RICHARD AMODEO
​
Richard Amodeo, EA operates his firm from Hopewell Junction, NY.
With over 40 years of experience, with a focus on medical and
executive businesses, Richard is skilled enrolled agent (EA)
in all aspects of tax preparation and accounting.
​
(914)474-3162
richard8541@hotmail.com
Experience
- Graduate of Marist College, 1968 BA in Business
-CFO & Administrator of Katonah Medical Group, PC 1971-2008
-Worked for 3 CPA firms on a part time basis during tax season, 1972-2007
-Certified Medical Practice Executive, 1999 Richard offers a new service that he refers to as PERSONAL ACCOUNTING. This service
provides financial information about your household, including a statement of income and expenses (categories specifically to
address your information needs), a statement of assets and liabilities, and a cash flow statement showing how much money came in and went out.
​
​
​
The information will be obtained from original documents that you will provide to Richard on a monthly basis including credit card slips and monthly statements, cash receipts, listings of cash expenditures made without receipts, check registers and bank statements. A financial statement of NET WORTH will be prepared based on value of your personal assets as well as your liabilities. This
information will be very useful in obtaining a mortgage or auto loan or doing retirement planning.
Statements will be prepared monthly. Information will be presented for both the current month and the year to date. Richard has designed this program to be affordable and comprehensive so that you can benefit fully from the information provided. Richard is also the current Treasurer of 1 Wealth-Legacy, Inc., a new advocacy center here in the Hudson Valley, to develop action plans with individual educators & artists to promote their endeavors. It seeks to provide a support structure that is a resource for
leadership and administration, required to be successful as a private business of the arts and education.
1 Incorporated Under Section 402 of the Not-for- Profit
Corporation Law. Date of Incorporation: 9/30/13
EIN 46-42004911. Office: 202 Creamery Rd,
Hopewell Jct., NY 12533. Contact: (845) 661-6446.
​