Office Announcements
All of our office locations will be closed on Monday, May 30, 2022
in observance of Memorial Day.

Payroll Quarterly Reports will be posted to your Employer on the Go portal by May.5.

Save the Date: 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.
Choices For Your 401(k) at a Former Employer
One of the common threads of a mobile workforce is that many individuals who leave their job are faced with a decision about what to do with their 401(k) account.

Individuals have four choices with the 401(k) account they accrued at a previous employer.

  • Choice 1: Leave It With Your Previous Employer
  • Choice 2: Transfer to Your New Employer's 401(k) Plan
  • Choice 3: Roll Over Assets To A Traditional IRA
  • Choice 4: Cash Out The Account

Click here for more details regarding these options. If you would like to speak to someone regarding your current situation we encourage you to give our office a call.
Your Money Matters
This month's Your Money Matters newsletter features how to spot credit trouble, the latte lie and other myths, how much is enough in your emergency fund, and some information on worldwide currency! Hope you enjoy, and as always, feel free to reach out with any questions.


Your Money Matters is a monthly blog post that pulls together financial articles and videos of interest. We hope you enjoy!
Reminders
Visit the resource center of our website to check the status of your state or federal tax return. 
All you need is:
  • Tax payer social security number
  • Filing status
  • Refund amount
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.
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.
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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.



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.