CAPSTONE FINANCIAL
About
We provide the following service to our client and both are critical to their security and prosporous future:
1. We provide financial and retirement planning geared towards ensuring the financial seurity of our clients so they wouldn't run out of money in during their golden years. We are licensed as Rigistered Invetmsnt Advsior (RIA) by the state of California and few othe states.
2. We are also licensed by the IRS, as "EA" to reprsent tax payers with the IRS during audit or for any other tax related issues. We also prepare income taxes for individuals as well as corporations (S, C, LLC, Charity, etc)
We feel satisfaction when clients follow our advise and ahieve there customized goals.
Highlights
Hired 1 time
5 employees
Serves San Clemente, CA
Offers online services
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Services offered
Accounting
Individual Tax Preparation
Financial Services And Planning
Business Tax Preparation