Business Details
45 Years
experience
Your Trusted Financial Partner in Philadelphia
Established in 1981, we operate as an independent financial services provider, unaffiliated with any external entities or product-driven models. Our team of Certified Public Accountants (CPAs), Certified Financial Planners (CFPs), and specialized professionals delivers personalized financial planning, tax compliance, and business advisory services tailored to individuals and businesses. With decades of collective experience, including leadership roles in major accounting firms, we prioritize client-centric solutions that integrate tax expertise with comprehensive financial strategies.Our independence ensures unbiased guidance focused solely on client needs, supported by specialized accreditations such as Personal Financial Specialist (PFS) and Certified College Funding Specialist (CCFS). We offer year-round support for retirement planning, estate management, business incorporation, and insurance analysis, emphasizing transparency and long-term financial security.
Services
Financial Planning
Tax Preparation
Retirement Planning
Estate Planning
Business Advisory
Details
- Year established: 1981
Highlights and features
- We operate independently with no affiliations to financial product providers
- Our team includes CPAs with prior leadership roles at major accounting firms
- Specialized certifications in college funding, retirement, and financial planning
- Personalized service model focused on long-term client relationships
- Comprehensive expertise spanning tax compliance, business advisory, and estate planning
Associations and certifications
- CPA
- CFP
- PFS
- CCFS
- CFS
Services
Financial Planning
Our financial planning service creates customized strategies to achieve long-term financial goals. We analyze income, expenses, investments, and risk tolerance to develop actionable plans. Clients benefit from tax-efficient solutions and ongoing adjustments to adapt to life changes.
Tax Preparation
Certified CPAs handle tax preparation for individuals and businesses, ensuring compliance while maximizing deductions. We specialize in complex returns and year-round tax planning to minimize liabilities. Electronic filing and audit support provide added convenience and security.
Retirement Planning
We design retirement plans considering Social Security optimization, IRA conversions, and distribution strategies. Risk assessments and investment reviews ensure sustainable income throughout retirement. Clients receive guidance on 401(k)s, pensions, and tax-advantaged savings vehicles.
Estate Planning
Our estate planning integrates wills, trusts, and beneficiary designations to protect assets. We coordinate with legal professionals to minimize estate taxes and ensure smooth wealth transfer. Regular reviews adapt plans to changing family dynamics and laws.
Business Advisory
We support businesses with start-up planning, tax compliance, and retirement plan implementation. Services include entity selection, payroll tax guidance, and financial risk assessments. Our advice helps owners optimize operations and long-term sustainability.
People
Michael J. Amato
CPA, CFP, PFS, CCFS, CFS
With decades of experience, Michael leads financial planning strategies. His expertise spans tax optimization, retirement planning, and business advisory services for diverse clients.
Kimberly T. Amato Wagner
CPA, MAcc
Kimberly specializes in tax compliance and financial reporting. Her background includes advanced accounting roles and personalized client advisory services.
Jeffrey P. DeiSsler
CPA
Jeffrey focuses on business tax strategies and financial planning. He brings technical expertise in corporate compliance and individual tax matters.
Patricia L. Keller
CPA, MBA
Patricia provides comprehensive financial planning solutions, combining accounting expertise with strategic investment guidance for clients.
Frank J. Salandria
CPA
Frank specializes in business advisory services, helping owners navigate tax regulations and financial decision-making processes.
Questions
What services does ITFP specialize in?
We specialize in financial planning, tax preparation, retirement planning, estate planning, and business advisory services for individuals and businesses.
Are your advisors certified professionals?
Yes, our team includes Certified Public Accountants (CPAs), Certified Financial Planners (CFPs), and specialists with credentials like PFS, CCFS, and CFS.
How does ITFP maintain independence?
We are not affiliated with any financial institutions and do not sell products, ensuring unbiased advice focused solely on client needs.
Do you serve clients outside Philadelphia?
Yes, we serve clients in Pennsylvania, New Jersey, and surrounding areas with personalized financial solutions.
What makes your tax services unique?
Our CPAs combine deep tax expertise with comprehensive financial planning to optimize both current and future financial outcomes.
