Business Details
31 Years
experience
Your Trusted Partner for Accounting and Financial Planning in Davie
Frank Gutta is a Fort Lauderdale-based accounting firm dedicated to providing proactive and holistic financial solutions. With over 30 years of experience in estate planning and a team-based approach, we combine expertise in tax planning, wealth management, legal services, risk mitigation, and business advisory through our Virtual Family Office model. Our proprietary planning processes and client-centric philosophy ensure personalized strategies tailored to maximize financial potential for individuals and businesses.We prioritize transparency, long-term relationships, and comprehensive support, offering services ranging from cashflow management to succession planning. Our team of certified professionals delivers actionable insights and customized solutions to help clients achieve financial security and business growth.
Services
Tax Planning
Wealth Management
Business Advisory
Estate Planning
Cashflow Management
Retirement Planning
Part-Time CFO Services
Strategic Business Coaching
Succession Planning
Elder Care Financial Services
Details
- Year established: 1995
Highlights and features
- We offer over 30 years of experience in estate planning and tax advisory services.
- Our Virtual Family Office model integrates five disciplines for comprehensive financial solutions.
- We provide proprietary tax-saving strategies tailored to individual and business needs.
- Our team includes certified professionals with expertise in cashflow and retirement planning.
- We guarantee personalized service with a focus on long-term client financial security.
What people say
Proactive planning
Personalized strategies
Expertise in tax savings
Comprehensive solutions
Trusted advisors
Services
Tax Planning
Our tax planning services focus on minimizing liability through year-round strategies. We analyze income distribution, deferral opportunities, and deductions to reduce federal and state tax burdens. Clients benefit from customized approaches that align with long-term financial goals while ensuring compliance with evolving tax codes.
Estate Planning
Estate planning services protect assets and facilitate smooth wealth transfer. We create tailored plans addressing tax implications, trust structures, and family business succession. Our 30+ years of experience ensure clients' wishes are legally documented while minimizing probate challenges and maximizing inheritance value for beneficiaries.
Part-Time CFO
Part-Time CFO services provide strategic financial guidance at a fraction of full-time costs. We offer budget analysis, cashflow management, and business decision support to help growing companies optimize financial operations and achieve sustainable growth without hiring a full-time executive.
Wealth Management
Wealth management services integrate investment strategies, retirement planning, and risk mitigation. Our Virtual Family Office model coordinates multiple financial disciplines to create comprehensive plans that protect and grow assets while aligning with clients' long-term objectives and legacy goals.
Business Advisory
Business advisory services cover operational planning, internal controls, and succession strategies. We help owners develop systems for financial management, staff training, and process optimization to improve efficiency, reduce risks, and position businesses for sustainable growth and successful transitions.
People
Frank Gutta
CPA
Frank Gutta is a certified public accountant with over 30 years of experience in financial planning. He specializes in tax strategies, estate planning, and business advisory services. His expertise in proactive planning has helped numerous clients optimize financial outcomes.
Questions
What accounting services do you offer?
We provide bookkeeping, financial statement preparation, tax preparation, and planning services for individuals and businesses.
How can tax planning benefit my business?
Our tax planning identifies year-round strategies to minimize liability through income distribution, deductions, and deferral opportunities tailored to your business structure.
What is Virtual Family Office?
Virtual Family Office is our integrated service model combining tax, legal, wealth management, and business advisory expertise to provide comprehensive financial solutions.
Do you work with out-of-state clients?
Yes, we serve clients nationwide through our virtual services while maintaining local expertise in South Florida.
What succession planning services are available?
We help business owners create legally sound succession plans addressing ownership transfer, tax implications, and management continuity to ensure long-term business sustainability.
How do you handle elder care financial management?
Our elder care services include bill payment, asset management, and financial coordination to support aging individuals and their families with comprehensive financial oversight.
