Client Experience Satisfaction Survey
Thank you!

Over the past month we have been working with Corrie Spike-Carter, an independent brand consultant, who has been conducting our client experience satisfaction survey.

We would like to extend our most sincere gratitude to everyone who took the time to respond to this survey. Your feedback will help us to identify areas where we can improve our service offerings and overall client experience.
Child and Dependent Tax Credit
You may be able to claim the child and dependent care credit if you paid expenses for the care of a qualifying individual to enable you (and your spouse, if filing joint return) to work or actively look for work.

Qualifying Individual

A qualifying individual for the child and dependent care credit is:

  • Your dependent qualifying child who is under the age of 13 when care is provided
  • Your spouse who is physically or mentally incapable of self-care and lived with you for more than half of the year
  • An individual who is physical or mentally incapable of self-care, lived with you for more than half of the year, and either: (a) is your dependent; or (b) could have been your dependent except that he or she has gross income that exceeds the gross income test amount, or files a joint return, or you (or your spouse, if filing jointly) could have been claimed as a dependent on another tax payer's 2018 return.

For information about the child and dependent care credit speak with your accountant or visit the IRS website by clicking here .
NetClient CS - Tax Portal
At Allied Financial Partners we care about providing a great service, which includes protecting your personal and financial information. NetClient CS is our secure, personalized, client portal through which you can access your information as well as provide information to us.
 
Security Reminders:
·          Your password will expire after 90 days, if you have not logged into your portal since last tax season you will be asked to update your password.
·          Your password must contain at least eight characters, including at least one upper case character, one lowercase character, one numeric character, and one special character (such as #, %, $).
 
If you are not currently using a NetClient CS portal you can submit a  request on our website  or call our office at (585) 410-6733 ext. 100 for assistance.
Track Your Refund Online
Visit the resource center of our website  https://alliedfp.com/track-refund  to check 
the status of your state or federal tax return. 
 
All you need is:
·          Tax payer social security number
·          Filing status
·          Refund amount


**Check to see if a pop-up blocker is preventing the tracker from opening a new page after your select Federal or your preferred state.
Important Dates & Reminders
Tax Filing Deadlines:

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

NYS Driver 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. CPAs, 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. Tax services provided by Tette, Ingersoll & Co., CPAs, PC. Allied Financial Partners and Tette, Ingersoll & Co., CPAs, PC are not affiliated with Securities America.