Business Details
Expert Accounting & Financial Planning Services in Waltham
With over 35 years of dedicated service, our firm specializes in providing comprehensive accounting, auditing, and tax planning solutions tailored to high-net-worth individuals and businesses. Our expertise spans across diverse industries including healthcare, construction, real estate, and nonprofit organizations, ensuring clients receive industry-specific insights. We prioritize maximizing after-tax cash flows and generational wealth transfer through strategic tax planning and estate management.Recently, we expanded our offerings to include asset management services through JSK Capital Advisors, LLC, following the attainment of the CFA Charter from the CFA Institute. Our commitment to excellence is evidenced by consistent Pass ratings in peer reviews and a client-centric approach focused on long-term financial success.
Services
Tax Planning
Auditing Services
Accounting Services
Estate Planning
Asset Management
Highlights and features
- We offer 35+ years of experience serving high-net-worth individuals and businesses.
- Our team holds the prestigious CFA Charter for advanced asset management expertise.
- We provide personalized tax planning to maximize after-tax cash flows.
- Our audit services consistently receive Pass ratings in peer reviews.
- We specialize in industry-specific accounting solutions for healthcare, real estate, and nonprofits.
Associations and certifications
- CFA Institute
- American Institute of Certified Public Accountants
Services
Tax Planning
Our tax planning services focus on minimizing liabilities through legally sound strategies while maximizing after-tax cash flows. We specialize in individual, fiduciary, and business tax returns, adapting to evolving tax laws to protect client assets. With advanced graduate training in taxation, we provide tailored solutions for high-net-worth individuals and complex business structures.
Auditing Services
We deliver comprehensive audit services across healthcare, construction, real estate, and nonprofit sectors. Our firm maintains the highest peer review ratings through rigorous adherence to accounting standards. Our attest services ensure financial statement accuracy and regulatory compliance for businesses seeking credible financial reporting.
Estate Planning
Our estate planning integrates trusts and generational transfer strategies to preserve wealth. We collaborate with legal professionals to implement tax-efficient solutions for asset distribution. By combining accounting and financial planning expertise, we help clients minimize estate taxes while ensuring smooth succession for family assets.
Asset Management
Through JSK Capital Advisors, LLC, we offer CFA-certified asset management services. Our investment strategies focus on retirement planning and portfolio optimization using industry-leading frameworks. This service extends our financial expertise to long-term wealth growth alongside traditional accounting solutions.
Accounting Services
We provide quarterly compilations and reviews for businesses requiring ongoing financial monitoring. Our services cater to small businesses needing performance insights without annual audits. With expertise in real estate, service industries, and medical practices, we deliver actionable financial intelligence tailored to operational needs.
People
Daniel F. Friel
CPA, CFA Charterholder
With over 35 years of experience, Daniel F. Friel holds advanced degrees in taxation and finance. As a licensed CPA and CFA Charterholder, he specializes in tax planning, auditing, and asset management for high-net-worth clients across diverse industries.
Questions
What accounting services do you offer for small businesses?
We provide quarterly compilations, reviews, and industry-specific financial reporting for small businesses in real estate, healthcare, and service sectors.
Do you specialize in tax planning for high-net-worth individuals?
Yes, we focus on tax optimization strategies for successful individuals, including estate tax minimization and generational wealth transfer planning.
Are your audit services industry-specific?
Our audit expertise covers healthcare entities, construction contractors, real estate partnerships, and nonprofit organizations with tailored compliance solutions.
Can you assist with estate planning?
We offer trust formation and wealth transfer strategies to maximize inheritances while minimizing estate tax liabilities through coordinated legal partnerships.
Do you provide investment advisory services?
Yes, through JSK Capital Advisors, LLC, we offer asset management and retirement planning services led by CFA-certified professionals.
What are your office hours?
We're available Monday-Wednesday 8:00 AM-4:00 PM and Thursday-Friday 10:00 AM-4:00 PM for consultations.
