Michē C. Needham, CPA

Partner

716-856-3300

mneedham@LumsdenCPA.com

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Michē is an experienced tax professional responsible for the development and implementation of tax engagement strategies. She works with businesses and individuals in order to assure conformity with federal and state tax standards and to minimize taxes and related costs. Michē has experience in all areas of U.S. federal and New York State taxation and performs tax-related services to C and S corporations, partnerships, and individuals. She graduated from the State University of New York at Buffalo and has been with Lumsden McCormick since 2003. In 2014, Michē passed the Series 7 and 66 exams and acts as a referring advisor for Lumsden McCormick Financial Services, LLC

EDUCATION

State University of New York at Buffalo, Bachelor of Science, Accounting

PROFESSIONAL

American Institute of Certified Public Accountants            
New York State Society of Certified Public Accountants
Independent Oil & Gas Association of New York
Passed Series 7 and 66 securities exams – Financial Advisor*
BDO Leadership Institute, 2015 Graduate

COMMUNITY

Buffalo and Erie County Botanical Gardens, Board of Directors, Board Chair
American Business Women’s Association Western New York Charter Chapter, Member

 

*Securities offered through Avantax Investment ServicesSM, Member FINRA, SIPC. Investment Advisory services offered through Avantax Advisory ServicesSM.

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December 01, 2020

AuditWatch University Level 6: Developing the Executive Within develops individuals who consistently interact and manage at the executive level.

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2020 Exempt Organizations Conference

December 03, 2020

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