Jonathan Herdlein, CPA

Manager

716-856-3300

jherdlein@LumsdenCPA.com

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Jon joined Lumsden McCormick with twenty-five years of experience in the area of auditing, financial statement reviews, tax return preparation and compliance, and consulting services with a primary focus on commercial businesses, manufacturing and distribution, real estate, and employee benefit plans.     

EDUCATION

State University of New York at Fredonia, Bachelor of Science, Accounting
Binghamton University, Master of Science, Accounting 

PROFESSIONAL

American Institute of Certified Public Accountants
New York State Society of Certified Public Accountants

COMMUNITY

Knights of Columbus, Cheektowaga, Member
Rotary Club of Batavia, Member

FUN FACTS

Jon is one of 13 children, with two younger brothers, five older sisters, and five older brothers. He has Bills and Bisons season tickets and was an avid movie goer prior to the pandemic.

Service Expertise

Industry Expertise

Upcoming Events

April 2025 Buffalo Sabres Tickets Raffle

April 2025 Buffalo Sabres Tickets Raffle

April 05, 2025

Enter to win two tickets to a Sabres home game for the 2024-2025 season!

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Navigating Expiring Tax Provisions and the Current Market Landscape

Navigating Expiring Tax Provisions and the Current Market Landscape

February 12, 2025

Discover the expiring provisions of the Tax Cut and Jobs Act (TCJA) and their impact on your financial planning and tax strategies for 2025 and beyond. Plus, gain insights from our Financial Market Update.

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