Educational Institutions

Private Schools

Private schools must balance educational excellence with responsible financial stewardship. Lumsden McCormick provides specialized accounting, audit, tax, and outsourced accounting and advisory services designed to support private schools and their leadership teams.

Expertise

Expertise


We provide financial guidance to private schools across Western New York, helping institutions operate efficiently while maintaining compliance with state and federal regulations.

Latest Insight

California Extends Sales Tax to Prewritten Software and SaaS, Effective January 1, 2027

Beginning January 1, 2027, businesses that sell software or Software-as-a-Service (SaaS) to customers in California (or businesses that purchase it) will be subject to the state’s sales and use tax for the first time. This change comes as part of California’s state budget, signed on June 29, 2026. Senate Bill 122 (S.B. 122) extends California’s […]

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