Did your tax bill surprise you?

You’ve reached a place where you need experts.

As an executive, you’re earning more — and your taxes have become more complicated. The thought of filing your taxes is overwhelming, and you’re worried you’ll owe too much and have to pay interest and penalties.

You need proactive tax planning.

At Capstone Financial Advisors, we offer both tax planning and preparation. You’ll receive financial planning recommendations that always consider tax implications. This helps ensure you're not paying too little or too much in taxes. And because we specialize in the unique needs of high-net-worth individuals, families and businesses, no situation is too complex.

It’s the planning that makes preparation seamless. Let us handle both for you.

Schedule a free consultation, or call 630.389.6430 for more information.

Schedule Your Free Consultation

Fiduciary & Fee Only

As a fiduciary, Capstone is legally responsible for making decisions and recommendations in your best interest. You can trust us to manage your wealth.

Proactive Tax Planning

Because we plan and prepare your taxes, we help ensure taxes don’t leave you with less wealth than anticipated. You’ll have a plan to grow your wealth.

Proactive planning, no surprises. That’s our goal.

Managing, growing, and protecting your wealth doesn’t have to be complicated.