Archive for the ‘Retirement Services’ Category

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Earn More, Keep More, Prosper!

At Frank Gutta & Co. CPAs, we are committed to helping you meet and exceed your financial goals. Our offerings are designed to return to you your time, your peace of mind, and your profits.

We proudly serve families and businesses in Miami, Fort Lauderdale, outside of the state of Florida, and internationally.

We provide personalized accounting services, always answer the phone, and we are always available when YOU need us.

If you don’t feel you have been getting the level of attention and service that you deserve with your current accountant, let us show you why we are the best.

Our expertise has been helping Miami families and businesses earn more money, keep more money and retire with more money for over 20 years and we are eager to do the same for you.

We are devoted to accuracy, timely financial advice and tirelessly work to save you more of your hard earned money.

You’ll be more than satisfied, in fact, WE GUARANTEE IT!

Whether located in Florida, in another state, or outside the U.S. families and small businesses call us when they need:

• small business tax preparation and filing services
• IRS Problem Resolution
• individual tax preparation and filing
• a quickbooks proadvisor for hassle free setup
• bookkeeping for small businesses
• accounting services for small business
• Learn more about our services

Call us today at 954-452-8813 if you would like to earn more money, keep more money, and have your tax burden handled for you hassle free.

Ask Frank Gutta about our suite of CPA service offerings that include tax planning, professional bookkeeping including quickbooks, retirement planning for safe, secure income, as well as several other accounting and financial services focused on earning you more money, keeping more from the IRS and securing the future you desire.

8%-10% Guaranteed Returns With Sound Financial Planning Services

Our planning solutions are tailor made to meet your income goals in a secure, protected manner.  We proudly serve our local Miami community in Broward County, Fort Lauderdale, Boca Raton and across the remaining 49 states outside of Florida in the United States.

We have been helping people secure returns of 8% compounded or 10% simple guaranteed, find out how you can too.

Frank Gutta, CPA financial planning services include:

• Retirement planning – We are partnered with Fran Tarkenton to provide safe retirement solutions to businesses and individuals including retirement investment plans, pensions and annuities
• Retirement plans for small businesses
• Reverse mortgages
• Employee benefit plans
• Estate planning
• College savings planning
• Profit Sharing  and 401(k) plan documents
• Qualified  retirement plans (SEP, SIMPLE 401(k), Profit Sharing, IRA, etc.)
• Annuities
• Life insurance
• Trust planning and charitable gifting
• Business exit strategies

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Elder Care – Financial Care For Safe, Secure, Retirement

The financial aspects associated with the care of an aging parent or other member of your family are often much more than most people are able to handle by themselves.

Sometimes, day-to-day tasks such as balancing the checkbook, paying bills, or even responding to emergencies such as home repairs or unexpected medical expenses can become more work than what your loved one can handle alone.

Thankfully, you can rest assured with the knowledge that our team of elder care experts is always here to assist you and your loved ones with taking care of these important issues.

It is important for you to know that when you use our services, we become a member of YOUR team.

We help you to look out for your loved one’s best interests in the best possible way, plus we report to you and keep you informed during every step of the process.

The elder financial care services we offer span the entire wide gamut of financial needs. Everything from the day-to-day management of the checkbook and basic, general services for paying bills to the preparation of an inventory of investments and personal assets can be taken care of expertly by our highly-trained staff.

Feel free to inquire with us about the services we offer in these categories:

• Personal bookkeeping; this includes basic household bill payment, the management of records and budgeting, as well as the management of income receipts, disbursements and deposits.
• Offering help, advice and other types of assistance when confronting unexpected emergencies and unforeseen household issues of a financial nature.
• The coordination of day-to-day financial transactions like medical expenses, repair services, and maintenance expenses.
• The identification of goals and needs associated with retirement, as well as the management of retirement account disbursements.
• Helping to monitor investment portfolios, and working alongside the investment advisors in order to maintain assets.
• The organization and review of personal, legal and financial paperwork and documents in order to assess issues which must be addressed.
• The analysis of income and expenses in order to help determine financial needs and goals in the long-term.
• Providing information and answers to questions regarding pensions, social security, insurance benefits, Medicare, and any other concerns in relation to the well-being of your elder loved one.
• The preparation of taxes including filing, dealing with gifts and management of estate taxes and services for planning.
• Referrals and introductions to local assistance services, agencies and organizations.

It does not matter if your loved one only needs a bit of assistance in order to remain independent, or they require substantial help in order to manage their finances as they get older.

We provide the important services needed to cover the entire spectrum of the various elder needs.

Give us a call today for a no-charge consultation on how we can protect and grow your finances or those of the ones you love.