Allied Financial Partners

Labor Day marks the day in 1894 when Congress declared the first Monday in September a national holiday to honor the nation's workers and their contributions to the well-being of the country.

“Never get so busy making a living that you forget to make a life.” – Dolly Parton

While self-employment can bring you a sense of fulfillment, it can also lead you to costly mistakes if you're not careful. Improve your strategies and learn about common financial mistakes made by other entrepreneurs by checking out the article below! Contact us today at (585) 410-6733 for personalized assistance with your financial goals.

5 Financial Mistakes to Avoid When You Are Self-Employed - NerdWallet Self-employment can be used as a vehicle to launch your dreams and build wealth. Avoiding these financial mistakes may increase your chances of success.

One of the fundamental parts of business strategy is market research. It includes the gathering and analyzing of information about a target market and all the industry trends and consumer preferences that are a part of it. This is vital for businesses to make informed decisions and stay competitive!

What Is Market Research, and Why is it Important? | www.financialhotspot.com Market research is a fundamental aspect of business strategy that involves gathering, analyzing, and interpreting information about a target market, industry trends, and consumer preferences. It plays a crucial role in helping businesses make informed decisions, identify opportunities, mitigate risk...

When was the last time you updated your will?

Just a moment...

Our team continues to grow, and we are thrilled to welcome Julie Fisher as our new Staff Accountant in the Perry office! 🎉 Julie brings a wealth of knowledge and enthusiasm to our team, and we can't wait to see the great things we'll accomplish together. Welcome aboard, Julie!

People get a letter from the IRS and automatically get concerned thinking it's an audit, but in many cases, it's just an adjustment letter. An adjustment letter from the IRS typically provides notice that you owe additional taxes or that they have adjusted your refund amount. If you owe additional tax, it’s important to either pay the tax by the deadline or, if you believe the tax liability is wrong, to respond following the instructions and timeline in the letter. Contact us at (585) 410-6733 for assistance.

The inheritance you leave your family can set the tone of your loved ones’ financial situation for generations to come. When planning your estate and administering a trust, there are complexities you must navigate through to ensure that your wishes are carried out as you intend. Careful planning and understanding your goals are key to a successful inheritance and legacy.

Leaving an Inheritance: Important Considerations | www.financialhotspot.com Leaving behind an inheritance is more than just a financial transaction; it's a legacy that can profoundly impact the lives of your loved ones for generations to come. Whether you're planning your estate or navigating the complexities of administering a trust, there are several crucial consideration...

Discover important age-related milestones, from catch-up contributions to Social Security benefits, all in one concise visual guide. Stay informed and plan for a secure financial future.

8 Financial Milestone Birthdays Get ready to celebrate your financial birthdays in this informative infographic.

We're thrilled to welcome Thiri Thaw as our new Senior Accountant in the Perry office. With her expertise and dedication, we're confident she'll be a valuable asset to our organization. Welcome aboard, Thiri! 🎉

When you work with us, we’ll offer year-round tax planning guidance to help you reduce the tax obligations of your business. Running a business is hard, but taxes shouldn't be. Let our professional enrolled agents help you navigate the tax maze! Contact us at (585) 410-6733 to get started.

We're excited to announce our sponsorship of the House of John Golf Tournament! ⛳️

As a community-focused organization, The House of John is committed to supporting initiatives that make a real difference, and we are happy to be able to support them in their efforts. Every swing helps provide vital services and support to those in need. 🏠❤️

All those years of work can add up to a small fortune. What's your strategy for your money?

Lifetime of Earnings Estimate how much you have the potential to earn during your working years.

Have you ever wanted to open up your own business but are afraid that it might be a difficult process? Have no fear! These success tips are great places to start and keep at the forefront of your mind when building your startup company. Need assistance with getting your business finances in order? Call us at (585) 410-6733 – we can help!

5 Realistic Tips to Build a Successful Startup | Startup Grind Startup Grind is a startup community in 120 countries delivering education, connections, and opportunities to help startups and scaleups grow.

🌟 We’re honored to be ranked on the INSIDE Public Accounting list of Top 500 CPA Firms for the third year in a row! 🌟

This achievement is a testament to the dedication and hard work of our incredible team, as well as the unwavering support of our valued clients. Thank you for helping us reach this milestone! We’re excited to continue providing exceptional service and expertise.

We are proud to be supporting the Wyoming County Fair! https://www.facebook.com/profile.php?id=100057359294019
🎉

From thrilling rides to delicious food and entertaining shows, there's something for everyone. We're thrilled to be part of this wonderful event that brings our community together.

www.wyomingcountyfair.org

We got a sneak-peek at our new office space this afternoon!

Whether you realize it or not, you’ve allocated your assets.

A Decision Not Made Is Still a Decision Investors who put off important investment decisions may face potential consequence to their future financial security.

Running your own business doesn’t come without its stressors unfortunately. However, there are ways that you can successfully manage your stress and have a healthy work-life balance in the process! Consider incorporating these helpful tricks into your routine and give us a call at (585) 410-6733 to set up a meeting to discuss how we can assist with the financial aspects of running a successful business.

7 Ways Successful Entrepreneurs Manage Stress – Center for Entrepreneurship Being an entrepreneur is stressful. From pitches to cash flow, from setbacks to deadlines, and from home life to working...

We are delighted to announce our sponsorship of Suzanne's Custom Care Golf Tournament! 🌟 This event promises a day of golf, camaraderie, and supporting a wonderful cause.

Suzanne's Custom Care is dedicated to making a difference in our community, and we are honored to support their mission through this tournament.

Let's come together, enjoy some great golf, and contribute to a meaningful cause. See you on the course! 🏆

Setting personal financial goals shouldn’t seem like a daunting task. In fact, it should be motivating! Securing your financial future to purchase a home, start a business, or retire in a heathy spot helps you take control of your future and success. Set clear and achievable goals that align with your aspirations and priorities.

Tips for Setting Your Personal Financial Goals | www.financialhotspot.com Setting financial goals is a crucial step toward securing your financial future and achieving long-term success. Whether you're aiming to buy a house, start a business, or retire comfortably, having clear and achievable financial goals can provide you with direction and motivation. In this blog post...

"August comes with a dreamy haze of heat." -- Gladys Taber

August eblast: https://conta.cc/3A5AEvk

Medicare doesn’t cover all the health-care expenses you may experience. Enter Medigap.

Understanding the Basics of Medigap Policies Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.

🎉 Welcome to the team, Marissa Hagopian! 🎉

After impressing us as an intern, Marissa has now joined us as a full-time employee. We're thrilled to have you on board and can't wait to see all the amazing things we'll achieve together!

One of the most common causes of stress is money worries. Most adults have likely dealt with a financial dilemma in their life. Take back control of your stress and try following the steps listed in this article on how to manage your finances as well as your feelings. If you're looking for any assistance with your finances, please schedule your initial consultation with us today at (585) 410-6733!

5 Ways to Calm Financial Stress - NerdWallet Recognizing that money tension is common can be the first step toward reducing it. Here are other ways to ease worries.

Part of securing your family’s financial future is estate planning. As a married couple, this step not only manages your assets, but also ensures that your loved one are properly taken care of reflecting your shared financial goals. Remember it is a collective effort that involved thoughtful consideration of future aspirations.

Estate Planning Tips for Married Couples | www.financialhotspot.com Embarking on the journey of estate planning as a married couple is a pivotal step toward securing your family's financial future. It's not just about managing assets; it's about creating a legacy that ensures your loved ones are taken care of. In this blog post, we'll explore essential estate planni...

🎉 Welcome to the team, Gina Whitney! 🎉

We're excited to announce that Gina has joined Allied CPAs, PC as a Tax Manager in our Rochester office. We're delighted to have you on board and look forward to the expertise and energy you'll bring to our team. Here's to new beginnings and great achievements!

Without your knowing, your investment portfolio could be off-kilter. What to look for in this message.

Why Regular Rebalancing Makes Sense Without your knowing, your investment portfolio could be off-kilter.

We're excited to share that Zach Legters has been promoted to Manager at Allied CPAs, PC. Zach's hard work, expertise, and leadership have greatly contributed to our success.

Let's give a big round of applause to Zach on his well-deserved promotion!

🍦 Yesterday, our staff celebrated National Ice Cream Day! 🎉 Did you know this delightful day was officially recognized by President Ronald Reagan in 1984? What a "sweet" way to start the week! 😋🍨

🚚 We are MOVING! 🚚

We are excited to announce that our Victor and Rochester offices will be consolidating into one convenient location. We expect (hope!) to be in our new space by the end of August.

Our new address will be:

📍 90 Linden Oaks, Suite 100
📍 Rochester, NY 14625

Stay tuned for more updates!