Welcome Knox Accounting Clients to
Capocore Professional Advisors!
We are thrilled to welcome you to the Capocore family! Knox Accounting has officially merged with Capocore Professional Advisors, combining our deep industry expertise to better serve you. While the core Knox team you know and trust is staying the same, our new partnership allows us to offer you a significantly deeper bench of financial tools, advanced tax strategies, and advisory services for both businesses and individuals.
Same Team. Expanded Capabilities.
Keep the familiar Knox team you know and trust, while gaining an expanded network of support.
Same Local Presence in Adrian
Our Adrian, MI office remains open at the same location. You can drop off tax documents, schedule in-person meetings, and visit us just as you always have.
Your Trusted Advisors Stay with You
You’ll continue working with the familiar team members you know and trust, and you’ll also get to meet an expanded team here to support you.
Expanded Resources & Support
As part of Capocore, you gain access to an expanded team of specialists, streamlined digital tools, and comprehensive financial planning solutions to help you reach your goals.
Discover Your Expanded Resources
As part of Capocore, you have access to a broader set of proactive accounting, tax efficiency, and advisory tools. From core accounting and individual tax filing to specialized consulting and upfront advisory programs, we offer flexible service tiers built entirely around your needs to help you reach your goals with confidence.
CORE Advisory
Lay a solid foundation for your business with a tailored roadmap built on financial analysis, actionable efficiency strategies, and one-on-one mentorship. Discover how our three-segment advisory process empowers your long-term growth.
CORE Business Services
Keep your ongoing operations running smoothly with integrated support for your financial reporting, tax planning, bookkeeping, and payroll management. See how our core business services give you clarity and compliance all year round.
CORE Specialized
Tackle complex business challenges with high-level solutions—including Fractional Controller oversight, cash flow planning, system clean-ups, and succession strategy. Take a look at our specialized offerings built for every stage of your business.
CORE 1040
Choose the tax approach that works best for you—from traditional, CPA-reviewed tax filing to our proactive Advisory + Tax program for year-round planning. Learn more about our personalized 1040 options to maximize your post-tax net worth.
Portal Access & Scheduling
Everything you need to share files securely, learn our new tools, or schedule a conversation is right at your fingertips.
Client Portal & Resources
Capocore relies on a secure online portal, Canopy, to make sharing tax documents, reviewing financial statements, and exchanging files simple and safe. If you are new to using a client portal, don’t worry—our team will be reaching out to you soon with your direct login details!
If you already have your credentials, you can use the portal link below to sign in. To learn more about how the portal works and follow step-by-step instructions, please explore our tutorial link below.
Meet With Our Leadership & Team
Whether you’d like to catch up with your original Knox team or connect with our leadership partners and expanded support staff, booking time with us is easy. Choose a date and time on our live calendar to discuss your tax strategy, review your account, or just say hello.
Client Portal
Portal Instructions
Book an Appointment
Get To Know Your Capocore Team
While your day-to-day relationships in Adrian remain unchanged, our merger connects you to our full team based in Lake Orion—bringing you a deeper bench of experienced leadership and support. Explore the links below to discover the story behind our firm and meet the entire team supporting your financial goals.
Our Story & Values
Learn more about the mission driving Capocore, our approach to client partnership, and how our combined strengths bring more value to your account.
Meet the Team
Get to know our full lineup of leadership partners, tax advisors, and dedicated support staff in Lake Orion who work alongside your local Adrian team.
Get In Touch
We want to hear from you! Please fill out the form below and a representative will be in touch with you ASAP. Thank you!
Give Us A Visit
Need to drop off documents or stop by to say hello? Whether you’re visiting us in Lake Orion or Adrian, our doors are open and our teams are ready to help!
Lake Orion
46 W. Shadbolt Street, Ste A., Lake Orion, MI 48362
Mon-Fri 9am-5pm
Adrian
825 W Beecher St Ste 4, Adrian, MI 49221
Mon-Fri 8am-5pm