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

Allied Financial Partners is a 2023 Top Workplace!
We are thrilled to announce that, for the third consecutive year, Allied Financial Partners has been named a Top Workplace in Rochester by the Democrat and Chronicle - Part of the USA Today Network.
The Top Workplace award is based solely on the employee feedback.


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Client Portals
Tax & Accounting Services
CCH Axcess Tax Portal
Securely share documents with your accountant.
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

Impact of Taxes and Inflation

Tax & Estate Strategies for Married LGBTQ+ Couples

Social Security Benefits: How Much Will I Receive

A Living Trust Primer
Check the background of this firm and investment professionals on FINRA's BrokerCheck.