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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


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


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

NYS Mandatory Paid Sick Leave Updates


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.

Read Now
Our Process

Monthly Eblast: October 2020

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

in observance of Veteran's Day.

Read Now


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


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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