Office Announcements

All of our office locations will be closed on Friday, April 19, 2019 to allow our staff to recharge after Tax Season. We will reopen on Monday, April 22, 2019.



Payroll Reminders
  • Payroll Quarterlies will be posted to your portal by May 5, 2019.
  • Please send third party sick pay information to your specialist.
The Cost Of Your Retirement Dreams
According to a multi-year study of pre-retirees from Transamerica Center for Retirement Studies: 65% hope to travel, 56% want to spend time with family & friends; 49% plan to pursue hobbies; 28% expect to enjoy a 2nd career.

Click here to see the top common concerns workers believe will prevent them from fulfilling their retirement dreams.
How do you plan to fund your retirement dreams?
Contact our office today to review your retirement plan, or to put one in place!
Sexual Harassment Prevention Training
The ultimate goal of the New York State sexual harassment prevention training requirements is to help create and maintain a safe, happy work environment for all employees. While an honorable objective, the actual implementation of an annual sexual harassment prevention training program can be a daunting task for many small business owners.

Allied Financial Partners offers a sexual harassment prevention training program that exceeds the requirements set forth by New York State with the added benefit of being web-based so your employees will have the flexibility to take the training at their own pace.
Who is required to provide training?

All New York State employers with at least ONE employee will be required to provide anti-sexual harassment training beginning October 2018. Employees include paid and unpaid interns, full- and part-time employees, workers with partial ownership of the company, and seasonal and temporary workers.

New York State requires you to train ALL employees even if they work for you for only one day. The State also recommends that you provide training for volunteers, contractors, subcontractors, vendors, consultants, and anyone who provides services in your workplace as you are liable for harassment of and by these "non-employees." (This is informational only and not intended to provide legal or business advice.)

For more information and to purchase this compliance product for your company contact Andrea True at (585) 410-6733 ext. 103 or via email at atrue@alliedfp.com .
Track Your Refund Online
Visit the resource center of our website  https://alliedfp.com/track-refund  to check 
the status of your state or federal tax return. 
 
All you need is:
·          Tax payer social security number
·          Filing status
·          Refund amount


**Check to see if a pop-up blocker is preventing the tracker from opening a new page after you select Federal or your preferred state.
NetClient CS - Tax Portal
At Allied Financial Partners we care about providing a great service, which includes protecting your personal and financial information. NetClient CS is our secure, personalized, client portal through which you can access your information as well as provide information to us.
 
Security Reminders:
·          Your password will expire after 90 days, if you have not logged into your portal since last tax season you will be asked to update your password.
·          Your password must contain at least eight characters, including at least one upper case character, one lowercase character, one numeric character, and one special character (such as #, %, $).
 
If you are not currently using a NetClient CS portal you can submit a  request on our website  or call our office at (585) 410-6733 ext. 100 for assistance.
We'd like to hear from you!
The thumbs up corner of our semi-annual newsletter highlights our clients' achievements. If you have any news that you would like us to feature, please email Andrea True at atrue@alliedfp.com .
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We want to hear from you!! This eblast is written for the benefit of our clients. Please reply to this email with any topics of interest, questions or concerns you may have and we would be happy to address them.
Allied Payroll Services is bonded.

Securities offered through Registered Representatives of Securities America, Inc., a broker-dealer, member FINRA / SIPC . Advisory services offered through Securities America Advisors, Inc., a Registered Investment Adviser. Tax services provided by Tette, Ingersoll & Co., CPAs, PC. Allied Financial Partners and Tette, Ingersoll & Co., CPAs, PC are not affiliated with Securities America.