Business Details
38 Years
experience
Your Trusted Accounting and Financial Advisory Partner in Waltham, MA
With over 35 years of dedicated service, my firm has evolved to meet the complex financial needs of highly successful individuals and businesses. My expertise spans accounting, auditing, tax strategy, and business consulting, reinforced by my recent CFA Charter credential in asset management. I lead JSK Capital Advisors, LLC, our wholly owned asset management firm, to offer comprehensive retirement planning solutions.Our practice emphasizes maximizing after-tax cash flow annually and facilitating generational wealth transfers through strategic trust formations. We maintain a Pass rating on peer reviews, underscoring our commitment to audit excellence across diverse industries, including healthcare, real estate, and nonprofit organizations.
Services
Tax Planning
Auditing
Accounting
Estate Planning
Asset Management
Details
- Year established: 1988
Highlights and features
- 35 years of experience serving successful individuals and businesses.
- CFA Charterholder specializing in asset management and retirement planning.
- Consistently awarded Pass ratings on peer reviews for audit quality.
- Comprehensive financial solutions including tax, accounting, and estate planning.
- Personalized service focused on maximizing after-tax cash flows.
Associations and certifications
- American Institute of Certified Public Accountants
- CFA Institute
Services
Tax Planning
Our tax planning services help clients legally minimize tax liabilities through strategic planning and compliance. We prepare individual, fiduciary, and business tax returns, focusing on maximizing after-tax cash flows and adapting to evolving tax laws. Clients benefit from personalized strategies to optimize financial outcomes annually.
Auditing
We provide audit services to diverse industries, including healthcare, construction, and nonprofit organizations. Our firm consistently receives Pass ratings on peer reviews, ensuring high-quality financial statement attestations. Regular reporting helps clients maintain transparency and meet regulatory requirements with confidence.
Accounting
We offer quarterly compilations and reviews for businesses needing ongoing financial performance insights. Our services focus on delivering clear financial statements without requiring annual audits, helping small businesses monitor and improve their financial health through accurate, timely reporting.
Estate Planning
Our estate planning services assist clients in preserving and transferring wealth across generations. We recommend trusts and other structures to minimize estate taxes while ensuring smooth asset transfers. Clients receive tailored strategies to maximize inheritance value for heirs and beneficiaries.
Asset Management
Through JSK Capital Advisors, LLC, we provide asset management and retirement planning services. Our CFA Charterholder expertise includes creating customized investment strategies to meet long-term financial goals. Clients benefit from data-driven portfolio management aligned with their risk profiles and retirement timelines.
People
Daniel F. Friel
Founder & CPA
With over 35 years of experience, Daniel F. Friel is a licensed CPA and CFA Charterholder offering expertise in tax, audit, and financial planning. He holds advanced degrees in taxation and finance from Bentley College and maintains active memberships in professional organizations, including the CFA Institute.
Questions
What tax services do you provide?
We offer comprehensive tax planning, compliance, and return preparation for individuals, businesses, and trusts. Our focus is on minimizing liabilities through strategic planning and adapting to tax law changes.
Do you conduct audits for specific industries?
Yes, we audit healthcare entities, construction firms, real estate partnerships, nonprofits, and other industries, ensuring compliance with tailored financial standards and regulatory requirements.
What accounting services are available?
We provide quarterly compilations and reviews for businesses needing ongoing financial insights without annual audits, helping monitor performance and inform decision-making.
Are estate planning services part of your offerings?
Yes, we specialize in wealth preservation and transfer through trusts and estate planning strategies, aiming to reduce tax burdens and ensure seamless asset transitions for heirs.
Do you offer asset management?
Through JSK Capital Advisors, LLC, we provide investment management services, including retirement planning, leveraging CFA-level expertise for tailored portfolio strategies.
What are your office hours?
We’re available Monday to Wednesday from 8:00 AM to 4:00 PM and Thursday to Friday from 10:00 AM to 4:00 PM. We typically respond to emails by day’s end.
