Your Full Service Financial Firm

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1 Your Full Service Financial Firm

Victor Office 6536 Anthony Drive, Suite B Victor, NY 14564 Honeoye Office 5 Honeoye Commons PO Box

2 Three convenient locations throughout the Rochester area. 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 PO Box 470 Honeoye, NY Rochester Office 100 White Spruce Blvd. Rochester, NY p f e tax@alliedfp.com w

3 Welcome to Allied Financial Partners Your partner for CPA, financial, payroll and business services. We are a one-stop resource in handling your business and personal matters.

4 Your Allied Team As your trusted advisors, we believe it is important to work with you in partnership. The more we understand 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 picture whether personal, business or both. Our Mission To create a premier experience that helps businesses, 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 with all of your financial needs. Not only can our array of services be used independently, but they can also work collaboratively. We work with you to create a comprehensive plan that caters to all of the various 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. Thomas M. Tette, CPA Kenneth E. Ingersoll, CPA Our culture consists of passionate listening, client education, technical accuracy and going the extra mile to exceed client expectations.

Our Core Values awareness We remain vigilant and observant of the larger environment, and bring thoughtful perspective to meeting our clients needs.

5 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.

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.

If you are planning to: Buy a house 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

6 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. Tax planning is a year-round activity. If you are planning to: Buy a house 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 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. 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. The NetClient CS app provides mobile access to the features you and your employees need! Accounting Services Financial Statement Audits, Reviews & Compilations Employee Benefit Plan Audits Forecasts, Projections & Budgets Business & Individual Tax Services Tax Preparation Tax Planning Notice Responses Federal, State & Local Tax Audits Business Services Business Valuations Entity Structuring Mergers, Acquisitions & Reorganization Assistance Business Succession Planning Controllership Services Expert Witness Services Bookkeeping Services Accounting Systems Development On-or-Off Site Bookkeeping Accounting Software Consulting & Support (Quickbooks)

A wide range of investments and financial planning solutions Building on our mission to provide premier financial support, we offer coordinated and custom financial planning solutions integrated with

Our Certified Financial Planner Practitioner works in partnership with our CPA team to develop a unique plan for you and your individual situation.

7 A wide range of investments and financial planning solutions 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 approach allows us to review your financial position to identify and maximize opportunities. Our Certified Financial Planner Practitioner works in partnership with our CPA team to develop a unique plan for you and your individual situation. Our financial planning process is a consultative approach where you are intimately engaged in the decision-making process. Every step of the 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 educated in a way that will make you wonder why this is the first time you ve explored your finances in such a meaningful way. Retirement Independence Wealth Accumulation Income Distribution Social Security Evaluation Medicare Coordination Portfolio Management Exchange Traded Funds Mutual Funds Individual Stocks & Bonds Variable & Fixed Annuities Alternative Investments Risk Management Health Insurance Life Insurance Disability Insurance Long-term Care Planning Estate Planning Strategic Estate Planning & Asset Protection Estate Planning Documentation Family Gifting and Inheritances Personal Trust Services Small Business Support Executive Compensation Structures Employee Benefits Employer Sponsored Retirement Plans Business Succession and Buy-sell Funding 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.

Our dedication to provide accurate, efficient and personalized solutions allows you to confidently focus on your business while we focus on your payroll.

8 Our dedication to provide accurate, efficient and personalized solutions allows you to confidently focus on your business while we focus on your payroll. Save Time and Effort with Allied Payroll Services In today s hectic business world, it s a challenge to juggle all the daily tasks that keep your business running efficiently. One of the most time-consuming tasks any business owner faces can be preparing and managing payroll. From issuing checks to filing all the necessary reports, our clients rely on us to handle their complete payroll functions. Built on great service, accuracy, and efficiency, you can trust us to provide comprehensive payroll services customized to the unique needs of your business all at a fair price. Simple, Affordable Payroll Solutions. Payroll Payroll Tax Services Paper Checks Direct Deposit & 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 NetClient CS & Employee Self Service. Convenient access anytime, anywhere! With our online solutions you can take your payroll administration to a whole new level. With NetClient CS, Employers Can: Send in payroll data instantly. Enter payroll data online and let us take care of the rest. Receive paychecks electronically. No more scheduling deliveries or pickups, simply login to print wherever and whenever it s convenient. View important documents. A history of all payroll and quarterly reports will be available 24/7. Securely upload documents. No more worrying about ing sensitive information or large files, a couple of clicks and your information is securely uploaded directly to our firm. With Employee Self Service, Employees Can: View and print check stubs View and print W-2s Enter hours and view time history The NetClient CS app provides mobile access to the features you and your employees need! rapid! PayCard Want a great alternative to paper payroll checks and to create a great new employee benefit? With rapid!paycard you can streamline your payroll processing with 100% electronic payroll. rapid!paycard is a reloadable debit card that does not require a credit check and it does not need to be tied to a traditional bank account. Your employee s payroll will be deposited to the card, which can be used at ATMs and merchant locations worldwide.

Integrated solutions that help optimize your business from the inside out Employee Group Benefits Allied Financial Partners will help you navigate the complexities of employee benefits.

We also provide section 125 plan administration to help lower employee and employer payroll costs. HR Services Dealing with HR matters can be complicated and confusing.

9 Integrated solutions that help optimize your business from the inside out 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. HR Services Dealing with HR matters can be complicated and confusing. Let Allied Financial Partners handle the hassles while you handle your business. 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. 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. HR360 Your online HR department HR360 is an interactive online human resource library that gives you access to attorney-reviewed HR tools, guidelines, forms, training videos and so much more. It is full of information that can help you supervise your employees, stay compliant with Health Care Reform, COBRA, OSHA, FMLA, as well as federal and state labor laws. Employee Handbook Templates Recruiting, Managing and Terminating New-Hire Kits Labor Law Guidelines and Posters Health Care Reform Updates Employee Benefits Safety and Wellness OfficeDaily Intuitively simple business and HR tools OfficeDaily is a powerful HR intranet and company portal. Your business can centralize, connect, share, and manage your company culture and human resource related daily functions. With something for every business, it is easy to use and do just about anything. Manage and share time off Time sheet/clock management Sales tracking and CRM Expense report management Store handbooks and policies Tech requests Performance reviews Company news and events Data Facts Make the right hire the first time. Through our partnership with DataFacts, we can provide comprehensive background and employment screenings.

Benefit options may include: Health Insurance Dental Insurance Vision Insurance Life Insurance Short and Long Term Disability Insurance Tax Saving Section 125 Plans Medicare Our goal is to provide

10 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 Dental Insurance Vision Insurance Life Insurance Short and Long Term Disability Insurance Tax Saving Section 125 Plans Medicare Our goal is to provide you with a clear understanding of how Medicare works while offering insight into how supplemental insurance can complement original Medicare (Parts A & B) by helping to pay for medical expenses not traditionally covered. Many individuals are overwhelmed trying to navigate this complicated topic due to annual changes in policy structures and drug formularies, in addition to the varying network of providers. Together, we will explore Choosing the right health insurance can be difficult with so many different plans and options available. Our team consists of CPAs, licensed health insurance advisors, and a Certified Financial Planner to help you navigate the intricate health 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. what coverage solutions most appropriately meet your needs and provide you with support and resources to help you understand the benefits Medicare has to offer while becoming confident with any decisions you make regarding your coverage. Our Insurance and Medicare Services Can Help You: Explore Coverage Make Sense of Costs Understand Enrollment Provide Service After Enrollment

11 Your partner for CPA, financial, payroll and business services We are a one-stop resource in handling your business and personal matters. cpa & accounting services Financial Planning Payroll Services hr services & Benefits Health Insurance & Medicare

full service financial firm Victor Honeoye Rochester p 585.410.6733 f 585.924.

a broker-dealer, member FINRA www.finra.org

Advisory services offered through Cambridge Investment Research Advisors, Inc.

12 full service financial firm Victor Honeoye Rochester p f 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.

Your Full Service Financial Firm

Your Full Service Financial Firm your full service financial firm Victor Honeoye Rochester ONEONTA p 585.410.6733 Oneonta 607.432.3462 e tax@alliedfp.com w www.alliedfp.com Securities offered through Cambridge