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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.

CLICK HERE to request a portal. 

CLICK HERE to request access.

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

Employee Retention Credit Update

01-09-2021

The Employee Retention Credit is a refundable tax credit against certain employment taxes equal to 50 percent of the qualified wages an eligible employer pays to employees after March 12, 2020 and before January 1, 2021.

Originally, employers were not eligible to receive the Employee Retention Credit if they received a Paycheck Protection Program (PPP) loan. However, due to changes made by the Consolidated Appropriations Act, 2021, this restriction has been lifted. This means that due to the retroactive change employers who took PPP loans are now eligible to take the employee retention credit, so long as the same wages are not used for both.

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Client Alert: FFCRA Leave Ends This Month

12.22.2020

FFCRA Leave Ends This Month, but Tax Credits Continue for Leave Voluntarily Extended to Employees

The current version of the bill, which has passed both the House of Representatives and the Senate and is expected to be signed by President Trump, results in the following:

  • Mandated FFCRA Leave ends on December 31, 2020
  • As of January 1, 2021, covered employers may voluntarily provide emergency paid sick leave or emergency paid FMLA Leave under FFCRA (as adopted earlier this year) and take the tax credit associated with this leave.
  • The tax credit may only be taken for leave through March 31, 2021.

In other words, FFCRA leave is no longer required, but if covered employers voluntarily provide these leave benefits through March 31, 2021, they are eligible to take the tax credit for the leave.

As always, we encourage you to contact us with any questions you may have.

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. 

Recent Eblasts

Our History

Monthly Eblast: January 2021

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Our Process

Monthly Eblast: December 2020

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Resource Center

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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>Errors and Omissions Insurance</p>

Errors and Omissions Insurance

E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
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<p>Social Media: #NewestBusinessLiabilityRisk</p>

Social Media: #NewestBusinessLiabilityRisk

Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
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<p>Protecting Your Business from the Loss of a Key Person</p>

Protecting Your Business from the Loss of a Key Person

Business owners may be able to protect themselves from the financial consequences of losing a key employee.
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<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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