In This Issue
  • Office Announcements
  • Webinar: Creating Retirement Income During Uncertain Times
  • Video: Charitable Giving: Straight from the Heart
  • Giving Season at Allied Financial Partners
  • Your Money Matters
Office Announcements

All of our offices will be closed
Friday November 10, 2023 in honor of Veteran's Day
Thursday and Friday, November 23 & 24, 2023
to enjoy the Thanksgiving holiday.
Payroll Quarterly Reports will be posted to Employer on the Go by November 5.

Year End Prep
In preparation for the upcoming 4th quarter and W-2 deadlines, please be sure to send in any year-end pay items to your Payroll Specialist. Items such as:
  • Any missing social security numbers or contact information for your employees *this is a W2 requirement
  • Personal Use of Company Car
  • S-Corp Health
  • Group Term Life in excess of $50,000

IRS Notice CP136
You should be receiving IRS Notice CP136 which states your 2023 deposit requirements for form 941. Please forward this notice to your payroll specialist so that we know what schedule your federal payroll taxes need to be deposited on.
Is the content of this email relevant to you?
Webinar: November 30, 2023
Creating Retirement Income During Uncertain Times
Allied Financial Services, Inc. would like to invite you to participate in our monthly conversation, Creating Retirement Income During Uncertain Times.

Everyone is welcome to join these online discussions which will take each month. Our next event will be Thursday, November 30, at 12:00 PM.
If you would like to discuss your personal retirement income distributions or situation but are unable to attend, please contact our office to set up an appointment.
Charitable Giving: Straight from the Heart
Giving Season at Allied Financial Partners
At Allied Financial Partners, we value the communities in which we live and work. Over the course of the year we volunteer our time and talents to a variety of organizations as well as sponsor a number of community events.

As the holiday season approaches, each of our offices have selected an organization to support. In addition to doing something good for others, this is a great team-building opportunity for our employees.

So, what will we be doing?

Our Buffalo staff will be raising funds for Amherst Meals on Wheels.

The Oneonta/Cooperstown team will be sponsoring a family through the Family Service Association "Adopt A Family" program.

Employees in the Perry office will be collecting donations for the

The Rochester/Victor offices will be participating in the Small Business Council of Rochester Thanksgiving Food Drive.
Your Money Matters
This month’s Your Money Matters newsletter contains helpful information about how capital gains are taxed, important considerations regarding your life insurance needs, a look at how asset classes perform, and an overview of home warranties.

Understanding how capital gains are taxed may help you refine your investment strategies.
How to help determine life insurance needs to provide your family after you pass away.
Bonds may outperform stocks one year only to have stocks rebound the next.
Understanding the value of a home warranty.

Your Money Matters is a monthly blog post that pulls together financial articles and videos of interest. We hope you enjoy!
Online Credit Card Payments Payments to Allied CPAs, PC and Allied Payroll Services can be made online at Look for the Make A Payment button on the top right corner of our website. AFP accepts Mastercard, VISA and Discover. Please note: Electronic payments cannot be accepted for financial planning or investment services.
Payroll Clients: In light of growing fraudulent direct deposit claims, please verbally confirm with your employee if you receive an email notification of a bank account change before you send the change to your payroll specialist.

Contact Our Office
Buffalo | (716) 694-0336
Cooperstown | (607) 282-4161
Oneonta | (607) 432-3462
Perry | (585) 237-3887
Rochester | (585) 410-6733
Victor | (585) 410-6733
Allied Payroll Services is bonded.

Securities offered through Registered Representatives of Securities America, Inc., a broker-dealer, member FINRA/SIPC. Advisory services offered through Securities America Advisors, Inc., a Registered Investment Adviser. Tax services provided by Allied CPAs, PC. Allied Financial Partners and Allied CPAs, PC are not affiliated with Securities America.

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.