Delivering Innovative and Proactive Solutions
That Foster Continued Success.

One Comprehensive Approach.

Audit, Tax, and Advisory

Audit, Tax, and Advisory

From tax-minimizing strategies to proactive business planning, Lumsden McCormick’s industry experts focus on helping you maximize your growth potential. Learn More
Financial Services

Financial
Services

Lumsden McCormick Financial Services guides individuals and businesses to develop a wealth plan that empowers confident financial choices. Learn More
Forensic Accounting

Forensic
Accounting

Brisbane Consulting Group specializes in the valuation of closely held businesses, litigation support, financial aspects of divorce, quantifying economic damages, and insurance claims. Learn More
Nonprofit Technology

Nonprofit
Technology

Accounting expertise combined with a comprehensive knowledge of software solutions, Brisbane Consulting Group’s nonprofit division can customize and manage your accounting technology needs. Learn More

Proactive Insights.

LATEST INSIGHTS

Wealth Planning Opportunity | Spousal Limited Access Trust

Wealth Planning Opportunity | Spousal Limited Access Trust

Tax reform legislation doubled the federal estate, gift, and generation-skipping transfer (GST) tax exemption to $11.18MM (as indexed for inflation) per person. This created a seven-year window for increased wealth transfer planning.

 

Conidi and George Earn CPA Designation

FIRM NEWS

Conidi and George Earn CPA Designation

Conidi and George Earn CPA Designation

Congratulations to staff accountant, Isabella Conidi, and senior accountant, John George, on passing all four parts of the CPA exam, earning them their CPA designations!

 

The Changing Landscape of Health Care in New York State

E-BOOKS

The Changing Landscape of Health Care in New York State

The Changing Landscape of Health Care in New York State

With so much at stake, what does the future look like for health care providers in NYS and throughout the nation? In this eBook we examine some of the repercussions of these changes on the NYS health care system, and what we can expect going forward.

 

Accessible Team. Personal Attention.

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Thank you for visiting our website

I have the honor and privilege of serving as managing partner of this outstanding professional services firm. When Charles Lumsden and Richard McCormick set out to create a new accounting firm in the vibrant community of Buffalo, New York, their cornerstone embodied the essence of quality client service. More than sixty years later, that philosophy remains the core value of our firm and is practiced daily by every one of our associates. Some of our early clients remain clients of our firm today, albeit a few generations removed. As you click through our specialties and services, feel free to reach out to me with questions about our firm or our approach to quality service.
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