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News & Events

Stay Up-To-Date With Allied Financial Partners

Mar
18
2020

COVID-19: Update

March 18, 2020

Dear Clients,

It is our sincere hope that this letter finds you healthy and that you are navigating the challenges that the COVID-19 situation continues to
present to our communities. 

At this time many of our employees are working remotely, however all of our offices are open and we have taken measures to ensure that the lines of communication will be maintained in the event that any of our offices have to close.

On Tuesday, March 17, 2020, it was announced that individual taxpayers who owe up to a million dollars in federal taxes can defer paying until July 15, 2020 while corporations can defer up to $10 million.  As of now the filing deadline remains the same, April 15, 2020 and there have been no state tax deferments announced.

Tax Appointments If you would prefer to forgo an in-person appointment in favor of sending your information in to be processed, documents can be mailed in or dropped off to the office location of your choice.  Please call our office in advance if you would like to make arrangements to drop off documents without having to enter the building.  You can also submit documents electronically on our website using our online portal.

AFP Online Solutions:

Portal 

  • For instructions on how to upload documents to the portal click here.  
  • If you have a portal but need assistance accessing it or uploading documents call Andrea True at (585) 410-6733 ext. 103.
  • If you don't have a portal set up already and would like one, please contact  Chelsea Hewitt at (585) 410-6733 ext. 104, chewitt@aliedfp.com.

Digital Investment Review Meetings are available for our financial services clients. 

  • To schedule a digital investment review meeting with David Younis CFP® or Francis Celona CPA, CFP® contact Aimee Cummings at (585) 410-6733 ext. 136 or acummings@alliedfp.com.
  • Appointments with Jason Tabor CFP® can be scheduled with Debbie Pearlmutter at (607) 282-4161 or dpearlmutter@alliedfp.com.

Resources:

If you have concerns at any time please do not hesitate to reach out. 

Thank you for your trust and patience and for providing us with the opportunity to be of service to you.

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Investment and advisory services offered only by those representatives who are applicably licensed with Securities America, Inc., member FINRAOpens in new window/SIPCOpens in new window, and Securities America Advisors, Inc., respectively.  Securities America is unaffiliated with Allied Financial Services and any other named entities or services offered.  

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