News From Allied Financial Partners!

Office Announcements

Our offices will be closed on

Monday, September 2, 2024

in honor of Labor Day.

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.

Estimated Tax Payments Due September 15

Estimated payments are recommended based on information supplied during the preparation of 2023 tax returns. Accurate 2024 estimated payments are necessary to avoid future interest and penalties. If you are unsure if you were advised to make estimated payments please review the filing instructions included with your 2023 tax return or contact our office.

To Make Payments

Mail check along with payment voucher(s) included with your tax return.
To make an electronic payment to the IRS https://www.irs.gov/payments
To make an electronic payment to NYS https://www.tax.ny.gov/pay/ind/pay_your_estimated_tax.htm

Client Insight Poll

Have you ever engaged in any tax planning?

Yes, I regularly engage in tax planning.

Yes, but only occasionally.

No, I have never done any tax planning.

I'm not sure.

The Importance of Tax Planning

Tax planning is a crucial aspect of financial management that involves evaluating your financial situation and developing strategies to minimize your tax liability. Effective tax planning helps individuals and businesses retain more of their income and wealth, providing a clear path to achieving long-term financial goals. Read the full article here.

Maximizing Deductions and Credit
Timing Income and Expenses
Retirement Planning
Estate Planning
Avoiding Penalties and Interest

Webinar: September 26, 2024

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, September 26, at 4:00 PM.

Click Here to Register

Introducing: TransitionReady

Sometimes we make life changes deliberately, and with forethought. Other times change is forced upon us unexpectedly. To help prepare for change, we are developing TransitionReady, a comprehensive program that can be tailored to assist individuals navigating through significant life changes, with a special focus on graceful aging.

We will be holding focus groups to gain insights that can help shape the TransitionReady program. We value your input and would love for you to join our focus group to help shape this program.

To learn more about TransitionReady, or to participate in a focus group,

please email Andrea True at atrue@alliedfp.com.

Extended Care: A Patchwork of Possibilities

What is your plan for health care

during retirement?

Is the content of this email relevant to you?

Yes

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!

Payments to Allied CPAs, PC can be made online at www.alliedfp.com. 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.

Still waiting for your refund? Visit the resource 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

Contact Our Office

Buffalo | (716) 694-0336

Cooperstown | (607) 282-4161

Oneonta | (607) 432-3462

Perry | (585) 237-3887

Rochester | (585) 410-6733

WEBSITE ABOUT CONTACT

Securities 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.

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