hero-image

Capstone Accountancy, Inc.

2130 E. Bidwell Street, Suite 2
Folsom, CA 95630
Phone:
  • (916) 542-4488
Fax:
  • (888) 869-7609

Individual Client Portal

Login and access your Capstone Client Portal here.

Log In

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.

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck