William R. Bakke, CPA

Senior Accountant

716-856-3300

wbakke@LumsdenCPA.com

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In the tax department, Will primarily focuses on tax compliance services for S-Corporations and Partnerships. This includes the preparation of tax returns for foreign persons and U.S. citizens living outside of the United States, along with various foreign companies that have filing requirements in the United States. In addition, he has experience with various tax credits and consulting services, including Brownfield credits and manufacturing company-based incentives and credits. For family-owned and commercial businesses, Will assists with QuickBooks Online projects.

EDUCATION

Canisius College, Master of Science in Forensic Accounting
Canisius College, Bachelor of Science in Accounting and Accounting Information Systems

PROFESSIONAL

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

COMMUNITY

Lumsden McCormick Making A Difference (MAD) Committee, Member
 

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Upcoming Events

AuditWatch University Level 3

AuditWatch University Level 3

May 23, 2020

AuditWatch University Level 3: Beginning In-Charge Training prepares auditors to take in-field responsibility for an audit engagement. It mixes discussion with case studies to provide an in-depth look at designing and completing the key steps in an audit.

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AuditWatch University Level 2

AuditWatch University Level 2

May 23, 2020

AuditWatch Level 2: Experience Staff Training introduces auditors to the complete audit process and plan. It focuses on ways for staff and senior accountants to significantly participate in the risk assessment procedures, including efforts surrounding internal controls.

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