Financial Planning
Utilizing a unique process of in-depth data collection and clarification of client objectives, we develop comprehensive financial planning solutions tailored specifically to our clients goals and vision.
CPA & Accounting
We strive to build lasting relationships with our clients. You can count on us during tax season and through-out the year for your personal and/or business accounting needs.
Payroll Services
Our dedication to providing accurate, efficient and personalized service to our clients allows our clients to focus on running their business confidently knowing that we are taking care of their employees.
Health Insurance & Medicare
As a trusted resource for our clients, we will work to educate you in the best health insurance options available to meet the specific needs of yourself, your family, or your employees.
HR Services & Benefits
HR matters because people matter. Offering a variety of tools and services allows our clients to provide a compliant and positive work environment for their employees.
News & Events
Putting Together Your Estate & Long-Term Care Plan
Wednesday, March 27, 2024 | 6:00 PM on Zoom.
Join David Younis CFP®, Director of Financial Services at Allied Financial Partners and Marcus Kroll, Esq. of Kroll Proukou, LLP, for a conversation to discuss the most pressing concerns regarding effective estate and long-term care planning.
Client Portals
CCH Axcess Tax Portal
Securely share documents with your accountant. Files will be accessible on your portal for one year, please download information to a secure location for future reference.
My1040Data Web Organizer
Review your previous year's tax return and upload current year tax information directly to your accountant.
Resource Center
Meet Our Partners
You May Need to Make Estimated Tax Payments If…
Volunteering in Retirement
Check the background of this firm and investment professionals on FINRA's BrokerCheck.