News From Allied!

Announcements

Our offices will be closed on Monday, September 1, 2025

in honor of Labor Day.

Final Call for Tax Paperwork

If your return is on extension, please note the final dates by which we must receive all of your paperwork in order to complete and file on time:

• August 11 – for business returns due September 15

• September 1 – for individual returns due October 15

We cannot guarantee timely filing for any paperwork received after these dates.

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: 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!

Saving for College 101 (video)

Here's a crash course on saving for college.

Track Your Refund

All you need is:

Taxpayer social security number
Filing status
Refund amount

Track Your Refund

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.