Office Announcements

All our offices will be closed on Friday, July 3, 2026

to celebrate Independence Day.

Estimated Tax Payments Due June 15

Estimated payments are recommended based on information supplied during the preparation of 2025 tax returns. Accurate 2026 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 2025 tax return or contact our office.

Stay Connected with Allied

To make sure you don’t miss a call from us, we suggest adding Allied to your contacts. Many mobile carriers are increasing call screening, which can sometimes filter or silence legitimate calls.

All our offices will be closing at 12:00 on Fridays through September 4th as a gesture of appreciation for our hardworking team.

Your continued support makes it possible for

us to reward their dedication.

Webinar: June 25, 2026

Questions to Confidence: Building a Financial Plan

Financial planning often begins with questions—about your future, your goals, and whether you’re on the right track. In “Questions to Confidence: Building a Financial Plan,” Jake Sadwick, CFP^®, Partner at Allied Financial Services, will explore how those questions can become the foundation for a clear, well-designed plan.

This session will walk through how thoughtful financial planning can bring clarity to complex decisions and help align your resources with what matters most. Whether you're looking to get organized or take a more intentional approach to your financial future, this webinar will provide insight to help you move forward with confidence.

The Latte Lie and Other Myths (video)

On-Going 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. Sponsorships we will be providing this month include:

• Breakthrough T1D Walk
• Family Resource Network - Duck Derby
• Kiwanis Club of Penfield-Perinton Golf Tournament
• Palmesano Strong Golf Tournament
• Victor-Farmington Kiwanis Golf Tournament
• Wyoming County Volunteer Fireman's Association

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.

On May 28, the Allied team participated in the United Way of Greater Rochester and the Finger Lakes Day of Caring. This year, our volunteers spent the day helping with gardening and beautification projects at the Schottland Family YMCA, supporting efforts to keep the space welcoming and enjoyable for the community.

Let's Keep In Touch...

Connect with us on social media:

We are constantly sharing educational insights, exciting firm updates, and other noteworthy news on our Facebook and LinkedIn pages. Don't miss out—follow us today to stay in the loop!

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.

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Oneonta | (607) 432-3462

Perry | (585) 237-3887

Rochester | (585) 410-6733

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Privacy policies for Allied CPAs PC and Allied Financial Services, Inc. can be viewed on their respective websites.

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.