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

Secure, Safe, Steady Income - Find Out How Today

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

Small Business Services

  • Maximize Tax Savings
  • Eliminate Uncertainty
  • Maximize Deductions
  • Avoid IRS Audit Red Flags
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Satisfied Clients Speak Out

  • June 25, 2012 Tax Savings Margert Kalinuda "“Frank found a crucial deduction overlooked by my former CPA and got me a refund of over $100K in over paid taxes, thank you Frank”"

Fix IRS Problems

  • Audit Representation
  • Unfiled Taxes
  • Past Due Tax Preparation
  • Expert IRS Negotiation
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Recent News

  • June 06, 2012 Washington, D.C. Fresh Start Program "IRS has reduced the age old firm guidelines to reasonable standards so that thousands of taxpayers/clients may now qualify to get their cases settled for cheap and their tax liens released."
Call Us Now 1-954-452-8813