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Accounting Firm

Capstone Accountancy, Inc.

Accounting corporation acting as an outsourced finance department, with tax planning and financial advice

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About Capstone Accountancy, Inc.

Capstone Accountancy, Inc. is a professional accountancy corporation set up in 2009 to help businesses of all sizes grow. It offers to act as a client's accounting department, adding tax and financial planning so owners can make informed decisions.

What Capstone Accountancy, Inc. offers

  • Outsourced accounting: running the day-to-day finance functions a business needs and reporting the numbers back.
  • Tax services: CPAs and enrolled agents handle returns and plan tax positions throughout the year, not only at filing time.
  • Financial planning: advisers help clients line up their money with their priorities and goals.

Customers and markets

The firm says it works with businesses large and small, and that it began as a sole proprietorship itself.

Key facts

  • Founded: 2009
  • Staff: CPAs and enrolled agents (EAs)
  • Investments: investment services are offered through Ameritas Investment Company, LLC

Profile written by TrustList from the business's own published information, Sep 2026.

What the business tells TrustList

Founded
2009 (17 years) evidence sent

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