Resources & FAQ'S
Schedule Appointment
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

Opening Updates
  1. All appointments to be made online through our website (click on the Schedule Appointment button below).
  2. Please call the office when you have parked and one of our staff will let you into the building at your designated appointment time.
  3.  Staff will be wearing mask for our safety and yours. We kindly ask you do the same.
  4. We are following guidelines recommended by the CDC and the State of Michigan to ensure a safe opening.
Safety of clients and staff
  1. We will only allow one client appointment in the office at a time. This will ensure social distancing and proper sanitizing can be accomplished.
  2. Hand sanitizer will be located at our entrance and in our conference room, where all clients will meet with staff. Please use when you enter and exit our office.
  3. Between each client, our staff will be sanitizing the entire area to ensure the safety of every new appointment. Our staff will work to keep employees and clients safe and healthy. We appreciate you!