Our Story
In 2017, James “Jamie” established Capocore Professional Advisors (Capocore), recognizing the need for a transformative approach in the industry. The CPA industry’s traditional service model prompted Jamie to pursue a distinct vision for his firm. Capocore was built on five pillars: leadership, tailord services, peace of mind, fee transparency, and proactiveness. These principles guide the firm’s commitment to being its clients’ most reliable advisor.
In 2021, Capocore merged with Nock Accounting, another small firm owed by Regina Nock, CPA. Regina and Jamie shared the same vision for their firms and the merger was a natural fit. The Merging of the firms brings a more enhanced client service experience and has allowed Capocore to become a comprehensive advisory firm serving a diverse range of businesses and taxpayers.
At Capocore Professional Advisors, we understand that each client’s circumstances are unique. With this in mind, we tailor our approach to each engagement with a customized strategy. Through our initial advisory process, our firm gains a comprehensive understanding of our clients’ needs, aspirations, and challenges. This upfront advisory approach enables Capocore Professional Advisors to assist clients in optimizing their tax efficiency, effectively achieving their goals, and overcoming obstacles. We are dedicated to diligently identifying potential opportunities, mitigating risks, and crafting innovative solutions that align with our clients’ best interests. The strategies developed are seamlessly integrated throughout the year through our firm’s tax and accounting services, ensuring continuous support and guidance.
Let our team of experienced professionals leverage their extensive knowledge and expertise to provide comprehensive financial advice, tax planning, and accounting services for you.
Our Vision
To be better business advisors by challenging the status quo through innovative ideas, actions and collaboration.
Our Mission
To lead our community and clients to success by providing personalized advisory services through education and communication.
Why Choose Capocore?
What differentiates Capocore Professional Advisors from other firms is how we approach servicing our clients. While most firms will just provide basic tax and accounting services at an hourly rate, our philosophy is to provide better value by creating a tailored set of services in a single fee package. There are no surprises. Our clients know exactly what to expect.
Leadership
Capocore is the combination of Capo (loosely translated to Leader) and Core (representing our solid leadership principles). These principles are brought to life by a passion and an unwavering vision to do the right thing for our clients.
Tailored services
There is no one size fits all. Each client is unique and therefore has different needs. Through a tiered and bundled service model, Capocore can offer clients options as to what services they should use based upon their needs and budget.
Peace of Mind
Capocore offers peace of mind by tackling the everyday challenges of today’s complex world. With a unique ability to think outside the box, we provide practical solutions informed by our expertise in tax, accounting, and business. Our passion for helping individuals and businesses drives our vision to see every client succeed.
Fee Transparency
Historically clients have paid for tax, accounting and advisory services based upon a billable hour and the time taken to complete the task. This methodology is a natural barrier to being proactive and our ability to be true trusted advisors to our clients. Capocore’s approach to fees puts the budget and payment options in the client’s control.
Proactiveness
Capocore is looking into the future when it comes to taxes and planning, versus a reactive approach that comes by looking at the past. By looking at the big picture, we can devise a plan that works to better your future, not just analyzing what has already happened.
Your Goals. Our Mission.
Ready to take your finances to the next level? Reach out today to get started or explore our services to see how we can support your journey.
Our goal is to be your trusted advisor
James N. Lopiccolo
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Give Us A Visit
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Our office is opened Monday through Friday 9am-5pm
46 W. Shadbolt Street, Ste A., Lake Orion, MI 48362