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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.

  *new tax portal system

CLICK HERE to request a portal. 

 

*out-going tax portal system

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

NYS Business Incentive Website

11.25.2020

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. 

November Office Hours Announcement

11.16.2020

All of our offices will be closed on Thurday, November 26 and Friday, November 27 to celebrate Thanksgiving.



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.

Recent Eblasts

Our History

Monthly Eblast: November 2020

Allied Financial Partners will be holding a staff-wide training Wednesday, November 18, 2020.

All of our offices will be closed on November 26 & 27, 2020 to celebrate Thanksgiving.

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Our Process

Monthly Eblast: October 2020

All of our offices will be closed on Wednesday, November 11, 2020 

in observance of Veteran's Day.

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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>Understanding the Basics of Medigap Policies</p>

Understanding the Basics of Medigap Policies

Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
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<p>Stay Safe with a B.O.P. At Your Back</p>

Stay Safe with a B.O.P. At Your Back

Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
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<p>Medicare Advantage Plans (Medicare Part C)</p>

Medicare Advantage Plans (Medicare Part C)

Medicare Part C allows you to choose a Medicare Advantage plan. This article will help you decide if it's right for you.
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<p>Gun Ownership and Your Homeowners Policy</p>

Gun Ownership and Your Homeowners Policy

Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
Learn More

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