Our Core Services

We specialize in Business/Individual Tax Advisory Services, Financial /Accounting Services. Our passion reflects in our work and client relationships!

Core Financial Management

Customized financial services such as CFO, Controller and specialized financial services.

Core Professional Series

Bundled tax, accounting and advisory services at a fixed fee and billed monthly/quarterly.

Our Core Principles

Tailored services, fee transparency and proactive approach.

Blog & News Updates

Saving tax on restricted stock awards with the Sec. 83(b) election

Today many employees receive stock-based compensation from their employer as part of their...

Putting your child on your business’s payroll?

If you own a business and have a child in high school or college, hiring him or her for the summer...

Sending your kids to day camp may provide a tax break

When school lets out, kids participate in a wide variety of summer activities. If one of the...

Be aware of the tax consequences before selling your home

In many parts of the country, summer is peak season for selling a home. If you’re planning to put...

Can you deduct business travel when it’s combined with a vacation?

At this time of year, a summer vacation is on many people’s minds. If you travel for business,...

Do you need to adjust your withholding?

If you received a large refund after filing your 2017 income tax return, you’re probably enjoying...

Get started on 2018 tax planning now!

With the April 17 individual income tax filing deadline behind you (or with your 2017 tax return...

A review of significant TCJA provisions affecting small businesses

Now that small businesses and their owners have filed their 2017 income tax returns (or filed for...

Tax record retention guidelines for individuals

What 2017 tax records can you toss once you’ve filed your 2017 return? The answer is simple: none....

Tax document retention guidelines for small businesses

You may have breathed a sigh of relief after filing your 2017 income tax return (or requesting an...

Capocore Blog

We have used Jamie for years and best thing I can say is he gets us. Which makes it a better professional and personal relationship. 2 thumbs up.

Jamie is a top notch professional! A trusted adviser with the personal touch that is often times missing. Highly recommend for planning and advice.

Tim Jacobs

Jamie is incredible. My return is a bit complicated and Jamie always comes through for me. Jamie’s attention to detail is amazing. I wouldn’t think of working with anyone else.

Jason Hall

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