Your Full Service Financial Firm

Transcription

1 Your Full Service Financial Firm your full service financial firm Victor Honeoye Rochester ONEONTA p Oneonta e tax@alliedfp.com w Securities offered through Cambridge Investment Research, Inc. a broker-dealer, member FINRA / SIPC Advisory services offered through 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. Cambridge and Allied Financial Partners are not affiliated.

2 Your partner for CPA, financial, payroll and business services. We are a one-stop resource in handling your business and personal matters. Together, we help educate and guide you towards financial success at every stage of life. Victor Office 6536 Anthony Drive, Suite B Victor, NY Honeoye Office 5 Honeoye Commons Honeoye, NY Rochester Office 100 White Spruce Blvd. Rochester, NY ONEONTA Office 189 Main Street, Suite 302 Oneonta, NY p f e tax@alliedfp.com w cpa & accounting services Financial Planning Payroll Services hr & Business solutions Health Insurance & Medicare

3 Welcome to Allied Financial Partners Helping employees make savvy insurance choices. Group Health Insurance Together we will work to design the optimal plan for your business. Allied Financial Partners will help you navigate the complexities of employee benefits, providing you with the information you need to make an informed decision about the benefits you choose to offer. Benefit options may include: Health Insurance Medicare Our goal is to provide you with a clear understanding of how Medicare works while offering insight into how supplemental insurance can complement Dental Insurance original Medicare (Parts A & B) by helping to pay for Vision Insurance medical expenses not traditionally covered. Life Insurance Many individuals are overwhelmed trying to navigate Short and Long Term Disability Insurance this complicated topic due to annual changes in policy Tax Saving Section 125 Plans structures and drug formularies, in addition to the varying network of providers. Together, we will explore Choosing the right health insurance can be what coverage solutions most appropriately meet your difficult with so many different plans and options needs and provide you with support and resources available. Our team consists of CPAs, licensed to help you understand the benefits Medicare has to health insurance advisors, and a Certified Financial offer while becoming confident with any decisions you Planner to help you navigate the intricate health make regarding your coverage. insurance markets and ever-changing regulations. We will assist you throughout the decision-making process to identify what is the best plan to meet your specific needs. Our Insurance and Medicare Services Can Help You: Explore Coverage Make Sense of Costs Understand Enrollment Provide Service After Enrollment

4 SERVICES HR & BUSINESS SOLUTIONS Your Allied Team Companies aren t a one-size-fits-all, HEALTH INSURANCE neither are their HR needs. We offer & MEDICARE a variety of HR solutions. work with you in partnership. The more we understand picture whether personal, business or both. Employee Group Benefits Allied Financial Partners will help you navigate the complexities of employee benefits. Together we will work to design the optimal plan for your business including health, dental, vision, life, group disability, and NYS mandated disability. We also provide section 125 plan administration to help lower employee and employer payroll costs. Our Mission HR Services Dealing with HR matters can be complicated and confusing. Let Allied Financial Partners handle the hassles while you handle your business. As your trusted advisors, we believe it is important to what is important to you, your immediate needs and your long-term objectives, the more effective we can be on your behalf. Our team has the knowledge to deliver integrated solutions that can cover your entire financial To create a premier experience that helps businesses, Employer Insurance Administration Allied Financial Partners has the tools, resources and support services to help you successfully manage your employees and remain in compliance with the ever-changing regulations in regards to Workers Compensation, State Unemployment Insurance, and Disability Insurance. professional practices and financially engaged individuals realize their vision of success. We achieve this through an integrated suite of accounting, tax, financial planning, benefits, HR and payroll services delivered with the highest integrity and efficiency throughout the firm. The Allied Advantage The benefit of working with our firm is that we can help Thomas M. Tette, CPA Kenneth E. Ingersoll, CPA Our culture consists of passionate listening, client with all of your financial needs. Not only can our array education, technical accuracy of services be used independently, but they can also and going the extra mile to work collaboratively. We work with you to create a exceed client expectations. components of a successful financial picture. Whether it s using one of our services, or taking advantage of all of them - We cater to your specific financial needs. comprehensive plan that caters to all of the various Retirement Plan Administration Our team based approach will provide you with the resources and flexibility to design a retirement plan for your business specific needs taking into account multiple business objectives. For your convenience, your plan administration can be coordinated with your payroll services to facilitate deferral remittance. Best in class tools to support and manage your HR issues. HR Support Center A cloud-based online solution to help you manage your HR and workplace compliance, and employee relationship issues. With HR Support Center, you ll have access to exclusive, industry-leading HR tools and resources, including handbooks, job descriptions, law libraries and alerts, guides, forms, documents and much more. HR On-Demand HR management can be difficult to navigate. With HR On-Demand, you get unlimited access to a team of certified HR pros who can answer questions and create custom handbooks, letters, forms and job descriptions. You ll receive real time answers on topics ranging from Affordable Care Act and sick leave policies to hiring, termination and employee relations. Online or over the phone, you ll get expert advice at your fingertips. Sexual Harassment Prevention Training Program Meet New York State mandatory requirements with our interactive, online course for workplace sexual harassment training. This all-inclusive training program provides policies and training to keep your business in compliance with NYS law. Data Facts Make the right hire the first time. Through our partnership with Data Facts, we can provide comprehensive background and employment screenings. Credit Card Processing We can facilitate credit card processing and merchant services for your business. Available service options include debit and credit card processing, point of sale systems, online payment solutions, mobile credit card readers and more.

5 Simplifying Your Payroll Our dedication to provide accurate, efficient and personalized solutions allows you to confidently focus on your business while we focus on your payroll. We build personal relationships with our clients allowing us to tailor customized payroll solutions no matter how simple or complex your payroll needs may be. Your dedicated payroll specialist will be available however you may need to reach them via phone, or in person. We also offer convenient and secure web-based options allowing you to share and access information. Personal portals can also be set up for your employees allowing them online access to their information. Simple, Affordable Payroll Solutions. Payroll Payroll Tax Services Paper Checks Direct Deposit and Payroll Debit Cards Pension & Retirement Deposits Workers Compensation Insurance Unemployment Insurance Audits Section 125 Plans W-2 Preparation and Issuance Federal and State Returns Employee Benefits Customized Reports Annually Once a year, we prepare and file all of your payroll tax returns W-2s for employer and employee W-3 Federal withholding summary 940 Federal unemployment return Tip returns Employer On The Go This web-based payroll management system lets you take your payroll administration to the next level. Employer On The Go provides convenient and secure access to your payroll records allowing you 24/7 access to submit and retrieve your payroll data from any device anywhere. No syncing - no hassle for you and your employees. Employee Self-Service Through an online desktop portal or mobile app, your employees will have secure access to their check stubs and W2s. Easy for you, easy for them. Enhanced Payroll Services In addition to all of the services offered with our standard payroll packages, enhanced payroll services can take your payroll administration to the next level. My Employer On The Go My Employer On The Go is a robust, online portal that takes employee self-service to a new level, while providing your company a tool to engage and communicate with your employees in real time. Employees have secure access 24/7 to electronic pay stubs, time clocks, time off requests and attendance, benefits statement, leave management, HR profiles, company announcements, company forms and documents, tasks, company directory, and much more. rapid! PayCard A great alternative to paper checks, rapid! Paycard is a reloadable debit card that does not require a credit check or be tied to your traditional bank account. Employees payroll can be deposited to the card and the card be used at ATMs and merchant locations worldwide. Our Core Values awareness We remain vigilant and observant of the larger environment, and bring thoughtful perspective to meeting our clients needs. Community Service To sow back into the community some of our good fortune with our time and financial support. Creativity Each client is unique. We avoid the one size fits all mentality by continually seeking new ways to improve the client experience and the achievement of positive results. Enthusiasm We bring passion and happiness to the workplace and the work we do for our clients. Integrity Always dealing with our clients, colleagues and community in an honest and truthful matter, we put these principles into practice every day. Kindness Our clients share the details of their lives with us. We honor the relationships and treat each one with humility, courtesy and respect. Partnership We create synergistic relationships to help our clients and staff achieve financial and professional success. Wisdom The application of experience and expertise in helping our clients develop a personal vision of success.

6 Retirement Independence Wealth Accumulation A wide range of investments and financial planning solutions Tax and accounting services for businesses and individuals 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. Building on our mission to provide premier financial support, we offer coordinated and custom financial planning solutions integrated with your individual or business tax needs. Our unique team-based Income Distribution Social Security Evaluation Medicare Coordination Portfolio Management Exchange Traded Funds Mutual Funds approach allows us to review your financial position Individual Stocks & Bonds Accounting Services to identify and maximize opportunities. Our Variable & Fixed Annuities Financial Statement Audits, Reviews & Compilations Certified Financial Planner Practitioner works Alternative Investments Employee Benefit Plan Audits in partnership with our CPA team to develop a Change careers or jobs Hire or terminate employees Set up a retirement or profit sharing plan Sell assets or exercise employee stock options Collect and submit sales tax Start or sell a business Forecasts, Projections & Budgets unique plan for you and your individual situation. 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. Notice Responses Tax planning is a year-round activity. If you are planning to: Buy a house NetClient CS Online Services Convenient access anytime, anywhere! With NetClient CS, You Can: Immediately access your tax returns! No more hunting for a paper copy, simply login and view or download completed tax returns. Securely upload documents to our firm. No more worrying about ing sensitive information or large files, a couple of clicks and your information is securely uploaded directly to our firm. Download the NetClient CS app to access your tax documents on the go! Business & Individual Tax Services Tax Preparation Tax Planning Federal, State & Local Tax Audits Business Services Risk Management Health Insurance Our financial planning process is a consultative Life Insurance approach where you are intimately engaged in Disability Insurance the decision-making process. Every step of the Long-term Care Planning way you are fully aware of all pertinent factors affecting your specific near-term and long-term objectives so that you can make decisions with clarity of mind and purpose. Throughout our process, you will feel empowered, engaged and Estate Planning Strategic Estate Planning & Asset Protection Estate Planning Documentation Family Gifting and Inheritances Personal Trust Services Business Valuations educated in a way that will make you wonder why Entity Structuring this is the first time you ve explored your finances Mergers, Acquisitions & Reorganization Assistance Small Business Support in such a meaningful way. Executive Compensation Structures Business Succession Planning Employee Benefits Controllership Services Employer Sponsored Retirement Plans Expert Witness Services Business Succession and Buy-sell Funding Bookkeeping Services Accounting Systems Development On-or-Off Site Bookkeeping Accounting Software Consulting & Support (Quickbooks) We realize not every client needs the same solution at the same time in their lives. Our customized recommendations are built upon clearly presented analytics. Together, we strive to help you create your own unique financial path.