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36 Niagara Street Tonawanda, NY 14150

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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.

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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.

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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.

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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.

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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.  

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Client Portals

Use the links below to access our secure and convenient client portals.

Net Client CS Tax Portal
Employer On The Go Payroll Portal
Sexual Harassment Prevention Training

Meet Our Team

Put a century of combined experience to work for you.

Helpful Content

Curated articles, videos, and more for a more insurance savvy you.

News & Events

Medicare Made Clear Webinar September 23


08.17.2020

Whether you are just approaching 65, or you are already enrolled in Medicare, this webinar is for you! 

In this webinar, key Medicare enrollment concepts will be addressed including: 

  • Reimbursement Levels
  • Supplemental Coverage
  • Annual Coverage Updates

Wednesday, September 23 @ 6:00 PM

RSVP Today!

NYS Mandatory Paid Sick Leave Updates


8.12.2020

Beginning September 30, 2020, employees in New York must accrue protected sick leave but employees are NOT entitled to use their accrued sick leave until January 1, 2021. We expect additional guidance from the NY Commissioner of Labor as we approach the effective date. 

For a summary of the law based on its current form click here.

NEW: Financial Services Audio Series Presented by Jason Tabor, CFP®

7.29.2020

Jason Tabor, CFP®, of our Cooperstown/Oneonta office, has released an audio series discussing financial services topics on YouTube.  

SUBSCRIBE to our YouTube Channel to receive notifications whenever new content is posted.    

Recent Eblasts

Our Process

Monthly Eblast: August 2020

All of our offices will be closed on Monday, September 7, 2020 

in observance of Labor Day.

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Our History

Monthly Eblast: July 2020

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RESOURCE
CENTER


Tax Documents

Find several frequently requested tax documents for your convenience. Feel free to contact us if you can't find what you're looking for.


Payroll Documents

Find several frequently requested payroll documents for your convenience. Feel free to contact us if you can't find what you're looking for.


Track Your Refund

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


Newsletters

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.

Partners

David Younis

David A. Younis, CFP®*

(585) 410-6733 x130

Jason Mayausky

Jason M. Mayausky, CPA

(585) 410-6733 x144

Jim Swiech

James W. Swiech, CPA

(585) 410-6733 x143

Kenneth Ingersoll

Kenneth E. Ingersoll, CPA*

(585) 410-6733 x115

Thomas Tette

Thomas M. Tette, CPA*

(585) 410-6733 x113

"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." 

- Cicero

<p>Test Your Life Insurance Knowledge</p>

Test Your Life Insurance Knowledge

How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
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<p>Teen Drinking and Your Liability</p>

Teen Drinking and Your Liability

Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
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<p>When Does Your Personal Car Become a Commercial Vehicle?</p>

When Does Your Personal Car Become a Commercial Vehicle?

At what point can you call a personal vehicle commercial?
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<p>Inventorying Your Possessions</p>

Inventorying Your Possessions

Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
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