Frank Gutta
Financial Advisor @Gutta Stewart & Co. Cpas
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WORK HISTORY
Financial Advisor @Gutta Stewart & Co. Cpas
WHAT WE DO:I have served clients as a CPA and financial professional for more than 35 years. With my virtual family office, we have a full team with the expertise to effectively reduce taxes, build wealth, create strategies and secure your retirement income, stress-free, for great peace of mind. HOW WE DO IT:We have developed an approach that produces consistent results and helps our clients achieve business tax reductions, retirement security and individual tax savings. Learn more about our 4-bucket planning system by contacting me today.We help you: Reduce taxes for your business Grow your business with efficient tech and solid planning Know your numbers for the clarity to make good decisions Separate wealth from your work and prepare for your retirement Plan for a profitable exit plan for your business, with numbers to trend against Never ever lose money in the Stock Market while getting good returns Use the Pension Protection Act to help pay for Long Term Care? Creative tax planning strategies to minimize your tax liabilities WHAT MAKES US DIFFERENT:I am a nationally-known and highly-respected Certified Public Accountant and Personal Financial Specialist, one of fewer than professionals to hold the prestigious PFS designation. Want To Learn More: 95••••••00 F••••@guttastewartcpas.comYoursaferetirementroadmap.comTax Planning | Retirement Planning | Stress Free Retirement
EDUCATION
Nova School of Business and Economics
Bachelor of Commerce - BCom, Accounting & Tax
Nova Southeastern University
Accounting and Finance
Nova Southeastern University
BS Accounting, Accounting & Ta
SKILLS
ABOUT FRANK GUTTA
As a CPA specializing in tax reduction strategies, I support entrepreneurs and high-net-worth individuals, to reduce taxes and build financial security by offering proactive, year-round financial strategies tailored to their unique needs. With more than 35 years of experience meeting clients throughout the year, not just at tax time, I provide a comprehensive, one-stop solution for business solutions, tax planning, retirement strategies, and wealth management. My goal is to simplify complex financial challenges, ensuring clarity, confidence, and peace of mind at every stage of your financial journey. Have you ever experienced these feelings: Feeling overwhelmed by the complexities of tax laws and regulations, leaving you unsure if you’re maximizing deductions and credits. Frustrated with inconsistent or reactive financial advice that fails to deliver results or align with your long-term goals. Anxious about whether your retirement plan or investments are sufficient to secure your family’s financial future and build generational wealth.Chances are, you don’t have the time to research the latest tax strategies, retirement solutions, or wealth-building opportunities.Or maybe you don’t know where to find a trusted advisor who provides proactive and comprehensive financial support.I can help transform these challenges into opportunities for financial clarity, peace of mind, and lasting success: Proactive Tax Planning: Free yourself from the stress of overpaying taxes for your business or yourself by leveraging strategies designed to minimize your burden and keep more of your hard-earned money. Comprehensive Financial Clarity: Gain confidence in your financial future with a personalized roadmap for retirement, investments, and legacy planning tailored to your unique goals and values and taking into account the growth of your business. Secure Wealth Building: Build financial independence with strategies like year-round planning and investment solutions that protect and grow your assets over time.Connect through LinkedIn messenger or the contact details below to explore how we can simplify your finances and achieve your financial goals.95••••••01 f••••@guttastewartcpas.com https://guttastewartcpas.comComprehensive Tax Strategies | Financial Growth Solutions | Retirement Security
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