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Thank you to everyone who completed our client satisfaction survey. We are looking forward to reviewing the results and implementing improvements to our service offerings based on your feedback.
As we celebrate our 10th anniversary, we are conducting a client experience satisfaction to find out how we are doing and learn what we can do to improve the service we provide to our clients. Check out our February eblast to learn more!
Seasons Greetings from Allied Financial Partners - check out some important year-end reminders in our December eblas
Check out our November Eblast for information about how the Tax Cuts & Jobs Act may change your tax return filing this year.
Announcing New Services: Sexual Harassment Prevention Training Program & Credit Card Processing - Learn more in our October eblast!
The transition to our new payroll software is complete - check out some of the great features available in our September eblast!
Thinking about setting up at business SIMPLE IRA or 401(K)? The 2018 deadline is coming up - check out our July eblast for details!
As a reminder all of our offices will be closed on Wednesday, July 4, 2018 in observance of Independence Day
Tax season is almost at an end, time to start thinking about our upcoming educational seminars!
Reminder - all of our offices will be closed on Friday, April 20, 2018.
Information about the 2017 Tax Extenders is available in our February e-blast - check it out!
Tax season is rapidly approaching - read our January eblast for deadlines & reminders!
'Tis the season for year-end retirement contributions! Check out our December eblast.
Happy Thanksgiving ! Check out our November eblast for important year-end reminders!
Check out our October eblast! This month we are excited to introduce our new partner Jason Mayausky, CPA. We've also included information about our Long-Term Care seminar as well as our Medicare service offerings.
Check out our September eblast! This month we've included information Revenue Recognitions Standards as well as Investment Basics and tips for successful open enrollment.
Check out our August eblast! This month we've included information about the Child/Dependent Tax Credit as well as tax regulations associated with short-term rental properties.
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Securities offered through Securities America, Inc. member FINRA/SIPC. Advisory services offered through Securities America Advisors, Inc. This communication is strictly intended for individuals residing in the states of AZ, CO, CT, FL, IL, MD, MI, NC, NH, NJ, NY, PA, VA, or WA. No offers may be made or accepted from any resident outside the specific state(s) referenced. Allied Financial Partners and Securities America are separate companies
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