Office Announcements
If your documents for personal tax returns have not yet been submitted for the 2023 tax season, an extension will need to be filed on your behalf.

  • Filing an extension simply moves the filing deadline from April 15 to October 15.
  • If you anticipate receiving a refund on your return, no action is required on your part at the time the extension is filed.
  • If you typically end up owing on your return, your accountant will advise that you submit an estimated payment at the time the extension is filed to avoid any penalties.

Note: Filing for an extension with the IRS is a common practice and not considered a red flag. The IRS acknowledges that extensions can help tax filers ensure the accuracy of returns. Rushing to meet the deadline can lead to mistakes, so taking advantage of the extension period can contribute to a more accurate filing.

Tax Filing Deadlines
  • 04-15-24 - Individual & C-Corporations
  • 04-15-24 - FBAR reports due
  • 04-15-24 - First quarter estimated payments
  • 05-15-24 - Exempt Organizations
All of our offices will be closed on Friday, April 19, 2024 to give our team a well deserved respite after tax season.
2024 Total Solar Eclipse!
We are on the path of totality!

"It will likely be the most-viewed astronomical event in American history," eclipse chaser Michael Zeiler, who runs the Great American Eclipse website, said.

While 31 million people live in the path of totality, millions more are expected to flock to the narrow band of land that will be temporarily be plunged into darkness on the afternoon of April 8.

In anticipation of the influx of traffic surrounding our offices on April 8, we will not be taking client appointments that day. We encourage you to delay visiting our offices until April 9th.

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Congratulations to our Managing Partner, Tom Tette,
on being selected as an honoree in the
Rochester Business Journal's Power List in Accounting & Insurance!
Webinar: April 23, 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 place at the end of each month. Our next meeting will be Tuesday, April 23, at 4:00 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.
FIVE Basics of Financial Literacy
Financial literacy is an indispensable skill in today's complex world, yet many individuals find themselves lacking in this crucial area. From budgeting to investing, understanding the fundamentals of personal finance is essential for making informed decisions about money. So, how literate are you when it comes to your finances? Let's delve into five basics that everyone should know to navigate the financial landscape effectively.
Your Money Matters
This month’s Your Money Matters newsletter contains helpful information about preparing to grow wealthy as a couple, targeting college prep milestones, important considerations when donating stock, and tips for raising healthy kids. If you have questions, don't hesitate to reach out to us for answers.

Keys to preparing to grow wealthy together.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
There are benefits and limitations when you decide to donate stock.
Healthy habits are one of the greatest gifts to give your child.
Online Credit Card Payments
Payments to Allied CPAs, PC 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.

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.