Office Announcements
Estimated Tax Payments Due June 15, 2022

Estimated payments are recommended based on information supplied during the preparation of 2021 tax returns. Accurate 2022 estimated payments are necessary to avoid future interest and penalties.

If you are unsure if you were advised to make estimated payments please review the filing instructions included with your 2021 tax return or contact our office.

To Make Payments
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: Please review your active employee list and inform your payroll specialist of any changes.

  • Social Security Numbers
  • Spelling of Names
  • Any third party sick pay information paid out thus far in 2022
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

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.
Annual Report of Employee Benefits
Form 5500, Annual Report of Employee Benefits Plan, is a disclosure document for plan participants and beneficiaries. Required for only for businesses with assets over $250,000, it is intended to assure that employee benefit plans are operated and managed in accordance with certain prescribed standards. It also provides participants and beneficiaries, as well as regulators, access to sufficient information to protect the rights and benefits of participants and beneficiaries under employee benefit plans. 
The annual filing of Form 5500 is required by the IRS and ERISA (Employee Retirement Income Security Act of 1974) for all active employee benefit plans and is due the last day of the seventh calendar month after the end of the plan. Which means, if your plan year end is December 31, 2021 the return is due July 31, 2022. 
Contact us today if you need clarification or assistance with filing your Form 5500 at
Department of Labor rules and regulations require a financial statement audit to accompany annual Form 5500 filings for "Large Plans", determined based on the number of eligible participants.
If your employee benefit plan has, or is approaching, 100 eligible participants, contact Jason Mayausky at or call (585) 410-6733 ext. 144 to learn more and determine whether your plan requires an audit.
Your Money Matters
This month features an overview on when to talk to your financial professional about changes in your situation, if your retiree health care coverage goes with you overseas, includes a pre-retirement checklist to give you a snapshot of how prepared you are, and discusses four really good reasons to invest.

Your Money Matters is a monthly blog post that pulls together financial articles and videos of interest. We hope you enjoy!
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 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.

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.