Individualized tax services
Not everyone wants or needs a proactive advisory approach — some prefer traditional preparation, and some already have a financial advisor doing the planning. We gather your information, identify deductions and credits, and prepare the return under the latest federal and state law. CPA-reviewed throughout.
Years of tax and financial advisory experience combined with the preparation itself. Each level starts with an upfront advisory program to build a personalized plan, and that advisory continues through the preparation and across the year — proactive strategies and year-round support.
Our core services at a glance
The difference between the levels is how much planning, meeting and year-round support comes with the return.
A clean, CPA-reviewed return with the fundamentals covered.
The return, plus the advisory relationship that shapes it.
Planning that runs all year, not just at filing time.
The full advisory relationship, multi-year.
Capocore quote a tailored set of services as a single fee package rather than billing by the hour, so the number is agreed before the work begins. Fees aren't published — the level and the quote both come out of the first conversation.
Trusts, estates & conservatorships
Estate and conservatorship accounting and reporting sits inside Core Specialized, alongside income shifting strategies, rental property operations planning, and build / buy / lease analysis.
If you're a trustee, an executor, a landlord or somewhere in the middle of a transition, the work is rarely one return in one year. That's the case the multi-year planning strategy exists for.
Ready when you are
Bring last year's return if you have it — a partner reviews every request before confirming a time.