Capocore Professional Advisors
4.5 ★ · 15 reviews on Google
Open now · 46 W Shadbolt St Ste a, Lake Orion, MI 48362
Capocore Professional Advisors is an accounting and advisory practice at 46 W Shadbolt St, Suite A, in Lake Orion, MI. Its stated focus is specialized CPA services and strategic advice for closely held businesses and high-net-worth individuals. The practice lists forward-looking tax engineering, entity structuring, fractional controller services, and advanced cash flow forecasting among its specialties. These services extend beyond traditional compliance work to address financial operations, regulatory requirements, and planning. The firm uses fixed-fee engagements rather than hourly billing. Onsite services are available, and appointments are required; online appointments are not offered. The location has a wheelchair-accessible entrance, parking, and restroom. Capocore Professional Advisors has a Google rating of 4.5 out of 5 from 15 reviews, providing a limited snapshot of customer feedback alongside the firm's stated services.

Know before you go
- CPA services for closely held businesses and high-net-worth individuals
- Tax engineering and entity structuring
- Fractional controller services
- Advanced cash flow forecasting
- Fixed-fee engagements
- Reviewers often praise the quality (3 mentions)
- Reviewers often praise the service (2 mentions)
- Some reviewers mention quality (1)
Reviews
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Excerpts from public reviews
Regina provides professional, thorough and efficient tax return service. We appreciated the proactive advice and coordination to find ways to reduce tax liability. I highly recommend Regina and th…
— Google, 5★, May 8, 2026This was our first time using Capocore as our former CPA retired. We were very impressed with the professional manner and knowledge of the staff and the all year approach to taxes. Regina was very…
— Google, 5★, May 8, 2026Avoid. Made basic mistakes, missed timing and response commitments. Was recommended by my financial advisor and suspect he will not be doing that anymore.
— Google, 1★, July 9, 2025
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