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Amato, Fox & Company, PC

Certified Public Accountants


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Services - Delivered with Care, Competence & Common Sense

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Personal Planning......

The Amato, Fox & Company office is staffed with personnel experienced in all fields of taxation.  One of the primary services performed by the tax department is minimizing clients' tax liabilities through effective planning.  This function is carried out by tax consultants who are CPA's with specialized backgrounds.  We go beyond just tax preparation, we help clients plan for retirement and college, build wealth, protect their estates and watch over other areas of potential financial pitfalls.  Services include:

 

  • Tax Preparation 
  • Electronic Filing
  • IRA Audit Assistance
  • Refund Planning
  • Roth vs. Traditional IRA analysis
  • 401K Plan/IRA SIMPLE
  • Investment Analysis
  • Wealth Building
  • College Planning
  • Federal Aid Preparation
  • Estate Planning 
  • Trust Analysis
  • Assistance with Wills

Our 50+ years experience enables us to focus on your goals and design plans to achieve those goals.

Investment Planning....

A strong investment portfolio is important to build wealth for goal attainment.  Whether its for retirement, education, vacations, or long-term financial security, investments and proper investment advice is critical.

Asset allocation varies by age and goals, and risk tolerance balanced with return must be properly matched to individual personalities.  A free investment review is a phone call or "click" away- we can help....

 

 

Amato, Fox & Company, PC Certified Public Accountants

36 Niagara St. Tonawanda, New York 14150

(716) 694-0336 FAX (716) 694-5081

E-mail: Info@AmatoFox.com

 

 

 

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