Office Announcements

Tax System Upgrade – SafeSend Platform

As part of our ongoing commitment to providing the highest level of service, we have upgraded our client tax system and are transitioning to the SafeSend platform.

This enhancement provides:

• A more streamlined, secure client portal for transferring documents to our office
• An integrated web-based tax organizer
• An upgraded payment system that includes an encrypted “Pay Now” link directly on our invoices

Portal registration links will be sent out over the next few weeks to the primary email address on file. If you have not received a link but would like to use the SafeSend client portal, please reach out to Kourtney Rook, Ext 310 or krook@alliedcpa.com.

During the transition period, any secure documents can be sent to us using the following link: https://www.clientaxcess.com/sharesafe/#/aB69qL

Reminder: For your security, please avoid sending electronic documents via email or thumb drives. Our secure online portal is the safest way to share information with our office.

As always, our team is happy to assist—clients are welcome to contact our office with any questions or for support.

Personal Tax Organizers will be sent out in January 2026.

Beginning in January 2026, all clients will receive their tax organizer electronically via our secure SafeSend platform.

This upgrade allows for:

• Faster, more efficient delivery of your documents
• Enhanced security for your personal and financial information
• Reduced reliance on traditional mail services

If you prefer to receive a paper tax organizer by mail, simply contact Kourtney Rook at ext. 310 or krook@alliedcpa.com to have one sent to you.

Please contact our office if you have not received your organizer by January 30, 2026.

1099s need to be issued to recipients and submitted to the Federal Government by January 31st. 

If you would like Allied CPAs to file your Form 1099(s) please use this form to submit your information to our office before January 10, 2026. Please upload completed forms directly to your tax portal or mail them to your Allied office. 

Important: Do not email the forms as this may expose sensitive information.

Webinar: January 28, 2026

Creating Retirement Income During Uncertain Times

Allied Financial Services, Inc. invites you to our quarterly webinar: Creating Retirement Income During Uncertain Times.

We welcome everyone to join these ongoing conversations where we explore strategies for creating retirement income in today’s unpredictable environment.

Our next event will be on Wednesday, January 28 at 12:00 PM. We look forward to having you with us!

Click here to Register!

A Bucket Plan to Go with Your Bucket List (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:

• Buffalo Jewish Federation - 2026 Annual Sponsorship
• Gates Chili Education Foundation - Harlem Wizards Game
• SIS Paddle Tournament

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.

Upcoming Tax Deadlines

• 01-31-26 W2s due to employees
• 01-31-26 1099 returns
• 03-15-26 NYS Pass-through Entity Tax Election
• 03-16-26 Annual NYS LLC Filing Fee
• 03-16-26 Partnerships & S-Corporations
• 04-15-26 Individual & C-Corporations
• 04-15-26 FBAR reports due
• 05-15-26 Exempt Organizations

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Buffalo | (716) 694-0336

Oneonta | (607) 432-3462

Perry | (585) 237-3887

Rochester | (585) 410-6733

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