails, and many hours on the phone and in person. I have been impressed by Tony's diligence, thoroughness, and thoughtfulness in everything he does. We knew he was the right fit when the first time we met, he not only asked about our accounting needs, he sought to understand our business, our goals, and or legal structure so that his accounting skills could make us a better stronger business.

Tony and the team at Capstone take pride in helping businesses and individuals with their accounting and tax needs. I highly recommend them to anyone. I have gotten to know Tony over the last year and feel confident in his abilities to work with large and small businesses. Very genuine and knowledgeable.

I have used Tony C for my business and personal Taxes for the last 5 years and it has been an amazing experience! He is always fast to get back to me with answers to questions, prepares throughout the year to stay ahead of any changes so at the end of the year it is easy to finish up taxes! I also do all my Payroll with them and Becca is so good! she is quick and always has answers for me! So happy working with them!

Tony Momany and I met several years ago and I quickly learned how knowledgeable he is about tax law. Since I had some tax questions, I decided to hire Tony and he did an outstanding job for me! Each year he prepares my taxes in a timely manner with great attention to detail. Tony adds value by helping me with tax planning and giving me excellent business advice so that I can save time and money. You will feel totally confident placing your trust in Tony and his team!!

I've been working with Tony at Capstone for a few months now and have absolutely loved working with him! Suddenly accounting is more manageable and easy now that the bulk of it is being taken care of by a professional. Such a huge burden lifted from my life. He is very knowledgeable and never makes me feel bad when I ask questions that might be no-brainers to people who have been in business longer than I have. Capstone CPA Group is highly recommended!

Our experience with Capstone has been wonderful. Besides handling our accounting needs promptly and professionally, Tony consistently makes sure to educate us along the way; to help our business grow and stay as self sufficient as possible. Capstone offers full spectrum accounting services, a sure fit to any business in need of a qualified, professional accounting firm.

I was first introduced to Capstone when I was living in Seattle and was in the process of relocating to GR to open a business. Tony was highly recommended by multiple sources and thru working with him over my first year of business I can see why. Tony helped us hit the ground running; from our start up phase to staying a step ahead as we began to experience significant growth (a lot of which we owe to Tony). Tony's experience and confidence in his field is clear. He understands each of the steps a business

A great company! Very personable! They take the time to explain everything clearly, which I love. Tony is not only my accountant, but also takes care of my payroll needs. I absolutely recommend Capstone Group. And for anybody looking to do payroll or have your taxes done right. I personally would not go with anyone but Capstone Group. They have made my life a whole lot easier. If payroll scares you! Then please give these guys a call. Respectfully, Brian Kooiker

We get excellent service from Tony and his team at Capstone. Being self-employed and owning multiple small businesses, Tony is always able to clearly and concisely communicate the best course of action from an accounting and tax perspective.

Tony is very knowledgeable on so many tax related topics but is even more fun to work with! He has guided me and my clients many times with great advice and a coaching mentality! I highly recommend them to anyone wanting to really understand their tax situation!

Capstone CPA Group has been outstanding to work with. Their motto is "Your CPA with a personal touch" and I can't agree more. They truly take the time to understand YOUR situation and what's best for you. They are very thorough and extremely knowledgeable. And they always take the time to make sure you understand what you need to know. Whether you are an individual looking for help or a small business, definitely give Capstone a call.

I have worked with Tony for five years and couldn't be happier with the level of service and professional advise he has provided both personally and with my business. They make the tax process simple to understand and I recommend them to all of my friends and colleagues.

The team at Capstone CPA Group are amazing! I wanted a team who made it a point to communicate and educate me through the process. These guys have certainly delivered. They have been enjoyable to work with and we will certainly be long term clients!! Thank you, Capstone CPA Group, for all of your tremendous hard work!

Most pleasant tax season I've ever had! Tony helped us through our personal returns and our small business filings with ease. Could not recommend more!

When it comes to my business accounting, I want it done a specific way and on time. The guys at Capstone are great! They're professional, they get it done, I don't have to worry about whether or not it's done or done right. They're a great firm to use!

Extremely knowledgeable, professional, amicable, and helpful with both personal tax and business related tax matters. Absolutely highest recommendation from us to any and all seeking the best CPA of all time.

?Capstone is a life saver!!! I wish I had started using them 4 years sooner at the start of my business. Exceptional, experienced service with personalities that make the painful easy to navigate. ?

I'm not sure what we would have done without Tony -- he's been absolutely integral to our business. Would not think of working with anyone else.

Awesome accountants. Love their expertise. They?ve been so great to deal with! Couldn?t recommend any higher!

Tony is awesome, very knowledgeable.

Frequently Asked Questions

What qualifications should I look for in a CPA?

Look for a Certified Public Accountant (CPA) license, which ensures they’ve passed rigorous exams and meet state requirements. Check for relevant experience in your industry, additional certifications like CFA or CMA, and membership in professional organizations like the AICPA. Verify their credentials through state licensing boards.

How do I find a CPA in my area?

Use online directories like the AICPA, CPAverify, or state CPA societies. Search platforms like Yelp or Google for local CPAs with reviews. Ask for referrals from business associates, friends, or financial advisors. Local chambers of commerce can also provide recommendations.

What’s the difference between a CPA and an accountant?

A CPA is a licensed professional who has passed the CPA exam and met state requirements for education and experience. An accountant may lack this certification and could have varying levels of expertise. For complex tasks like tax audits or financial reporting, a CPA is typically more qualified.

How do I know if a CPA specializes in my needs?

Ask about their experience with your specific financial needs, such as tax preparation, small business accounting, or estate planning. Review their website or LinkedIn for case studies or client testimonials. Inquire about their client base to ensure they handle similar financial situations.

Should I check a CPA’s reviews before hiring?

Yes, reviews provide insight into a CPA’s reliability, communication, and performance. Check platforms like Google, Yelp, or the Better Business Bureau for client feedback. Look for patterns in reviews, but verify their authenticity, as some may be biased or outdated.

How can I verify a CPA’s license?

Visit your state’s Board of Accountancy website or use CPAverify.org to check a CPA’s license status. Confirm their license is active and check for any disciplinary actions or complaints. This ensures they’re in good standing and meet professional standards.

What questions should I ask during a CPA consultation?

Ask about their experience with your financial needs, fee structure, availability, and communication style. Inquire how they handle tax filings, audits, or financial planning. Ask for references or examples of similar work to assess their expertise and fit.

How much should I expect to pay for a CPA’s services?

Fees vary based on location, services, and complexity. Basic tax preparation may cost $150-$500, while business accounting or audits can range from $1,000 to $10,000+. Request a detailed fee structure upfront and compare quotes from multiple CPAs.

Can I work with a CPA remotely?

Yes, many CPAs offer remote services through secure online platforms for document sharing and virtual consultations. Ensure they use encrypted tools for data security. Remote CPAs can be effective if they understand your local tax laws or business regulations.

How do I assess a CPA’s communication skills?

During consultations, evaluate their ability to explain complex financial concepts clearly. Ask sample questions about taxes or financial strategies and note their responsiveness and clarity. Good communication ensures you understand their advice and fosters a productive relationship.

What red flags should I watch for when screening a CPA?

Beware of CPAs who guarantee specific tax refunds, lack a valid license, or have disciplinary actions on record. Avoid those with poor communication, vague fee structures, or negative reviews highlighting unethical behavior. Always verify their credentials independently.

Should I choose a CPA from a large firm or a solo practitioner?

Large firms offer more resources and specialized teams but may charge higher fees. Solo practitioners often provide personalized service and lower costs but may have limited availability. Choose based on your needs, budget, and preference for personalized attention.

How often should I meet with my CPA?

For individuals, annual meetings for tax preparation may suffice. Businesses may need quarterly or monthly check-ins for bookkeeping, tax planning, or financial reporting. Discuss your needs upfront to establish a meeting schedule that aligns with your financial goals.

Can a CPA help with both personal and business finances?

Yes, many CPAs handle both, but confirm their expertise in both areas. Ask about their experience managing personal taxes and business accounting simultaneously. Ensure they can balance both without compromising attention to your specific financial needs.

What should I do if I’m not satisfied with my CPA?

Discuss concerns directly with your CPA to resolve issues. If unresolved, check your contract for termination terms. Seek a new CPA by researching reviews, credentials, and referrals. Request your financial records to ensure a smooth transition to a new professional.

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