A Professional Accountancy Corporation

While today's economic and business climate pose significant challenges to individuals and businesses alike, it also creates unprecedented opportunities.  At Capstone Accountancy, our mission is to help clients identify and take advantage of these opportunities by providing a complete solution to their finanical needs.


Our services include each of the following:

  • Professional Accounting and Bookkeeping Services
  • Financial Planning, Insurance and Investment Advisory Services
  • Tax and Business Consulting 



For help with your financial management, or for more information on Capstone Accountancy, please contact us today.

Virtual Desktop Login   



To access stored client documents such as tax organizers and returns, please click the following link to be routed to your own personal, secure document vault.

SmartVault Secure Login

If you are having trouble with access or have not been given access, please contact us for support.



To access your personal accounts, budgeting, and Capstone planning tool, please click the following link. 

Client Portal Login

If you have trouble logging in or have not yet elected to use our personal planning resource, please contact us for support.



You may research the background of Ameritas Investment Corporation or this investment professional here.

FINRA's BrokerCheck.