Capstone Accountancy, Inc. — CPA Firm in Folsom, California
CA
Capstone Accountancy, Inc.
CPA Firm
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Est. 2009
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1 CPA
Specialties
Financial Planning
Wealth Management: Offered through Ameritas Investment Company and Ameritas Advisory Services, which are not a...
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Tax Preparation
Staffed by CPAs and EAs, with tax planning treated as a year-round service.
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Accounting
Performs the functions of a client's accounting department and supplies information for strategic decisions.
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Clients Served
Businesses
Software & Tools
Karbon
Our Team
Locations
About Capstone Accountancy, Inc.
Capstone Accountancy, Inc. is a Folsom, California firm founded in 2009 by owners who started as a sole proprietorship themselves. It acts as a business's accounting department, staffs CPAs and EAs for year-round tax planning, and offers wealth management through affiliated investment companies, taking a holistic approach for businesses large and small.
Frequently Asked Questions
The office is at 193 Blue Ravine Road, Suite 255 in Folsom, California; call 916.542.4488.
The firm was founded in 2009 to help businesses large and small grow and prosper.
The firm hires CPAs and EAs, and says its tax services continue year-round rather than ending on April 15.
No. Securities and advisory services are offered through Ameritas Investment Company, LLC and Ameritas Advisory Services, which are not affiliated with the firm.
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