Lumsden McCormick CPA

Brisbane Consulting

Lifetime Wealth Management

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Wealth Management

Audit & Accounting

Agreed-Upon Procedures
Audits, Reviews, & Compilations
Employee Benefit Plans
Internal Audits
SOC Audits

Business Valuation & Consulting

Forensic Accounting
Litigation Support
Matrimonial Consulting

Outsourced Accounting

Accounting Solutions
Financial Planning & Analysis
Outsourced Accounting & Advisory Services

Tax

Cost Segregation
Gift, Trust, & Estate Planning
International & Cross Border Tax
Research & Development Tax Credit (R&D)
State and Local Tax (SALT)
Tax Credits & Incentives

Tax Planning & Compliance

Business Tax
Individual Tax
Qualified Small Business Stock Planning

Transaction Advisory

Succession Planning
Transaction Structuring

Due Diligence

Buy-Side Quality of Earnings
Corporate Tax
Sales Tax

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Agreed-Upon Procedures

Audits, Reviews, & Compilations

Employee Benefit Plans

Internal Audits

SOC Audits

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Forensic Accounting

Litigation Support

Matrimonial Consulting

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Accounting Solutions

Financial Planning & Analysis

Outsourced Accounting & Advisory Services

Learn More
Cost Segregation

Gift, Trust, & Estate Planning

International & Cross Border Tax

Research & Development Tax Credit (R&D)

State and Local Tax (SALT)

Tax Credits & Incentives

Learn More
Succession Planning

Transaction Structuring

Learn More
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Lumsden McCormick CPA

369 Franklin St.

Buffalo, NY 14202

716.856.3300 | Fax: 716.856.2524

Brisbane Consulting | Lifetime Wealth Management

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