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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

A Layman's Explanation of Silicon Valley Bank's Failure

Do we need to be concerned about similar failures in other major or regional banks and if so, what should we do about it?

David Younis, CFP® discusses the recent events involving the Silicone Valley Bank.

Click here to read the article.

Putting Together Your Estate & Long-Term Care Plan

Is your plan right for you and your family?

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

Thursday, March 23 at 6:00 PM on Zoom

Click here to register

Financial Services Webinar

Allied Financial Services, Inc. is excited to introduce our monthly conversation,

Creating Retirement Income During Uncertain Times.

Everyone is welcome to join these online discussions which will take place the third week of each month. Our next event will be Thursday, March 23 at 12:00 PM.

Click here to register

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Monthly Eblast

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Client Portals

CLICK HERE to request a portal.

CLICK HERE to request access.

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.

Resource Center

Financial Services

Payroll Services

Track Your Refund

Tax & Accounting

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