Office Announcements
Estimated Tax Payments Due June 15, 2021

Estimated payments are recommended based on information supplied during the preparation of 2020 tax returns. Accurate 2021 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 2020 tax return or contact our office.

To Make Payments

All of our offices will be closed on Monday, July 5
in observance of Independence Day.
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 2021
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.
Webinar: Hiring & Retaining Outstanding Employees by Offering Great Benefits
Building and maintaining an employee benefits package is complicated.

Now, more than ever, a competitive employee benefits offering can significantly impact your ability to hire and retain the best talent for your organization.

Thursday, June 17 at 10:00 AM Allied Financial Partners will be hosting a webinar presented by Bond Benefits Consulting to discuss the key points to consider when creating a quality and cost-effective suite of employee benefits.

We hope you will join us! Click here to RSVP.
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, 2020 the return is due July 31, 2021. 
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.
Child Credit Protection
Being the victim of fraud can be devastating. When it comes to protecting credit, most people only consider taking precautions for adults. But many victims of identity theft crimes are children. Why? Their credit typically goes unmonitored! Since most children will not yet have any credit history, criminals can fraudulently establish a “clean credit slate” for themselves, which can go unnoticed for years.

The good news is there are specific steps you can take to make sure the children in your life are protected. Click here to review a few things to do right away.
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.
We want to hear from you!! This eblast is written for the benefit of our clients. Please reply to this email with any topics of interest, questions or concerns you may have and we would be happy to address them.

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.