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

What Should You Know About Charitable Giving and Estate Planning in 2027?

The One Big Beautiful Bill (OBBB) Act, signed into law on July 4, 2025, rewrote several rules that affect how you give and how you pass wealth to the next generation. Most provisions took effect in 2026, so 2027 will be the first year many taxpayers plan around them from the start. Charitable Deductions Look […]

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