News From Allied!

Announcements

Our offices will be closed on Friday, July 4, 2025

to celebrate Independence Day.

Important Update: IRS to Phase Out Paper Refund Checks

A recent executive order signed on March 25, 2025, directs the U.S. Department of the Treasury to phase out paper check disbursements by September 30, 2025. As a result, the IRS will no longer issue paper checks for tax refunds after that date.

Starting October 1, 2025, tax refunds will be issued primarily through direct deposit. Direct deposit information is provided as part of your annual tax return documents submitted to the IRS. If you or someone you know typically receives a paper refund check, be aware of this change for the upcoming tax season.

All of our offices will be closing at 12:00 on Fridays through August 29th as a gesture of appreciation for our hardworking team.

Your continued support makes it possible for

us to reward their dedication.

Our new websites are live!

🌐 www.alliedcpa.com – Your go-to destination for tax and accounting needs, including the CCH Axcess Tax Portal.

🌐 www.alliedfinancialservices.com – Supporting your financial journey with trusted resources and expert insights.

Webinar: July 17 @ 6:00 PM

Social Security & Retirement A Hit or Myth Proposition

Got Questions About Social Security? You're Not Alone.

Planning for Social Security often raises more questions than it answers—but we're here to help clear things up.

Join us for: Social Security & Retirement Planning: A Hit or Myth Proposition

Back by popular demand, Kurt Czarnowski of Czarnowski Consulting will return to share his expert insights. With more than 30 years of experience at the Social Security Administration, Kurt will:

Debunk common myths about Social Security’s future
Discuss key strategies to help you maximize your benefits
Answer your most pressing questions

Kurt is known for his dynamic presentation style and ability to make complex topics easy to understand—you won’t want to miss it!

Webinar: September 23 @ 6:00 PM

Medicare Made Easier

Allied Financial Services invites you to attend Medicare Made Easier, an informative seminar hosted at our Rochester office—with the option to join via Zoom.

Whether you’re new to Medicare, planning for retirement, or continuing to work past age 65, this no-pressure, nothing-to-sell session will help you understand your Medicare options and feel more confident about your choices.

We are pleased to introduce Renee Pettenski of Lifespan of Greater Rochester as our guest presenter. Renee will guide you through the essentials of Medicare and help clarify your options.

Topics will include:

• The 4 Parts of Medicare: A, B, C, and D

• How each part works and their associated costs

• Medicare Advantage vs. Medigap

• Differences between HMO and PPO plans

• EPIC (Elderly Pharmaceutical Insurance Coverage)

• What to know if you continue working past age 65

• Open enrollment periods and potential penalties

• Extra Help and low-income subsidies

Reserve your spot today!

Track Your Refund

All you need is:

Taxpayer social security number
Filing status
Refund amount

Track Your Refund

Waiting for your refund?

Visit the tax center of our website to check the status of your state or federal tax return.

Community Support at Allied

At Allied, we believe in giving back, and we're proud to make a difference through our ongoing support of local initiatives. Some of the sponsorships we will be providing this month include:

These contributions are made possible by the trust and support of our clients. Thank you for helping us create a lasting positive impact in the communities we serve. We’re grateful for your partnership, and we look forward to continuing to support initiatives that drive meaningful change.

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Make a Payment Online

Payments to Allied CPAs, PC can be made online at www.alliedcpa.com. Look for Make A Payment on the top right corner of our website. Allied CPAs 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

alliedcpa.com

alliedfinancialservices.com

Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products, or services referenced here are independent of Osaic Wealth.

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.

2025 Rochester Democrat and Chronicle Top Workplace is awarded by Energage. The survey participation rate and number of people employed at the time are factors in the rating criteria. No fees were paid for participation; however, promotional items may be purchased by the recipient. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. The Rochester Democrat and Chronicle Top Workplace award should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation. For more information, please visit https://lnkd.in/eNrf3Umf.

Top Workplaces Award is given based on employee survey results.