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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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News & Events

Allied Financial Partners - Jason Tabor CFP® Named Otsego County Chamber of Commerce 2023 Chamber Member of the Year

The Chamber Member of the Year Award is a new award in 2023 and recognizes an individual or organization that has provided the greatest value and support to the Otsego County Chamber of Commerce and our members. They support events, sponsorships, participation in Chamber programs and community volunteerism.

Congratulations to Jason Tabor for his hard work and dedication to the Otsego County Chamber on behalf of Allied Financial Partners!

This award is based on community and/or charitable involvement and is not reflective of the recipient's abilities as a financial advisor.

Financial Services Webinar

Everyone is welcome to join our monthly, online conversation, Creating Retirement Income During Uncertain Times which will take place at the end of each month.

Our next event will be Thursday, November 30 at 12:00 PM.

Click here to register

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Monthly Eblast

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Client Portals

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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.

Payroll Services

Financial Services

eMoney

View the balances of the accounts that Allied Financial Services, Inc. manage, as well as link outside accounts (such as a bank account or credit card) to create a more thorough picture of your financial world.