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Articles From Lumsden McCormick

COVID-19 Update - Client Portal and Lockbox Document Drop-Off

Effective 3/21/2020 and until further notice, Lumsden McCormick is suspending all in-office face-to-face interactions in light of COVID-19 concerns.

As defined by New York, accounting is an essential business, therefore Lumsden McCormick will continue operations as a remote workforce.  Because of our investment in technology, we maintain security protocols to protect and enable access to our data and systems allowing us to continue to work at consistent levels ensuring uninterrupted services.  

We are continuing to provide excellent and timely services and are moving forward to complete all tax filings by April 15, 2020, despite the filing extensions recently issued by the IRS and New York State. We highly encourage you to continue to forward us all the necessary documentation through our secure client portal.  A secondary option is via email through ShareFile, a Citrix product.  

We also have a secure lockbox in our vestibule where you can drop off documents Monday – Friday from 9 am – 4 pm. We have envelopes, sticky notes, and pens available (hand sanitizer, too!) for your convenience.  An employee will be on hand to collect the information hourly and distribute accordingly.  If you are uncomfortable entering our vestibule, please call 716-856-3300 and we can meet you at your vehicle. Remember, using our secure client portal is the best option. 

Please contact your Lumsden McCormick advisor with questions about filing your return or how best to minimize the financial impact to you or your business.  We are available at your convenience and will respond as if we were in the office.

COVID-19 Update - Client Portal and Lockbox Document Drop-Off

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Maria provides support of all marketing functions to Lumsden McCormick and Brisbane Consulting Group. Her responsibilities include corporate communications, public relations, proposal writing and design, CRM facilitator, newsletter management, advertising and sponsorships, technical seminars and special events, social media, and web site design. Maria works directly with partners and staff to ensure that clients receive the highest level of service in the industry. She has been with the Firm for over 20 years.    

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