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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.



Helpful Content

Curated articles, videos, and more for a more savvy you.

News & Events

Putting Together Your Estate & Long Term Care Plan


Wednesday, March 10, 2021

6:00 PM - 7:30 PM on Zoom


Join David Younis CFP®, Director of Financial Services at Allied Financial Partners and Marcus Kroll, Esq. of Kroll Law Firm, LLP, for a conversation to discuss the most pressing concerns regarding effective estate and long-term care planning.

Click here to see featured topics...

Register Now

Client Alert: NYS Unemployment Fraud 

02.10.21

NYS Department of Labor has identified over 425,000 fraudulent claims.

Anyone who receives a monetary determination letter from the Department of Labor, but did not apply for unemployment benefits, should immediately report it to the DOL at on.ny.gov/uifraud.

In addition, New Yorkers should take steps to proactively protect themselves, included those listed at report.com;

  • Reporting the identify theft to the FTC
  • Filing a report with their local police department, if they wish, and
  • Reporting a misused Social Security number
  • Keep copies of all reports for your records

For more information click here.  

Monthly Eblast

Click here to read.

Resource Center

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Meet Our 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>Jane Bond: Scaling the Ladder</p>

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
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<p>Does Your Child Need to File an Income Tax Return?</p>

Does Your Child Need to File an Income Tax Return?

When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
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<p>Social Security: Two Benefit Strategies Eliminated</p>

Social Security: Two Benefit Strategies Eliminated

Here are several important changes to Social Security that may impact how and when you can begin taking income benefits.
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<p>Principles of Preserving Wealth</p>

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.
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