Tax Services - Tax Planning & Preparation

Proactive and aggressive tax planning are critical in order to minimize tax liabilities.

Timely tax planning reduces the hours and manpower needed for return preparation, with preparation then becoming more of an administrative function.

Our tax and audit specialists continually review our clients' situations for new opportunities in light of changing international tax and domestic tax laws.

Our tax consultants have served on:
• The New Jersey Society of Certified Public Accountants' (NJSCPA)
• Federal Tax Committee
• State Tax Committee
• Committee on Cooperation with the IRS
• Personal Financial Planning Committee

Amper's Corporate Executive Services Group (CES) is a distinct specialty practice within the Tax Services Group serving the specific personal tax and financial counseling needs of corporate executives.

Educational Seminars are a group approach to financial counseling designed for both the needs of a company's executives

These programs can include:
401(k) planning
Retirement and "early-out" programs
Employee benefit plans
Stock option planning

Amper's tax services cover proactive tax analysis with tax planning by our tax and audit specialists.

Tax Services
Amper Financial:
financial planning
investment
insurance

As one of the Best Places to Work in NJ, Amper is one of the largest independent CPA, accounting, tax preparation, and auditing firms in the New Jersey, Pennsylvania and New York region.
 Services

Accounting Services
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Tax Services
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     Film Production Tax Credits
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     Tax Planning & Preparation
     Corporate Executive Services
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 Articles

Tax Incentives for Small Businesses

Compensation Strategies To Reduce Alternative Minimum Tax Exposure

Summary of Current NJ Legislative Changes

2007 Tax Pocket Guide

The American Jobs Creation Act of 2004

The Working Families Tax Relief Act of 2004

Maximizing Your Retirement Plan
Corporate Executive Services
Amper's Corporate Executive Services Group (CES) is a distinct specialty practice within the Tax Services Group serving the specific personal tax and financial counseling needs of corporate executives. The CES Group provides services in the area of Executive Financial Counseling, and Employee Group Seminars. This includes company sponsored comprehensive tax and financial planning, as well as, proactive implementation of an executive's financial and estate plans. Our combination of in house advisory practices allows for the convenience of dealing with one team of professionals for all of an executive's personal financial needs.

Comprehensive Financial Counseling is designed for executives with complex financial circumstances desiring on-going personal advice. An Amper counselor will work closely with the executive to assist in all aspects of financial planning. This results in a comprehensive financial plan that is closely monitored and responsive to the executive's changing needs. Comprehensive financial counseling services may include:

  • Income tax planning and preparation
  • Education funding
  • Stock option planning
  • Executive compensation and benefits planning
  • Investment plan review
  • Retirement planning
  • Estate and gift planning
  • Personal risk management (disability, life, and long-term care insurance)
  • Property risk management (homeowner's, auto, liability, and asset protection insurance)

Modular Planning is designed for individuals who either do not need or desire comprehensive planning. Although individuals should generally begin with comprehensive planning, the modular approach allows for a focused effort in one or more areas of their personal finances (e.g. retirement planning). It also allows for utilization of services that may otherwise be limited by a company's or individual's budget and corporate benefits program.

Educational Seminars are a group approach to financial counseling designed for both the needs of a company's executives, as well as, its broader employee base. These programs can include:

  • 401(k) planning
  • Overall retirement and "early-out" programs
  • Specific employee benefit plans and introduction of new plans
  • Stock option planning

The goal of our Corporate Executive Services professionals is to provide uncompromised client service built on a long-term counseling relationship with each client. Our philosophy is based on: Objective Fee Only Advice, Comprehensive Service, Client Goal Orientation, and Strong Implementation.

Contact: Paul Dougherty


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