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.
*new tax portal system
*out-going tax portal system
Put a century of combined experience to work for you.
Curated articles, videos, and more for a more insurance savvy you.
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:
Wednesday, September 23 @ 6:00 PM
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.
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.
Monthly Eblast: October 2020
All of our offices will be closed on Wednesday, November 11, 2020
in observance of Veteran's Day.
Monthly Eblast: September 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."
Test Your Life Insurance Knowledge
Assess Your Life Insurance Needs
Protecting Those Who Matter Most
Insurance Needs Assessment: For Empty Nesters and Retirees