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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 is a 2023 Top Workplace!

We are thrilled to announce that, for the third consecutive year, Allied Financial Partners has been named a Top Workplace in Rochester by the Democrat and Chronicle - Part of the USA Today Network.

The Top Workplace award is based solely on the employee feedback.

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.

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, April 27 at 4:00 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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