Daniel F Friel CPA PC

JSK Capital Advisors, LLC. is a firm built on a foundation of expertise and a dedication to providing personalized financial guidance. We believe that every individual and business has unique needs and goals, and our team thrives on tailoring our services to create a bespoke financial strategy that empowers our clients to achieve their aspirations. With over 35 years of experience in the financial industry, we combine a deep understanding of tax planning, accounting, auditing, and estate planning with the latest insights in investment management and retirement planning.

A Legacy of Trust and Experience

The firm originates from the principles and reputation established by Daniel F. Friel CPA, PC, where over three decades, a strong client base of highly successful individuals has been cultivated. This unwavering commitment to excellence and client satisfaction has been the driving force behind our continued growth and expansion. We take pride in the long-lasting relationships we build with our clients, becoming trusted advisors who guide them through life's financial milestones.

Comprehensive Financial Solutions

Our service offerings are designed to address the multifaceted needs of our clients, encompassing a spectrum of financial disciplines.

Tax Planning and Compliance: Our team of tax experts specializes in crafting tax strategies that optimize your financial position. We stay abreast of the ever-changing tax landscape, leveraging our knowledge to minimize your tax liability while ensuring complete compliance with all applicable regulations. We understand the impact of tax law changes and strive to proactively navigate these complexities on your behalf.

Auditing Services: We provide comprehensive auditing services tailored to various industries, including healthcare, construction, service industries, qualified retirement plans, and real estate. Our meticulous attention to detail and rigorous auditing standards ensure the accuracy and reliability of your financial statements.

Accounting Services: We offer a full suite of accounting services to streamline your financial operations. From bookkeeping and payroll to financial statement preparation and analysis, our expert accountants handle every aspect of your accounting needs with precision and efficiency.

Estate Planning: Protecting your legacy and ensuring the smooth transfer of assets to your loved ones is paramount. Our estate planning specialists work closely with you to develop a comprehensive plan that addresses your unique circumstances, encompassing wills, trusts, and other estate planning documents.

Investment Management and Retirement Planning

With the establishment of JSK Capital Advisors, LLC., we have expanded our service offerings to include asset management and retirement planning. We leverage our CFA Charterholder credentials to provide personalized investment advice and strategies designed to help you achieve your financial goals, whether it's building a secure retirement or navigating the complexities of investment markets.

Our approach is founded on open communication, collaborative partnership, and a genuine desire to empower our clients to take control of their financial future. We believe that financial success is not merely about numbers; it's about understanding your aspirations and building a roadmap to achieve them.