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.
CPA & Accounting
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.
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.
Health Insurance & Medicare
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.
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.
HR Services & Employee Benefits
You may experience some increased security features the next time you log into your online portal!
Will the DOL Fiduciary Standards affect client relations with Allied Financial Partners? Posted 2.24.2017
Recently, our Director of Financial Services, David A Younis, CFP(R) sent a letter to all of our clients addressing the status of the Department of Labor's fiduciary standard, and what recent changes to this regulation will mean for our clients.Read Will the DOL Fiduciary Standards affect client relations with Allied Financial Partners?
Find several frequently requested tax documents for your convenience. Feel free to contact us if you can't find what you're looking for.
Find several frequently requested payroll documents for your convenience. Feel free to contact us if you can't find what you're looking for.
Tracking your tax refund is easy with our Tax Refund Tracker. Find out when you'll receive your federal and/or state tax refunds.
Our semi-annual newsletters include articles of interest as well as AFP company news. Past newsletters are available here for your review.
Check the background of this firm and investment professional(s) on FINRA’s BrokerCheck.
Allied Payroll Services is bonded
Securities offered through Cambridge Investment Research, Inc. a broker-dealer, member FINRA/SIPC, Investment Advisor Representative, Cambridge Investment Research Advisors, Inc. a Registered Investment Adviser. Cambridge does not provide tax services. Accounting, Payroll, Fixed & Health Insurance, and HR Services are offered through Allied Financial Partners. This communication is strictly intended for individuals residing in the states of AZ, CA, CO, FL, IL, KY, MA, MD, NC, NY, PA, TN, VA and WA. No offers may be made or accepted from any resident outside the specific state(s) referenced. Cambridge and Allied Financial Partners are not affiliated.