Office Announcements

Keep Your Information Up to Date

As we head into the final months of the year, please take a moment to make sure the contact and banking information we have on file for you is accurate and up to date.

If you’ve recently changed your address, phone number, email address, or banking information, please let our office know so we can keep your records current and ensure important communications and transactions are handled without delay.

If you’re unsure whether your information is current, please reach out to our office—we’re happy to help.

Time for Tax Planning

As we approach the final quarter of the year, now is the ideal time to review your financial situation and take proactive steps to minimize your 2026 tax liability.

Strategic year-end tax planning can help you:

• Maximize deductions and credits
• Defer or accelerate income
• Make the most of retirement contributions
• Review capital gains and losses
• Prepare for any upcoming tax law changes

Why plan now?

Waiting until the last minute can limit your options. By reviewing your finances early, we can help identify opportunities and tailor strategies specific to your personal or business situation—before the December 31st deadline.

Let’s Talk

If you'd like to schedule a year-end planning session, please contact us as soon as possible. Appointment times fill up quickly this time of year!

We look forward to helping you close out the year with confidence and peace of mind.

Electronic Document Policy

Keeping Your Information Safe

As technology and cybersecurity risks continue to evolve, we will no longer accept files provided on thumb drives or USB devices. To help protect both our systems and your personal information, we encourage clients to submit tax documents electronically through our secure portal whenever possible. Our portal offers a safe, convenient way to upload documents and access important information. If you need assistance accessing your portal, or if you do not currently have a portal and would like one set up, please contact our office—we’re happy to help.

Webinar: October 6 @ 6:00 PM

Medicare Unpacked: Your 2027 Update

Get ready to unpack Medicare for 2027! Medicare Unpacked will break down the basics, explore what’s new for 2027, and help you prepare for the Annual Enrollment Period with greater confidence.

Come get informed, ask questions, and make sure you’re ready for the journey ahead!

Four Elements of an Estate Strategy (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:

• Alzhiemer's Association - Walk to End Alzhiemer's
• Arts Council for WYoming County - Halloween Masquerade
• EYS - Positively Pink in Pittsford - Breast Cancer Walk
• Genesee Valley Hunt Races

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.

Let's Keep In Touch...

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!

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.

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

Perry | (585) 237-3887

Rochester | (585) 410-6733

alliedcpa.com

alliedfinancialservices.com

Privacy policies for Allied CPAs PC and Allied Financial Services, Inc. can be viewed on their respective websites.

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.