Michael J. Amato, Cpa-Pfs, Cfp, Ccfs, Cfs

Michael J. Amato, Cpa-Pfs, Cfp, Ccfs, Cfs Email and Phone Number

President, Independent Tax & Financial Planners, PC @ Independent Tax & Financial Planners, P.C.
Michael J. Amato, Cpa-Pfs, Cfp, Ccfs, Cfs's Location
Southampton, Pennsylvania, United States, United States
Michael J. Amato, Cpa-Pfs, Cfp, Ccfs, Cfs's Contact Details

Michael J. Amato, Cpa-Pfs, Cfp, Ccfs, Cfs phone numbers

About Michael J. Amato, Cpa-Pfs, Cfp, Ccfs, Cfs

Michael J. Amato, owner of Independent Tax & Financial Planners, P.C., was born in Philadelphia in 1957. Graduated Archbishop Ryan High School (1975) and went on to LaSalle University (1979), where he received a Bachelor of Science degree in Accounting (Magna Cum Laude). Certified Public Accountant (CPA) designation was conferred by the Commonwealth of PA, Dept. of State, State Board of Accountancy in February of 1980. Certified Financial Planner™ (CFP™) credential was conferred by the International Board of Standards and Practices for Certified Financial Planners in March of 1989. Life & Health Insurance license was conferred by PA Dept. of Insurance in July of 1991. Certified Fund Specialist (CFS) was conferred by the Institute of Business and Finance in December 2001. Certified College Funding Specialist (CCFS) was conferred by the National Institute of Certified College Planners in October 2005. Personal Financial Specialist (PFS) designation was conferred by the American Institute of Certified Public Accountants (AICPA) in July 2006.Mr. Amato's former experience includes senior positions with an internationally prominent big 4 CPA firm, where he was responsible for a full-range of tax and financial accounting services for his company's clients, which included individuals and small to medium size businesses.He started ITFP in 1981.He is a member of the American Institute of Certified Public Accountants (AICPA), PA Society of Tax & Accounting Professionals (PSTAP) and the Bucks County Estate Planning Council.Securities offered through Avantax Investment Services℠, Member FINRA, SIPC. Investment advisory services offered through Avantax Advisory Services℠. Insurance services offered through Avantax Insurance Agency℠Please visit www.avantaxwealthmanagement.com/social_policy for more information.

Michael J. Amato, Cpa-Pfs, Cfp, Ccfs, Cfs's Current Company Details
Independent Tax & Financial Planners, P.C.

Independent Tax & Financial Planners, P.C.

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President, Independent Tax & Financial Planners, PC
Michael J. Amato, Cpa-Pfs, Cfp, Ccfs, Cfs Work Experience Details
  • Independent Tax & Financial Planners, P.C.
    President
    Independent Tax & Financial Planners, P.C. 1981 - Present
    Holland, Pa, Us
    We provide high-quality professional financial planning, tax and accounting services to individuals and businesses at a high personal service level. We seek to help our clients become more informed and in control of their own finances and financial future.

Michael J. Amato, Cpa-Pfs, Cfp, Ccfs, Cfs Skills

Accounting Estate Planning Financial Planning Strategic Financial Planning Tax Team Building Strategic Planning Finance Managerial Finance Mergers And Acquisitions Microsoft Office Budgets Small Business Internal Controls Financial Analysis Financial Reporting Quickbooks Sarbanes Oxley Act Business Strategy Product Development New Business Development Research Due Diligence Marketing Strategy Mergers

Michael J. Amato, Cpa-Pfs, Cfp, Ccfs, Cfs Education Details

  • La Salle University
    La Salle University
    Accounting

Frequently Asked Questions about Michael J. Amato, Cpa-Pfs, Cfp, Ccfs, Cfs

What company does Michael J. Amato, Cpa-Pfs, Cfp, Ccfs, Cfs work for?

Michael J. Amato, Cpa-Pfs, Cfp, Ccfs, Cfs works for Independent Tax & Financial Planners, P.c.

What is Michael J. Amato, Cpa-Pfs, Cfp, Ccfs, Cfs's role at the current company?

Michael J. Amato, Cpa-Pfs, Cfp, Ccfs, Cfs's current role is President, Independent Tax & Financial Planners, PC.

What is Michael J. Amato, Cpa-Pfs, Cfp, Ccfs, Cfs's direct phone number?

Michael J. Amato, Cpa-Pfs, Cfp, Ccfs, Cfs's direct phone number is (215) 354-0500 ex*****

What schools did Michael J. Amato, Cpa-Pfs, Cfp, Ccfs, Cfs attend?

Michael J. Amato, Cpa-Pfs, Cfp, Ccfs, Cfs attended La Salle University.

What skills is Michael J. Amato, Cpa-Pfs, Cfp, Ccfs, Cfs known for?

Michael J. Amato, Cpa-Pfs, Cfp, Ccfs, Cfs has skills like Accounting, Estate Planning, Financial Planning, Strategic Financial Planning, Tax, Team Building, Strategic Planning, Finance, Managerial Finance, Mergers And Acquisitions, Microsoft Office, Budgets.

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