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All our offices will be closed on Monday, May 25, 2026
in honor of Memorial Day.
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All our offices will be closing at 12:00 on Fridays starting May 22nd through September 4th as a gesture of appreciation for our hardworking team.
Your continued support makes it possible for
us to reward their dedication.
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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.
| | IRS Notice CP53E Scam Warning | | |
The IRS issues a CP53E notice when a taxpayer’s refund cannot be deposited due to missing or incorrect bank information. As the IRS continues to phase out paper checks, more taxpayers may receive legitimate CP53E notices.
Unfortunately, scammers are taking advantage of this by sending highly convincing fake CP53E notices in an attempt to steal banking information.
Be cautious and look for these warning signs of a scam:
- Includes a QR code
- Instructs you to respond via text, email, or phone
- Directs you to a website other than IRS.gov
- Requests payment via gift card, prepaid card, or other unusual methods
- Uses urgent, threatening, or inconsistent language
- Claims an IRS employee can update your bank account information on your behalf
If you receive a CP53E notice, verify it through IRS.gov or consult your accountant before taking action. Do not call phone numbers listed on the notice or scan any QR codes.
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Webinar: May 12, 2026
Social Security & Retirement Planning: A Hit or Myth Proposition
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Social Security's retirement program has been a basic part of American life for more than 90 years. But, despite the age, the size, and the economic impact of the Social Security system, the myths and misunderstandings about what the program is, as well as what it is not, are sizeable.
Now, as Baby Boomers reach retirement age, they are beginning to realize that Social Security is going to play a bigger role in their retirement than they had previously thought. However, they are also starting to realize that they do not know as much about the program as they should.
Kurt Czarnowski, the Social Security Administration’s former Regional Communications Director for New England, will provide a wealth of information about the system. He will cover topics such as when someone can start to collect, the available options if someone changes his/her mind, how a retirement benefit is calculated, and the impact of working in retirement. He will also discuss spousal, divorced spousal, and survivor benefits, the taxation of benefits, and how someone goes about applying.
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Webinar: June 25, 2026
Questions to Confidence: Building a Financial Plan
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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 Power of Tax-Deferred Growth (video) | |
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Why are 401(K) plans, annuities, and IRAs so popular?
| | | | | 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:
This year Allied will be sending a team to plant flowers around the Schottland YMCA.
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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All you need is:
- Taxpayer social security number
- Filing status
- Refund amount
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Visit our websites:
🌐 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.
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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!
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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.
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Buffalo | (716) 694-0336
Oneonta | (607) 432-3462
Perry | (585) 237-3887
Rochester | (585) 410-6733
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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.
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