36 Niagara Street
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.
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.
Use the links below to access our secure and convenient client portals.
CLICK HERE to request a portal.
CLICK HERE to request access.
Put a century of combined experience to work for you.
Curated articles, videos, and more for a more insurance savvy you.
The Employee Retention Credit is a refundable tax credit against certain employment taxes equal to 50 percent of the qualified wages an eligible employer pays to employees after March 12, 2020 and before January 1, 2021.
Originally, employers were not eligible to receive the Employee Retention Credit if they received a Paycheck Protection Program (PPP) loan. However, due to changes made by the Consolidated Appropriations Act, 2021, this restriction has been lifted. This means that due to the retroactive change employers who took PPP loans are now eligible to take the employee retention credit, so long as the same wages are not used for both.
Small business owners can check if they are eligible for New York State support programs or incentives.
There are a number of business incentives that small business owners may be able to take advantage of. To get started, simply answer questions about your business and New York's Business Express Incentive Wizard will provide a list of New York State programs and services that could help your business get off the ground.
Monthly Eblast: January 2021
Monthly Eblast: December 2020
Find several frequently requested tax documents for your convenience. Feel free to contact us if you can't find what you're looking for.
Find several frequently requested payroll documents for your convenience. Feel free to contact us if you can't find what you're looking for.
Tracking your tax refund is easy with our Tax Refund Tracker. Find out when you'll receive your federal and/or state tax refunds. tax-refund-tracker
Our semi-annual newsletters include articles of interest as well as AFP company news. Past newsletters are available here for your review.
Check the background of this firm and investment professional(a) on FINRA's BrokerCheck.
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"Having insurance doesn't guarantee good health outcomes, but it is a critical factor."
- Irwin Redlener
"An investment in knowledge pays the best interest."
- Benjamin Franklin
"Frugality includes all the other virtues."
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