CPA & Accounting Services

We provide our clients with accurate, timely services

At Allied Financial Partners we offer a complete array of accounting services to business and individual clients. Whether you are looking for assistance with your annual tax return, bookkeeping services, or more elaborate accounting support our team is available to you.

We understand the importance of being able to trust the people you are working with, which is why we approach our client relationships as on-going partnerships. Our clients work with us not only because of our proven skills, knowledge and quality service but because of the close personal relationships we form. We look at the big picture to ensure that you have the right strategies in place now and for the future.

Accounting Services

  • Financial Statement Audit & Review Compilation
  • Employee Benefit Plan Audits
  • Forecasts, Projections & Budgets

Business & Individual Tax Services

  • Income Tax Preparation
  • Tax Planning
  • Notice Responses
  • Local Tax Audits

Business Services

  • Business Valuations
  • Entity Structuring
  • Mergers, Acquisitions & Reorganization Assistance
  • Business Succession Planning
  • Controllership Services
  • Expert Witness Services

Bookkeeping Services

  • Accounting Software Consulting & Support (QuickBooks)
  • Accounting Systems Development
  • On-or-Off Site Bookkeeping

Tax Planning is a year-round activity. If you are planning to:

  • Buy a house
  • Change careers or jobs
  • Hire or terminate employees
  • Set up a retirement or profit sharing plans
  • Sell assets or exercise employee stock options
  • Collect and submit sales tax
  • Start or sell a business

Talk to us about the possible tax implications. We are here throughout the year to help you understand the complexities and provide you with prudent strategies to mitigate tax liabilities.

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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.