About the firm
Built to be the advisor you actually call.
CPA leadership at its core — the tagline is a working principle, not a slogan.
James “Jamie” N. Lopiccolo, CPA, CGMA
Founder & Managing Member · 35+ years in public accounting
In 2017, Jamie established Capocore Professional Advisors, recognizing the need for a transformative approach in the industry. The CPA industry's traditional service model prompted him to pursue a distinct vision for the firm. Capocore was built on five pillars: leadership, tailored services, peace of mind, fee transparency, and proactiveness. Those principles guide the firm's commitment to being its clients' most reliable advisor.
In 2021, Capocore merged with Nock Accounting, another small firm owned by Regina Nock, CPA. Regina and Jamie shared the same vision, and the merger was a natural fit. Bringing the firms together enhanced the client service experience and allowed Capocore to become a comprehensive advisory firm serving a diverse range of businesses and taxpayers.
We understand that each client's circumstances are unique, so we tailor our approach to each engagement with a customized strategy. Through our initial advisory process the firm gains a comprehensive understanding of a client's needs, aspirations and challenges. That upfront work is what lets us help clients optimize tax efficiency, reach their goals and get around the obstacles — identifying opportunities, mitigating risks, and building solutions that align with their interests. The strategies are then carried through the year by our tax and accounting services.
What differentiates Capocore is how we service clients. Most firms provide basic tax and accounting 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.
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.
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