Capstone Accounting & Tax Expands New Mexico Presence Through Strategic Combination with Albuquerque’s O2 CPA Consulting Group

Combination strengthens Capstone's specialized tax, forensic accounting and business advisory capabilities in New Mexico

ALBUQUERQUE, N.M.--(BUSINESS WIRE)--Capstone Accounting & Tax is expanding its presence in New Mexico by welcoming the professionals of O2 CPA Consulting Group, an Albuquerque-based firm specializing in complex tax matters, forensic accounting and business advisory services. O2 founder Bruce F. Malott, CPA, CFF, will join Capstone as a partner, while O2 partner Cassandra H. Becker, CPA, will serve as a Tax Principal.

The announcement follows Capstone's entry into New Mexico earlier this year through its addition of Peltier Gustafson & Miller. Together, these developments expand Capstone's presence in the state and strengthen the tax, accounting and advisory services available to businesses and individuals throughout New Mexico.

“Bruce brings exceptional technical expertise, entrepreneurial insight and a longstanding commitment to New Mexico's business community,” said Greg Lankston, Managing Partner of Capstone Accounting & Tax. “Together with Cassandra and the O2 team, he adds important capabilities and relationships that complement our existing operations. We're delighted to welcome them to Capstone and look forward to building on their success.”

Founded in 2011, O2 CPA Consulting Group provides specialized federal and state tax planning and compliance, strategic business and financial consulting, mergers and acquisitions support, and forensic accounting and litigation support. By joining Capstone, O2's clients and professionals will gain access to broader technical resources and a larger team of specialists, strengthening their ability to serve clients with complex financial and business needs.

Malott brings more than four decades of public accounting experience to Capstone. He founded his first accounting firm in 1983, growing it into an organization with approximately 70 employees and $10 million in annual revenue before establishing O2 in 2011. A Certified Public Accountant and Certified in Financial Forensics, Malott has testified as a forensic accounting expert in more than 100 cases and previously served as chairman of the New Mexico Public Accountancy Board.

“I've spent my career helping business owners navigate complex financial challenges, make sound decisions and build successful businesses,” said Malott. “What attracted me to Capstone was the opportunity to build on that work with a broader team and additional resources, while maintaining the personal relationships and commitment to service that have always been important to our practice. Cassandra and I look forward to this next chapter and the opportunities ahead.”

About O2 CPA Consulting Group

Founded by Malott in 2011, O2 CPA Consulting Group is an Albuquerque-based consulting and tax firm serving businesses, business owners and individuals. Led by Malott and partner Becker, its services include complex federal and state tax planning, strategic business and financial consulting, mergers and acquisitions, and forensic accounting and litigation support.

About Capstone Accounting & Tax

Founded in 2004, Capstone Accounting & Tax provides tax, accounting and advisory services to businesses and individuals. With offices across the Pacific Northwest and Mountain West, Capstone combines local relationships with broad expertise to deliver trusted guidance and tailored financial solutions.

Capstone is actively seeking to partner with and invest in small and mid-sized accounting, tax, bookkeeping and HR advisory practices nationwide.

For more information, visit CapstoneAccounting.com.