193 Blue Ravine Rd., Ste. 255, Folsom, CA 95630

Mon - Fri: 8:30 - 5:00 APPOINTMENT ONLY

Smart Accounting and
Tax Solutions

“You have the passion and skill to be great at your chosen path. Take the stress off by trusting a proven accounting team to handle your tax and
accounting needs.”

ur Our Services

Taxes

Having a solid tax strategy is key to reducing taxes. If you have a C, S corporation, LLC, Partnership, or Sole Proprietors, properly prepared tax returns can minimize tax payment. Tax law is complex, even with new tax reform, but it’s easy to overlook deductions and credits to which you are entitled.

Accounting

As a small business owner, you have more important things to do than to worry about your accounting and bookkeeping. We take care of your books for you, so you can get back to the job of running your business and generating profits.

Forensic Accounting

We offer fraud examination and business litigation services with a background in law enforcement to provide unparalleled forensic accounting services. We also help new or established businesses with monthly accounting to streamline reporting and tax preparation.

Wealth  Managment*

Your financial goals are our financial goals. We assist you in aligning your financial resources with your priorities. Where do you want to go financially? Our advisors will help you get there.

About Next Peak Financial Group

 

Next Peak Financial Group was established in 2022 with the goal of providing accurate, detailed accounting services with a focus on the customer experience. We value our clients as people and want to see them succeed in business and in life. We service small businesses and individuals locally and all over the country.

Whether we are meeting in person or handling everything remotely, our clients appreciate our friendly, relatable, and educational approach to all things accounting and tax. Its one of the reasons we’ve been selected as the Readers Choice #1 Best Accountant in the Folsom/El Dorado Hills area 4 years in a row by Style Magazine.

Clint Herndon, CPA, CFE

CEO

Kevin Wright, CPA

President

Blogs

Start-Up Business Info #1

Start-Up Business Info #1

Have you ever been around someone who has this insatiable passion to do something no one else understands?  They might even get criticized or questioned for launching into a new endeavor that “doesn’t pay enough” or will never be a “real career.”  Those people, when...

Top 3 Tax Myths

Top 3 Tax Myths

If you follow me on Instagram or Facebook, you might have caught my post on this yesterday (1/15/19). I have a lot more space here to expand on the post, so I’ll dig a little into the weeds.   Let’s face it, the tax code is enormous and confusing. Even tax...

Personal Finance – The Emergency Fund

Personal Finance – The Emergency Fund

The key to building anything is a solid foundation.To build wealth and succeed financially, one of the foundational pieces is creating and living by a budget. Another essential is having a proper emergency fund. I have worked with clients that ask, “If we’re sticking...

Style Magazine Reader’s Choice Award for #1 Best Accountant in Folsom (2019, 2020, 2021 and 2022) and Folsom Telegraph’s Best of Best (2020 and 2022)

Testimonials

I had a very perplexing non-profit accounting question and reached out to Clint Herndon, CPA. He responded promptly and provided not only a solid answer but supporting documentation to educate me on the matter at hand. He demonstrated patience as I worked through my questions and the materials he provided. I highly recommend Clint Herndon, CPA.

Tonya K

Clint has been our family’s CPA for several years now. He does our personal and small business tax filings. He’s awesome! Very professional, great attention to detail and very responsive. At the end of each filing he reviews everything thoroughly with us and makes suggestions of changes that we can make during the next calendar year to improve our tax situation.

Tiffany D

Clint is extremely knowledgeable and helped me with a unique tax situation. He cares deeply about his clients and community. Clint is a CPA with very high integrity and receives my highest recommendation for your accounting and tax needs

C Bland

The staff at Capstone has been incredibly helpful and attentive. They go beyond what i would expect from a bookkeeping and CPA firm. I would credit them as being an extension of our business and true team members, they are always there to bounce ideas off of. I appreciate Kevin and the team’s willingness to proactively help when it comes to our planning of future projects, spending and hires. You will not be disappointed in hiring this company. They are a true customer first business.
Steve LaMothe