Broker Check

Useful Links

We’ve provided you with a list of helpful links to help you find information that interests you. If there are other links you believe would be useful, email us to let us know.

Tax Checklist

Tax Intake Sheet


Secure Email Portal

To use the above secure email portal, please click the link and create an account. Once your account is created you will be able to compose an email, add attachments and send your email to

Schedule C Organizer

Schedule E Organizer


For accessing your Avantax account online. If you have not established an online account, please call Capstone (734) 429-1040 and a staff member can walk you through the process of getting signed up. You will need access to email and text messaging during this process. 

Where's My Refund?

 Sends you to the IRS website to find what happened to your refund. You need to know the refund amount from page 2 of your tax return.

Where's My Michigan Refund?

Sends you to the State of Michigan website to find what happened to your refund. This site requires your Adjusted Gross Income from page 1 of your Michigan tax return.

Market News

Financial Calculators

Stock Information

Market Information

PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.