Insights

Payroll Integration Allied provides payroll processing tightly integrated with its accounting system and is bonded, enabling small and mid-sized businesses to outsource payroll with seamless data flow and strong compliance.

Tax Strategy Qualified CPAs or accountants handle tax planning and preparation for individuals and businesses, offering opportunities to upsell ongoing tax strategy and year-round planning to grow client value.

Financial Advisory Investment and advisory services through Securities America open a pathway to cross-sell financial planning and investment management to business owners and key personnel alongside traditional accounting services.

Tech Driven Compliance Adopted cloud and security technologies including AWS and security-focused tools suggest a tech-forward partner capable of delivering secure, scalable accounting, payroll, and analytics dashboards to mid-market clients.

Regional SMB Focus Regional footprint in Upstate New York with a mid-size staff indicates a solid base to expand services to nearby SMBs, with growth potential by expanding payroll, tax, and advisory offerings to the local market.

Allied Financial Partners Tech Stack

Allied Financial Partners uses 8 technology products and services including Amazon Web Services, Amazon S3, Cloudflare, and more. Explore Allied Financial Partners's tech stack below.

  • Amazon Web Services
    Cloud Hosting
  • Amazon S3
    Content Delivery Network
  • Cloudflare
    Content Management System
  • Google Fonts API
    Font Scripts
  • Google Maps
    Maps
  • Datadog
    Real User Monitoring
  • HSTS
    Security
  • Google Tag Manager
    Tag Management

Allied Financial Partners's Email Address Formats

Allied Financial Partners uses at least 1 format(s):
Allied Financial Partners Email FormatsExamplePercentage
FLast@alliedfp.comJDoe@alliedfp.com
84%
Last@alliedfp.comDoe@alliedfp.com
13%
First.Last@alliedfp.comJohn.Doe@alliedfp.com
2%
First.Middle@alliedfp.comJohn.Michael@alliedfp.com
1%

Frequently Asked Questions

What is Allied Financial Partners's official website and social media links?

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Allied Financial Partners's official website is alliedfp.com and has social profiles on LinkedIn.

What is Allied Financial Partners's NAICS code?

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Allied Financial Partners's NAICS code is 5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services.

How many employees does Allied Financial Partners have currently?

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As of July 2026, Allied Financial Partners has approximately 51 employees across 1 continents, including North America. Key team members include Director Of Financial Services: D. Y.. Explore Allied Financial Partners's employee directory with LeadIQ.

What industry does Allied Financial Partners belong to?

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Allied Financial Partners operates in the Accounting industry.

What technology does Allied Financial Partners use?

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Allied Financial Partners's tech stack includes Amazon Web ServicesAmazon S3CloudflareGoogle Fonts APIGoogle MapsDatadogHSTSGoogle Tag Manager.

What is Allied Financial Partners's email format?

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Allied Financial Partners's email format typically follows the pattern of FLast@alliedfp.com. Find more Allied Financial Partners email formats with LeadIQ.

When was Allied Financial Partners founded?

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Allied Financial Partners was founded in 2009.
Allied Financial Partners logo

Allied Financial Partners

AccountingNew York, United States51-200 Employees

Allied Financial Partners is an accounting firm based in Tonawanda, New York. It connects individuals and businesses with a qualified CPA or accountant to support tax planning and tax preparation, among a broader set of professional accounting services. In addition to traditional accounting work, the firm handles payroll processing, including issuing checks and ensuring payroll data integrates with clients' accounting systems, reinforcing its role as a practical business partner for payroll needs. Allied Payroll Services is bonded, signaling a level of security for payroll-related activities.

Operating in the accounting industry, the firm positions itself to address both routine compliance and financial workflow optimization for its clients. The company works with third-party securities firms for related offerings and advisory services, as indicated by relationships with Securities America and Securities America Advisors, with standard disclosures about client feedback not being verified. The organization is presented as a mid-sized operation based in Tonawanda, New York, serving individuals and businesses that require integrated tax, payroll, and accounting support.

Section iconCompany Overview

NAICS Code
5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services
Founded
2009
Employees
51-200

Section iconFunding & Financials

  • $1M$10M

    Allied Financial Partners's revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    Allied Financial Partners's revenue is estimated to be in the range of $1M$10M

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