Client Experience Satisfaction Survey
2019 marks the 10 year anniversary of Allied Financial Partners. As we look towards the future of our firm we acknowledge that our success stems directly from you, our clients.

Throughout 2019, we will be working with Corrie Spike-Carter, an independent brand consultant, who will be helping us to evaluate your overall satisfaction with Allied Financial Partners.

Your feedback will help us to identify areas where we can improve our service offerings and overall client experience. We'd like to thank you in advance for participating in the client experience satisfaction survey.
Transition To Securities America
Allied Financial Partners is very excited to announce a change we are making in our financial services operations. We have chosen to affiliate with Securities America, Inc., one of the largest broker-dealers in the country today.

Our decision to change our broker-dealer was one that was carefully considered. Over the past five years; as a result of our clients' continued confidence in our firm, we have seen significant growth in our financial services business. This new partnership will allow us to provide our clients with additional services and opportunities while our offices will benefit from improved technology and operational efficiencies. We view this as an opportunity to continue to refine and improve our ability to provide you with a premier client experience.

Over the past few weeks a number of communications have been sent to our financial services clients regarding this transition. We encourage you to contact our office with any questions you may have regarding your accounts.

If you are not a current financial services client, now is a perfect time to speak with one of our advisers about your unique situation and learn how our new relationship with Securities America may benefit you.

Call our office to schedule an introductory conversation or click here to request a meeting.
Estate Planning
On February 6, 2019 guests braved the ice and wind to attend our Estate Planning seminar at Casa Larga Vineyards. Presenter Marcus Kroll, Esq. of Kroll Law Firm, LLP addressed the most pressing concerns that need to be considered when establishing an effective estate plan.

If you were unable to attend the seminar but would like to speak with someone about your personal situation please call Christian to schedule an appointment (585) 410-6733 ext 132 or email cnikodem@alliedfp.com.
Important Dates & Reminders
Tax Filing Deadlines:

  • March 15, 2019 Partnerships & S-Corporations
  • April 15, 2019 Individual & C-Corporations
  • May 15, 2019 Exempt Organizations

NYS Drivers License Requirement:

New York State is requiring all tax payers to present a driver license or state issued non-driver ID to help validate tax payer identity and prevent fraud and identify theft.

Please bring your ID when coming in to our office for your tax appointment or to sign e-signature pages. You may also send scanned images of the front and back of your license through our secure online portal. If you do not have a portal set up you can request one by calling our office or by clicking here .

For more details visit the NYS website .

Online Payments:

Payments to Tette, Ingersoll, & Co. CPA PC and Allied Payroll Services can now be made online at www.alliedfp.com . Look for the Make A Payment button on the top right corner of our website. AFP accepts Mastercard, VISA and Discover. Please note: Electronic payments cannot be accepted for financial planning or investment services .
IRS Tax Scam Reminder:

The IRS does not initiate contact with tax payers by email, phone or social media channels to request personal or financial information. If you receive a call like this do not provide any personal information.

For more details about Tax Scams, or to report a scam, visit the IRS website by clicking here .
We'd like to hear from you!
The thumbs up corner of our semi-annual newsletter highlights our clients' achievements. If you have any news that you would like us to feature, please email Andrea True at atrue@alliedfp.com .
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We want to hear from you!! This eblast is written for the benefit of our clients. Please reply to this email with any topics of interest, questions or concerns you may have and we would be happy to address them.
Allied Payroll Services is bonded.

Securities offered through Registered Representatives of Securities America, Inc., a broker-dealer, member FINRA/SIPC. Advisory services offered through Securities America Advisors, Inc., a Registered Investment Adviser. Allied Financial Partners and Securities America are not affiliated. Important information from FINRA to consider before transferring your account.