Advisory Services

Whether you are a new or seasoned entrepreneur, a high net-worth individual, or someone with international tax concerns, we are proud to offer a wide range of advisory services that add tremendous value for our clients. We have provided brief descriptions of some (but not all!) of our core planning capabilities in the links below.

Call us now at 973-276-0650 to learn more about how we can create a package of advisory services around your businesses. You can also request a free consultation online.

Business Best Practices Coaching

We provide accounting and bookkeeping services to match the needs of all types of small businesses in a wide variety of industries.

Financial and Business Consulting

As your business consultant, we bring clarity to your financial data and show you how to use it to make better business decisions and more money.

Financial Planning and Analysis

Preserve your assets for the next generation by working with us to create a personalized financial plan including retirement and estate planning.

Entity Structure

We'll advise you on the how to choose the business structure that will minimize taxes and allow you to see the highest profits at year-end.

Succession Planning

Whether your exit strategy involves the sale of the business or keeping it in the family, we offer a full range of succession planning services to meet your individual needs and priorities.

Ownership Changes and Transaction Planning

At Frank Kapitza & Associates we understand the complexity and uncertainty inherent in completing a deal, and we provide consistent, exceptional advisory services.

Investment Planning for Real Estate Investors

Our extensive experience with all aspects of real estate accounting and investing allows us to provide project-oriented financial analysis to all types real estate investors.

Entity Structure

We'll advise you on the how to choose the business structure that will minimize taxes and allow you to see the highest profits at year-end.

Tax Reform Optimization

We are actively working with new and existing clients to assist them in optimizing their structure and educating them on how to plan for the new tax laws.