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News & Events

Stay Up-To-Date With Allied Financial Partners

Jan
31
2020

Richard A Romer, CPA, LLC Merges with Allied Financial Partners

Tette, Ingersoll & Co. CPAs, PC, a division of Allied Financial Partners, is pleased to announce its merger with Richard A Romer, CPA LLC, in order to grow its services and capabilities.

Jan
22
2020

JASON BREWER JOINS ALLIED FINANCIAL PARTNERS

The partners of Allied Financial Partners are pleased to announce that Jason Brewer has joined the firm as IT Help Desk Specialist.

Oct
27
2016

Reminder: NYS Voting Leave Rights

NYS’s Election Law requires employers to provide employees who do not have “sufficient time” outside of working hours to vote, paid time off to vote. The law also requires the posting of a notice at least 10 working days prior to every election.

Sep
18
2016

Employers: Form I-9 Revision Update!

The newest version of the Form I-9 will be available by Nov. 22! Employers may continue using the current version of Form I-9 with a revision date of 03/08/2013 until Jan. 21, 2017. After Jan. 21, all previous versions of the Form I-9 will be invalid.

Jul
25
2016

Payroll Essentials & Workers’ Compensation 8-11-16

Join us on 8-11-16 for this complimentary event: Two of the most fundamental requirements for any business with employees are Payroll and Workers’ Compensation Insurance. Come learn how they can work to provide a positive environment for your work force, and what they do to protect you as the employer.

Jul
17
2016

Prepping for Social Security Seminar 7-21-16!

Back by popular demand is our Preparing for Social Security Seminar! We are pleased to provide you with the opportunity to hear from Kurt Czarnowski of Czarnowski Consulting. Mr. Czarnowski will answer any and all questions you may have from the perspective of a Social Security insider. Join us this Thursday, July 21st, at the Woodcliff Hotel and Spa for this complimentary event! Please RSVP by calling 585-410-6733!

Jul
11
2016

Summer Newsletter

Allied's 2016 Summer Newsletter is out and ready to view. In this edition:1. Announcements from the Partners 2. NYS Alternative Veterans' Tax Exemptions 3. Educational Seminars and Training Session Info. 4. Employee Spotlight 5. Estate Planning Insights

Aug
16
2015

Final Financial Servicers Seminar of 2015. "Planning for Long-Term Care"

The next and final seminar of our financial services seminar series will be held on Thursday, November 19th, 6:30 – 8:30 PM, at the Woodcliff Hotel and Spa. This seminar will focus on planning for long term care to help you develop an awareness of the unique challenges you’ll face in seeking and creating a solution to meet your long-term needs. More information is available here!

Aug
08
2015

Upcoming Training Sessions

Our goal to keep our valued clients educated as accounting & technology continues to grow. As a result, we are proud to offer training on the topics our clients have asked for. Please click here for session topics, dates and times

Jan
26
2015

Lori B. Jansen, CPA Joins Tette and Ingersoll, CPAs as Accounting & Tax Manager

Thomas M. Tette, CPA and Kenneth E. Ingersoll, CPA, have announced that Lori B. Jansen, CPA, joined as Accounting & Tax Manager. Jansen has over 20 years of accounting experience. A graduate of Nova Southeastern University, she holds a Bachelor of Science degree in Accounting and later completed her CPA licensing requirements in New York State. She is a member of AICPA and the NYSSCPA, and is a past president for the Southern Tier chapter of the NYSSCPA. As Accounting & Tax Manager, Jansen will oversee the accounting staff while managing client relations and business development. “I am honored to be part of the Allied team and look forward to further developing the accounting and auditing practice of the firm,” says Jansen.

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Allied Payroll Services is bonded

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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