Office Announcements
This year, for the protection of our clients and employees we are encouraging our clients to drop off, mail, or securely upload tax documents to our office through our new portal system.  Our team is available to you via phone conference, virtual meeting or for in-person appointments.
Portal Transition

The CCH Axcess Portal allows for the secure transfer of documents between you and our firm.

Portals are being set up upon request, if you would like a portal please contact our office.
MY1040Data Web Organizer Now Available

As part of our tax software transition web organizers will be available on our website through the My1040Data platform. To access your web tax organizer please visit our website, and log into the My1040Data platform.
Click here to request access to My1040Data.
Client Alert: NYS Unemployment Benefit Fraud
NYS Department of Labor has identified over 425,000 fraudulent claims during the COVID-19 pandemic.

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

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

  • 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
  • Make sure you keep all reports for your records

For more information click here.  

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 Law Firm, LLP, for a conversation to discuss the most pressing concerns regarding effective estate and long-term care planning.
Featured Topics Will Include:

  • The importance of having a plan in place before you need one to ensure that your wishes are carried out according to your specifications.
  • What documents to have in place to organize your affairs so they don’t become a burden for the people you love.
  • How will you pay for your care; there are many options available, which is the right one for you?
Wednesday, March 10, 2021
6:00 PM - 8:00 PM on Zoom
Video: Retiring In A Post-Pandemic World

It can be difficult sometimes to think about the future during times like these. But if you did, how would you retire in a post-pandemic world?

Imagine your ideal post-pandemic retirement with this hopeful, animated video.
Employee Retention Credit Extended Through June 2021
The Internal Revenue Service urges employers to take advantage of the newly-extended employee retention credit, designed to make it easier for businesses that, despite challenges posed by COVID-19, choose to keep their employees on the payroll.
The Taxpayer Certainty and Disaster Tax Relief Act of 2020, enacted December 27, 2020, made a number of changes to the employee retention tax credits previously made available under the Coronavirus Aid, Relief, and Economic Security Act (CARES Act), including modifying and extending the Employee Retention Credit (ERC), for six months through June 30, 2021. Several of the changes apply only to 2021, while others apply to both 2020 and 2021.

For a full description of these changes click here.
IRS Tax Scam Reminder

The IRS does not initiate contact with tax payers by email, phone or social media channels to request personal or financial information. If you receive a call like this do not provide any personal information.
For more details about Tax Scams, or to report a scam, visit the IRS website by clicking here.
Upcoming Tax Filing Deadlines
  • 03-15-21 - Partnerships & S-Corporations
  • 04-15-21 - Individual & C-Corporations
  • 05-17-21 - Exempt Organizations

Contact Our Office
Buffalo | (716) 694-0336
Cooperstown | (607) 282-4161
Oneonta | (607) 432-3462
Perry | (585) 237-3887
Rochester | (585) 410-6733
Victor | (585) 410-6733
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.
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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.

To be eligible for the Rochester Chamber Top 100, businesses must be privately held, headquartered in the nine-county Rochester region, and have earned at least $1 million in revenue in each of the three most recent fiscal years. The Rochester Chamber Top 100 is computed based on revenue growth, taking into account both dollar and percentage growth.

1., February/March 2015