Office Announcements

All of our offices will be closed on Monday July 4, 2022 in celebration of Independence Day!

2021 Tax Return On Extension? If you have not submitted 2021 tax information for your personal return, be sure to send it to our office before September 15 to ensure it is completed before the filing deadline.

PTET Election: If you missed out on making the election by the original due date of March 15, 2022 New York State has extended the deadline to September 15, 2022. The election needs to be made on your New York State portal. Please send a confirmation of your election to your accountant.

Payroll Clients: In light of growing fraudulent direct deposit claims, please verbally confirm with your employee if you receive an email notification of a bank account change before you send the change to you payroll specialist. Payroll Quarterly Reports will be posted to your Employer on the Go portal by August 5.

Help our team grow! Allied Financial Partners is always looking to attract new talent. If you or someone you know is interested in joining our team check out the opportunities page on our website.

New Buffalo Office

We are excited to inform to you that this summer our Buffalo office will be moving to a new location! Our telephone and fax numbers will remain unchanged. New Address After August 15: 501 John James Audubon Suite 390 Getzville, NY 14068

Social Security Seminar July 20, 2022

Back by popular demand, Kurt Czarnowski, of Czarnowski Consulting, will be returning to Rochester on July 20, 2022 to present Social Security & Retirement Planning: A Hit or Myth Proposition.

Mr. Czarnowski is a dynamic speaker with over 30 years of experience working directly for the Social Security Administration. We are excited to provide this valuable opportunity to our clients.

We are excited to be able to present this event in-person as well as online.

Attend In-Person

Attend Online

Assetmark Volatility Resource Featuring JP Morgan Thursday, July 7th at 4:00pm ET

There seems to be endless concerning headlines when watching the daily news. The last few months have resulted in many unanswered questions, nervous feelings, and there have been plenty of events causing an extraordinary amount of anxiety for many people.

The thing that financial markets hate and fear the most is uncertainty. We have no control over the uncertainty; we can and should have perfect control over how we respond to it.

We hope you can join an upcoming webinar with one of our investment management partners, JP Morgan. We will be sharing insights on the current market environment and discussing what investors can expect during the second half of the year.

Meeting Link

We anticipate the call will last about 30 minutes, and you should have the ability to submit questions during the live call.

Your Money Matters

This month features buying vs. leasing a car, strategies for managing student loan debt, a brief history of estate taxes, and critical estate documents. Click here to check it out! Your Money Matters is a monthly blog post that pulls together financial articles and videos of interest. We hope you enjoy!

Reminders

Online Credit Card Payments Payments to Allied CPAs, PC and Allied Payroll Services can 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.

Contact Our Office

Buffalo | (716) 694-0336 Cooperstown | (607) 282-4161 Oneonta | (607) 432-3462 Perry | (585) 237-3887 Rochester | (585) 410-6733 Victor | (585) 410-6733

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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 Allied CPAs, PC. Allied Financial Partners and Allied CPAs, PC are not affiliated with Securities America. To be eligible for the Rochester Chamber Top 100, businesses must be privately held, headquartered in the nine-county Rochester region, and have earned at least $1 million in revenue in each of the three most recent fiscal years. The Rochester Chamber Top 100 is computed based on revenue growth, taking into account both dollar and percentage growth. Top Workplaces Award is given based on employee survey results.