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Capocore Professional Advisors
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Tax Document Checklist- Individual

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Tax Document Checklist- Business

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Client Consent

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Payroll Questionnaire

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Business Tax Questionnaire

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Client Payment Authorization

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Finding The Right Accountant

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New Client Onboarding

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Business Roundtable Presentation

The information contained in this presentation is new and ever changing. I have done my best to base it on the most recent information. 

View the presentation HERE.

Small Firm Practitioners Roundtable

As a part of the Small Firm Practitioners, Jamie is sharing his knowledge with other colleagues, businesses and individuals to hopefully make this time easier! We are here to help guide our client.

View the presentation HERE. 

Paycheck Protection Plan

The Orion Area Chamber of Commerce’s Webinar – PPP Update: Avoid Pitfalls and Maximizing your Forgiveness presented by James Lopiccolo of Capocore Professional Advisors.

View the presentation HERE

Get In Touch

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