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
James Lopiccolo: Sell Service, Not Hours
The accounting profession is “stuck in a rut,” says James N. Lopiccolo, founder and managing member of Capocore Professional Advisors, in Lake Orion, Mich. He says CPAs can’t see “the challenges...
Biden Tax Bill…. What If
Understand the Good, Bad and Ugly of the Biden Tax and Spending Plan. There are several levels of effects. Some are direct to a business or individual, some change intrafamily transactions and...
Coronavirus (COVID-19) Legislation— Individuals
Recent legislation, such as the Families First Coronavirus Response Act and the Coronavirus, Aid, Relief, and Economic Security (CARES) Act has provided some financial and tax relief for certain...
“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.
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.
Prospective Client Inquiry
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