Office Announcements

All of our offices will be closed on Friday, April 18, to provide our team a

well-deserved break following the close of tax season.


Return e-file authorizations promptly

We want to remind you that we cannot file your tax return until we receive your signed e-file authorization form. This form is provided to you along with your completed return. By signing it, you acknowledge that you have received and approved the return before we can e-file it on your behalf.


To make this process as convenient as possible, you have two options:

  • Wet Signature – Print, sign manually, and return the form to us.
  • Electronic Signature – Sign the form securely online for added convenience.


Please return your completed form as soon as possible to avoid any delays in filing your tax return.


Please Be Aware

With the tax deadline quickly approaching, our team is working diligently to process all returns. However, due to timing constraints, some returns will need to be placed on extension.


Note: Filing for an extension with the IRS is a common practice and not considered a red flag. The IRS acknowledges that extensions can help tax filers ensure the accuracy of returns. Rushing to meet the deadline can lead to mistakes, so taking advantage of the extension period can contribute to a more accurate filing.


  • Filing an extension simply moves the filing deadline from April 15 to October 15.
  • If you anticipate receiving a refund on your return, no action is required on your part at the time the extension is filed.
  • If you typically end up owing on your return, your accountant will advise that you submit an estimated payment at the time the extension is filed to avoid any penalties.

Waiting for your refund?

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

All you need is:
  • Taxpayer social security number
  • Filing status
  • Refund amount
Track Your Refund

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.


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.

We invite you to explore our new digital platforms and discover how our specialized approach can further support your business and financial goals. Your feedback is invaluable, so please let us know what you think! Remember to update your bookmarks for quick access!

Website Feedback Survey

FinCEN Updates

On March 21, 2025, the Financial Crimes Enforcement Network (FinCEN) issued an interim final rule removing the requirement for U.S. companies and U.S. persons to report beneficial ownership information (BOI) under the Corporate Transparency Act. This change exempts all U.S.-created entities and their beneficial owners from BOI reporting obligations. However, foreign entities meeting FinCEN's definition of a "reporting company" must still report their BOI by new deadlines.


For more information visit: https://fincen.gov/news/news-releases/fincen-removes-beneficial-ownership-reporting-requirements-us-companies-and-us

Webinar: April 23, 2025

Creating Retirement Income During Uncertain Times

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


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

Our next event will be on Wednesday, April 23 at 11:00 AM.

Click Here to Register

Upcoming Tax Deadlines

  • 04-15-25 - Individual & C-Corporations
  • 04-15-25 - FBAR reports due
  • 05-15-25 - Exempt Organizations

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. In the last few months, we’ve provided sponsorships to the following:



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.

Is the content of this email relevant to you?
Yes
No
Are you staying connected 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!
Facebook  Linkedin  

We have officially moved into our new, consolidated Rochester office and our State Street and Victor office locations are now permanently closed.


We look forward to welcoming you to our new space!

90 Linden Oaks, Suite 100 | Rochester, NY 14625


Our Buffalo, Cooperstown, Oneonta, and Perry

office locations & hours have not been affected by this move.




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.


Top Workplaces Award is given based on employee survey results.